--- description: Review of ClientSuccess Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: ClientSuccess | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Customer Success Software](/directory/4628/customer-success/software) > [ClientSuccess](/software/349993/clientsuccess) # ClientSuccess Canonical: https://www.softwareadvice.co.uk/software/349993/clientsuccess Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/349993/clientsuccess?page=2) > 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. > > Verdict: Rated **4.2/5** by 17 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 17 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 3.6/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: ClientSuccess - **Location**: Lehi, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$15,000.00 - **Pricing model**: Per Feature (Free Trial) - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Account Alerts - Activity Dashboard - Activity Tracking - CRM - Chat/Messaging - Churn Management - Client Management - Commenting/Notes - Communication Management - Customer Engagement - Customer Management - Document Management - Email Management - Feedback Management - Health Score - Onboarding - Renewal Management - Reporting & Statistics - Reporting/Analytics - Revenue Management ## Category - [Customer Success Software](https://www.softwareadvice.co.uk/directory/4628/customer-success/software) ## Related Categories - [Customer Success Software](https://www.softwareadvice.co.uk/directory/4628/customer-success/software) - [Client Onboarding Software](https://www.softwareadvice.co.uk/directory/4483/client-onboarding/software) ## Alternatives 1. [LaunchBay](https://www.softwareadvice.co.uk/software/444024/motion-io) — 4.8/5 (49 reviews) 2. [Clientary](https://www.softwareadvice.co.uk/software/370567/clientary) — 4.7/5 (100 reviews) 3. [Rocketlane](https://www.softwareadvice.co.uk/software/373891/rocketlane) — 4.7/5 (127 reviews) 4. [Process Street](https://www.softwareadvice.co.uk/software/105852/process-street) — 4.7/5 (648 reviews) 5. [Time To Pet](https://www.softwareadvice.co.uk/software/203830/time-to-pet) — 4.9/5 (271 reviews) ## Reviews ### "ClientSuccess - the basics" — 4.0/5 > **Clint J.** | *16 July 2020* | E-Learning | Recommendation rating: 9.0/10 > > **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. > > I've really enjoyed using CS - I've used it now for about 6 years and they've been great to work with. ----- ### "Easy to use, very intuitive" — 5.0/5 > **Verified Reviewer** | *23 July 2021* | Marketing & Advertising | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Great Idea but new features have been buggy" — 3.0/5 > **Verified Reviewer** | *4 May 2019* | Computer Software | Recommendation rating: 5.0/10 > > **Pros**: Helps me maintain my customers, contacts, work to do and team collobaration > > **Cons**: Buggy and too often need to redo some work ----- ### "Client Success Review" — 4.0/5 > **Holly** | *4 November 2020* | Computer Software | Recommendation rating: 7.0/10 > > **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. > > Generally, I think it is a really useful tool, however, I would like to see improvements to its general functionality and speed, including support. ----- ### "A great app for tracking customer success within SaaS companies" — 4.0/5 > **Mike** | *10 August 2019* | Computer Software | Recommendation rating: 8.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/349993/clientsuccess?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/349993/clientsuccess) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data