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Software · head to head

ClientSuccess vs Cloze

ClientSuccess logo

ClientSuccess

Software

Customer Success Management Made Simple

From
$99/month
Rated
-
Cloze logo

Cloze

Software

Relationship management for professionals

From
$50/month
Rated
-

The short version

  • Each has a real cost: ClientSuccess setup and configuration requires significant implementation effort; Cloze four paid tiers run from $17 to $42 per user per month, and each withholds a different set of features rather than simply adding capacity
  • They diverge on capability: ClientSuccess covers Health scores, Cloze covers Contact management.

Where they differ

Only the attributes on which ClientSuccess and Cloze actually diverge.

Attributes where ClientSuccess and Cloze differ
AttributeClientSuccessCloze
Starting price$99/month$50/month
PlatformsWebWeb, Ios, Android
Founded20142012

Identical on both: pricing model (subscription), free tier (No), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in ClientSuccess

  • Health scores
  • Customer lifecycle management
  • Success cycles
  • Pulse surveys
  • Executive dashboards
  • Salesforce
  • HubSpot
  • Slack

Only in Cloze

  • Contact management
  • Communication history
  • Relationship insights
  • Task management
  • Integration aggregation
  • Gmail
  • Outlook
  • LinkedIn

Both cover

  • Web support

What people use each for

The jobs each tool is most often brought in to do.

ClientSuccess

  • Customer Successnot Cloze
  • Account Managementnot Cloze
  • Retentionnot Cloze

Cloze

  • CRM that builds contact records automatically from email and calendarnot ClientSuccess
  • Tracking relationships and follow ups without manual data entrynot ClientSuccess

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

ClientSuccess

  • Setup and configuration requires significant implementation effort
  • Custom metrics setup requires some technical knowledge

Cloze

  • Four paid tiers run from $17 to $42 per user per month, and each withholds a different set of features rather than simply adding capacity
  • Campaign automation, marketing mail and generative AI require the Business Platinum plan at $42 per user per month
  • Lead routing, sub team hierarchies and enterprise controls are Platinum only
  • Even the Business Gold plan at $29 per user excludes the matching engine and lead capture
  • The concierge service is an add on at $20 per user per month with a $500 monthly minimum
  • Every published rate assumes annual billing

Pricing, plan by plan

ClientSuccess

$99/month
  • Startup$99/month
    • Basic health scores
    • Customer profiles
  • Growth$199/month
    • Playbooks
    • Automation
    • Reporting

Cloze

$50/month
  • Professional$50/month
    • Contact management
    • Communication history
    • Insights
  • Team$100/month
    • Everything in Professional
    • Team collaboration
    • Advanced analytics

Which should you pick?

Choose ClientSuccess if

  • You need health scores.
  • You also want customer lifecycle management.

Choose Cloze if

  • You need contact management.
  • You work on Web, Ios, Android.
  • You also want communication history.

Questions people ask

Is ClientSuccess or Cloze better?
Neither clearly leads. ClientSuccess starts at $99/month and Cloze at $50/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientSuccess or Cloze?
ClientSuccess starts at $99/month and Cloze at $50/month.
Does ClientSuccess or Cloze run on more platforms?
ClientSuccess runs on Web. Cloze runs on Web, Ios, Android.
What is ClientSuccess best used for?
ClientSuccess is most often used for customer success, account management, retention. Of those, customer success and account management are not what Cloze is typically brought in for.
What can ClientSuccess do that Cloze cannot?
ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Cloze covers Contact management, Communication history, Relationship insights, Task management. Both handle Web support.

Answered from the vendors’ own pages

ClientSuccess: What integrations does ClientSuccess support?

ClientSuccess offers 28+ native integrations including Salesforce, HubSpot, Pendo, Mixpanel, Amplitude, Zendesk, Intercom, Freshdesk, billing systems, Gmail, Outlook, Slack, and Microsoft Teams.

Source
ClientSuccess: What features does ClientSuccess provide?

ClientSuccess provides SuccessScore health scoring, Pulse sentiment tracking, SuccessCycles lifecycle playbooks, renewal and revenue management, a 360-degree customer dashboard, and SmartCS AI co-pilot for surfacing insights.

Source
ClientSuccess: Who is ClientSuccess designed for?

ClientSuccess is designed for SaaS companies between $5M and $500M ARR. It offers the highest-rated customer success platform for mid-market companies without enterprise-level pricing.

Source

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