Freshsuccess 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Freshsuccess

4.6

(8)

Pricing

Pricing available upon request

About Freshsuccess

Freshsuccess is a customer success platform that helps businesses streamline operations related to customer account health tracking, client segmentation, workflow configuration and more on a centralized platform. It enables employees to identify and automatically receive alerts to handle customer churn, new advocates, expansion opportunities and other activities.

Freshsuccess allows administrators to define milestones, create to-do lists and configure rule-based workflows to manage processes across customer onboarding, business reviews and renewals. The email automation functionality lets teams use a drag-and-drop interface to create custom emails and auto-trigger campaigns based on customer behavior and lifecycle phases. Additionally, with the team management module, managers and leaders can generate reports to gain insights into employee, workflows and overall customer journey performance.

Freshsuccess provides an application programming interface (API), which enables organizations to integrate the platform with several third-party solutions, including Netsuite, Zoho CRM, Chargebee, Quickbooks, Okta and more. It is available on annual subscriptions and support is exten...

Freshsuccess Screenshots

Freshsuccess Pricing and Plans

Starting price: $578.00

Free Trial

Free Version

Basic

$578.00

No plan information available

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Freshsuccess Features

Popular features found in Customer Success
Customer Engagement
Onboarding
Reporting/Analytics
Usage Tracking/Analytics
More features of Freshsuccess
Account Alerts
Account Management
Activity Dashboard
Activity Tracking
Alerts/Escalation
API
Behavior Tracking
Campaign Management
Collaboration Tools
Communication Management
Configurable Workflow
CRM
Customer Database
Customer Management
Customer Segmentation
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Email Management
Feedback Management
Health Score
Interaction Tracking
Performance Metrics
Reporting & Statistics
Revenue Management
Segmentation
Task Management
Third-Party Integrations
Workflow Management

Freshsuccess Integrations

Agile CRM

HubSpot CRM

Insightly

Sage Intacct

Google Calendar

See all 44 integrations

Freshsuccess User Reviews

Overall Rating

4.6

Ratings Breakdown

63%

38%

Secondary Ratings

Ease of Use

4.4

Value for money

5.0

Customer support

4.8

Functionality

4.5

Have you used Freshsuccess and would like to share your experience with others?

Garrett G.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 6 months

Review source

Reviewed February 2019

Fantastic

So far very good experience with Natero. We haven't been using the platform long enough yet to judge its effectiveness on measuring health and likelihood of churning, but based on the datasets we're pulling in, I'm pretty confident that it's going to do the job very well. Our CES team is thrilled about having Natero.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

By it's nature, Natero is a very complicated product. It ties together a bunch of different datasets and presents them as a unified indicator of client health. To Natero's credit, they've done a very good job of creating a team and process that can get a new client from A to B. For the most part, implementation was painless - with only the instances of data issues on our end slowing things down or complicating the process. The integrations team was all over helping us get set up, and I was very pleased that Natero built a custom integration into a 3rd party tool so we could pull in NPS data and associate it with client accounts. The app works great and is easy to use once you've learned where everything is in the platform.

Cons:

I can't say anything negative about Natero - for the complexity of this kind of product and the data it pulls in, everything was relatively easy. The only thing that would have helped might have been more direct involvement with us on the integration process to speed things up. We had tons of interaction with the onboarding team, but I think we might have been able to speed up our particular onboarding process if we'd had a dedicated person walking through it with us. That said, for the pricing compared to enterprise level solutions, I'm extremely happy with this.

Vance P.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2018

Success Defined!

As a small CS shop in a startup we wanted a big time solution on a start up budget. We got more than we anticipated in the area of immediate positive results for the CSM's. Increased visibility with integrated ability to manage the entire life cycle of customers. Individually designed custom account dashboards and workflows makes choosing Natero a true game changer and allows us to implement repeatable success

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The platform is as simple or as complex as desired. Integrations are seamless. Reporting functionality is top notch. Support is unmatched, Echo Song is priceless. I would implement this solution into my families home life if I could.... and I just might!

