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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ClientSuccess

    Score8.4 out of 10
    N/AClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.N/A
    Pricing
    ClientSuccess
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    ClientSuccess
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    Yes
    Entry-level Setup FeeNo setup fee
    Additional Details—
    More Pricing Information
    Community Pulse
    ClientSuccess
    Considered Both Products
    ClientSuccess
    Chose ClientSuccess
    HubSpot is excellent as it was an easy expansion from the sales and marketing work we were using it for. It meets our needs but isn't entirely as geared towards customer success like ClientSuccess. ClientSuccess has more bells and whistles that are out of the box vs. HubSpot, …
    Incentivized
    Chose ClientSuccess
    Overall, we chose ClientSuccess over others because of the easy to use interface, the ability to tie everything we need into one place and have real-time reporting to prevent churn.
    Incentivized
    Chose ClientSuccess
    We looked at a number of CRM systems. A lot of them were pricey and not designed for membership style revenue models. That's the main reason why CS works so well within our company.
    Incentivized
    Chose ClientSuccess
    It was the best solution for us at a small team/startup setting.
    Incentivized
    Chose ClientSuccess
    ClientSuccess has less amount of features and less "horsepower," however that simplicity is something that has helped us in our early days.
    Incentivized
    Chose ClientSuccess
    Vs. Gainsight - I believe this solution is over-engineered and time to value is just too long for me.
    Incentivized
    Chose ClientSuccess
    Have never used another product like this. We were documenting all this data internally.
    Incentivized
    Chose ClientSuccess
    Our team had previously been using HubSpot CRM as a way to manage client contracts in combination with Trello for simple client progress mapping, and Client Success has eliminated the need to use either of them for client management. HubSpot is designed more for sales processes …
    Incentivized
    Chose ClientSuccess
    Taking notes/logging calls is much easier.
    Incentivized
    Chose ClientSuccess
    Before we evaluated ClientSuccess, we took a look at Gainsight. It is a power customer success tool and it definitely covered all the features a Customer Success team could need, but ultimately we selected ClientSuccess as a better fit for our company where we were at the …
    Incentivized
    Chose ClientSuccess
    Personally, I think I have a fondness for Woopra that isn't shared by my team. ClientSuccess is clean, efficient and easy to use, but I have love for Woopra that I can't shake. That being said, we are comparing diamonds to diamonds, and I think you should go with the one that …
    Incentivized
    Chose ClientSuccess
    Honestly just saw product demos, didn't evaluate hands-on. For our use case, the price point was MUCH more accommodating.
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    Features
    ClientSuccess
    Security
    Comparison of Security features of ClientSuccess
    Feature
    ClientSuccess
    8.2
    15 Ratings
    Role-based user permissions8.215 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of ClientSuccess
    Feature
    ClientSuccess
    8.4
    13 Ratings
    API10.010 Ratings
    Integration with Salesforce.com9.012 Ratings
    Integration with Marketo7.32 Ratings
    Integration with Eloqua7.32 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of ClientSuccess
    Feature
    ClientSuccess
    8.9
    16 Ratings
    Product usage8.414 Ratings
    Help desk / support tickets9.412 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of ClientSuccess
    Feature
    ClientSuccess
    8.6
    17 Ratings
    NPS surveys7.09 Ratings
    Sponsor tracking9.411 Ratings
    Customer profiles9.017 Ratings
    Automated workflow8.917 Ratings
    Internal collaboration7.716 Ratings
    Customer health scoring9.017 Ratings
    Customer segmentation9.016 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of ClientSuccess
    Feature
    ClientSuccess
    8.4
    17 Ratings
    Customer health trends9.015 Ratings
    Engagement analytics8.113 Ratings
    Revenue forecasting7.614 Ratings
    Dashboards9.017 Ratings
    User Ratings
    ClientSuccess
    Likelihood to Recommend
    7.6
    (18 ratings)
    Support Rating
    10.0
    (1 ratings)