# ClientSuccess Reviews **Vendor:** ClientSuccess **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.4/5.0 **Total Reviews:** 423 ## About ClientSuccess ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives. ## ClientSuccess Pros & Cons **What users like:** - Users appreciate the **detailed client health management** features, enabling them to effectively support their customers. (2 reviews) - Users value the **exceptional customer support** of ClientSuccess, enhancing their ability to serve their clients effectively. (2 reviews) - Users value the **engagement integration with Outlook** , enhancing their ability to prepare for customer meetings effectively. (2 reviews) - Users value the **analytics tools** provided by ClientSuccess, which enhance customer support and tracking capabilities. (1 reviews) - Users appreciate the **automation capabilities** of ClientSuccess, enabling effective support through streamlined processes and integrations. (1 reviews) - CRM Integration (1 reviews) - Customer Management (1 reviews) - Users value the **effective customer tracking** capabilities of ClientSuccess, streamlining client management and enhancing support efficiency. (1 reviews) - Dashboards (1 reviews) - Users find ClientSuccess to be **extremely user-friendly** , allowing for quick setup and efficient daily management of client relationships. (1 reviews) **What users dislike:** - Users are frustrated by the **field limitations** that restrict the number of active goals for clients. (1 reviews) - Users find the **limited customization options** frustrating, particularly regarding the number of active goals for clients. (1 reviews) - Users are frustrated by the **limited features** of ClientSuccess, specifically the restriction on active goals for clients. (1 reviews) - Users feel the UI could be **simpler** , impacting ease of use despite overall functionality being satisfactory. (1 reviews) ## ClientSuccess Reviews ### 1. ClientSuccess Boosted Efficiency with Flexible Custom Fields and Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah O. | Implementation Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2026 **What do you like best about ClientSuccess?** Adding ClientSuccess to our process was a game-changer! I especially appreciate the flexibility we have with creating custom fields and then reporting off of them. It has created so much more efficiency in capturing the metrics that we need. I also love that it has given our teams the ability to see correspondence with the customer regardless of who within our team they were talking to. **What do you dislike about ClientSuccess?** We also use the Baton feature with CS and would appreciate more fluidity between the systems like shared custom fields or the ability to customize the Baton module view for easier access to information **What problems is ClientSuccess solving and how is that benefiting you?** Our business requires our teams to know a lot about our customers without having to ask them the same questions over and over. Being able to document features that they use, experiences/engagements we have had with them, and the progress we've made helps us to serve them better and waste no time. Reporting was also a challenge and ClientSuccess makes it easy to export the data we need without having to combine multiple data sources ### 2. Customer Success Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Denise S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I love the engagement integration with Outlook. I am ableto scan before customer meetings and make sure I know what the latest interactions have been. **What do you dislike about ClientSuccess?** I would love to be able to connect to inforCRM. **What problems is ClientSuccess solving and how is that benefiting you?** Client Success allows me to see most of my customer data all in one place. I love the customizable fields so we can add in what is important to us. ### 3. ClientSuccess has great ease of use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon D. | Board Member/Host Families Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** ClientSuccess doesn't take a degree to use and their webinars are stellar! I'm in the product every day and rely heavily on it for my daily routine. **What do you dislike about ClientSuccess?** As with any technology there are glitches that need to be looked at. I also don't like that I have a limit on how many active goals I can have for a client. **What problems is ClientSuccess solving and how is that benefiting you?** Helps me maintain and track all of my 60+ accounts I'm working on. Keeps me on task and this helps keep relationships with the clients strong and in turn drives more revenue retention and growth possibilites. ### 4. Great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Evan D. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I love the organization of this tool and the ability to manage client health so granularly. **What do you dislike about ClientSuccess?** The UI could be slightly more simple but overall it works well. **What problems is ClientSuccess solving and how is that benefiting you?** This tool is allowing me to monitor client health and renewal timeframes much easier then before. ### 5. User-friendly, powerful tool for Customer Success Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about ClientSuccess?** ClientSuccess is user-friendly and configuration is relatively simple, so it's easy to get up and running quickly. Account details are laid out really well, which allows leadership teams to find what they need easily. The solution helps track and manage multiple facets of a client relationships including contract details, health, tasks, meeting notes, and risk. One-to-many communications are easy to configure and time-saving for our team. Beyond the solution, ClientSuccess sets the bar in client care. We're fully supported by the team, including our CSM, Support, Product, and Sales - they're always collaborative and eager to grow with us. **What do you dislike about ClientSuccess?** I wish the tool had more customization options. For example, the NPS survey is limited to a score and a comment, but we ask additional questions in our NPS survey program. It would be great to house all of that data within ClientSuccess instead of relying on other survey tools. Another example would be engagements - not a lot of options for adding fields to call notes, meetings, etc, which can be limiting in how we use them. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess provides a central location for our CSMs to manage their client base and more importantly, provides visibility for the business to understand the state of our clients. It's collaborative and simple to use, so the core functionality is easy to adopt. ### 6. I love ClientSuccess! **Rating:** 5.0/5.0 stars **Reviewed by:** Ilene P. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ClientSuccess?** I can best support my customers through their tools! I rely heavily on success cycles, pulses, custom tracking fields, and the calendar integration. **What do you dislike about ClientSuccess?** Nothing I can think of at this time, they are a joy to work with. **What problems is ClientSuccess solving and how is that benefiting you?** It is hard to stay on top of all the clients I manage, so it helps to see who needs to be contacted when. It also helps streamline onboarding and renewals. ### 7. CS took me from a true doubter of their solution to a full on champion **Rating:** 4.0/5.0 stars **Reviewed by:** Lindsay R. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2023 **What do you like best about ClientSuccess?** As a CS leader who has been a former CSM/Sr.CSM, I've always wanted the ability to track and share visibility on the customer items that historically weren't quantifiable: the gut feelings, seemingly 'off' primary contacts ,and everything else unrelated to platform product use, adoption, or overall penetration and sentiment within their organization. CS has a feature which does just that! Not only does that make a HUGE impact from a leadership perspective, but it allows for another piece of the puzzle to be considered when you desire to understand holistic customer health. Their development team is open to feedback and suggestions which has further enabled both me and my team to drive product growth. As a leader who also values customer-led-growth, this is appreciated! CS is making strides to ensure their product becomes a critical part of our service and success; adoption and understanding use cases is imperitive to your own success and ideally, one can reach a point where their CS team lives and breathes inside of their solution; and use it to dictate priorities and schedule. **What do you dislike about ClientSuccess?** Objectively, there isn't a way to scale this product for an immature service or organization; you should already have a big picture (and specific needs) of the outcome you are seeking and how you need to accomplish this. While they do have suggestions for playbooks and individual feature setup/settings, if you don't understand your customer base or the gaps you need to address (like my predecessors), it's unlikely that the product will be easily adopted or implemented in a way which enables you to grow and succeed. This was my initial hiccup and view of the product, it wasn't easy to use, was overly complicated with unnecessary tasks, and wasn't set-up to measure, automate, or otherwise function as needed. I basically had to rebuild our entire integration (with the help of CS!) to enable my team to get value from the product. Ideally, I'd love to see ways to imbed my custom-built reporting visuals and tools inside the platform to both scale accessibility and avoid manual maintenance of those report (running prior months reports and adding to the existing datasets regularly) as well as ways to automate CS processes and tasks which currently are not accommodated through the platform. **What problems is ClientSuccess solving and how is that benefiting you?** gives us visibility to the overall BoB for each CSM and easily identify criteria which automates playbook implementation and where we need to focus effort from a customer experience perspective. ### 8. Worst customer service I have encountered **Rating:** 0.0/5.0 stars **Reviewed by:** Daniel M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about ClientSuccess?** the platform has good potential but many bugs and not mature enough **What do you dislike about ClientSuccess?** Many bugs, many issues, relly bad customer service, no assistance in non-us time zone. **What problems is ClientSuccess solving and how is that benefiting you?** they were suppose to solve automation for playbooks but the featuers are junt not mature ### 9. Client Success - A great fit for small and growing Customer Success Departments **Rating:** 5.0/5.0 stars **Reviewed by:** Christian K. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2018 **What do you like best about ClientSuccess?** Easy Onboarding Process / Success Cycles / Success Scores / Reporting **What do you dislike about ClientSuccess?** We have not discovered any dislikes while using Customer Success **Recommendations to others considering ClientSuccess:** Great fit for small organizations that are growing in Customers Size and Staff Size **What problems is ClientSuccess solving and how is that benefiting you?** We are a growing Customer Success department (growing in staff size and customer size). Client Success has helped us streamline our success cycles and provided us with an ability to build customized Success Scores to objectively judge each account. As we are growing, the software has allowed me to quickly assign tasks to my staff and see the activity and pulse associated with each account. The onboarding process has been seamless and our contact at Client Success has been extremely helpful in terms of getting us started and providing best practices / tips. ### 10. User-friendly platform and communicative support team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2023 **What do you like best about ClientSuccess?** I love having everything in one place for my customer accounts. Very easy platform to use, and lots of flexible options to make it work best with my workflow. I like seeing all my customers in a segment together with the details that I decide to add in columns to get a great, high-level picture of my book of business. The customer support team at ClientSuccess is extremely communicative and thorough with their responses. **What do you dislike about ClientSuccess?** I wish there was an outlook integration to take the manual lift of adding engagements for meetings. I also would like to create an automation based of a contact segment I have created. **What problems is ClientSuccess solving and how is that benefiting you?** Gives visibility for emails to and from my customers, regardless if I am cc'd on the email. For example, if a client is communicating with support, I can see the correspondence in CS. I also like having all my customer info, with links to additional docs in each customer account page. It is flexible for how I want to see the information. ### 11. Works very well **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2024 **What do you like best about ClientSuccess?** I love the UI/UX I love how the engagements come through client success via contacts I like the revenue section CX team is very helpful **What do you dislike about ClientSuccess?