Cons:

The only thing I can even come up with as a "dislike" and it is still a positive. It is that the Natero platform has so many effective features, apps and processes that one would be hard pressed to become a pro on them all.

Supreet K.

Verified reviewer

Internet

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed December 2018

Easy to use tool to capture progress regularly

It's been pretty great overall. I am now - - better able to assess progress with my accounts - see all my weekly calls, updates in one place - take action on any red flags immediately - manage upsell/churn effectively - see all client communication in one place

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Earlier, we used to capture a lot of account related stuff on Google Sheets. That was okay for a small team, but as we scaled from a team of 4 to 20 (and still growing) - things started getting difficult and we realised we needed a proper Customer Success tracking tool to capture all of our account related updates, actionables, goals, tasks and track them on an ongoing period. The tool is easy to use - has several dashboards that give quick overviews, integration has easy and Natero can capture data from multiple sources which eventually decides the account Health Score - an important tracking metric for any CS team.

Cons:

At times, the tool becomes slow and unuseable. Some of the data points take longer than usual to sync.

Shaune P.

Verified reviewer

E-Learning

201-500 employees

Used daily for less than 2 years

Review source

Reviewed July 2019

Great Customer Success Tool

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I use Natero daily to manage the health of my client's accounts. It took some time to learn how to navigate, but within a couple of weeks, it's extremely familiar. It tracks all of the important metrics, is quite customizable from an admin perspective, allows users to create lists and dashboards, as well as send email campaigns to contact lists that you can create (including customizable templates or with HTML). Their support is absolutely fantastic; fast to reply to tickets and questions and extremely thorough in their follow-ups.

Cons:

I would like the ability to see which links users click on within the newsletters that we send - generally just more info with the campaigns in general because I'm not able to fully maximize the potential there.

George M.

Verified reviewer

E-Learning

51-200 employees

Used daily for less than 12 months

Review source

Reviewed January 2019

An already great product, with a lot of potential

It allows us to have a main point of reference for all accounts, and integrate our insight into each one, whether it is the CSM's opinion, our platform's usage, their contracts, etc.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The reporting functionality and capabilities are quite extensive. The home page of each client is customizable and can provide extensive insight into each one at a glance. Integrations with multiple external platforms have been very useful to us. The Support and Customer Success departments are very helpful and responsive.

Cons:

Although very extensive, the reporting functionality has a steep learning curve and might appear difficult to less experienced team members. We have got less usage out of the Email Center than we would like to, as this is still lacking some critifical functionality for us.

Shaune P.

Verified reviewer

E-Learning

201-500 employees

Used daily for less than 2 years

Review source

Reviewed December 2018

Great product & outstanding support

Makes the day-to-day tracking and follow-ups really easy and intutive.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

We live in Natero at our company; great metrics available to manage the health of our accounts effectively. The insights and tracking of product usage are excellent, and any time I've had an issue, the support team acts on it immediately and professionally.

Cons:

I'd love to see some enhanced things around email campaigns and automated workflows in terms of comms.

Elizabeth P.

Computer Software

51-200 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

Great, easy to use platform

The software has been great and very useful for our team.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Gets the job done for our CS team; easy to use and has all of the features we need.

Cons:

There are a lot of features we don't use unfortunately. I wish it could be slightly easier to figure out what we need to be using and how we could adopt the rest of the features.

Star E.

Computer Software

201-500 employees

Used daily for less than 6 months

Review source

Reviewed June 2017

Flexible, user friendly with great reporting

The ability to organize tasks and sub task per customer with ease.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The reporting is really strong! It is nice to be able to dig deep into the data to discover patterns The ease of integrating systems. Oh and importing data is the fastest experience I have ever had. Less than a second to import thousands of data points. Incredible! You feel heard when you give suggestions and feedback

Cons:

The onboarding experience could use a little polishing but you kind of expect that in a growing company.

Showing 1 - 8 of 8 Reviews