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ClientSuccess

Customer Success Management Made Simple

As of 30 August 2026, ClientSuccess starts at $99/month. ClientSuccess is a customer success management platform that provides simple yet powerful tools to manage customer relationships, track health scores, and autom. Softwr lists it under Customer Success. ClientSuccess is launched in 2014, available on Web.

Overview

What ClientSuccess does

ClientSuccess is a customer success management platform that provides simple yet powerful tools to manage customer relationships, track health scores, and automate success workflows.

What people use it for

  • Customer Success
  • Account Management
  • Retention

The honest half

Where it falls short

Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about ClientSuccess.

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

Cross-shopped

What people choose instead of ClientSuccess

Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.

  • ClientSuccess logo
    ClientSuccess
    vs
    ChurnZero logo
    ChurnZero

    ChurnZero: Enterprise customer success platform best for organizations with Salesforce integration and complex automation; gartner leader status

  • ClientSuccess logo
    ClientSuccess
    vs
    Planhat logo
    Planhat

    Planhat: Modern interface with multi-product visibility; better for data-centric teams needing high customization and visualization

Pricing

What ClientSuccess costs

Taken from the vendor's own pricing page. Prices move, so check before you buy.

Startup

$99 /mo

  • Basic health scores
  • Customer profiles

Growth

$199 /mo

  • Playbooks
  • Automation
  • Reporting

Capabilities

Features

  • Health scores

  • Customer lifecycle management

  • Success cycles

  • Pulse surveys

  • Executive dashboards

  • Salesforce

    Integration with Salesforce

  • HubSpot

    Integration with HubSpot

  • Slack

    Integration with Slack

  • Zendesk

    Integration with Zendesk

  • Web support

    Available on web

Answered, with sources

Questions people ask

Each answer names the page it came from, so you can check it rather than take our word for it.

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
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
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

Behind it

Who makes ClientSuccess

Company
ClientSuccess
Based in
Lehi, Utah
Founders
Bill Ezell, Dave Blake

Timeline

ClientSuccess over time

  1. Funding2014-12-02$1m

    Seed funding of $1M led by Peak Ventures

    Source
  2. Founded2014-01-01

    ClientSuccess founded by Bill Ezell and Dave Blake

    Source
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Where to go from ClientSuccess

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Softwr does not host reviews and shows no star rating for ClientSuccess, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.

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