** my main concern is that I wish we could have multi-currencies. USD would be great. **What problems is ClientSuccess solving and how is that benefiting you?** Gives up a clear picture about financials ### 12. Does so much out of the box **Rating:** 5.0/5.0 stars **Reviewed by:** Richard B. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2023 **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 solid integration options. **What do you dislike about ClientSuccess?** The only limiting factor in CS is that the out-of-the-box reporting is a bit of a double-edged sword. Yes, it's great to have, but customization of those reports would be even better. **What problems is ClientSuccess solving and how is that benefiting you?** We needed a single source of truth and a place to keep track with all of our customers as we grew from a seed-stage startup. This is providing the recording, reporting, and revenue tracking we need to take the next step as an org. ### 13. Great product & Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2023 **What do you like best about ClientSuccess?** ClientSuccess (CS) was a gem I had not seen or heard of until I came to my current employer. I learned quickly CS was not overly complex in usage OR integration. User interface wise it's pretty straight forward and intuitive for our Technical Account Managers. Customer support has been exemplarary as I typically get a response within the first hour and it normally holds the piece of information I was either looking for OR a solution to my issue. **What do you dislike about ClientSuccess?** Creating new objects in the platform can be a hassle - certain use cases as the business grow leads us to pivot these customer types but use the same metrics. A simple copy of the old would be great but we have to recreate from scratch and do the ole' stare and compare. Not great but would love to be able to have a copy feature there. Though if you aren't adjusting a great deal you wouldn't need to worry about this. **What problems is ClientSuccess solving and how is that benefiting you?** Central point of data input for our TAMs. Aside from copying our docs over to ClientSuccess - it's a central point for our data input for customer issues, risks, and achievements. Overall it's nice to go in and simply be presented with all the data in an easily digestible fashion through CS. ### 14. Best of the Best Out There **Rating:** 5.0/5.0 stars **Reviewed by:** Sam S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about ClientSuccess?** I've used almost every customer success platform throughout my career. ClientSuccess has been refreshing its simple yet elegant approach. Highlights: • We were up and running in a few short weeks, with CSMs realizing time savings and better account management almost immediately. • SuccessCycles substantially cut the time required to train CSMs on new processes. We just needed to teach them how to follow them—after which CSMs would just keep an eye out for new ones and follow along with the steps. (I think this is hyper-critical as many CS platforms focus more on how management/admins configure the system and less on creating a usable interface for the people working the accounts). • At ClientSuccess we're not just a number. Beyond having a dedicated CSM (who I can reach at any time), the executive team meets with me periodically to hear my feedback and has even made enhancements to their product to better support me. • They maintain an agressive roadmap with material updates released quarterly. There's much more but I think these hit the key points. **What do you dislike about ClientSuccess?** When I first signed on, I felt they were a little weak in digital touch—but speaking to the CEO, that was by design as they first wanted to focus on a high-touch solution and work backward from there. Since then, they've continually rolled out features that support digital touch. **What problems is ClientSuccess solving and how is that benefiting you?** • Standardize how CSMs manage their accounts • Assess churn risk • Automate discovery of expansion opportunities ### 15. Easy to use and great visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Lucas da Silva A. | Customer Success Ops, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The menus are very simple to use and find at the customer details. It's possible to create custom fields for customers, contacts and contracts, which is very helpful to our internal controls. The reports page is always adding new and good reports to support our managers. It's kind of easy navigate into them and edit the filters. CSM's are so available and always trying to help us with the best practices. We don't feel alone along the journey, and this is fantastic. **What do you dislike about ClientSuccess?** Client Success APIs need some improvements to use integrations on a great way. Resources like revenue metrics, Pulses, Engagements, Goals, SuccessCycles and so on could be more available or totally available via APIs. Our feeling is: Client Success APIs are a little basic. Still talking about APIs, we have a 10 requests-second as a limit to use the APIs. It's a little low number. Increasing to 100 or more would be very nice to integrations and automations that we need. **What problems is ClientSuccess solving and how is that benefiting you?** Client Success is helping us to have all the informations of our customers on a main screen, giving us better insights about what we can do and plan with them. The customer page is great and full of items. ### 16. Really intuitive platform, likable CSM, fast support. Platform does all the things users want. **Rating:** 4.5/5.0 stars **Reviewed by:** Katye H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2023 **What do you like best about ClientSuccess?** Ease-of-use. Those streamlined features that make updating tasks fast and one-click workflows. **What do you dislike about ClientSuccess?** Some functionality isn't there when it comes to pre-assigning tasks that would make involving a whole team easier. A few oddities with integrations. **What problems is ClientSuccess solving and how is that benefiting you?** Visibility into account comms, tracking health, identifying at-risk clients, etc. ### 17. Great experience with a great company and great people! **Rating:** 5.0/5.0 stars **Reviewed by:** Jean Marie S. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2023 **What do you like best about ClientSuccess?** ClientSuccess is easy to implement, does snot require an Administrator, and is easy to understand. It is robust enough to serve all our needs but no so overwhelming that we don't understand it. We LOVE having all our data in one place, giving us a holistic 360 degree view of our customers. **What do you dislike about ClientSuccess?** I would love to see a Google calendar integration which I believe is coming. Once that's implemented I will have nothing left to complain about! **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess lets me view everything about my client in one place. This is a HUGE timesaver for the CS team. We're also using it to track Product sentiment which has been very useful for the product team. ### 18. Simple & Effective CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Andy B. | Customer Success Team Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about ClientSuccess?** I love the simplicity and overall user experience with CS. I've used it at several companies. From an end user, I enjoy the simple & thoughtful functionality. From the admin side, I enjoy the ability to measure the health scores and temperature of each client at a glance. The integrations with SFDC & SLACK are vital **What do you dislike about ClientSuccess?** I wish the reporting had more customization.. IE set date terms instead of custom dates for each report. The sync between SFDC has broken a few times; luckily the team at CS has helped us fix this fairly quickly.. note that the break was the SFDC's fault, but a quick notification that this was down would have been excellent. **What problems is ClientSuccess solving and how is that benefiting you?** Managing client engagements, better UX vs using SFDC for managing communications, subjective health scores, integration between SLACK, reporting on client engagement, NPS ### 19. ClientSuccess is just right. **Rating:** 5.0/5.0 stars **Reviewed by:** Simon C. | Manager of Client Success, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2022 **What do you like best about ClientSuccess?** ClientSuccess has the right balance of features combined with ease of use, and have excellent expertise from a customer success perspective. The tool is powerful yet still remains lightweight, and covers all the major bases needed in a Success Tool. In terms of value, I think ClientSuccess leads the pack. **What do you dislike about ClientSuccess?** Very happy, don't have a lot to add here. Excited about further development to tasks/to-dos which seemingly is not too far off. **What problems is ClientSuccess solving and how is that benefiting you?** 1. Giving a clean single view of a client 2. Bringing together multiple information sources together. 3. Highlighting the Customer Health Score 4. Goal tracking for clients & the company. ### 20. The right sized platform for Customer Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2023 **What do you like best about ClientSuccess?** They've build a solid platform which our very technical TAM team can update following calls in less than 15 minutes. We measure customer sentiment, track what value our customers are getting from our solutions, and easily report metrics to our executives. **What do you dislike about ClientSuccess?** Our implementation of the salesforce integration should be improved; but that may be on us, rather than ClientSuccess. **What problems is ClientSuccess solving and how is that benefiting you?** This platform provides a common platform for understanding our entire customer cohort. ### 21. Business critical CRM to manage our customer delivery **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2023 **What do you like best about ClientSuccess?** Email centralisation to improve comms across all stakeholders internally Ability to sync with salesforce for finances Custom fields to make it business specific **What do you dislike about ClientSuccess?** Slow to load between different customer accounts / reports Limited reporting means exporting to Excel a lot Lack of integrations with project & task management software **What problems is ClientSuccess solving and how is that benefiting you?** Centralising all customer information - from sales to customer success Allow internal stakeholders to have full transpareny of project and act as a communication tool ### 22. Great Product for high touch and constantly evolving with great features **Rating:** 4.5/5.0 stars **Reviewed by:** Chris M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2023 **What do you like best about ClientSuccess?** The multivariate health scoring capability, build in NPS, and Pulse allow for a very complete view of client/customer health. **What do you dislike about ClientSuccess?** There's no ability to do recurring, time-based NPS surveys. Fairly minor dislike but if I had to point to one that would be it. **What problems is ClientSuccess solving and how is that benefiting you?** Centralizing client information and communication, health scores, client/project health. ### 23. Reporting dream **Rating:** 5.0/5.0 stars **Reviewed by:** April H. | Enterprise (> 1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about ClientSuccess?** The functionality of the reporting feature is intuitive, user-friendly and professional - impressing even the harshest critics. **What do you dislike about ClientSuccess?** The UI is fixed and not customizable...yet. **What problems is ClientSuccess solving and how is that benefiting you?** We are able to forecast GRR more accurately and overall customer health. ### 24. Loving Client Success **Rating:** 5.0/5.0 stars **Reviewed by:** Mariana B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Client Success helps me keep my clients in order, reminds me of what I need to do, what I talked to them and when, it's also very helpful to have the emails logged, that way I don't need to go back to my Gmail and search for the last conversation. It also helps for my managers to keep track of my work and on the clients. I like that it can integrate with Zendesk, with Gmail and with app surveys to see their general pulse. **What do you dislike about ClientSuccess?** I dislike that it doesn't send me remidners messages for the task I have pending, that would be awesome, when using the cicles to be able to get a message reminding you about the next step or timeline **What problems is ClientSuccess solving and how is that benefiting you?** Having all in one place, being able to set the temperature of the client and keeping track of all the information, I'm more productive, feel like I can really use my time to actually help clients ### 25. Has great potential but misses the mark in several areas **Rating:** 1.0/5.0 stars **Reviewed by:** CJ C. | Director of Client Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I like that you can set up cycles for different types of projects and onboarding. I LOVE that you can integrate your emails so that you have the communication threads within the client's dashboard. It makes it really easy to keep up with communication. **What do you dislike about ClientSuccess?