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

"Proactively Manage the Customer Journey"

What do you like best about ClientSuccess? ClientSuccess provides you with a 360-degree view of the client journey. The ability to segment your book-of-business by customer health score, customer pulse, and engagement allows you to be proactive rather than reactive.

"Great Product Paired with Better Support"

What do you like best about ClientSuccess? ClientSuccess helps me stay on top of managing my customers and the most important aspects of our B2B relationships. We are much more organized than we were before we started with this product. We've especially had excellent support from Jarin Stevens.

"A very powerful tool that is easy to use and highly effective at keeping you on track for success."

What do you like best about ClientSuccess? It's intuitive and feels like it was built by people who have been in the customer success field. Some tools feel like a chore to integrate into your process and/or learn how to use, not this one.

"Excellent platform and great company"

What do you like best about ClientSuccess? Company culture - fantastic teams and everyone feels to be behind the Product, which is also great. There are some improvements needed but overall it's a great platform.

"Highly recommend for any new CS teams"

What do you like best about ClientSuccess? Easy to use and simplify the complex customer data needed cross-teams in the organization. We are able to centrally manage and visualize all customer data for the CSMs and have a comprehensive view of a customer account.

"0% Churn - 100% efficiency on Health Score"

What do you like best about ClientSuccess? The efficiency on the Success Score feature! What do you dislike about ClientSuccess?

"Indispensable tool as a customer success professional"

What do you like best about ClientSuccess? Having all information related to our relationship with our clients in one place is super useful on a daily basis. Playbooks allowed us to create a proper process for onboarding our clients, renew them, onboard people in the team. It was a necessity to build a CS team and scale.

"Simple and straightforward system for managing high-touch customer relationships"

What do you like best about ClientSuccess? I like having everything relevant for a customer profile on one page without needing to access multiple tabs or screens. On the client grid view, I can customize which columns I want to see and then sort by those various columns in order to identify opportunities for engagement.

"Makes my life easy"

What do you like best about ClientSuccess? I love that communications are automatically pulled in based on the contacts you have set on an account. I love the revenue centre! You can do all you need to within the application instead of jumping into a CRM. The ease to implement and get up and running. The fact that I can log in and review the retention and renewal information in a click is beneficial. When an event occurs, I can look through the pulses and communication log to understand ...

"great platform -great reports"

What do you like best about ClientSuccess? It brings the possibility to track, classify and analyze our entire client portafolio What do you dislike about ClientSuccess?