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About ClientSuccess
What is ClientSuccess?
ClientSuccess is a customer success platform designed to help businesses reduce churn and increase customer revenue. It provides a 360-degree view of customer health, incorporating usage, adoption, feedback, engagement, and sentiment. The platform is known for being easy to use and fast to implement, making it ideal for SaaS and subscription-based companies.
Problem it solves
ClientSuccess solves the problem of customer churn by giving teams visibility into retention, renewal, and growth rates. It enables proactive customer lifecycle management, from onboarding to renewal, with automated workflows and health scoring. This helps customer success managers identify at-risk customers and take action before they leave.
Who is it for?
ClientSuccess is for customer success teams, CS leaders, and executives in SaaS companies of all sizes—from startups to enterprises. It is not for companies that only need basic CRM or support ticketing; it's specialized for managing customer outcomes and driving growth through customer success programs.
Real use cases
Use cases include onboarding new customers with branded portals, tracking customer health with SuccessScore, automating renewal reminders, and gathering NPS feedback. It also helps align sales, marketing, and product teams on customer data for data-driven decisions.
Key features
- SuccessScore™ — Customer health scoring that incorporates usage, adoption, feedback, and sentiment.
- Customer Health Pulse™ — Weekly and real-time reporting to stay ahead of churn risks.
- NPS Analyzer™ — Measure customer loyalty and act on feedback.
- Customer Journey Management — Lifecycle stages with automations for proactive engagement.
- SmartCS™ AI — AI co-pilot for automated communications and insights.
- Customer Portal — Branded portal for customers to track tasks and key data.
- Integrations — Native integrations with Salesforce, HubSpot, Zendesk, Slack, and more.
SaaSpartout Score
Editorial score from our review methodology — not user ratings.
ClientSuccess Pricing
ClientSuccess pricing: Contact sales for pricing.
For comparison: the median starting price in Customer Support is $29/month, measured across 132 tools we track. See the full SaaS Pricing Index →
Startup Package
Designed for early-stage startups. Includes essentials like Client 360 Dashboard, Integration Library, Playbooks, Health Scoring, Automations, Customer Goal/KBO Tracking (1 per Customer sample), Assigned CSM (onboarding only). Max 10 customers, 500 full licenses.
Growth Package (Most Popular)
For SMB to Mid-market. Everything in Startup, plus 3 per customer tracking, assigned CSM, custom dashboards (add-on). Max 50 customers, 5,000 full licenses.
Enterprise Package
For large organizations. Includes all features, unlimited customers and full licenses, plus custom dashboards and customer portal.
Pricing is not publicly listed; contact ClientSuccess sales for quotes. May offer free trial, but not confirmed.
