Softwr

Software · head to head

ClientSuccess vs Conga

ClientSuccess logo

ClientSuccess

Software

Customer Success Management Made Simple

From
$99/month
Rated
-
Full reviewWebsite
Conga logo

Conga

Software

Revenue Lifecycle Management

From
$50/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientSuccess setup and configuration requires significant implementation effort; Conga conga's pricing page publishes no rate, no plan tier and no product list, and offers only a Get Conga Pricing enquiry button
  • They diverge on capability: ClientSuccess covers Health scores, Conga covers CPQ.

Where they differ

Only the attributes on which ClientSuccess and Conga actually diverge.

Attributes where ClientSuccess and Conga differ
AttributeClientSuccessConga
Starting price$99/month$50/month
Founded20142006

Identical on both: pricing model (subscription), free tier (No), platforms (Web), 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
  • HubSpot
  • Slack
  • Zendesk

Only in Conga

  • CPQ
  • Contract lifecycle management
  • Document generation
  • E-signatures
  • Workflow automation
  • Microsoft Dynamics
  • SAP
  • Oracle

Both cover

  • Salesforce
  • Web support

What people use each for

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

ClientSuccess

  • Customer Successnot Conga
  • Account Managementnot Conga
  • Retentionnot Conga

Conga

  • Generating quotes, contracts and documents from CRM datanot ClientSuccess
  • Contract lifecycle management with approvals and e-signaturenot ClientSuccess
  • Configure price quote workflows for complex salesnot 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

Conga

  • Conga's pricing page publishes no rate, no plan tier and no product list, and offers only a Get Conga Pricing enquiry button
  • Pricing is handled case by case through sales rather than through published tiers
  • Conga's CPQ product is now branded Advantage CPQ and is positioned as an integration on top of an existing CRM, so a Salesforce or equivalent CRM licence is required separately

Pricing, plan by plan

ClientSuccess

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

Conga

$50/month
  • Essentials$50/month
    • Document generation
    • E-signatures
    • Templates
  • Professional$100/month
    • CPQ
    • CLM
    • Workflow automation

Which should you pick?

Choose ClientSuccess if

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

Choose Conga if

  • You need cpq.
  • You also want contract lifecycle management.
Conga review

Questions people ask

Is ClientSuccess or Conga better?
Neither clearly leads. ClientSuccess starts at $99/month and Conga at $50/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientSuccess or Conga?
ClientSuccess starts at $99/month and Conga at $50/month.
Does ClientSuccess or Conga run on more platforms?
Both run on Web, so platform support will not decide this one for you.
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 Conga is typically brought in for.
What can ClientSuccess do that Conga cannot?
ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Conga covers CPQ, Contract lifecycle management, Document generation, E-signatures. Both handle Salesforce, 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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Related pages

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