Customer success platform for mid-market B2B SaaS Protect every renewal. Grow every account.
One platform, from new to renew. Onboard with Baton, capture every call with Meeting Intelligence, score health and forecast renewals with ClientSuccess — and ask your AI assistant about any account through the MCP Server.
Built for mid-market teams, trusted from SMB to enterprise. Most customers are live in weeks, not quarters.
30 minutes with a CS practitioner — not an SDR reading a script.
Trusted by B2B SaaS customer success teams
New to Renew
From new to renew, on one platform
ClientSuccess is a customer success platform that helps mid-market B2B SaaS companies take every customer from new to renew — onboarding, engagement, health monitoring, and renewal in one system — so retention, renewal, and expansion run on the same data.
We call it New to Renew: four stages — Onboard, Engage, Monitor, Renew — each with its own product, and AI running across all four.
1 · Onboard
Baton
Implementation projects, milestones, and a customer-facing portal, so every new account reaches first value on a plan instead of a spreadsheet.
Baton onboarding2 · Engage
Meeting Intelligence
Every customer call recorded, transcribed, and summarized, with action items logged to the account. No more 7pm recaps.
Meeting Intelligence3 · Monitor
Health & Insights
SuccessScores, Pulse™, and Product Signals combine usage, support, sentiment, and product feedback into one view of every account.
Insights & Analytics4 · Renew
Renewals & Playbooks
A renewal pipeline you can forecast, expansion you can see coming, SuccessCycles playbooks for every motion, and SmartCS™ automations that handle the follow-up.
Customer Journey ManagementAcross every stage
MCP Server + AI & Automation — ask your AI assistant about any account at any stage, and let automations act on what it finds.
The ClientSuccess MCP ServerNew MCP Server
Ask your AI assistant about any customer.
Connect ClientSuccess to Claude or any AI assistant that supports MCP. Ask a question in plain English and get an answer from live account data — not last quarter's export.
An MCP server is a connector built on the Model Context Protocol, the open standard that lets an AI assistant read live data from another system.
Things your team can just ask
Four of 19 Q1 renewals are flagged. Three share the same cause — their executive sponsor left in the last 90 days.
- Northwind Labs — $240K, Severe Risk, sponsor departed
- Cascade Health — $185K, High Risk, support volume up 3×
- Vertex Supply — $110K, High Risk, sponsor departed
No export, no spreadsheet
The assistant reads live ClientSuccess data at the moment you ask, including Meeting Intelligence summaries and Baton project status.
Read-only by design
It answers questions. It never creates, edits, or deletes your customer data.
Your whole team, not just the analyst
Anyone who can type a question gets a portfolio answer. No report builder, no ticket to ops.
Engage · Meeting Intelligence
Every customer call, on the account where it belongs
Meeting Intelligence records, transcribes, and summarizes your customer calls, then logs the summary and action items to the right account in ClientSuccess.
CSMs stop writing recaps. Leaders stop asking what happened on the call. And the account record reflects what the customer actually said.
See Meeting Intelligence
Onboard · Baton
Onboarding your customers can actually see
Batonis ClientSuccess's onboarding and implementation platform. Build projects from templates, track every milestone, and share a branded portal so the customer knows exactly what's next and who owns it.
Because Baton lives in the same platform as health and renewals, a stalled onboarding shows up as risk on day 20 — not as churn on day 300.
Baton onboarding & implementationWho it's for
Built for mid-market B2B SaaS
Mid-market is our core: CS teams that have outgrown spreadsheets and the CRM, but don't want a six-month implementation. We also serve fast-moving SMB teams and enterprise portfolios.
SMB
Templates out of the box and a first health score in your first weeks.
Mid-market
The full lifecycle — Baton, Meeting Intelligence, health, renewals, and the MCP Server — without enterprise-platform overhead.
Enterprise
Portfolio-level renewal forecasting, Salesforce and HubSpot sync, and SOC 2 controls.
VP / Director of CS
“I need a retention number I can defend.”
A renewal forecast built from account-level evidence, and a clear view of which CSMs are carrying the risk.
Customer Success Managers
“Tell me what to do today.”
A prioritized queue instead of a dashboard to interpret. Playbooks that fire on their own. Calls that write their own recaps.
Onboarding & implementation leads
“Get them live, then get them value.”
Baton project plans and a customer portal, connected to the health score the CSM inherits at handoff.
Time to value
Live in weeks, not quarters
Teams pick ClientSuccess over the big platforms because they finish implementing it. No dedicated admin, no six-month project, no consultant on retainer.
Connect your stack. Salesforce, HubSpot, Zendesk, Jira, Slack, Gmail, Intercom, and more.
Set your health score. Start from a template, then tune it with your own signals.
Put your team on it. Baton projects, renewal pipeline, Meeting Intelligence, and the MCP Server.
What customer success leaders say
“With CS we have created one source of truth for everything customer-related.”
“ClientSuccess is a user-friendly platform. Our partnership with ClientSuccess and ShipHero has been exceptional.”
“We were up and running in a few short weeks, with CSMs realizing time savings and better account management.”
Connects to the stack you already run
Sync with your CRM, support desk, and communication tools so customer data stays in one place without anyone rekeying it.
Frequently asked questions
What is a customer success platform?
A customer success platform is software that helps B2B companies retain and grow their existing customers. It brings onboarding, customer conversations, account health, renewals, and playbooks into one system — covering the customer from new to renew — so customer success teams can spot risk early and act on it.
Who is ClientSuccess best for?
ClientSuccess is built for mid-market B2B SaaS companies whose customer success teams have outgrown spreadsheets and the CRM. It also serves SMB teams that want a fast setup and enterprise teams that need portfolio-level renewal forecasting.
What does the ClientSuccess MCP Server do?
The ClientSuccess MCP Server connects your customer success data to Claude and other AI assistants that support the Model Context Protocol. Your team can ask plain-English questions about accounts, renewals, and risk and get answers from live data. It is read-only and never changes your records.
What is meeting intelligence in customer success?
Meeting intelligence is software that records, transcribes, and summarizes customer calls automatically. In ClientSuccess, each summary and its action items are logged to the customer's account, so the whole team can see what was said without relying on manual notes.
What is Baton?
Baton is the onboarding and implementation platform inside ClientSuccess. It gives teams templated project plans, milestone tracking, and a customer-facing portal, and it connects onboarding progress to the account's health score.
How long does it take to implement ClientSuccess?
Most ClientSuccess customers are live in weeks, not months, and G2 users have rated it Most Implementable in its category.
See it running on your own accounts
Bring one segment of your book. We'll show you the health scores it would produce, the renewals it would flag, and what your team could ask the MCP Server on day one.
SOC 2 certified · G2 Most Implementable