Pricing

ClientSuccess has packages and pricing for all budgets. Speak to our team to get started.

Startup Package

Just the essentials. Designed to meet the critical needs -- and budget -- of early-stage/smaller startups.

Most Popular!

Growth Package

Let's Grow. Everything from the Startup Package and more, designed for SMB - Mid-market organizations ready to scale and up-level CS efforts.

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Enterprise Package

Maximum Power. Designed for large organizations that need every bell and whistle and an enterprise level of support.

Features

  • Client 360 Dashboard

  • Integration Library

  • Playbooks

  • Health Scoring

  • Automations

  • Customer Goal / KBO Tracking

    1 per Customer (Sample)

    3 per Customer

  • Assigned CSM

Onboarding Only

  • Custom Dashboards / Reports

  • Customer Portal

Max # of Customers

  • 10
  • 50
  • Unlimited

Max # of Full Licences

  • 500
  • 5,000
  • Unlimited

Pricing FAQs

How much does ClientSuccess cost?

ClientSuccess pricing is based on the number of customer success managers using the platform and the modules you need. We don't publish public pricing because each plan is scoped to your team size, contract length, and required integrations. Talk to sales for a quote — most teams get pricing back within 24 hours.

Is there a free trial or free plan?

ClientSuccess does not offer a self-serve free trial, because customer success software requires data integrations and a guided setup to deliver value. We do offer a personalized demo and proof-of-concept process so you can validate the platform with your own data before committing.

What's included in the base plan?

Every ClientSuccess plan includes the core customer success platform: customer health scoring, journey management, NPS surveys, renewal forecasting, playbook automation, and integrations with your CRM. Add-ons include Meeting Intelligence, Automation & AI, and Customer Onboarding Portals.

How is ClientSuccess priced compared to other customer success platforms?

ClientSuccess is typically 30-50% less expensive than enterprise customer success platforms like Gainsight while offering comparable feature depth. We're priced for SaaS companies between $5M and $500M ARR — not just Fortune 500.

Do you offer discounts for annual contracts?

Yes. ClientSuccess offers significant discounts for annual contracts (typically 15-20% off month-to-month rates) and additional discounts for multi-year commitments. Talk to sales for current rates.

How long does implementation take?

Most ClientSuccess customers are fully implemented within 4-6 weeks. This includes CRM integration, customer data migration, health score configuration, and CSM training. Larger enterprise deployments take 8-12 weeks.

Is there a setup fee?

No. ClientSuccess does not charge setup fees or implementation fees. The price you see is the price you pay, including onboarding, training, and ongoing customer success support.

Can I bring my own contract terms?

Yes. ClientSuccess accepts customer MSAs for contracts above a certain ARR threshold, and we offer a standard GDPR-compliant Data Processing Amendment for European customers. Enterprise contracts can be customized.

See what customers are saying

Testimonials:

  • 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.”