ClientSuccess Reviews in April 2025: User Ratings, Pros & Cons

Manger of Customer Success

What do you like best? Engagements in the platform are easy to track and manage. What do you dislike? Lack of automation, it would be nice to trigger events based on actions that occur in ClientSuccess What problems are you solving with the product? What benefits have you realized? Building a database of engagements to understand customer trends. With ClientSuccess we have been able to identify when a customer is primed for an upsell as well as when they are at risk of churn ...

Meets our needs, good for tracking customer health over time

What do you like best? The Pulse and the reason codes Customizable Success Score Integration with Gmail Reporting Good support from the team What do you dislike? Not a lot of automation - cannot send an email in bulk to a list of contacts - you can send an NPS survey though. The Case view (in our instance Salesforce) is not particularly helpful or well sync'ed. Currently cannot re-use success cycles multiple times - I heard it's on track for implementation ...

A great tool to enable Customer Success Management for anyone with high touch customers

What do you like best? For me, the stand out thing was the onboarding experience. Our ClientSuccess CSM, Sam, took us through a really well thought out, structured introduction to ClientSucccess over many weeks that really made the onboarding experience as smooth and painless as I think it probably could have been. The Salesforce and Gmail integrations are great and work well. The Salesforce dashboard/widget is really useful for exposing the data in ClientSuccess to the wider company ...

Great product that is always being developed

What do you like best? How easy it is to use and how simple the layout is. It doesn't take very long at all to get new starters up to speed with how to use it. I think this is so important as adoption is so much easier when a product is not overcomplicated. I also like that product feedback is taken on board and developments are always coming out. What do you dislike? It has taken a long time to get to a point where financial information can flow properly into CS from Salesforce as ...

Great software for scaling a growing CS org, with an amazing team behind the product

What do you like best? We implemented CS to help our growing team be more proactive and prescriptive with managing their books of business. Features such as, HealthScore, Success Cycles, Pulse, ScoreCard and more were vital to helping us achieve the outcomes not only for our internal teams but for our customers as well. What do you dislike? Reporting was a little challenging but the team was always willing and able to help us get the reporting we needed. I know this is something on ...

In a historicaly reactive space, Client Success helps my team proactively support our customers.

What do you like best? SuccessCycles - putting together these "playbooks" for my team has been so useful! All the steps are there for my CSMs when they need them, and the cycles ensure that the tasks are completed correctly each time. What do you dislike? I'm not a big fan of the current way Subscriptions are managed. It seems to be geared toward monthly SaaS subscriptions, but we are making it work with our unique billing model. Also, the built-in reports have limited options for ...

Great product for any Client Success team

What do you like best? East of application use. The application is very user friendly. Great support service and personnel. The success cycle and pulse help with being proactive with our approach to our clients. The automation helps us focus on clients strategically vs. filling up our time with small tasks. What do you dislike? This product is great in every way. The one thing I would recommend is having the stages of success cycles updated when the date has been updated on the stage. ...

Useful everyday tool

What do you like best? One place to manage my daily tasks, view account information and see all communication with clients- emails, meeting notes, etc. What do you dislike? There are some things that could be improved, mostly with the success cycles and the salesforce integration (tends to break often). What problems are you solving with the product? What benefits have you realized? Proactive managing of clients needs and automating some outreach.

ClientSuccess is the best CS software I have used in my career

What do you like best? Simplicty of the product and the workflows What do you dislike? the dashboards could use some further development. they will be moving to a stronger reporting engine. What problems are you solving with the product? What benefits have you realized? Transitioning from a transactional model of CS to a more consultative and proactive model. Being able to build out a Health Score using inputs like personal sentiment (Pulse) has allowed us to know what accounts ...

Excellent software with great people behind it.

What do you like best? I appreciate how easy to use and manage ClientSuccess is. It does not take a full-time admin to maintain the system. The customer pages are easy to navigate and get to the core of what we look to track in customer success. The overall interface is much easier to use than other similar systems. The team at ClientSuccess has been great to work with and they practice what they preach with the value to customer success. Their interactions with my team have been ...