Softwr

Customer Success · head to head

ClientSuccess vs Proposify

ClientSuccess logo

ClientSuccess

Customer Success

Customer Success Management Made Simple

From
$99/month
Rated
-
Full reviewWebsite
Proposify logo

Proposify

Sales Enablement

Proposal Software That Closes Deals

From
$49/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientSuccess setup and configuration requires significant implementation effort; Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • They diverge on capability: ClientSuccess covers Health scores, Proposify covers Proposal templates.

Where they differ

Only the attributes on which ClientSuccess and Proposify actually diverge.

Attributes where ClientSuccess and Proposify differ
AttributeClientSuccessProposify
Starting price$99/month$49/month
CategoryCustomer SuccessSales Enablement
Founded20142013

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

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
  • Slack
  • Zendesk

Only in Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Analytics
  • Interactive pricing
  • Pipedrive
  • Stripe

Both cover

  • Salesforce
  • HubSpot
  • Web support

What people use each for

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

ClientSuccess

  • Customer Successnot Proposify
  • Account Managementnot Proposify
  • Retentionnot Proposify

Proposify

  • Creating and sending sales proposals with e signaturenot ClientSuccess
  • Tracking proposal engagement and approval workflowsnot 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

Proposify

  • Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
  • Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
  • API access and SSO are Business only
  • The Basic plan includes a single collaborator seat

Pricing, plan by plan

ClientSuccess

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

Proposify

$49/month
  • Team$49/month
    • Unlimited proposals
    • Templates
    • Analytics
  • Business$65/month
    • Roles & permissions
    • Custom branding
    • Integrations

Which should you pick?

Choose ClientSuccess if

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

Choose Proposify if

  • You need proposal templates.
  • You also want content library.
Proposify review

Questions people ask

Is ClientSuccess or Proposify better?
Neither clearly leads. ClientSuccess starts at $99/month and Proposify at $49/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientSuccess or Proposify?
ClientSuccess starts at $99/month and Proposify at $49/month.
Does ClientSuccess or Proposify 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 Proposify is typically brought in for.
What can ClientSuccess do that Proposify cannot?
ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Proposify covers Proposal templates, Content library, Electronic signatures, Analytics. Both handle Salesforce, HubSpot, 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

More on ClientSuccess

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