ClientSuccess Reviews

The functionality of the reporting feature is intuitive, user-friendly and professional - impressing even the harshest critics.

The UI is fixed and not customizable...yet.

We are able to forecast GRR more accurately and overall customer health.

I enjoy that so much can be configured out of the box in CS. They have a great support team and a bunch of solid integration options.

The only limiting factor in CS is that the out-of-the-box reporting is a bit of a double-edged sword. Yes, it's great to have, but customization of those reports would be even better.

We needed a single source of truth and a place to keep track with all of our customers as we grew from a seed-stage startup. This is providing the recording, reporting, and revenue tracking we need to take the next step as an org.

Easy Onboarding Process / Success Cycles / Success Scores / Reporting

We have not discovered any dislikes while using Customer Success

Great fit for small organizations that are growing in Customers Size and Staff Size

We are a growing Customer Success department (growing in staff size and customer size). Client Success has helped us streamline our success cycles and provided us with an ability to build customized Success Scores to objectively judge each account. As we are growing, the software has allowed me to quickly assign tasks to my staff and see the activity and pulse associated with each account. The onboarding process has been seamless and our contact at Client Success has been extremely helpful in terms of getting us started and providing best practices / tips.

I've used almost every customer success platform throughout my career. ClientSuccess has been refreshing its simple yet elegant approach.

Highlights:

• We were up and running in a few short weeks, with CSMs realizing time savings and better account management almost immediately.

• SuccessCycles substantially cut the time required to train CSMs on new processes. We just needed to teach them how to follow them—after which CSMs would just keep an eye out for new ones and follow along with the steps. (I think this is hyper-critical as many CS platforms focus more on how management/admins configure the system and less on creating a usable interface for the people working the accounts).

• At ClientSuccess we're not just a number. Beyond having a dedicated CSM (who I can reach at any time), the executive team meets with me periodically to hear my feedback and has even made enhancements to their product to better support me.

• They maintain an agressive roadmap with material updates released quarterly.

There's much more but I think these hit the key points.

When I first signed on, I felt they were a little weak in digital touch—but speaking to the CEO, that was by design as they first wanted to focus on a high-touch solution and work backward from there. Since then, they've continually rolled out features that support digital touch.

• Standardize how CSMs manage their accounts

• Assess churn risk

• Automate discovery of expansion opportunities

ClientSuccess has the right balance of features combined with ease of use, and have excellent expertise from a customer success perspective. The tool is powerful yet still remains lightweight, and covers all the major bases needed in a Success Tool. In terms of value, I think ClientSuccess leads the pack.

Very happy, don't have a lot to add here. Excited about further development to tasks/to-dos which seemingly is not too far off.

1. Giving a clean single view of a client

2. Bringing together multiple information sources together.

3. Highlighting the Customer Health Score

4. Goal tracking for clients & the company.

ClientSuccess is easy to implement, does snot require an Administrator, and is easy to understand. It is robust enough to serve all our needs but no so overwhelming that we don't understand it. We LOVE having all our data in one place, giving us a holistic 360 degree view of our customers.

I would love to see a Google calendar integration which I believe is coming. Once that's implemented I will have nothing left to complain about!

ClientSuccess lets me view everything about my client in one place. This is a HUGE timesaver for the CS team. We're also using it to track Product sentiment which has been very useful for the product team.

Customer detailing about golive, revenue, other information

customer pulse

To-do list

direct email to customer

All good no issue found so far based on my usage

Customer pulse tracking and renewals

Customer profiling

Customer pulse tracking with success factors and risk factors

To-Do list

Customer contact person

Emailing option to have a complete track on important activties

Not found any so far , no complains based on my usage so far .

Customer tracking and managing project activties

That you can keep tack of communications all in one place.

I would like it better if it could update faster with correspondence.

I am working on reducing churn and the pulse helps keep up with how clients are feeling or if they risk churning.

What I like more about CS is the ability that is has to integrate with other software such as SalesForce, ZenDesk, etc. It makes it easier keep track of the recent activity your customer has had. Also it is very user friendly and I love that I can customize the fields I want to see on my dasboard.

The UX design is a little outdated and sometimes takes a little while to load the information of an account, besides that everything works great!

Easy to keep track of my clients based on the last pulse update and the temperature check.