** The reminder features don't work. If you set a reminder, ClientSuccess sends you the notification the day after your reminder was due. It's not helpful when it causes you to miss deadlines. I reached out to the support team on several occasions about this feature not working. The support team rarely responds back; if they do, it's a week or so later, and they give really generic responses like "we're working on it, will have it fixed soon". The glitches I've communicated to them about have been broken for over six months, and I continue to receive the same poorly canned response. For being a Client Success focused platform, I'd expect better communication and service. **What problems is ClientSuccess solving and how is that benefiting you?** When a lot of a client's success is also about relationships, it's hard to quantify what a "great" or "good" client relationship looks like, and this platform helps to do that. ### 26. It is a good tool to keep track of your clients **Rating:** 4.0/5.0 stars **Reviewed by:** Oscar G. | Resident Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** It is very user-friendly, it helps to keep all the client information organized, it helps you to create your won metrics and visualize them, I think it is a very good tool to track clients overall **What do you dislike about ClientSuccess?** The way that ClientSuccess is connected with NPS (a third-party application) to send surveys is not that intuitive and it took me a while to figure out how to do it. After that, I have been able to do it without major problems **What problems is ClientSuccess solving and how is that benefiting you?** It helps me a lot for two purposes: 1) Keep current information of the client in a single place (contacts, emails, other attributes such as the version of the application), and 2) keep an overview of the history of the client documented (this is crucial to keep new CSMs on board with the client easily). A very good tool is the summary of pulses and NPS surveys over time. ### 27. Best Cost-Benefit! **Rating:** 5.0/5.0 stars **Reviewed by:** Bruno F. | Senior Customer Success Manager | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** UX/UI is simple and easy - but in a good way! It's not clunky, you can customize the views (to some extent) Last but not least - PRICE! Price is the game changer here as considering all the features it has, its pricing point is amazing compared to the competition. **What do you dislike about ClientSuccess?** All the "most common" integrations are there, but some others are only viable through Zapier or paid options (Please correct if I am wrong). Report options are super simple and not customizable, this is something we could definitely use. **What problems is ClientSuccess solving and how is that benefiting you?** Previously we used many different sources to share customer data within our organization (Google Docs, Spreadsheets, Drive, SFDC, Jira,...) now all that data resides in a single space. It also provides great indicators on Customer Health Score that are customizable and drive engagement/insights regularly. ### 28. Easy implementation, easy to use, huge value our company **Rating:** 5.0/5.0 stars **Reviewed by:** Jim J. | Member, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The implementation was super-easy. Setting up our health score (SuccessScores) and playbooks (SuccessCycles) was a very easy process. It's also been very quick and easy to modify and tweak as we learn. **What do you dislike about ClientSuccess?** Not a limitation of ClientSuccess per se...the most challenging part of the implementation was the Salesforce field mapping. We have a unique data model in Salesforce, so it took a lot of work from our SF admin to translate our model into ClientSuccess fields, etc. Once that was set up and finalized, everything was good. **What problems is ClientSuccess solving and how is that benefiting you?** We had little or no data-driven insights into our customers. Our view of customer health was more of a gut feel than anything else. We also didn't have standardized processes for how CS engages with customers - playbooks now give us scalable and repeatable processes. ### 29. Thank you for making my role so much more easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Dani M. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2022 **What do you like best about ClientSuccess?** Updating the pulses by color and having a summary for each of my accounts. It is also good to have the NR in one place and I don;t need to use other platforms fo additional information. **What do you dislike about ClientSuccess?** Sometimes the main menu , where all the accounts are, gets too close together and if I want to see certain information it takes me back to another page. Also, the integration with Zendesk for some accounts works and for some don't, Not sure if it has to do with the code. **What problems is ClientSuccess solving and how is that benefiting you?** much better than having a typical CRM, I have everything I need: contacts, client temperature, notes, cycle, it is honestly great! It is also a perfect way for my team lead to evaluate my work. ### 30. An efficient tool with limitations **Rating:** 5.0/5.0 stars **Reviewed by:** Bruna R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I really like that the system is simple, intuitive and efficient. Especially filters to organize customers help a lot in the daily routine. In addition, the look of the platform is very organized and pleasant. I confess that after you get used to using the tool, the competitors seem strange. **What do you dislike about ClientSuccess?** sometimes the platform had instabilities that disrupt the routine, but I believe we all have bugs! LOL In addition, data analysis is poor and can prevent the team from observing some indicators in detail. **What problems is ClientSuccess solving and how is that benefiting you?** The organization of the customer portfolio. It is essential in my routine and I spend most of my day on the platform. It is especially important to record all contacts and customer satisfaction, as well as upcoming actions via playbooks. ### 31. Great for client facing roles! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I use ClientSuccess to organize client contacts and set pulse scores for our teams evaluation. **What do you dislike about ClientSuccess?** The only thing that could be improved is the connection to Salesforce. Additionally, creating a way to connect to Gong would also be helpful. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess makes it easy to organize multiple clients and helps our team align on next steps. ### 32. Hidden Auto-Renew and Bait&Switch **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2021 **What do you like best about ClientSuccess?** In the end, nothing about this solution is helpful for my organization. **What do you dislike about ClientSuccess?** Salesforce integration never materialized properly. Not really important though. Our CSM at ClientSuccess purposely avoided mention of the auto-renew clause, displayed in reduced-sized print below the breakdown on our order form during the lead-up to our renewal. When notified of our decision not to renew, the CSM, for the first time in 3 months, brought up the auto-renew clause. Luckily (meant to read sarcastically), the VP of Customer Success, Kristi Faltorusso, was looped in. After a single meeting and a promise to follow up with me, nothing materialized but a series of bills and threats of collections. We will likely end up paying the bill but not using the software. My feeling is that ClientSuccess does not capable of following its own best practice suggestions and uses business practices I would not recommend to our own CSM team. **What problems is ClientSuccess solving and how is that benefiting you?** Solving nothing for us. **Official Response from Kristen Gray Psychas:** > Hi there- Nothing is more disappointing than disappointing our customers and we are desperately trying to reach you to better understand your experience. Thank you for raising your hand. We are actively trying to get in touch with the author of this review and want to make things right. ### 33. Excellent tool for Customer Success Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Steven C. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2022 **What do you like best about ClientSuccess?** We had been looking for a long time for a tool that could effectively capture various details about our customers, contracts, outreach, and projects. ClientSuccess has met probably 90% of our needs for this tool. Its ease of use is probably the top selling point, and we also appreciate how they continue to grow and evolve, taking feedback along the way to make the product what their clients need it to be. **What do you dislike about ClientSuccess?** There are still a few functionality issues we can't seem to get around. The top one would be tracking contracts that have variable monthly invoicing amounts. Would also like some cleaner single-click options to toggle views on the Engagements section between different types of engagements. **What problems is ClientSuccess solving and how is that benefiting you?** The product has helped us in several ways. First and foremost, it has allowed us to store and track so many different pieces of information in a single place. It has also allowed for leadership to have visibility into what's going on in a simple manner. ### 34. I Use ClientSuccess All Day Everyday **Rating:** 4.5/5.0 stars **Reviewed by:** Chaylynn L. | Sr Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess helps me stay organized. I can easily see the necessary information I need for each client. Ie what's their pulse (happiness level), who are my main contacts, when is the contract up, what did we talk about on our last call, etc. **What do you dislike about ClientSuccess?** There have been a few pieces that haven't integrated as nicely as we would like (ie usage) & it's taking a long time to figure it out. **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess helps me stay organized. I can easily see the necessary information I need for each client. Ie what's their pulse (happiness level), who are my main contacts, when is the contract up, what did we talk about on our last call, etc. ### 35. Great Platform! Finance Module Not Perfect **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The ease of use and automation that ClientSuccess offers makes our experience so much easier! They are always willing to help us understand every component and set up any automation that we would like to use to better serve our clients. What previously took a lot of clicks and manual work is now pretty simple! **What do you dislike about ClientSuccess?** The way we track our financials in Salesforce doesn't exactly fit ClientSuccess's Finance module, and there isn't really flexibility there to change how ClientSuccess operates. We have had to do some manipulation to get our square peg into the ClientSuccess round hole, but I know improvements are coming! **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess helps our Customer Success team support our clients, and engage with them appropriately (supporting and fixing relationships with detractors, thanking and re-affirming positives with supporters). This allows our team to know when and where to direct their efforts and helps us see the bigger picture at a glance ### 36. A great tool for young and expanding CS orgs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess is a very easy-to-use product and it integrates well with other systems, such as Salesforce, to seamlessly pass updates back and forth. Being able to segment my customers based on certain criteria is a real time saver when I'm looking to target specific groups for communication or to take action of some kind. **What do you dislike about ClientSuccess?** I would love to see the ClientSuccess team add more automation to the system. By this, I mean the ability to trigger certain actions when something occurs with an account. ClientSuccess is great at helping identify certain groups of customers or trends but the action on these items is pretty much manual still. That would be great to have something more automated for specific criteria. **What problems is ClientSuccess solving and how is that benefiting you?** Being able to manage a larger than normal account load is made easier with ClientSuccess because of the ability I have to see my entire customer base at a high level and drill down from there to target specific groups. I appreciate the daily reminders for my to-do list items as well as customers that have gone a longer time between contact. ### 37. Everything you need (and more) for managing a customer success organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess provides an easily-deployable solution that still includes all the required functionality. Quick time to value, minimal training, clear and simple. Very rarely you find a solution that has everything required, nothing more and nothing less. In addition they offer great resources for implementation, top-notch CSM team, and market leading resources. **What do you dislike about ClientSuccess?