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

Great software to track customers and reduce churn

What do you like best? I love the total view of the customers I manage. It allows me to track all of my customers in terms of health and renewal dates. Furthermore, the client success built in customer life cycle is great for tracking customer progress. What do you dislike? Differentiating different contract types and showing that on a report. Recommendations to others considering the product: Great as the first solution to your CSM needs What problems are you solving with ...

ClientSuccess allows you to track data for clients. Not much else

What do you like best? It's great to get a view into everyone's clients. I have people report into me and I can easily see what clients they own What do you dislike? The reporting is weak and subjective. It's up to the CSMs to give a pulse on the client which you can't always trust. Also, being able to take action and set up reminders is not something I've used, mostly because it's not obvious how to use it What problems are you solving with the product? What benefits have you ...

A perfect Customer Success tool!

What do you like best? Client Success has helped our organization go from using 3/4 tools to manage our clients, to having all the insight and data we need to excel in one location. Everything about Client Success is meant to make managing all steps of a client lifecycle a measurable event leading to growth for your organization. What do you dislike? There are limited integrations with support platforms and sales platforms, but I know this is something that their team is looking to ...

Great platform to revamp Customer Experience team

What do you like best? The right information in the right place. It allowed NarrativeDx to develop a system of tracking our clients in a visually appealing and organized way. The functionality in the platform is robust enough to be beneficial and also customizable enough to be meaningful to our particular company. You also get a CSM to guide you along in your onboarding and adoption journey. They talk the talk and walk the walk. What do you dislike? The dashboards and reports are ...

Covers the vast majority of what we need.

What do you like best? It is easily a core part of our workflow on both an individual contributor as well as leadership layer. ClientSuccess provides a source of truth for any account-centric items for us. It provides all of the information you want on an account in one, easy to use dashboard. What do you dislike? I still manage my financial forecasting externally - obviously because we have to work with Sales and Finance in their system of record. Though I will say that ClientSuccess ...

The perfect balance for a company with no prior Customer Success system

What do you like best? As a company with no prior formal Customer Success system in place, ClientSuccess appeared to be the best bang for the buck during our initial search. We found the price to be very reasonable for the features advertised. After signing on, everyone on their team displayed a commitment to understanding our needs and guiding us through each step of the implementation process. The built-in integrations were all simple to use, and supported by step-by-step ...

Great CS platform for younger orgs

What do you like best? Easy and quick implementation and integrations to external tools like SFDC. Terrific support team with Sam and Elisha, and they're open to product feedback and enhancements. Easy to use interface, very clean, and easy to understand/set up. What do you dislike? Platform can be a bit buggy. Doesn't hit every one of our needs- we offer different subscription types like trials and they aren't able to accommodate those as effectively as we need. Would also be great ...

A need for CS teams.

What do you like best? How the health score is calculated by a mix of gut feeling, user stats, and scorecards. Especially, how the gut feeling portion is quantifiable and allows for new CSMs to hit the ground running when they inherit accounts. What do you dislike? I'd love to see a few more integrations. What problems are you solving with the product? What benefits have you realized? If marketers need HubSpot and engineers need GitHub, then CS professionals need ClientSuccess.

The Most Simple, yet, Powerful CSM Tool I've Used

What do you like best? ClientSuccess is hands down the simplest and most intuitive B2B enterprise SaaS application I've ever experienced. I'm confident that anyone could log in and immediately know how to use the application. The UX is natural and just the way you'd hope it would be. Each feature is straightforward to use but yields so much ROI because it solves the problem of letting things "slip through the cracks" with customers. Full disclosure, I've implemented ClientSuccess at ...

Head of Client Services

What do you like best? Concurrent success cycles, reporting, easy to track and filter by interactions. What do you dislike? Wish I could have variable scorecard measures based on client type and alerts for on multi-year renewals for invoicing purposes What problems are you solving with the product? What benefits have you realized? Managing client lifecycle and proactive support v. reactive