--- title: "ClientSuccess Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ClientSuccess Software - reviews, pricing plans, popular comparisons to other Customer Success products and more." source_url: "https://www.capterra.com/p/157971/ClientSuccess/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # ClientSuccess Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) ClientSuccess ## What is ClientSuccess? ClientSuccess is a customer success software platform that helps SaaS executives and their customer success teams retain and grow their existing customer base. ClientSuccess was awarded the SIIA CODiE Award for "Best Customer Success Management Solution" as well as being selected to the Red Herring Top 100. ## What is ClientSuccess used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Customer Success](https://www.capterra.com/customer-success-software/) Top alternative Featured Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $15000 Per Feature, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ClientSuccess?[Manage this product listing](https://www.g2.com/products/clientsuccess/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ClientSuccess 4.2 (17) VS. [4.7 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting Price $15000 Per Feature, Per Year Starting Price $49 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (17) Ease Of Use 4.6 (128) Value For Money 4.0 (11) Value For Money 4.6 (107) Customer Service 4.6 (14) Customer Service 4.7 (116) ## ClientSuccess alternatives Highest Rated [4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (131)](https://www.capterra.com/p/157980/ChurnZero/reviews/) Starting price $12000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (89)](https://www.capterra.com/p/227997/Product-Fruits/reviews/) Starting price $111.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (4)](https://www.capterra.com/p/10007033/Microcasting/#reviews) Starting price $297.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about ClientSuccess Overview ### Which roles and teams benefit most from ClientSuccess? ClientSuccess is most used by customer success managers, account managers, and client success teams that track customer health, renewals, and engagement across accounts. Customer success directors and VPs use reporting to monitor team performance and retention trends, while onboarding specialists and CRM analysts manage implementation milestones, customer data, and handoffs. Answer based on 17 reviews Overview ### What company size and specific industries is ClientSuccess built for? ClientSuccess is designed for SaaS companies, especially executives and customer success, account management, and renewal teams that focus on retaining and growing existing customers. It is suited to organizations in the software-as-a-service sector that manage recurring revenue, renewals, and account growth across small to large teams. Features and Usability ### What are the key features of ClientSuccess? ClientSuccess offers CRM and renewal management as core features, along with client management, customer management, and onboarding tools. It also includes account alerts, health score tracking, usage tracking and analytics, reporting and statistics, churn management, and communication features such as chat, messaging, email management, and commenting or notes. Getting Started and Support ### What training and onboarding options does ClientSuccess offer? ClientSuccess provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided setup remotely, webinars offer scheduled group learning, and documentation provides written reference material for self-paced review. ## Features AI summary Based on 687 Customer Success reviews Capterra data shows that buyers of customer success software rank the following features as their top priorities: - **Customer Management** (**56%** of reviewers rated this feature as critical) - **Health Score** (**49%**) - **Reporting/Analytics** (**46%**) ClientSuccess supports all three of the features reviewers value most: **Customer Management**, **Health Score**, and **Reporting/Analytics**. Together, these capabilities help businesses track customer relationships, monitor account health, and review performance data, allowing teams to spot risks early, improve retention efforts, and make more informed decisions. Account Alerts Informs of any account changes and notifications Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Chat/Messaging Communicate using direct chat or messages within the system Churn Management Identify customers at risk of migration and activate strategies to retain them Client Management Manage contact details and communication with clients ClientSuccess 23 features ### All Features - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Chat/Messaging: Communicate using direct chat or messages within the system - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Management: Manage contact details and communication with clients - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Management: Store and organize information about customers and previous interactions - Document Management: Store, manage, and track all electronic documents in a centralized location - Email Management: Manage, store and organize emails within the system or via third-party apps - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Health Score: Calculate a company, client account or person's health via a scoring system - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Single Sign On: Allow users to access multiple services after entering their login credentials once - Task Progress Tracking: Track the status and progress of tasks - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources --- Get Advice We can help you find the software with the features you need. Features 3.6 (17) 3.6 Based on 17 reviews ## Pricing Value for money 4.0 (11) Free Trial Basic $15,000 Per Feature,Per Year Value for money 4.0 (11) 4.0 Based on 11 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (14) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (14) 4.6 Based on 14 reviews ## User reviews Overall rating 4.2 Based on 17 reviews Filter by rating Counts reflect reviews available in this feed. 5(6) 4(8) 3(3) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful SM Sr. Manager, Customer Success Sr. Manager, Customer Success Used the software for: 3-5 years ### "ClientSuccess - the basics" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 24, 2020 I've really enjoyed using CS - I've used it now for about 6 years and they've been great to work with. 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. DI Director Director Used the software for: 3-5 years ### "Easy to use, very intuitive" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 26, 2021 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. 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. CS Customer Success Manager Customer Success Manager Used the software for: 1-3 years ### "Great Idea but new features have been buggy" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 May 7, 2019 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. Customer Success Manager Used the software for: 1-3 years ### "Client Success Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 November 5, 2020 Generally, I think it is a really useful tool, however, I would like to see improvements to its general functionality and speed, including support. 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. Director of CS Used the software for: 3-5 years ### "A great app for tracking customer success within SaaS companies" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 12, 2019 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. 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. Trish D. CSM Used the software for: 3-5 years ### "End-User friendly" 4.0 August 5, 2020 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. 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. OS Onboarding Specialist / Project Management Onboarding Specialist / Project Management Used the software for: Less than 1 year ### "Good but lacking functionality" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 February 15, 2019 I enjoyed it in a csm position but wished it had more reporting and automation. Pros It was great for taking customer pulse and storing account information. Cons The reporting and automation was non existent. JC Jr. CRM Analyst Jr. CRM Analyst Used the software for: 1-3 years ### "Great product, but it has some growing to do." 4.0 January 17, 2018 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. DO Director of Customer Success Director of Customer Success Used the software for: 1-3 years ### "Not there yet, but well on the way." 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 May 17, 2017 On an individual user basis, we manage the workflow fairly well out of the software. 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. Client Success Manager Used the software for: Less than 1 year ### "My company used Client Success previously as our CRM tool." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 April 30, 2018 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! [View all Reviews](https://www.capterra.com/p/157971/ClientSuccess/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.