** The product definitely lacks the bells and whistles offered by other competitors, which is by design but leaves something to be desired at times. In addition there's a level of quality which is what you'd expect from a small-ish startup company but means you run into problems at times. **What problems is ClientSuccess solving and how is that benefiting you?** As a VP of CS I'm looking for a tool that will be a daily solution for the CSMs to track, monitor and document all information about their customers, while providing me with a 30k ft view of the installbase, multiple KPIs and health of all customers. ### 38. Amazing CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Josmary C. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** What I like more about CS is the ability that is has to integrate with other software such as SalesForce, ZenDesk, etc. It makes it easier keep track of the recent activity your customer has had. Also it is very user friendly and I love that I can customize the fields I want to see on my dasboard. **What do you dislike about ClientSuccess?** The UX design is a little outdated and sometimes takes a little while to load the information of an account, besides that everything works great! **What problems is ClientSuccess solving and how is that benefiting you?** Easy to keep track of my clients based on the last pulse update and the temperature check. ### 39. Intuitive to CSMs, User Friendly, Account Growth **Rating:** 5.0/5.0 stars **Reviewed by:** Ivy F. | Enterprise Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** It is the first time I have ever used ClientSuccess and wow where has this software being all my life? The precision and funtionally of it has allowed for our Customer Success team to track our success metrics and provide a better customer support. This has allowed for account browth and expansion to other services. **What do you dislike about ClientSuccess?** Nothing yet. It is perfect. They innovate and release new features all the time. **What problems is ClientSuccess solving and how is that benefiting you?** It is helping our team to track client interactions and label the health of accounts. Allowing us to be productive and focus on what is most important, helping clients become succesful with our software and services. ### 40. Newer to the product but still learning **Rating:** 3.5/5.0 stars **Reviewed by:** Melanie R. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I like that we are learning more how to utilize the tool to its full functionality. We are planning on getting more involved in CS. I also like the Bootcamp videos we can watch to learn more. **What do you dislike about ClientSuccess?** There are some features and functionality that I wish it had. More customization would be helpful, but I think that's feedback for a lot of the tools that are out there. **What problems is ClientSuccess solving and how is that benefiting you?** It helps keep our team organized. It is easy to know when renewals are coming up as well as the last interaction with our customers, which keeps us accountable for engagement. ### 41. CS Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** CS is easy to use and to figure out without the helo of help desk articles. There never seem to be any bugs or time when its down or not usable. I haven't used other CSM tools prior to this position, so I can't speak to how it compares. **What do you dislike about ClientSuccess?** I wish it had integrations with Gong and Zoom so that calls and texts are automatically uploaded to CS. It can be time consuming and tedious to make additional notes after a zoom call into CS. It would also be helpful to be able to export account lists into an excel sheet **What problems is ClientSuccess solving and how is that benefiting you?** It solves the problem of having all of a CSMs notes in one place so another CSM can take over the account or a manager can read notes. The integration with google is invaluable for emails. ### 42. ClientSuccess - New User Review **Rating:** 4.5/5.0 stars **Reviewed by:** Tara B. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** ClientSuccess helps bring visibility to the health of our customers into SFDC, which is a platform which everyone can see, report on. It takes the burden of having to use the SFDC connector in our email client off of me and captures and attaches all engagements into the Account record, for ease of visibility company-wide. It allows us to gain visibility into metrics that matter, such as engagement, tenure, escalations, etc. The reporting features help to slice and dice the data on churn, risk factors, etc. **What do you dislike about ClientSuccess?** Right now, the widget is a bit glitchy which is what we were using to drive adoption outside of the Customer Success team. **What problems is ClientSuccess solving and how is that benefiting you?** Customer health visibility, data, metrics, reporting - all benefit the company by being able to make fact-based, data-driven decisions from what comes out of ClientSuccess. ### 43. Customer Success Review **Rating:** 4.0/5.0 stars **Reviewed by:** Eric L. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I like the Success Cycles most of all. I like the fact that I can select the success cycle and see right away what the playbook is for that cycle. I have not used any competitors, but our company has considered Salesforce in the past and I do not believe they have that functionality. **What do you dislike about ClientSuccess?** The only downside I have notices is our integration with Salesforce does not always update back to Client Cusccess. This could also be an internal issue, but I'm not sure. **What problems is ClientSuccess solving and how is that benefiting you?** The Pulse update allows us as CSMs to quickly update the customer's current status and quickly allow access to the rest of the organization through our integration with Slack. Everyone that needs to see those updates gets those immediately, which at times generates additional questions or conversations with our executives. ### 44. Great for keeping track of your customers and ensuring retention **Rating:** 5.0/5.0 stars **Reviewed by:** Andraz Z. | Marketing Operations Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2022 **What do you like best about ClientSuccess?** I like how clientsuccess makes all client communication, status updates, and client information like ARR, POC, description and segment information available in one place. **What do you dislike about ClientSuccess?** No apparent downsides for me, other than it's not free, but that's understandable. **What problems is ClientSuccess solving and how is that benefiting you?