# ClientSuccess Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ClientSuccess Software - reviews, pricing plans, popular comparisons to other Customer Success products and more. Source: https://www.capterra.com/p/157971/ClientSuccess/pricing --- # ClientSuccess Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[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/) Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $15000 Per Feature, Per Year Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.clientsuccess.com/&name=ClientSuccess) ## 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 (1,753)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting Price $15000 Per Feature, Per Year Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (17) Ease Of Use 4.6 (55) Value For Money 4.0 (11) Value For Money 4.6 (48) Customer Service 4.6 (14) Customer Service 4.7 (54) ## ClientSuccess alternatives Highest Rated [4.9 (122)](https://www.capterra.com/p/190125/Custify/reviews/) Starting price Contact vendor for pricing [4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $19.00 Per User, Per Month [4.7 (453)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month [4.7 (89)](https://www.capterra.com/p/227997/Product-Fruits/reviews/) Starting price $111.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/157971/ClientSuccess/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Informs of any account changes and notifications Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Communicate using direct chat or messages within the system Identify customers at risk of migration and activate strategies to retain them Manage contact details and communication with clients Leave comments and notes on documents for others to view Manage and track all internal and external communication conducted via calls, email, text, or chat Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Initiate interactions with customers by proactively starting conversations or providing informational content Store and organize information about customers and previous interactions Store, manage, and track all electronic documents in a centralized location Manage, store and organize emails within the system or via third-party apps Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Calculate a company, client account or person's health via a scoring system Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue Allow users to access multiple services after entering their login credentials once Track the status and progress of tasks 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 5(6) 4(8) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent AU Anonymous User CSM Marketing and Advertising ### "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 23, 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Douglas M. VP Customer Success Internet ### "Great Platform for B2B Enterprise CS teams" 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 10/10 May 11, 2021 great sales through onboarding experience Pros It has just what you need without too many options and bells and whistles that can distract. Other solutions can cause confusion for CSMs as they have too many options that create confusion and a lack of focus Cons I'd like to be able to self-schedule alerts and escalation paths vs. relying on the Client Success team doing it for us. This is on their roadmap Alternatives considered [Tableau](https://www.capterra.com/p/208764/Tableau/) [ChurnZero](https://www.capterra.com/p/157980/ChurnZero/) [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) Reasons for choosing ClientSuccess met our needs best Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HS Holly S. Customer Success Manager Computer Software ### "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 4, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. OG Oliver G. Customer Success Team Manager Computer Software ### "Clean and simple to navigate, with great visibility of data" 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 8/10 November 3, 2020 Pros Connects to our software data and Salesforce data. Easy to navigate and always open to feedback on how they can improve the product Cons There is some more work to do on the analytics of data but that being said have a tool in beta that looks to solve this. Otherwise really happy with it Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SJ Sarah Jane G. Strategic Success Manager Information Technology and Services ### "ClientSuccess Review" 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 10/10 July 29, 2020 ClientSuccess makes it easy to manage client information and data, and house it all in one place. Its interface with other internal software used, to include Google Mail, helps to keep a live and up to date record of all client information and contact, making it easy to see relevant and important information quickly. The Customer Service is excellent - very friendly and helpful. Pros ClientSuccess allows me to capture all relevant client information in one place so that it is easy to find and is easily managed. I particularly like the reporting ability and the syncing of emails with client contacts. It creates one source of truth for client information. The Customer Service is also excellent. Cons There is nothing to date that I like least about this software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PD Patricia D. CSM E-Learning ### "End-User friendly" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 July 29, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TM Tate M. Customer Success Manager E-Learning ### "Gets the job done for anyone in Customer Success" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 July 29, 2020 Pros Very easy to navigate to different clients within CS system. Great to have multiple options/windows to add and view customer information. Cons A lot of the time I have to to use it in an Incognito window because it won't load in my regular 'cookie and cache filled' Chrome window I'm guessing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Clint J. K. Sr. Manager, Customer Success E-Learning ### "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 16, 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. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce did not give our CS org the ease of use and insight we needed at the time for tracking customer engagements. Alternatives considered [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) [Totango](https://www.capterra.com/p/222281/Totango/) Reasons for choosing ClientSuccess Fit our budget for our customers base. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MM Matt M. CSM Marketing and Advertising ### "Client Success Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 November 18, 2019 Overall, the experience has been positive and I really appreciate how easy it is to track Client interactions so that no matter the changes we experience in our personnel, the company always has a book of record for those client interactions so that it doesn't always feel like introducing a new CSM that has to go through all of the traditional discovery questions. Pros This is a very intuitive software to use for tracking interactions with Clients and making updates. I especially like the integration with Gmail that automatically tracks all email threads with the clients so that anyone accessing the account can immediately catchup on the latest in our Client interactions. Awesome integration. Cons The ability to set reminds and followup tasks could be easier to use and understand. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CM Cash M. Customer Success Manager Computer Software ### "Fantastic Software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 18, 2019 My overall experience so far has been phenomenal Pros I love the access to all my clients and my ability to keep all of my detailed information in one please. Cons It sometimes does feel a little clunky with how much info is provided. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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