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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.