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Client Savvy Reviews & Product Details

Client Savvy Overview

What is Client Savvy?

Client Savvy is a specialized customer experience (CX) platform designed specifically for professional services firms, enabling them to effectively collect, analyze, respond to, and act on customer feedback in real time. Unlike standard survey tools that often fall short in addressing the unique complexities of professional services, Client Savvy offers a tailored solution that integrates feedback collection at critical project milestones and key moments of truth, ensuring that every interaction is an opportunity for improvement. This platform is particularly beneficial for firms that operate in environments where client relationships are paramount. Targeting professionals in sectors such as legal, consulting, and financial services, Client Savvy provides a comprehensive approach to monitoring client experiences throughout the lifecycle of a project or matter. By focusing on milestone-based feedback, firms can gain insights into client satisfaction and engagement at pivotal stages, allowing for timely adjustments and enhancements to service delivery. Key features of Client Savvy include real-time feedback collection, advanced analytics, and seamless integration with existing project management tools. The platform allows firms to track client sentiment and satisfaction levels, providing actionable insights that can lead to increased differentiation in a competitive market. Additionally, the ability to respond swiftly to client feedback fosters stronger relationships, ultimately resulting in enhanced profitability and reduced client churn. By utilizing Client Savvy, professional services firms can not only measure client experiences but also leverage that data to identify cross-selling opportunities and refine their service offerings. The platform's focus on continuous improvement helps firms stay ahead of client expectations, ensuring that they remain responsive and relevant in an ever-evolving landscape. This proactive approach to client feedback positions firms to thrive, making Client Savvy an essential tool for those looking to elevate their customer experience strategy.

Client Savvy Details
Languages Supported
English
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Product Description

Client Savvy’s Customer Feedback and CX Management Platform was designed and built for professional services firms to provide a way to monitor the relationship between a firm and the customer regarding the progress of a project or matter. Following completion of a task, your firm surveys the customer with a pre-built survey corresponding to that phase of the project. Survey questions can also be changed or added, depending on the requirements of the project. The platform stores the survey responses, which are organized and displayed in several graphical formats that are easily accessible to your team. The system can be configured to provide notifications to the when survey results are available, or if a response is entered that corresponds to preset criteria. The reports of the feedback results in the design facilitator can be configured to display by sender, by recipient, by project or by project team. The feedback responses to the survey questions are made through a unique interactive visual response mechanism which allows feedback to be given by a user through movement of a slider on a scale displaying a range of qualitative word values. The user responds to the survey question by moving the slider along the scale to a position corresponding to the user’s response to the survey questions. A numerical value from 7.0 (exceptional) to 1.0 (unacceptable) in 0.1 increments is recorded corresponding to the user’s qualitative response on the scale. The platform compiles the values from user responses and generates graphic reports of the survey responses, which are available in several formats. In this manner, ongoing feedback regarding the progress of the project and the client’s level of satisfaction is provided.

How do you position yourself against your competitors?

Client Savvy’s customer feedback platform is purpose-built for project-based professional services firms like AEC, legal, accounting, and consulting. Unlike generic satisfaction survey tools, our patented Client Experience Indicator (CXI) ® scale uncovers hidden client pain points, identifying 380% more issues than traditional CSAT platforms. The solution gathers actionable feedback at key project milestones, helping firms course correct in real-time and drive improvements in client satisfaction, loyalty, and revenue.

Our platform boosts Net Promoter Scores by 17 points and reduces churn by 83%. With a closed-loop feedback system enhanced by AI and featuring integrated follow-up coaching, Client Savvy ensures that insights are continuously acted upon, transforming client experiences. By combining industry-specific insights with actionable data, our solution empowers firms to strengthen relationships, increase retention, and grow their business, making Client Savvy the partner you can rely on for measurable success in client experience.


Seller Details
Company Website
Year Founded
2004
HQ Location
Raleigh, US
Twitter
@client_savvy
542 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
Description

Client Savvy is a company that specializes in providing client feedback and experience management solutions. Their platform helps businesses gather, analyze, and act on client insights to enhance satisfaction and drive growth. By offering tools for surveys, reporting, and client engagement, Client Savvy enables organizations to make informed decisions based on real-time feedback. For more information, visit their website at https://clientsavvy.com/.


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Recent Client Savvy Reviews

Michael C.
MC
Michael C.Mid-Market (51-1000 emp.)
5.0 out of 5
"10 years with Client Savvy"
Client savvy is a fast intuitive survey tool that helps you learn more about your clients
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Client Savvy Media

Client Savvy Demo - Client Savvy Dashboard - Recent Feedback
Easily review feedback in real-time at the individual, project, and client levels.
Client Savvy Demo - Client Savvy Dashboard - Reponse Details
See the full details of client feedback responses without having to leave the dashboard.
Client Savvy Demo - Client Savvy Dashboard - Overview
See how your firm is performing overall and benchmark against the industry.
Client Savvy Demo - Client Savvy Dashboard - Project Health
Uncover project health with laser focus. Our intelligent algorithm analyzes a multitude of feedback-related criteria to categorize them as at-risk, stable, or thriving.
Client Savvy Demo - Client Savvy Dashboard - Client Health
Uncover client health with laser focus. Our intelligent algorithm analyzes a multitude of feedback-related criteria to categorize them as at-risk, stable, or thriving.
Client Savvy Demo - Client Savvy - AI-Powered Guided Follow-Up
Equips front-line professionals to confidently and effectively take action on captured customer feedback. No other platform gives you a strategy on how to respond to a client. Even better, our built-in AI-powered wizard helps write empathetic, tailored replies to engage the client towards resolut...
We created the only CX software platform designed and built exclusively for professional services firms, offering real-time capabilities to collect, analyze, respond to, and take action on customer feedback.
Play Client Savvy Video
We created the only CX software platform designed and built exclusively for professional services firms, offering real-time capabilities to collect, analyze, respond to, and take action on customer feedback.

Official Interactive Demo

Client Savvy demo available

Try an interactive demo created by the software seller (right here on G2).

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1 Client Savvy Reviews

5.0 out of 5
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5.0 out of 5
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5.0 out of 5

Client Savvy Pros and Cons

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Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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This product has not yet received any negative sentiments.
G2 reviews are authentic and verified.
Michael C.
MC
Deputy Director Office of Planning Design and Construction, Engineering and Design Division
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Client Savvy?

Client savvy is a fast intuitive survey tool that helps you learn more about your clients Review collected by and hosted on G2.com.

What do you dislike about Client Savvy?

There really isn't anything I dislike about Client Savvy Review collected by and hosted on G2.com.

What problems is Client Savvy solving and how is that benefiting you?

It allows us to uncover misaligned expectations early and learn about our clients needs Review collected by and hosted on G2.com.

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