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Software · head to head

ClientSuccess vs Zoho CRM

ClientSuccess logo

ClientSuccess

Software

Customer Success Management Made Simple

From
$99/month
Rated
-
Full reviewWebsite
Zoho CRM logo

Zoho CRM

Software

The world's favorite CRM

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Zoho CRM has a free tier, so it costs nothing to try first.
  • Each has a real cost: ClientSuccess setup and configuration requires significant implementation effort; Zoho CRM free tier limited to 3 users only
  • They diverge on capability: ClientSuccess covers Health scores, Zoho CRM covers Lead management.

Where they differ

Only the attributes on which ClientSuccess and Zoho CRM actually diverge.

Attributes where ClientSuccess and Zoho CRM differ
AttributeClientSuccessZoho CRM
Starting price$99/monthFree
Free tierNoYes
PlatformsWebWeb, Ios, Android, Api
Founded20141996

Identical on both: pricing model (subscription), 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
  • Zendesk

Only in Zoho CRM

  • Lead management
  • Deal tracking
  • Contact management
  • Sales automation
  • Analytics
  • Mobile CRM
  • Email marketing
  • AI assistant (Zia)

Both cover

  • Slack

What people use each for

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

ClientSuccess

  • Customer Successnot Zoho CRM
  • Account Managementnot Zoho CRM
  • Retentionnot Zoho CRM

Zoho CRM

  • Sales automationnot ClientSuccess
  • Lead managementnot ClientSuccess
  • Customer supportnot ClientSuccess
  • Marketing automationnot ClientSuccess
  • Analytics & reportingnot 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

Zoho CRM

  • Free tier limited to 3 users only
  • Steep pricing when scaling beyond 10 users
  • Limited offline capabilities compared to some competitors
  • Setup and configuration can require significant customization

Pricing, plan by plan

ClientSuccess

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

Zoho CRM

Free
  • FreeFree
    • Up to 3 users
    • Basic modules
    • Standard dashboards
  • Standard$14/month
    • Sales forecasting
    • Custom dashboards
    • Workflow automation
  • Professional$23/month
    • Inventory management
    • AI predictions
    • Advanced customization
  • Enterprise$40/month
    • Zia AI assistant
    • Multi-currency
    • Advanced analytics

Which should you pick?

Choose ClientSuccess if

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

Choose Zoho CRM if

  • You need lead management.
  • You want to start without paying.
  • You work on Web, Ios, Android, Api.
  • You also want deal tracking.
Zoho CRM review

Questions people ask

Is ClientSuccess or Zoho CRM better?
Neither clearly leads. ClientSuccess starts at $99/month and Zoho CRM at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientSuccess or Zoho CRM?
Zoho CRM has a free tier; the other does not. Paid plans start at $99/month for ClientSuccess and Free for Zoho CRM.
Does ClientSuccess or Zoho CRM run on more platforms?
ClientSuccess runs on Web. Zoho CRM runs on Web, Ios, Android, Api.
Can I use Zoho CRM for free?
Yes. Zoho CRM 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 Zoho CRM is typically brought in for.
What can ClientSuccess do that Zoho CRM cannot?
ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Zoho CRM covers Lead management, Deal tracking, Contact management, Sales automation. Both handle Slack.

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
Zoho CRM: Does Zoho CRM have a free tier?

Yes. Zoho CRM offers a free plan for up to 3 users that includes core CRM functionality like lead, contact, and account management, basic workflow automation, and customizable dashboards.

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
Zoho CRM: What does Zoho CRM cost for a paid plan?

Zoho CRM pricing ranges from $14 per user per month for the Standard plan up to $52 per user per month for the Ultimate plan when billed annually. Most sales teams use the Professional plan around $23/user/month or Enterprise at $40/user/month.

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
Zoho CRM: Is Zoho CRM independent or owned by another company?

Zoho CRM is part of Zoho Corporation, which is independent and bootstrapped. The parent company was founded in 1996 as AdventNet, rebranded to Zoho in 2009, and has never accepted external venture funding.

Source
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