ClientSuccess

ClientSuccess

4 / 5 4 reviews

Who Uses This Software?

ClientSuccess helps SaaS executives and their customer success, account management, and renewal teams retain and grow their existing customer base.


Average Ratings

4 Reviews
  • 4 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • ClientSuccess
  • www.clientsuccess.com/
  • Founded 2014
  • United States

About 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.


ClientSuccess Features

  • Account Alerts
  • Account Management
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management
  • Usage Tracking / Analytics
  • Win / Loss Analysis

ClientSuccess Reviews Recently Reviewed!


Not there yet, but well on the way.

May 17, 2017
3/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

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

Capterra-loader

My company used Client Success previously as our CRM tool.

Apr 27, 2018
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Extremely
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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!

Great product, but it has some growing to do.

Jan 16, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Effective Tool to Manager Pulse of Customers

Feb 01, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to see at a high level, the overall customer satisfaction of my customers I manage. Easy to make updates and update pulses. To-do List is helpful as well

Cons: I don't get as many proactive reminder emails as I'd like when I set to-do action items. I'd hope to receive an email saying that my to-dos are due in 2 days, 1 day. Instead, I get them once they're late or expired.