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ClientSuccess

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424 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.4
Serving customers since
2014
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280
118
16
5
5

ClientSuccess Reviews

Review Filters
Profile Name
Star Rating
280
118
16
5
5
Verified User in Security and Investigations
US
Verified User in Security and Investigations
02/21/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great for client facing roles!

I use ClientSuccess to organize client contacts and set pulse scores for our teams evaluation.
Verified User in Computer Software
UC
Verified User in Computer Software
11/16/2022
Validated Reviewer
Verified Current User
Review source: Organic

Easy to Use

I like the flexibility of ClientSuccess. I can use the grid view and update, add items to-do, etc., all with a simple right-click. It came in super handy when I set all the initial pulse scores by a specific deadline. That's only one example of the different places ClientSuccess is flexible!
Verified User in Computer Software
UC
Verified User in Computer Software
08/29/2022
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Customer management tool

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.

About

Contact

HQ Location:
American Fork, UT

Social

@clientsuccess

What is ClientSuccess?

ClientSuccess is a SaaS platform that aids companies in managing, retaining, and growing their customer base. It provides tools and insights needed for effective customer success management, helping businesses increase retention, reduce churn, and maximize customer lifetime value. Their suite of solutions includes features for customer onboarding, risk management, renewal management, and customer engagement tracking, all designed to deliver actionable insights and automate workflows. ClientSuccess is designed to integrate seamlessly with popular CRM and business systems, enhancing the capability of organizations to deliver outstanding customer experiences at scale.\n \n

Details

Year Founded
2014