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ClientSuccess

Simply powerful, powerfully simple customer success software

RANKED #2 · CUSTOMER PORTAL SOFTWARE FOR SMALL BUSINESSESLISTERSCORE 92.0

ClientSuccess is a customer success platform designed to reduce churn and increase revenue. It offers an easy-to-use solution for managing the entire customer lifecycle.

Best for	Customer success teams
Website	clientsuccess.com

Company facts

Social profiles	LinkedIn, X, Facebook
Brand colour	#211f54

Facilities and features

Published pricing
Integrations

What stands out

The product provides intelligent health scoring and real-time reporting capabilities.

“SuccessScore™ Customer Health Pulse™ Weekly & Real-time Reporting”ClientSuccess, own website

ClientSuccess integrates with popular CRM and support platforms to leverage data.

“ClientSuccess integrates with the most popular CRM, support, and communication platforms to leverage all your customer data at scale.”ClientSuccess, own website

Worth knowing

The platform does not offer a self-serve free trial option.

“ClientSuccess does not offer a self-serve free trial, because customer success software requires data integrations and a guided setup to deliver value.”ClientSuccess, own website

Strengths and trade-offs

The product provides intelligent health scoring and real-time reporting capabilities.
ClientSuccess integrates with popular CRM and support platforms to leverage data.

The platform does not offer a self-serve free trial option.

Appears in

SOFTWAREVERIFIED

How ClientSuccess ranks

#7 in Best customer onboarding software

How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; Buying information on its own site 12.

“Now your team has a purpose-built and robust solution to onboard customers faster, and stop churn before it starts.”ClientSuccess, own website

#3 in Best customer success software

How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; Buying information on its own site 12.

“Customer Success Software The complete CS platform, all in one place Insights & Analytics From insights to actions to results”ClientSuccess, own website

#2 in Customer portal software for small businesses

How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; Buying information on its own site 12.

“Now your team has a purpose-built and robust solution to onboard customers faster, and stop churn before it starts. Branded Customer Portals Automated Project Templates & Plans”ClientSuccess, own website

“Designed to meet the critical needs -- and budget -- of early-stage/smaller startups. Most Popular!”ClientSuccess, own website

Alternatives to ClientSuccess

MyDocSafe The client collaboration platform	#1 in Customer portal software for small businesses	100.0
HoneyBook Beautiful, all-in-one client experience from inquiry to payment	#3 in Customer portal software for small businesses	92.0
Bloom Organise clients, stand out, grow faster, and get paid.	#4 in Customer portal software for small businesses	90.0
Bonsai All-in-one platform combining contracts, proposals, and accounting	#5 in Customer portal software for small businesses	90.0
Quenza Coaching software for real client transformation	#6 in Customer portal software for small businesses	90.0
ManyRequests The client portal built for agencies	#7 in Customer portal software for small businesses	88.0

Questions about ClientSuccess

Who is ClientSuccess best for?

ClientSuccess is best for customer success teams.

Where does ClientSuccess rank?

ClientSuccess is ranked #2 in Customer portal software for small businesses (Lister Score 92.0), #3 in Best customer success software (Lister Score 92.0) and #7 in Best customer onboarding software (Lister Score 92.0).

What are the best alternatives to ClientSuccess?

The closest alternatives on Lister are MyDocSafe (#1 in Customer portal software for small businesses), HoneyBook (#3 in Customer portal software for small businesses) and Bloom (#4 in Customer portal software for small businesses).

Is this your company?

Claim ClientSuccess to suggest corrections to its listing (pricing, features, details) or ask about an enhanced profile. We review every claim before anything changes.