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

I could not ask for a better partner

What do you like best? Clean, simple UI that was clearly designed by practitioners, easy implementation, responsiveness to feature requests, flexibility in contract options, outstanding customer service, extremely useful product. What do you dislike? Really nothing I can think of at this time. What problems are you solving with the product? What benefits have you realized? Visibility into the overall health of the client portfolio across the organization, effective collaboration ...

Great product for CS team

What do you like best? It's an easy tool to use, with great functionalities Also a great tool to follow up clients lifecycle - with playbooks we can customize What do you dislike? It's not something that I dislike, but as a european CS, having to choose between values (€ or $), would be a big plus. What problems are you solving with the product? What benefits have you realized? With ClientSuccess we have a full view of our client lifecycle and we can anticipate ...

Great tool to scale your customer success operations

What do you like best? Well designed and smart tool to manager customer success topics. What do you dislike? From times to times the site can be slow to load What problems are you solving with the product? What benefits have you realized? Great to follow the customer portfolio on a micro but also on a global scale.

A very powerful tool that is easy to use and highly effective at keeping you on track for success.

What do you like best? It's intuitive and feels like it was built by people who have been in the customer success field. Some tools feel like a chore to integrate into your process and/or learn how to use, not this one. I really love the feature that pulls in all email interactions with clients. This is so helpful at coordinating communication across your team. What do you dislike? When you complete a playbook you lose access to the process in the playbook. Recommendations to ...

Indispensable tool as a customer success professional

What do you like best? Playbooks allowed us to create a proper process for onboarding our clients, renew them, onboard people in the team. It was a necessity to build a CS team and scale What do you dislike? Some reporting features may still miss at the moment but Product team do regular release and listen to our feedback to build the roadmap, so new features really deliver on our needs What problems are you solving with the product? What benefits have you realized? We solve the ...

Solid product - terrific service (revenue focused vs experience focused)

What do you like best? It was easy to setup and offered some basic but versatile views that were a breath of fresh error from the typical SFDC interface. There's also some really incredible modules like Pulse and SuccessScore that have great visualizations and reporting. What do you dislike? Development seems focused on Revenue rather than Experience. Which doesn't necessarily align with our org, while the two are related, our approach is that Experience (managed by CSM's) naturally ...

Easy to use software and responsive team

What do you like best? System is easy to use from a CSMs perspective which has lead to adoption on the team without friction. As a leader, it provides me with a lot of insight on our customers. This level of insight would have previously taken lots of conversations with CSMs and would have been tracked manually on spreadsheets. What do you dislike? Lack of flexibility in some reports and workflows, however, the ClientSuccess team is addressing this. They are extremely receptive to ...

Re-evaluating in 2020

What do you like best? Visibility across our customer base on who's most important to us, who's coming up for renewal, and who's happy or not happy. What do you dislike? Issues with feature limitations, some bugs, and billing problems. Recommendations to others considering the product: Implementing any system like this requires an internal commitment, and executive sponsorship. Your customer data is never as clean as you think, and there will be work involved in getting it ...

This company is incredible to work with AND the software has helped us scale our business.

What do you like best? There are 2 things that I love about this company: 1. Customer service is a 10/10. I have never in my life worked with such great people. They have offered their expertise and are constantly looking at how they can serve. 2. The software is robust and has helped us tremendously in scaling our business. I would highly recommend it. What do you dislike? Honestly, there is nothing for this section. They have been absolutely wonderful. Anytime that I have an ...

A easy to use effective platform

What do you like best? Clean interface Relevant metrics are captured Easy to use and understand Great support and insights What do you dislike? 1. Can be a little buggy sometimes 2. Product Requirements which are a big part of customer success function could be brought in as a feature. What problems are you solving with the product? What benefits have you realized? 1.Product usage 2.The health of the customer 3. Retention 4. Birds eye view of our customer metrics