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ClientSuccess

Customer Success Software, Built for Customer Success Managers

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Overview

ClientSuccess is a customer success management platform that provides a comprehensive view of the customer lifecycle. It's designed to help CSMs manage their daily workflows, track customer health, and drive positive outcomes. The platform focuses on providing actionable insights and tools for engagement, helping teams to improve retention, increase renewals, and identify growth opportunities.

✨ Key Features

  • Centralized Customer Data
  • Customer Health Scores
  • Engagement Tracking
  • SuccessCycles (Lifecycle Management)
  • Pulse™ (Customer Sentiment)
  • Reporting and Analytics

🎯 Key Differentiators

  • Strong focus on the CSM workflow and experience
  • Clean and intuitive user interface
  • Emphasis on managing the entire customer lifecycle

Unique Value: A CSM-centric platform that simplifies customer success management and empowers teams to drive retention and growth.

🎯 Use Cases (4)

Managing the entire customer lifecycle Improving customer retention and reducing churn Driving customer growth and expansion Enhancing collaboration within the customer success team

✅ Best For

  • Providing a single source of truth for all customer-related information.
  • Standardizing the customer journey with customizable lifecycle management.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies that need deep, integrated product analytics.
  • Teams looking for extensive in-app messaging capabilities.

🏆 Alternatives

Gainsight ChurnZero Catalyst

Offers a more streamlined and focused experience for CSMs compared to some of the larger, more complex platforms.

💻 Platforms

Web API

🔌 Integrations

Salesforce HubSpot Zendesk Jira Slack API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

Free tier: N/A

Visit ClientSuccess Website →