ClientSuccess
Customer success platform for reducing churn and growing existing customer revenue
ClientSuccess is a customer success platform for B2B SaaS companies that manage named accounts with recurring revenue. It centralizes customer data and helps teams track health, manage onboarding, reduce churn, and improve renewals and expansion. The platform is designed to give customer success managers and other functions a shared view of customer relationships and the signals that affect retention and growth.
Core capabilities include SuccessScore customer health scoring, Pulse weekly and real-time reporting, NPS Analyzer, engagement insights, product analytics, and customer sentiment tracking. Customer Journey Management covers collaborative onboarding, product adoption, renewal management, and lifecycle stage automations. SmartCS provides AI-assisted actions, automated customer communications, and generative AI. A branded customer portal supports onboarding with project templates and real-time visibility. Integrations include Salesforce, HubSpot, Dynamics, Zendesk, Jira, Slack, Gmail, Intercom, Office 365, Pendo, Zapier, Microsoft Teams, Mixpanel, Freshdesk, ServiceNow, Stripe, Segment, and others, plus an MCP server that connects customer success data to AI assistants such as Claude.
ClientSuccess is intended for B2B SaaS teams, including customer success managers, sales and product managers, and operations teams. It is packaged in Startup, Growth, and Enterprise editions, with features such as health scoring, playbooks, automations, dashboards, and customer goal tracking varying by package. Some capabilities, including custom dashboards and the customer portal, are available as add-ons. The number of customers and full licenses managed varies by edition, and the company offers a demo to prospective customers.
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