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

Keeps client portfolios organized

What do you like best? My favorite feature of ClientSuccess is that it automatically pulls in all of my emails to my clients. It's a simple way for me to track when I last corresponded with my clients and easily see when I need to reach back out. I can also reference any past communication with a client without having to sift through my entire inbox. What do you dislike? Not all metrics are intuitive. The new success score makes no sense to me - it's just an arbitrary number that is ...

Client Management Made Easy

What do you like best? I love the interface of ClientSuccess; it allows me to easily see all of my clients and company's clients with their health scores and relevant information. It's extremely easy to use and doesn't include a lot of unnecessary reports and information that I don't need daily. What do you dislike? As a newer product, ClientSuccess does sometimes have bugs or lack of features that would be great to have. Their customer support team, however, is quick to respond to ...

Amazing

What do you like best? This platform allows for consolidation of all our information in one easy to use and client specific format! Once set up, I shared with my VP and CEO and they are obsessed with how easy it is to find information. As our client list and CS team both continue to grow, this platform will be crucial in understanding/following our customer playbook and keeping all the work streamlined. What do you dislike? Honestly can't think of any dislikes from this platform. It ...

Best Company For CS Available - We Are In Love

What do you like best? The software is exceptional, and the company really cares about making certain we are successful in utilizing it effectively. What do you dislike? We love everything. There is nothing we don't like. Recommendations to others considering the product: Use it as soon as possible What problems are you solving with the product? What benefits have you realized? We have wanted to decrease our churn rate. It has worked exceptionally well.

Essential for Teams

What do you like best? My favorite features are the communication tracking (emails, notes, phone calls), pulse, scorecard, and SuccessCycles. Overall, it makes our lives easier by integrating all the information about each client in one place! What do you dislike? I can't pinpoint anything I don't like, as I think there's a lot of capabilities within the system. If anything, I think it'd be great to find a way to integrate with our sales information in HubSpot, so whenever we get a ...

Amazing Company and Platform

What do you like best? The onboarding process with Sam has been so amazing. He is on top of everything and has made our experience incredible. It has been so organized and easy to understand. What do you dislike? Wish we could have more time to meet every week for life! haha Recommendations to others considering the product: It is perfect and so user friendly if you're looking for a way to better take care of your clients What problems are you solving with the product? What ...

Helpful Customer Platform

What do you like best? The ability to set pulses for customers and get a quick snapshot of customer health What do you dislike? The platform is not fully integrated with Hubspot which makes it difficult to share customer information and pulse checks across teams. What problems are you solving with the product? What benefits have you realized? Quickly identifying customer health

Easy to understand the health of a relationship

Clean and Simple

What do you like best? Easy to use interface that makes it easy to get to what I need. Helps with proactively tracking and managing our customers. What do you dislike? Some features don't work as expected, however, things have been improving quite a bit in recent months and trending positively. What problems are you solving with the product? What benefits have you realized? Easy to view which customer is up for renewal next, what modules they have and how things are going.

Amazing!

What do you like best? ClientSuccess makes it easier for me to keep track of all clients information. Implementing multiple clients at the same time can be challenging. I rely on ClientSuccess to help me stay organized on where each client is at in their implementation process. What do you dislike? No complaint for ClientSuccess. I am quite satisfied with how the tool is working currently. What problems are you solving with the product? What benefits have you realized? ...