ClientSuccess Review: Is It The Right Customer Success Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
GDPR
SOC 2ClientSuccess offers custom pricing plan
Peek
Mural
Centrify
Smashfly
DegreedTrusted by many companies including Peek
Overview
Pricing
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is ClientSuccess?
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 pain points. It automatically tracks conversations, sends personalized emails, manages customer projects, discovers opportunities, and so much more.
Pricing
ClientSuccess offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
ClientSuccess Software Demo
ClientSuccess was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider ClientSuccess
- Use cases
- Customer success management, Project management for client teams, Sales opportunity tracking
- Team types
- Customer success managers, Account managers
- Company size
- Medium Business, Large Enterprises
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose ClientSuccess
Automatic tracking of customer conversations
Personalized email automation
Integrated project and opportunity management
Is ClientSuccess right for you?
Best for medium to large teams needing integrated customer success and project management.
Choose ClientSuccess 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.
What buyers should know before shortlisting ClientSuccess
ClientSuccess is a robust tool for managing customer projects and interactions. Its automated features streamline communication, but new users may find the interface initially overwhelming.
ClientSuccess pros and cons
- ClientSuccess pros
Automatic tracking of customer conversations
Personalized email automation
Integrated project and opportunity management
- ClientSuccess cons
Pricing is quotation based and not publicly available
Potentially complex setup for smaller teams
Ready to try it?
Get started with ClientSuccess
Connect with the team for a personalised demo.
Still comparing?
See how it stacks up
Compare ClientSuccess side-by-side with top Customer Success Software alternatives.
What is the pricing of ClientSuccess?
ClientSuccess uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
ClientSuccess reviews and ratings
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
What users are saying
AH
April H
10/18/23
"Reporting dream"
What do you like best about ClientSuccess? The functionality of the reporting feature is intuitive, user-friendly and professional - impressing even ...
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RB
Richard B
10/04/23
"Does so much out of the box"
What do you like best about ClientSuccess? I enjoy that so much can be configured out of the box in CS. They have a great support team and a bunch of ...
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CK
Christian K
09/14/23
"Client Success - A great fit for small and growing Customer Success Departments"
What do you like best about ClientSuccess? Easy Onboarding Process / Success Cycles / Success Scores / Reporting What do you dislike about ClientSuccess?
SS
Sam S
04/18/23
"Best of the Best Out There"
What do you like best about ClientSuccess? I've used almost every customer success platform throughout my career. ClientSuccess has been refreshing ...
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SC
Simon C
03/24/23
"ClientSuccess is just right."
What do you like best about ClientSuccess? ClientSuccess has the right balance of features combined with ease of use, and have excellent expertise ...
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JM
Jean Marie S
03/22/23
"Great experience with a great company and great people!"
What do you like best about ClientSuccess? ClientSuccess is easy to implement, does snot require an Administrator, and is easy to understand. It is ...
Read more
ClientSuccess security and data handling
Key compliance certifications and security features for IT and security teams evaluating ClientSuccess.
Certifications
Security features
Developer & data
Alternatives to ClientSuccess
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Empowering businesses to succeed ...
ClientSuccess Customers
Peek
Mural
Centrify
Smashfly
Degreed
Ecompliance
ClientSuccess Support Options
Frequently Asked Questions About ClientSuccess
Common questions buyers ask before choosing ClientSuccess.
ClientSuccess is a strong fit if: You require automatic tracking of customer conversations to streamline communication.; Your team benefits from personalized email automation to enhance client engagement.. 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..
Buyers commonly note the following limitations of ClientSuccess: Pricing is quotation based and not publicly available; Potentially complex setup for smaller teams; Limited information on integrations and customization.
Some top alternatives to ClientSuccess includes Parlor, ProsperStack, Custify, Salesmachine and Freshdesk Customer Success (Formely Freshsuccess).
ClientSuccess offers Quotation Based pricing model
The starting price is not disclosed by ClientSuccess. You can visit ClientSuccess pricing page to get the latest pricing.
Ready to try it?
Get started with ClientSuccess
Get connected with the team for a personalised demo.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
