Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Really good platform"
5/5
What do you like best about ClientSuccess?

This platform is very engaging and colourful. this allows us to keep track of all of our customer engagements and keeps us on top of our game. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

nothing.................................... Review collected by and hosted on G2.com.

SR
Sean R.
csm
Mid-Market (51-1000 emp.)
"useful relationship recording tool"
4.5/5
What do you like best about ClientSuccess?

ability to rate and explain why the rapport is where it is at Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

to-do reminders don't trigger alerts for user Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Great for High Touch CSM's!"
4.5/5
What do you like best about ClientSuccess?

The enablement for our team to have all the information that we need in 1 place is beyond useful. It has streamlined things before client meetings and saved time across our team! Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

There are some additional capabilities in the integrations that would be very useful, such as the ability to respond to an email from inside the platform itself. Review collected by and hosted on G2.com.

Verified User in Electrical/Electronic Manufacturing
UE
Verified User in Electrical/Electronic Manufacturing
Mid-Market (51-1000 emp.)
"Great Software"
5/5
What do you like best about ClientSuccess?

I love how easy it is to set up Renewals Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

I wish that everything in CS transferred into SalesForce Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"A Success Platform With Your Success in Mind"
5/5
What do you like best about ClientSuccess?

The platform is intuitive. No clunky work flows that you have to go back through and do the work 13 different ways to get it submitted. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Literally there is nothing to dislike for me when it comes to CS Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Customer management tool"
4.5/5
What do you like best about ClientSuccess?

Customer information like environments, revenue, and point of contact at one place along with a brief description.

Customer pulse tracking with risk and success factors.

Major project activities tracking, and mail through the portal itself is a great feature. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Didn't find any issue so far , great product Review collected by and hosted on G2.com.

Verified User in Security and Investigations
US
Verified User in Security and Investigations
Mid-Market (51-1000 emp.)
"ClientSuccess Makes Wrangling CSM Tasks Easy"
5/5
What do you like best about ClientSuccess?

The ease of use. It really lets you see at a glance what's important. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Nothing at this point. It is highly customizable. Review collected by and hosted on G2.com.

Verified User in Public Relations and Communications
UP
Verified User in Public Relations and Communications
Small-Business (50 or fewer emp.)
"Company based clients"
4.5/5
What do you like best about ClientSuccess?

Easy to see usage stats for ClientSucces Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Clunky and slow, too much going on in one page Review collected by and hosted on G2.com.

Verified User in Logistics and Supply Chain
EL
Verified User in Logistics and Supply Chain
Small-Business (50 or fewer emp.)
"Best CS Software for the Price"
5/5
What do you like best about ClientSuccess?

I love that the tool is easy to use. The UI is intuitive, and the setup is simple. I do not have to hire another full-time employee to manage the software, we are able to do it ourselves with no problems. Additionally, our CSM (KGP) is a wonderful business partner. She ensures that we are up to date on any new feature releases, helps us progress towards our CS goals as a business, and teaches us how to use the software in a way that meets our needs. Lastly, ClientSuccess is committed to improving the product based on user feedback. It has been great to partner with JD on beta programs as the software continues to improve on automation capability and reporting. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

This is a difficult question to answer because there is so much that I love about the platform. Additional reporting to help paint a picture of the customer experience, more customized automation capabilities (which continue to roll out quickly), and more integrations would be excellent. However, the product continues to evolve, and JD is listening to customer feedback while prioritizing product rollouts, so we appreciate that our voice is heard and acted on! Review collected by and hosted on G2.com.

Verified User in Management Consulting
AM
Verified User in Management Consulting
Small-Business (50 or fewer emp.)
"Client Success fits my needs"
5/5
What do you like best about ClientSuccess?

Easy to use and align with my business and needs. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

We had a rough implementation due to CSM change. Review collected by and hosted on G2.com.