Client success is one of the most valuable tools at my disposal, the organization it allows and ability to track progress and be successful. Review collected by and hosted on G2.com.

Wish that it was easier to manage contacts and had more integrations to help be get data from other tools into the platform. Review collected by and hosted on G2.com.

I love that Client Success acts as a one-stop shop for managing my customers. The to-do list, pulse, and the automatic syncing feature of emails saves me time and helps keep me organized. Review collected by and hosted on G2.com.

It would be nice if opportunities in CS automatically linked for renewal. Other than that, I think the tool is working well for what I need it for. I look forward to seeing the updates coming down the line. Review collected by and hosted on G2.com.

There are several features built-in (Pulse, risk factors, success factors, etc) that are incredibly intuitive to the CSM role, and those features feed directly into specialized reports that really WOWed our leadership team Review collected by and hosted on G2.com.

There isn't enough customization, and although it does have some engagement functionality built-in, it's not quite robust enough as I would like. Other, more traditional CRMs have far superior engagement built-in or available in the ecosystem. Review collected by and hosted on G2.com.

- Vendor relationship is great

- Great looking platform (colors, format)

- Easy to use

- Helps non-Customer Success folks get a sense of what clients we're working with (e.g. new salespeople)

- Helps drive Customer Health monthly meetings for senior leadership

- Integrates pretty well with Slack, Hubspot, other systems Review collected by and hosted on G2.com.

- Hubspot integration is not complete (i.e. you can map to Company and Contact properties, but not to individual deals) -- this makes it hard to track upsells, renewals, expansions, anything other than the first sale

- I wish it were easier to autofill certain things, e.g. the Revenue Manager from our existing CRM Hubspot Review collected by and hosted on G2.com.

I like the ease of use, ClientSuccess is very user-friendly. I like how quickly you move from a holistic view of all customers to a specific look into a particular customer. Review collected by and hosted on G2.com.

Would like to build out the functionality of the TASKS section (ex. set and sort priority levels for each task) Review collected by and hosted on G2.com.

Overall I like that ClientSuccess is a CS-oriented CRM that captures a lot of the essence of what CSMs need to track in their day-to-day activities. The mark of a good CRM is enabling users to maintain momentum while not having to get bogged down in the administrative side of things. Overall they do a great job on Pulses and Risk tracking. The entire platform is very intuitive and makes searching for the information you need a breeze. Review collected by and hosted on G2.com.

The one area I think ClientSuccess should improve is their overall revenue tracking. While many organizations utilize a more commercial-oriented platform such as SFDC to track these things, having the ability to handle all of your CRM needs in one platform would take an already excellent tool to the next level. Review collected by and hosted on G2.com.

Source of truth for all of our Client data - leadership and individual contributors are able to get information quickly and tell the story. Review collected by and hosted on G2.com.

Client Success CSMs being stretched in their book of business to not give enough 1 on 1 attention during the onboarding process Review collected by and hosted on G2.com.

It helps me manage my day-to-day tasks and track all the action items and history of my clients Review collected by and hosted on G2.com.

The interface is kind of old looking. It's not as modern as other tools Review collected by and hosted on G2.com.

The team at ClientSuccess is continually innovating to add new layers to their product. In the few months that I've worked with them they've set up calls for us to discuss features we thought were missing and have already seen some of those be released into their product. Review collected by and hosted on G2.com.

The sync with Salesforce has improved but is still missing some functionality. As soon as activities sync with Salesforce it will be amazing. I also get frustrated with the revenue because the numbers are pulled differently depending on where you're looking which makes it hard to be consistent. Review collected by and hosted on G2.com.

The ability to keep up with the story of the customer journey. Review collected by and hosted on G2.com.

Nothing I really dislike. A good idea could be to have a priority case queue Review collected by and hosted on G2.com.