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

Great Instrument for Gauging Churn Risk and Expansion Opportunities

What do you like best? While CS has a lot of features to choose from the Zendesk and Salesforce integrations have been major time savers for me. The SuccessScore is also a key feature we are starting to us to better monitor relationship health. What do you dislike? I don't find CS's task management tools to be as user friendly as other platforms I have used. for that reason I tend to use CS as a place to capture client data, track progress, and gauge opportunities/risks, but I run my ...

Great platform, great services.

What do you like best? Holistic snapshot of account health and key information. They have some of the best Customer Success in the biz, that really invests in helping us realize value. What do you dislike? I wish some of the macro reporting were better and more robust What problems are you solving with the product? What benefits have you realized? Solve our customers business objectives and keep track of stuff. ClientSuccess helps us with this.

Efficiency and Reliability

What do you like best? Client Success has allowed our organization to become more informative across the board. Not only do we now have a one stop shop for client information but we have an even greater understanding of client behavior, usage, expectations and engagement. What do you dislike? Our billing system is different than most with a month to month system. While we've found a way to make it work in calculating MRR and ARR, we aren't able to get full benefits of the ...

Client Success will have what you need soon...

What do you like best? I like that they actually listen to their customers and try their best to provide value. We held almost monthly on-sites because we were both local which was helpful for team usage, communication, and adoption of new features. What do you dislike? They are just a little behind when it comes to the rolling out of new features and agility. Their support used to be amazing but recently they have relied more on their Help Center articles and it is not as clear or ...

Director, Customer Success

What do you like best? Simplicity of the interface, Customer Service approach What do you dislike? Would like more flexibility in the widgets, would really be able to take this sofware use to the next level if there was a way to share some of the information in the system with customers, such as running meeting minutes. Recommendations to others considering the product: I think when compared to other tools in the market, the clientsuccess system is great for emerging start ups. ...

The perfect product for our small business!

What do you like best? It fits our exact business needs : 1) to manage the pulse of our most important clients 2) provide a uniform customer experience cycle and 3) get real time reports on our last engagement and communication records with our clients. I compared a number of softwares and found their pricing to be very reasonable for the amount of features you get. What do you dislike? The reporting options could be more robust but I am always being notified of the improvements the ...

Great product

What do you like best? We have so many individual action plans for each client running simultaneously, it was nice to finally have a tool which allowed us to import all that information so each day we can see exactly what is required of us. We finally feel like we are ahead of the game with a consistent processes. What do you dislike? The only "Wish list" item we had that wasn't available yet was our ability to sort by NPS score. It's a metric we track closely so once we have that ...

Robust Customer Success platform

What do you like best? An accurate gauge of customer satisfaction. Great for viewing a current snapshot of where all customers are in their journey. Love that it automatically pulls in email interactions and assigns it to the customer's account. Love their support! Elisha is quick to respond and a pleasure to work with. What do you dislike? Reporting is not where it needs to be for us as we'd like more historical reporting options available (e.g. reporting month to month ...

Great system, Great team, Easy to use

What do you like best? Easy and quick implementation and integrations. Great team to work with. They respond and help quickly. They are open to product feedback and enhancements. Easy to set up and use. Very good knowledgebase articles. Great system for a company with no prior Customer Success system. What do you dislike? Missing a few features like different subscription types with more information, custom reports. For now, they aren't able to accommodate those as effectively ...

Great light weight CS platform that

What do you like best? As we scale the CS team we needed a tool that will enable us to manage the customers more effectively and with better visibility and after evaluating many CS platforms it was clear that Clientsuccess is the best fit for us. one of the key factors was the ease of use and integration. We were up and running in a couple of weeks and gaining value from day 1. Clientsuccess was exactly what I was looking for my current needs that included better visibility into the ...