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Customer Success · head to head

ClientSuccess vs Proposable

ClientSuccess logo

ClientSuccess

Customer Success

Customer Success Management Made Simple

From
$99/month
Rated
-
Full reviewWebsite
Proposable logo

Proposable

Customer Success

Simple Proposal Software

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Proposable has a free tier, so it costs nothing to try first.
  • Each has a real cost: ClientSuccess setup and configuration requires significant implementation effort; Proposable the Solo plan at $19 per user per month is capped at 5 proposal deliveries a month
  • They diverge on capability: ClientSuccess covers Health scores, Proposable covers Proposal templates.

Where they differ

Only the attributes on which ClientSuccess and Proposable actually diverge.

Attributes where ClientSuccess and Proposable differ
AttributeClientSuccessProposable
Starting price$99/monthFree
Free tierNoYes
Founded20142017

Identical on both: pricing model (subscription), platforms (Web), user rating (Not yet rated), category (Customer Success).

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 Proposable

  • Proposal templates
  • E-signatures
  • Analytics
  • Team collaboration
  • Custom branding
  • Stripe
  • PayPal
  • Zapier

Both cover

  • Web support

What people use each for

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

ClientSuccess

  • Customer Successnot Proposable
  • Account Managementnot Proposable
  • Retentionnot Proposable

Proposable

  • Building and sending sales proposals and quotes from templatesnot ClientSuccess
  • Tracking when a prospect opens and accepts a proposalnot ClientSuccess
  • Collecting e-signatures and payments on accepted proposalsnot 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

Proposable

  • The Solo plan at $19 per user per month is capped at 5 proposal deliveries a month
  • CRM integrations, Stripe payments, team collaboration and custom proposal URLs require the $39 per user per month Team plan
  • API access, data export, manager approval and custom integrations are Enterprise only
  • Enterprise starts at $500 per month, a large step up from the per user plans
  • Phone support is Enterprise only; lower plans get email and chat

Pricing, plan by plan

ClientSuccess

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

Proposable

Free
  • FreeFree
    • 3 proposals/month
    • Basic templates
  • Pro$19/month
    • Unlimited proposals
    • E-signatures
    • Analytics

Which should you pick?

Choose ClientSuccess if

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

Choose Proposable if

  • You need proposal templates.
  • You want to start without paying.
  • You also want e-signatures.
Proposable review

Questions people ask

Is ClientSuccess or Proposable better?
Neither clearly leads. ClientSuccess starts at $99/month and Proposable at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientSuccess or Proposable?
Proposable has a free tier; the other does not. Paid plans start at $99/month for ClientSuccess and Free for Proposable.
Does ClientSuccess or Proposable run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Proposable for free?
Yes. Proposable has a free tier, so you can try it without paying. ClientSuccess starts at $99/month.
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 Proposable is typically brought in for.
What can ClientSuccess do that Proposable cannot?
ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Proposable covers Proposal templates, E-signatures, Analytics, Team collaboration. 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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Related pages

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