ClientSuccess Pricing, Reviews and Features (April 2024)

About ClientSuccess

ClientSuccess is a software that provides companies and organizations with a tool to handle customer retention and growth. With the tool, there’s no more logging in to help desk, CRM, data warehouse, and spreadsheets to know what’s going on with a customer. Businesses can stay on top of their customers by knowing everything that needs to happen at each stage, whether it is onboarding or preparing for a renewal. Users can create beautiful and engaging playbooks so that they can make sure their customers are receiving excellent service. It allows users to stay up-to-date with customer health and get alerts and notifications before anything goes wrong. Users can adjust their notifications and get notified when a customer’s usage drops or even set reminders so that they can check in with their customers regularly. It helps users to always be prepared for their one-on-one’s and other leadership meetings. The tool gives users the right data to document and measure the retention and growth of their customer base.

Screenshots & Videos

Pricing

Free Trial Not Available
ClientSuccess Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours

ClientSuccess Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Clientsuccess Custom

Features

Smooth handoff from Sales to Customer Success
Identify customer’s desired outcomes
Gather key data points about customer to ensure desired outcomes
Guide the customer through the onboarding process
See product usage
Report on progress

Disclaimer: The pricing details were last updated on 03/04/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about ClientSuccess Pricing.

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ClientSuccess Reviews

User Rating

4.7/5 (Based on 315 Ratings)

Ratings Distribution

Excellent
74.9%
Very Good
20%
Average
3.2%
Poor
1%
Terrible
1%

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Review Summary

ClientSuccess is widely praised for its user-friendly interface, robust reporting capabilities, and excellent customer support. Many reviewers highlight the software's ability to provide deep insights into client relationships and engagement, enabling businesses to identify areas for improvement and make data-driven decisions. Additionally, its customization options and scalability are seen as major strengths. However, some users have expressed concerns regarding the pricing structure and the complexity of setting up certain features. Overall, ClientSuccess is highly regarded as a valuable tool for managing and improving client relationships, with most reviewers recommending it to others.

Pros

Comprehensive onboarding and support: Dedicated customer success manager and extensive documentation ensure a smooth implementation and ongoing assistance.
Intuitive user interface: Userfriendly interface and customizable dashboards simplify adoption and enable easy navigation.
Strong integrations: Seamless integrations with various tools and platforms enhance productivity and streamline workflows.
Actionable insights and reporting: Robust reporting capabilities provide valuable insights into customer interactions, enabling datadriven decisionmaking.

Cons

Limited customization options: Some users may find the customization options limiting, hindering the ability to tailor the platform to their specific needs.
Occasional performance issues: Users have reported occasional performance issues, such as slow loading times and glitches, which can disrupt workflows.
Steep learning curve: The platform's complexity may require a significant investment in training and onboarding to fully leverage its capabilities.
Pricing concerns: Some users have expressed concerns about the pricing structure, considering it to be relatively higher compared to other similar platforms.