The Insights & Analytics To Deliver World-Class Customer Success
ClientSuccess Renewal Management empowers businesses to proactively manage customer renewals with efficiency and precision.
Gain Deep Insights
Uncover actionable insights into customer behavior and performance with our comprehensive analytics tools.
Drive Informed Decisions
Make data-driven decisions to refine your customer success strategies and enhance outcomes.
Track Key Metrics
Monitor vital metrics and KPIs in real-time to ensure you're on track to meet your customer success goals.
Optimize Customer Experience
Fine-tune customer interactions and engagement based on valuable insights, fostering satisfaction and retention.
Health Score
Maintain a 360 degree view of customer health that incorporates customer revenue, usage, adoption, feedback, engagement, sentiment and more.
Easy evaluation of client health and satisfaction levels
Identification of areas for improvement in customer success initiatives
Enhanced customer retention through data-driven insights
Optimization of strategies based on real-time metrics
Unlocking higher levels of success for both your business and your clients
Reporting
Proactively monitor and analyze the well-being of your client relationships and product performance. Now you can make data-driven decisions and drive impactful outcomes with every customer.
Real-time monitoring of client health indicators
Identification of potential risks and areas of improvement
Automated alerts and notifications for timely interventions
Comprehensive data analytics to gain valuable insights
Proactive management for enhanced retention and satisfaction
Customer Sentiment
Gain valuable insights into customer sentiment, identify areas for improvement, and drive strategic decisions to enhance overall customer success.
Seamless creation and distribution of NPS surveys to capture customer feedback
Real-time tracking and analysis of Net Promoter Score to measure customer loyalty
Detailed insights into customer satisfaction levels and sentiment
Identification of promoters, passives, and detractors for targeted follow-ups
Data-driven decision-making to improve customer success strategies based on feedback
Product Analytics
Extract valuable insights and make informed decisions that drive exceptional experiences and customer outcomes.
Robust data analytics and visualizations for comprehensive performance tracking
Customizable reports and dashboards tailored to your specific needs
Real-time metrics and KPIs to monitor key success indicators
Data-driven decision-making to optimize customer success strategies
Seamless integration with other systems and platforms for streamlined data management
Insights & Analytics Help The Whole Organization
Client Success Managers
Empower your success with a comprehensive platform that provides the tools, insights, and capabilities to optimize customer interactions and drive exceptional outcomes
Sales & Product Managers
Access a robust platform, offering valuable insights, streamlined workflows, and data-driven decision-making tools to enhance sales strategies, product development, and overall business performance
Operations & Security
Utilize a comprehensive platform that prioritizes data privacy, compliance, and smooth operations, while equipping you with valuable insights and tools to drive operational excellence
Results and Case Studies
Constellation HomeBuilder Systems: Creating a unified customer view Read more
Symphony Talent: How ClientSuccess helps identify churn before its too late Read more
Customer Success Software FAQs
What is customer success software?
Customer success software helps SaaS companies track customer health, reduce churn, and grow recurring revenue. It centralizes customer data — usage, NPS, support tickets, billing, and CRM signals — and turns it into actionable health scores, churn predictions, and renewal forecasts that customer success managers can act on.
What is the best customer success software?
The best customer success software depends on your company size and budget. ClientSuccess is the highest-rated customer success platform for SaaS companies between $5M and $500M ARR, offering the deepest feature set without enterprise-level pricing. Compare to Gainsight (enterprise-only), ChurnZero, and Totango.
What's the difference between a CSM tool and a CRM?
A CRM like Salesforce or HubSpot tracks sales opportunities and pipeline. A customer success management (CSM) tool tracks post-sale customer health, adoption, and renewal risk. CRMs answer "will this deal close?" while CSM platforms answer "will this customer renew and grow?"
What data does customer success software integrate with?
Customer success software integrates with your CRM (Salesforce, HubSpot), product analytics (Pendo, Mixpanel, Amplitude), support ticketing (Zendesk, Intercom, Freshdesk), billing systems, and email tools (Gmail, Outlook). ClientSuccess offers 28+ native integrations and an open API for custom connections.
How does ClientSuccess calculate customer health scores?
ClientSuccess customer health scores combine signals from product usage, NPS responses, support ticket volume, billing status, executive engagement, and CSM-defined custom metrics. Each signal is weighted by your team and scored against thresholds you control — no black-box algorithms.
Does customer success software work for B2C or only B2B SaaS?
ClientSuccess is built for B2B SaaS companies with named account relationships and recurring revenue. It works for both PLG (product-led growth) and sales-led companies. B2C and transactional businesses are better served by general customer experience platforms.
How is customer success software different from customer support software?
Customer support software (Zendesk, Intercom) is reactive — it handles inbound tickets and customer questions. Customer success software is proactive — it surfaces churn risk, drives adoption, and manages renewal cycles before issues become tickets. The two are complementary, not interchangeable.
What ROI do companies see from customer success software?
ClientSuccess customers typically see 15-25% reduction in gross churn within 12 months, 10-20% increase in net revenue retention from expansion plays, and 20-40% CSM productivity gains from automation. Payback period for the platform is typically under 6 months.
See what customers are saying
Felipe Cuadra CXO & Co-founder at Rankmi
"With CS we have created one source of truth for everything customer-related. Every agent in our organization is now more connected, and able to jump in at any point. This has created a much more robust and resilient operations team."
Jean Marie S. Director of Customer Success (G2 Review)
"ClientSuccess is easy to implement, does not require an administrator, and is easy to understand. It is robust enough to serve all our needs but not so overwhelming that we don't understand it."
Michael Bojanski Director of CS Operations & Support at Learn to Win
"As the downstream party for customer data, ClientSuccess has integrated perfectly with our entire tech stack and enables CSMs to have a one-stop-shop for customer information"
Jen Williams SVP, Customer Success at Shiphero
"ClientSuccess is a user-friendly platform. Our partnership with ClientSuccess and ShipHero has been exceptional. Our CSM has educated our team on how to use the platform while implementing customer success best practices. It has been a pleasure working with the executive team on our Customer Success strategy. ClientSuccess genuinely cares about the success of our business."
Simon C. Manager of Client Success (G2 Review)
"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"
Sam S. (G2 Review)
"We were up and running in a few short weeks, with CSMs realizing time savings and better account management almost immediately... Beyond having a dedicated CSM (who I can reach at any time), the executive team meets with me periodically to hear my feedback"
Katie G. Salesforce Administrator (G2 Review)
"I'm a Salesforce Administrator who implemented the integration with our org and I like how simplistic they make everything and the prompt and thorough support they provide"
Christian Kuehne EVP of Athletic Organizations at GamePlan
"ClientSuccess has been a huge help for our company as we have grown and scaled our Customer Success efforts over these last years. Being able to customize the software to the way we want to engage and evaluate customers has been a tremendous help to our CSMs and our executive team."
Jim J. (G2 Review)
"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."
Bruna R. (G2 Review)
"Really like that the system is simple, intuitive and efficient. Especially filters to organize customers help a lot in the daily routine."