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Closely vs ClientSuccess Comparison

Last updated:

Closely

Starting at $49 /Month

  • Large Enterprises
  • Medium Business

Closely is your one-stop solution for efficient engagement and sales management. It provides you with in-depth intelligence and automated sales tools for identifying, engaging and converting prospects into customers. It…

ClientSuccess

4.5(229 reviews)

Starting at Contact for pricing

  • Large Enterprises
  • Medium Business

Clientsuccess is a customer success software that helps to keep team members regularly reporting in a project management platform. It has a great list of features that help SmarterTools clients address the most common pa…

ClientSuccess leads on user satisfaction with a 4.5-star rating across 229 reviews.

Closely vs ClientSuccess — at a glance

FeatureCloselyClientSuccess
Rating4.5 / 5
Reviews229
Starting price$49 /MonthContact for pricing
Free trial No No
Free version No No
Best forLarge Enterprises, Medium Business, Small BusinessLarge Enterprises, Medium Business, Small Business
CategoryLead Generation SoftwareCustomer Success Software
PlatformsSaaS/Web/CloudSaaS/Web/Cloud
APIAvailable
Support modesOnlineBusiness Hours
CertificationsSOC 2, GDPR
Data residencyUSUS

Key differences between Closely and ClientSuccess

  • Pricing: Closely starts at $49 /Month. ClientSuccess pricing is not publicly listed.
  • Deployment: Closely supports SaaS/Web/Cloud; ClientSuccess supports SaaS/Web/Cloud.

Closely vs ClientSuccess — find the better fit before you commit.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Lead Generation Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Closely - Lead Generation Software
Talk to an expert
Talk to an expert
ClientSuccess - Customer Success Software
Talk to an expert
Talk to an expert

Biggest differences

Start here before you go deeper into features.

Closely

Best for

Large Enterprises, Medium Business, Small Business

ClientSuccess

Best for medium to large teams needing integrated customer success and project management.

Choose if
  • You require automatic tracking of customer conversations to streamline communication.
  • Your team benefits from personalized email automation to enhance client engagement.
  • You need combined project management and sales opportunity tracking in one platform.
Consider alternatives if
  • You are a freelancer or solo consultant without a dedicated customer success team.
  • You prefer transparent, publicly available pricing and simpler setup processes.

Closely typically suits Large Enterprises and Medium Business. ClientSuccess tends to fit Large Enterprises and Medium Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description

Closely is your one-stop solution for efficient engagement and sales management. It provides you with in-depth intelligence and automated sales tools for identifying, engaging and ... Read More about Closely

Clientsuccess is a customer success software that helps to keep team members regularly reporting in a project management platform. It has a great list of features that help SmarterTools ... Read More about ClientSuccess

Entry Level Pricing

  • Starts from $49 , Billed Yearly
  • Not Available

Free Trial Availability

  • No free trial
  • No free trial

Spotsaas Score

What's this? ↗

7.5/10

Not Available

User Ratings

Based on verified Spotsaas reviews

Best Company Size

Medium BusinessLarge Enterprises
Get pricing help
Get pricing help

Software Demo

Demo

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How do Closely and ClientSuccess Compare on Features?

Total Features

4 Features

0 Features

Unique Features

No unique features

No features

Get Quote
Get Quote

Compare Closely and ClientSuccess on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option

      Starting From

      • $49 , Billed Yearly
      • Not Available

      Pricing Plans

      • Free

        • 50 Lead Finder Credits monthly

        • 1 LinkedIn Account

        • Network Manager

        Show more +

      • Personal

        • 500 Lead Finder Credits monthly

        • 1 LinkedIn Account

        • 1 Email Account

        Show more +

      • Growth

        • 5000 Lead Finder Credits monthly

        • 2 LinkedIn Account

        • 2 Email Account

        Show more +

      • Browse all pricing plans
      • Not Available

      Pricing Page

      Closely pricing

      Pricing information not available

      Other Details

      Organization Types supported

      • Small Business
      • Large Enterprises
      • Medium Business
      • Individuals
      • Freelancers
      • Small Business
      • Large Enterprises
      • Medium Business
      • Individuals
      • Freelancers

      Platforms Supported

      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)
      • Mobile - Android
      • Mobile - iOS
      • Browser Based (Cloud)
      • Installed - Windows
      • Browser Based (Cloud)

      Modes of support

      • 24/7 (Live rep)
      • Business Hours
      • Online
      • 24/7 (Live rep)
      • Business Hours
      • Online

      API Support

      • Not Available
      • Available
      Get help choosing
      Get help choosing

      Security & Compliance

      Certifications, data handling, and security controls for IT and compliance evaluators.

      SOC 2

      ✓ Yes

      HIPAA

      ✗ No
      ✗ No

      GDPR

      ✓ Yes

      ISO 27001

      ✗ No

      Single Sign-On (SSO)

      ✓ Yes

      Multi-Factor Auth (MFA)

      ✓ Yes

      Data Encryption

      ✓ Yes

      Audit Logs

      ✓ Yes

      Data Residency

      🇺🇸 US
      🇺🇸 US

      Closely User Reviews & Rating Comparison

      User Ratings

      No reviews available for the product

      Rating Distribution

      156

      24

      0

      0

      0

      151

      16

      2

      0

      0

      Spotsaas Editor’s POV generated by AI

      What buyers like

      • In-depth intelligence
      • Automated sales tools
      • Streamlined engagement

      Common complaints

      • Limited customization options
      • May lack advanced features
      • Can be overwhelming for new users

      Buyer sentiment

      Buyers generally rate ClientSuccess positively for its automation and integrated features but note concerns about pricing transparency and setup complexity.

      What buyers like

      • Automation of customer communication
      • Project management integration
      • Personalized email capabilities

      Common complaints

      • Lack of pricing transparency
      • Complexity for smaller teams

      Pros and Cons

      • Provides automated tools for efficient sales management.

      • Offers deep insights into the buying journey.

      • Centralizes tracking for better organization.

      • Customization may be limited for specific needs.

      • Some users may find the interface complex.

      • Automatic tracking of customer conversations

      • Personalized email automation

      • Integrated project and opportunity management

      • Pricing is quotation based and not publicly available

      • Potentially complex setup for smaller teams

      Positive Reviews

      No reviews available for the product

      No reviews available for the product

      List of Customers

      Customers

      No Customers information available.

      Peek

      Peek

      Mural

      Mural

      Centrify

      Centrify

      Media and Screenshots

      Screenshots

      Filter By Campaign

      5 Screenshots

      Customer health score

      1 Screenshots

      Videos

      video-0

      2 Videos

      video-0

      1 Videos

      Top Alternatives to Closely and ClientSuccess in 2026

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      Search by product name to compare pricing, fit, and buyer feedback in one view.

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      Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

      Frequently asked questions

      Which is better, Closely or ClientSuccess?
      ClientSuccess edges out the other on user ratings (4.5 vs -1.0). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
      Do Closely and ClientSuccess offer a free trial?
      Neither Closely nor ClientSuccess currently lists a free trial.
      What is the starting price of Closely vs ClientSuccess?
      Closely starts at $49 /Month. ClientSuccess starts at Contact for pricing.
      What are the top alternatives to Closely?
      Top alternatives to Closely include Leadfeeder, Lead Engines, CloudLead, eSales Hub, Sales Booster by Leadspicker.
      What are the top alternatives to ClientSuccess?
      Top alternatives to ClientSuccess include Parlor, ProsperStack, Custify, Salesmachine, Catalyst.

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