Simple, Powerful Customer Success

The easiest to use, fastest to implement software to reduce churn & increase customer revenue.

We Do Things Differently. Simply Powerful, Powerfully Simple.

Deliver World-Class Customer Experiences

Deliver a world-class experience to customers and report results to enable success

Gain Visibility Into Retention, Renewal, & Growth

Gain visibility into retention, renewal, and growth rates, and provide actionable feedback that drives results

Scale Your Customers, And Your Team

Build a scalable customer success program & coach your team to deliver great results

Data-Driven Growth Across All Functions

Make decisions with customer data across Product, Sales, Marketing, Support & more that supercharge growth

Insights & Analytics
Maintain a 360 degree view of customer health that incorporates customer usage, adoption, feedback, engagement, sentiment and more.

  • SuccessScore™ Customer Health
  • Pulse™ Weekly & Real-time Reporting
  • Net Promoter Score (NPS) Analyzer™
  • Engagement Insights

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Customer Journey Management
Elevate your customer experience with a simple yet powerful approach to customer lifecycle management, tailored to your business.

  • Collaborative Customer Onboarding
  • Seamless Product Adoption
  • Insight-driven Renewal Management
  • Proactive Lifecycle Stage Automations

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AI & Automation
Let SmartCS™ be your AI co-pilot that empowers your team to achieve customer outcomes faster through intelligent and automated actions.

  • Automated Customer Communications
  • Generative AI
  • SmartCS™

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Customer Onboarding & Customer Portal
Now your team has a purpose-built and robust solution to onboard customers faster, and stop churn before it starts.

  • Branded Customer Portals
  • Automated Project Templates & Plans
  • Real-time Onboarding Visibility & Insights
  • Collaborative Customer Engagement

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Integrations

ClientSuccess integrates with the most popular CRM, support, and communication platforms to leverage all your customer data at scale.  The more you connect, the better you get at managing your customer success.

Salesforce

HubSpot

Dynamics

Zendesk

Jira

Slack

Gmail

Intercom

Office 365

Pendo

Zapier

Teams

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.”