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

Valuable tools

What do you like best? The CS team is very helpful and listens to our needs. Integration with Salesforce is good What do you dislike? Some things we would have wanted to be automated are not (yet) but are on the roadmap. Integration with Salesforce is not entirely seamless. What problems are you solving with the product? What benefits have you realized? CS is a key tool in managing customer retention and keeping our meeting cadence on track.

Great product and service

What do you like best? I like the simplicity of the product and the health scoring methodology and i like the fact that as a leader i can quickly drill down into the engagements and see what activity has been happening on the accounts. The new NPS tool is basic but effective. The CSM team and support is top class, we love Jarin and Cole. Also Dave Blake took the time to come visit me and my team in London so i really appreciated that. Client Success makes the effort to involve us in the ...

Ambitious product with great vision and exceptional team, ideal for supporting your CS function

What do you like best? The tool is incredibly easy to use from a front line CSM perspective. It's clean and gives solid visibility. The team behind Client Success are great, they are incredibly supportive and genuinely invest in their partnerships, taking feedback very seriously. The tool has great promise although definitely some more way to go with development to bring it to an industry leading standard. We have been really impressed with some of the innovation and new product ...

Simple integration with Salesforce, great support

What do you like best? I'm a Salesforce Administrator who implemented the integration with our org and I like how simplistic they make everything and the prompt and thorough support they provide. What do you dislike? I don't dislike anything about the product What problems are you solving with the product? What benefits have you realized? We are providing a look into the customer after they've purchased our product. We didn't have that view and/or data previously.

Our experience with ClientSuccess

What do you like best? Easy to use and really functional. The Pulse and Success cycles are great What do you dislike? Some bugs with the platform and specifically reporting What problems are you solving with the product? What benefits have you realized? We were looking for a way to manage both client relationships and the targets and work load of our CSMs whilst being able to report to our board on the growth and retention of our client base. ClientSuccess has been able to ...

Fabulous!

What do you like best? Ability to centralize and visualize customer data, and having the ability to comprehensively score the health of a customer account. What do you dislike? None so far. I wish I can implement some of the best practices recommended by the ClientSuccess team fast enough. What problems are you solving with the product? What benefits have you realized? Providing account-related information in an easy to access and understand way at all levels of the ...

The perfect platform for managing your book of business

What do you like best? I implemented ClientSuccess over two years ago when building out a Client Experience organization from the start. At that time we weren't even fully implemented on a CRM like HubSpot or Salesforce (and two years later, those things are STILL slow), so we love how ClientSuccess can operate fully independent of any CRM platform we use. The team is always very responsive and helpful with any questions, and it's been seamless for us to onboard new CSMs to the ...

Just easy

What do you like best? I love how highly customizable ClientSuccess it is. Not all businesses fit into the same bucket, and they really have that concept nailed. The team is amazing. Not only do they provide tools for Customer Success, they also provide amazing customer success. The team also listens to feedback. Multiple times I've provided feedback on the product and saw that feedback implemented (very refreshing). What do you dislike? The reporting is a little on the weak side. I ...

Going above and beyond, even for the little guys

What do you like best? As obvious as it may be, the level of support we get from the customer success team (shoutout to Sam) has been above and beyond! We are a very small company, with limited resources, and Sam has made sure we have access to whatever resources we need from their team - from support to professional services. What do you dislike? The API is a bit complicated and required a more dev work on our side then we initially scoped Recommendations to others considering the ...

Great Organization, Helps Manage my Large Book of Business

What do you like best? Before using ClientSuccess, I didn't have an "official" means of managing my book of business. I did my best to keep everything written/recorded on individual Google Docs/Sheets, but it was so hard to keep track of everything. Now, Each of my clients has the own profile that displays past communications, allows me to record call notes, and even set tasks/reminders for myself. What do you dislike? Getting accustomed to the software was a bit rough. Everything for ...