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ClientSuccess

Customer Success for Everyone

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Overview

ClientSuccess is a customer success management platform that provides insights and tools to help businesses retain and grow their customer base. It focuses on providing a clear view of customer health and enabling proactive engagement throughout the customer lifecycle.

✨ Key Features

  • Customer 360
  • SuccessScore (Health Score)
  • Engagement Tracking
  • Lifecycle Management (SuccessCycles)
  • Pulse Surveys
  • Task Management
  • Reporting & Analytics

🎯 Key Differentiators

  • Focus on simplicity and ease of use
  • Strong emphasis on the core workflows for CS teams
  • Acquisition of Baton and Status to enhance onboarding and implementation capabilities

Unique Value: Delivers the core functionality a customer success team needs in a simple, intuitive, and easy-to-adopt platform.

🎯 Use Cases (5)

Managing customer onboarding and implementation Monitoring and improving customer health Driving product adoption Managing renewals and identifying expansion opportunities Collaborating across teams on customer accounts

✅ Best For

  • Startups and SMBs in the B2B SaaS space
  • Mid-market companies looking for a straightforward CS platform

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Large enterprises with very complex, global needs
  • Companies not focused on a recurring revenue model

🏆 Alternatives

ChurnZero Gainsight Custify

Simpler and more focused on core CS workflows compared to more complex enterprise platforms, making it ideal for startups and SMBs.

💻 Platforms

Web API

🔌 Integrations

Salesforce HubSpot Zendesk Jira Slack Zapier API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing
Visit ClientSuccess Website →