** The main value for me is being able to keep up with what existing clients are doing and how well we're serving them. We use the Slack integration that sends updates when the pulse changes which helps me stay on top of who's fully getting the product value and who's a risk. ### 45. Centralized location for account information **Rating:** 4.0/5.0 stars **Reviewed by:** Owen L. | Jr Manager- Strategic Accounts, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** I really enjoy the features which syncs all account emails, meeting notes, and account status all on one page **What do you dislike about ClientSuccess?** I wish the meeting notes were more easily shareable! Sometimes I'm documenting calls that require me to share notes to multiple external sources. It would be nice to have a quick download or share option from the toolbar in the notes tab! **What problems is ClientSuccess solving and how is that benefiting you?** ClientSuccess is helping combat information silos between different account teams- which benefits me as I float between multiple accounts in a more transient role than many other people in my department ### 46. Easy to use tool for managing customer relationship! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The ease of use - you can run reports, search for relevant information, and record ongoing interactions with customers all in one place. The different tools within the system are strong, from recording meeting notes, interactions, and their pulse. Also fabulous to have the integration with Jira! **What do you dislike about ClientSuccess?** It would be great to have a means of adding documents related to a customer against their profile. Could store customer success-related documents right to their profile for ease of finding info. **What problems is ClientSuccess solving and how is that benefiting you?** Getting a clear picture of how a customer is doing with our product. Since the customer's success in implementing our product is key, it is great to have all info about a customer in one place - something that can be seen across the company to users on ClientSuccess. ### 47. Great system, easy to use! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The user interface -- very simple to navigate and know where everything is. I always know where I'm going in a minimal amount of clicks. Everything is easy to understand and doesn't require much time to get up-to-speed. **What do you dislike about ClientSuccess?** The backend integrations -- they are robust, but a little difficult to set up and test. I would recommend making the debug error logs more reader-friendly, like "The Product record is missing a value for the field "Product Code" so the admins know where the problem lies. **What problems is ClientSuccess solving and how is that benefiting you?** Essentially, it's in the name. It helps keep our clients happy, and also we're able to take the data and sync it across systems with the integrations. So we're able to gather powerful metrics from this. ### 48. Why is Client Success the most complete tool for Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Priscila S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Management by Pulses and the reasons make it easy to track the progress of each client. The reports issued are rich and guide the necessary action plans at each stage of the customer journey. **What do you dislike about ClientSuccess?** Possibility of having more customization of some reports like Customer Success. Only management can extract some data in CSV or Excel. **What problems is ClientSuccess solving and how is that benefiting you?** Health monitoring of the clients I attend Possibility to see the progress of each client Step by step with the playbooks already registered on the platform ### 49. Vital for tracking the health of our customers **Rating:** 5.0/5.0 stars **Reviewed by:** Joe L. | Training and Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** Data is easily available on the dashboard. You can get a wide view of the client's health without having to dig into the reports more. It also saves our CSMs time by making data readily available to them. **What do you dislike about ClientSuccess?** Integrations could be better. We have also dealt with subpar CSM's from client success in the past. **What problems is ClientSuccess solving and how is that benefiting you?** Allowing our team to better serve our clients. Instead of spending a ton of time tracking and inputting data, our team has client data available to them. ### 50. Overall a great experience. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about ClientSuccess?** The layout of the customer pages. How easy it is to add pulse and to have high visibility to the customer and what is going on. Ability to add tasks and goals that are added to report pages. **What do you dislike about ClientSuccess?** I wish that you could create better exceptions. That way instead of having to create a new success cycle or template or rule, where I wish I could just add exceptions or more dynamic changes to one rule. **What problems is ClientSuccess solving and how is that benefiting you?** I work with a larger customer base where we make changes to each customer. I like that once I have added the tasks and cycles to the customer's page that I can work from a general report rather than go to each page. ## ClientSuccess Discussions - [Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?](https://www.g2.com/discussions/is-there-a-way-to-mass-upload-zendesk-company-ids-so-we-don-t-have-to-manual-input-them-in-each-client-in-cs) - 5 comments, 2 upvotes - [Is there a way view clients that I am a CSM #2 on within my client list?](https://www.g2.com/discussions/is-there-a-way-view-clients-that-i-am-a-csm-2-on-within-my-client-list) - 3 comments, 1 upvote - [Does ClientSuccess support B2C subscription companies?](https://www.g2.com/discussions/32667-does-clientsuccess-support-b2c-subscription-companies) - 2 comments, 1 upvote - [What is a CSM platform?](https://www.g2.com/discussions/what-is-a-csm-platform) - 1 comment - [View ClientSuccess pricing details and edition comparison](https://www.g2.com/products/clientsuccess/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-26+13%3A43%3A02+-0500&secure%5Bsession_id%5D=74ef102c-c3fd-413d-8907-e01734945f3f&secure%5Btoken%5D=41163afac30fcaf94e328d9bc4bb7912d36038b3a8d503c161f37aa632208265&format=llm_user) ## ClientSuccess Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Baton](https://www.g2.com/products/baton/reviews) ## ClientSuccess Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance ## Top ClientSuccess Alternatives - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (914 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,575 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)