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

Great for organizing and scaling client workflows

What do you like best? As our team scales and we do bigger more complicated business with customers, ClientSuccess has really helped us to think through our process and make it replicable. I don't worry so much about 'dropping the ball' even when handling a lot of accounts at once. SuccessCycles have been really useful for segmenting different phases of service, with accountability on tasks. From the micro to macro. What do you dislike? Specificity of some things doesn't match our ...

Most valuable and intuitive CS tool I've used

What do you like best? GREAT design. Seriously though, of all the CS tools out there, Client Success was designed to be beautiful and simple to use. In the era of the consumerization of enterprise software, I'm surprised more B2B tools are still so cumbersome to use and lack great UI and design. As a VP of Customer Success, I also appreciate how much easier this has made it to manage and measure each of my team members. It's created clarity and insight into how each of them are doing ...

Good experuance

What do you like best? Its way of working which is awesome and i am very much comfortable What do you dislike? Nothing all are working fine and i am very much cimfortable with this What problems are you solving with the product? What benefits have you realized? There are many benefits like easy access

New CS solution that is simple to use and powerful

What do you like best? -The collaboration between the ClientSuccess team and ours to set up our account to fit our needs -Filtering makes it easy to see what you need and take action -SuccessCycles! They allow us to define the customer journey from the onset -Dedicated CSM (Sam!) who is cares about us and our needs. He's also happy to share use cases from other customers which helps us streamline the way we use ClientSuccess What do you dislike? -It takes a little while to ...

Great product! My team and I use it daily!

What do you like best? From first glance, it's visually appealing and easy to use. From there, the features help me and my team track and organize our activities related to our customers. It keeps all the info we need at our fingertips in one place. As an exec, I can keep track of how things are going and follow-up on issues with my team as needed. What do you dislike? There are a few additional reports and insights I'd like to have access to vs. creating them myself. What problems ...

Director of Client Success

What do you like best? ClientSuccess is a comprehensive platform that allows our company to organize and manage all client details as well as identify individual client health. What do you dislike? Given our partnerships are unique to each company, it's sometimes difficult to customize ClientSuccess so that it is relevant to all clients we work with. What problems are you solving with the product? What benefits have you realized? By using ClientSuccess to track client activity, ...

On the right path but got a ways to go

What do you like best? The UI is the best part of the software. It is super easy to use and easy to track engagements. What do you dislike? There is no messaging feature, to-do's are cluttered and hard to manage, and the parent child relationship for accounts is a mess. The API is very weak and not able to handle a lot of customers. It takes forever to load our client list and seems to struggle to do very basic updates. Even though it's easy to make the edit in the UI it takes forever ...

Light, Yet Solid: A Quality Customer Success Management Tool

What do you like best? ClientSuccess makes it easy for our customer success managers to manage their workflows and provides excellent visibility into our company's customer activity and engagement. The user interface is beautiful and friendly, and their customer success/support teams are excellent as well - we've felt very well-taken care of since we became customers of ClientSuccess. As a customer success manager myself, I am appreciative of how this tool has kickstarted our fairly-new ...

Great tool!

What do you like best? I like how I can get an overview or all my clients, and also have a handle on where they are in our CS cycle. What do you dislike? It'd be great if you could map clients' locations, so it'd be helpful when planning onsite visits. What problems are you solving with the product? What benefits have you realized? Working on maintaining relationships, manage each account effectively, and remember the details