ClientSuccess 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

ClientSuccess

4.2

(17)

Pricing

Starting at $15,000.00 per year

About ClientSuccess

Client Success is a one stop shop for everything related to customer success and client onboarding. Drive new customer growth while focusing on retention and renewal.

ClientSuccess Screenshots

ClientSuccess Pricing and Plans

Starting price: $15,000.00 per year

Free Trial

Free Version

Basic

$15,000.00

per feature, per year

No plan information available

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ClientSuccess Features

Popular features found in Customer Success
Customer Engagement
Onboarding
Reporting/Analytics
Usage Tracking/Analytics
More features of ClientSuccess
Account Alerts
Activity Dashboard
Activity Tracking
Chat/Messaging
Churn Management
Client Management
Commenting/Notes
Communication Management
CRM
Customer Management
Document Management
Email Management
Feedback Management
Health Score
Renewal Management
Reporting & Statistics
Revenue Management
Single Sign On
Task Progress Tracking

ClientSuccess User Reviews

Overall Rating

4.2

Ratings Breakdown

35%

47%

18%

Secondary Ratings

Ease of Use

4.5

Value for money

4.0

Customer support

4.6

Functionality

3.6

Clint J. K.

Verified reviewer

E-Learning

51-200 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

ClientSuccess - the basics

I've really enjoyed using CS - I've used it now for about 6 years and they've been great to work with.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like the ability to track engagements with customers and the Pulse of our customers. It allows for an easy view of where my accounts are and their status. I also love the feature that allows my emails to/from customers can sync within CS engagements, ensuring communication is never lost when a CSM moves on from that account. I also really like the SuccessCycles, this has been most beneficial for new customers, onboarding processes for CSM's to follow as well as cycles of customers that have admin turnover or that are at risk.

Cons:

I'd like to see the continued improvement around automation. The ability to get more out of the software, communicate, email customers that are beyond our day to day reach. Sometimes the data seems to not be sticky, we've had some issues with pulses not staying updated accurately, etc.

Reasons for choosing ClientSuccess

Fit our budget for our customers base.

Reasons for switching to ClientSuccess

Salesforce did not give our CS org the ease of use and insight we needed at the time for tracking customer engagements.

Verified

Reviewer

Marketing and Advertising

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed July 2021

Easy to use, very intuitive

Overall, this is an excellent software that significantly improved my ability to stay organized in tracking all of my interactions with business partners. I frequently will review important information that is a few years old, which would be impossible without this platform.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I have used this software on a daily basis and is exactly what I need to track all of the details of my various client relationships and interactions. The best feature is that it integrates with my Gmail account so that all email threads with the client automatically post to the account profile. This has been a huge safety net for information updates when I get too busy to make manual entries because the email interactions can be easily reviewed to see the details of all client interactions. Just a very solid platform all around.

Cons:

Occasionally, it felt like there were too many features available for tracking data. Ordinarily, I wouldn't call this a negative element, but if you try and utilize all of the features available to you making data updates can feel a bit overwhelming. I've seen that too many features can actually suppress your cadence for updates because it feels like too much work and will have the opposite of the intended effect, so be careful with that.

Verified

Reviewer

Computer Software

51-200 employees

Used daily for less than 2 years

Review source

Reviewed May 2019

Great Idea but new features have been buggy

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Helps me maintain my customers, contacts, work to do and team collobaration

Cons:

Buggy and too often need to redo some work

Holly S.

Verified reviewer

Computer Software

51-200 employees

Used daily for less than 2 years

Review source

Reviewed November 2020

Client Success Review

Generally, I think it is a really useful tool, however, I would like to see improvements to its general functionality and speed, including support.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I really like how it automatically links with my inbox, meaning I save so much time instead of having to manually add every email correspondence into Client Success. I also like being able to personalise what I see on my dashboard and the ease of use of the success cycles and pulses

Cons:

One thing I would improve is how often you have to re-log into the platform - if you have not used the tab in some time, it will log you out, meaning I can end up having to log in several times within a day, which can be time-consuming. I would also find it beneficial to have the main tiles regarding customer information easier to use and access, as it sometimes isn't clear and editing them can be quite longwinded. Hearing about new updates or features with training would also be beneficial, to make sure I am utilising it fully.

Mike H.

Verified reviewer

Computer Software

51-200 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

A great app for tracking customer success within SaaS companies

Overall the experience has been very positive. Their support and consulting are great and their product is continuing to improve. It doesn't have everything we want yet but we're getting there.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ClientSuccess has a very simple and intuitive UI making it easy to set up workflows to organize your work and keep CS team efficient.

Cons:

Sometimes updates don't sync. Several times I have updated data on an account, such as the client name, only to find it revert to the previous name after I've saved. It is also hard to integrate in a way where we can get clear usage metrics into CS from our software to better diagnose risk and expansion opportunities.

Patricia D.

Verified reviewer

E-Learning

51-200 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

End-User friendly

It's been a great record of truth for us. We recently got more licenses so that if Product or Sales needs to get better context about a customer they can.

Ratings Breakdown

Ease of use

Functionality

Pros:

I find it visually easy on the eyes and has all the functionality I need as a CSM. It's def worth having guidance from mgmt about certain things (e.g. what should go in the summary field, how to define dif pulse ratings, etc.)

Cons:

I know we've had some trouble with getting the Salesforce sync to function exactly as we want, but that may be on us. We also went overboard with some of our custom fields and customer onboarding cycles.

Verified

Reviewer

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed February 2019

Good but lacking functionality

I enjoyed it in a csm position but wished it had more reporting and automation.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It was great for taking customer pulse and storing account information.

Cons:

The reporting and automation was non existent.

Verified

Reviewer

501-1000 employees

Used weekly for less than 2 years

Review source

Reviewed January 2018

Great product, but it has some growing to do.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

CS is a great tool from the user perspective. Our CSMs love it and they appreciated how easy it is to use/navigate. Their customer service/support is TOP NOTCH.

Cons:

Now for the admin end.. CS can be a little buggy and tends to cause problems in our org from time to time. They're good about addressing the issues, but it'd be nice if those issues didn't come up so often.

Kent B.

Verified reviewer

Used daily for less than 2 years

Review source

Reviewed May 2017

Not there yet, but well on the way.

On an individual user basis, we manage the workflow fairly well out of the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clean user interface. Well set up for the industry and daily management of client interactions. the software has a bright future.

Cons:

Analytics are poor. Very difficult to manage a team and not have to click into individual accounts. Certain types of workflows are still not supported.

Jenna H.

Verified reviewer

51-200 employees

Used daily for less than 12 months

Review source

Reviewed April 2018

My company used Client Success previously as our CRM tool.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

My favorite part of the tool was the ease of use. I also felt like I could trust the product and know that I wouldn't need to audit my account list.

Cons:

When we used it, it did lack some functionality for task management. I would love to have the CRM product run reports on how many times I've reached out to particular (or all clients) for a particular date time frame. Now, it could be that they've since implemented this feature!

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