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

Excellent Customer Service

What do you like best? The platform is very intuitive and easy to use, but whenever I have a question or need some consultation my CSM is always just an email away and always helpful. It's been a great tool to keep our ever expanding customer base organized What do you dislike? Nothing glaring with the platform, i just wish i had more time to spend on it. They are actively improving their integrations which I am very excited about. What problems are you solving with the product? ...

Individual Contributors and Leadership

What do you like best? As a person who plays multiple roles right now (IC and Leader) it works for both the micro of managing accounts, and the macro of running the commercial business What do you dislike? There are a couple odd quirks (rounds expansion on a 2 week basis, etc.), dates sometimes sort weird, but nothing that's insurmountable. Integration framework needs to be matured a bit, as the vast majority of us use SFDC as our backbone. What problems are you solving with the ...

Great and valuable tool

What do you like best? It is very easy to use, slick and intuitive CSM tool. You can manage your customer journey with different flows. It is easy to see the big picture of your overall customers and the detailed picture of each one. Great tool to track your customers' health score and better identify customers at risk. What do you dislike? It will be great to see more reports and to have the ability to create custom reports. I also would like to be able to create ...

Affordable Customer Success Solution

What do you like best? We were managing all of our clients and processes through Google Drive, Dropbox, SmartSheets and more. Purchasing ClientSuccess allowed us to not only bring all of those tools into one place it also gave us a platform to measure, track, assess and act on key metrics. The interface is intuitive and the support has been very good. What do you dislike? Integration and integration support from ClientSuccess was not a straight forward as the sales team made it seem. ...

Excellent CRM tool!

What do you like best? ClientSuccess has improved the way we manage our customers and given us insight to look at our client base in a more aggregate way. Implementing the platform has helped us understand where we realistically are with all our clients and gave us the ability to map out strategies of where we want our clients to be in utilizing our own company tools. What do you dislike? While there are not too many dislikes about ClientSuccess, it would be great for the platform to ...

Great Platform!

What do you like best? It's a great centralized platform to help you keep track of your customers and better understand the whole picture of an accounts health. What do you dislike? There's no option to log all emails from all users of a specific email domain. This way you can keep track of ALL communication without having to add each individual contact. Recommendations to others considering the product: Worth trying out and knowing the product What problems are you solving ...

Great option for managing clients

What do you like best? This platform is ideal for implementing success cycles and tracking progress of clients. I appreciate the pulse so that I can get a feel for each of my clients when I go in for touches. I also really like that it pulls in all email interactions with my clients - very helpful. Sorting by different categories is helpful as well. What do you dislike? I don't like the way it sends reminders to me about clients that need attention. We work for a smaller company, so ...

Client success A+

What do you like best? Great tool for tracking clients and keeping up with renewals. Take a lot of the guess work out of things What do you dislike? I think the most frustrating this is lack of customer visibility What problems are you solving with the product? What benefits have you realized? Helps in the renewal process a great deal.

Love

What do you like best? I like the ability to keep all of our customers organized and keep track of the interactions we have with them. With multiple people on our Customer Success team and many clients to manage it allows us to assign tasks to each other, track the health of each of the accounts, keep mindful of upcoming deadlines, and ensure the success of each of our customers. I use it on a daily basis and I don't know what I would do without it helping me keep organized and focused. I ...

Great Platform, Lots of Potential

What do you like best? I really like working with my account manager. He is open to feedback and suggestions. The company is also very open with current functional limitations and plans for the future. I like how I am able to create a customized scorecard and see a history of my client's success score. What do you dislike? I do not like that we are not able to integrate directly with our billing software or with our current phone software to automatically log calls in Client ...