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ClientSuccess provides customer success management with health scores, engagement tracking, NPS, and revenue management for SaaS companies.

Pricing

Custom quote

Founded

2014

Team size

51-200 employees

Headquarters

Lehi, Utah

ClientSuccess preview

Preview from clientsuccess.com

At a glance

Best for

Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)

Pricing model

Custom quote

Integrates with

SalesforceHubSpotDynamicsZendeskJira+5

Security

SOC 2GDPRHIPAAISO 27001

About ClientSuccess

ClientSuccess is a customer-success management (CSM) platform that helps SaaS and subscription businesses onboard, retain, and grow their customer base. It centralizes customer health scoring, lifecycle management, renewals, and engagement tracking so CS teams can reduce churn and identify expansion opportunities. It targets B2B software companies building or scaling a customer-success function.

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

SOC 2GDPRHIPAAISO 27001

SLA uptime target: Not specified

Security review turnaround: Not specified

DPA available: Not specified

Pricing

Commercial model

Pricing model: Custom quote

Free trial: No

Free plan: No

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)

Buyer Fit & Positioning

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections