Use the Power of AI & Automations for Simple, Powerful Customer Success

ClientSuccess Automations empower Customer Success Managers to automate and streamline customer success workflows.

ClientSuccess AI and Automation dashboard

Unlock the full potential of your customer success efforts with cutting-edge AI and automation capabilities

Efficient Workflow Automation

Streamline repetitive tasks and communications, freeing up valuable time to focus on strategic customer success initiatives.

Predictive Insights

Leverage AI to anticipate customer behavior, enabling you to proactively address needs and opportunities before they arise.

Personalized Engagements

Deliver tailored customer interactions through AI-driven insights, ensuring every touchpoint is meaningful and impactful.

Churn Prevention

Identify at-risk customers early and take targeted action to improve retention, satisfaction, and long-term growth.

Playbooks

ClientSuccess Playbooks empower Customer Success Managers to streamline and automate their customer success processes with ease.

Automate repetitive tasks and communications, ensuring consistent and timely engagement with customers

Implement standardized processes to enhance efficiency, maintain quality, and drive better customer outcomes

Customize and configure automated actions to fit your unique business needs, maximizing the value of every customer interaction

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Automated Customer Communications

ClientSuccess introduces SmartCS™, an AI-powered feature that revolutionizes how Customer Success Managers engage with customers.

ClientSuccess SmartCS AI customer communications dashboard

Optimize your customer communications with AI generated emails

Create AI generated emails based on any prompt or question

Leverage any type of content to prime the email response

Automatically applies response to 1:Many Emails for quick send and delivery

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SmartCS™

ClientSuccess AI-Powered Customer Success insights and actions empower your team to deliver remarkable customer experiences at scale.

Presents real-time feedback on customer health by summarizing the top 5 things that are going well and the top 5 areas of improvement

Dramatically reduces the time and effort required to analyze NPS campaigns, enabling businesses to gain comprehensive insights quickly and take action immediately

Automatically summarizes customer meeting and call notes, identifying crucial next steps, and discerning customer sentiment

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Explore Other ClientSuccess Products

Insights & Analytics

Our Insights & Analytics provides the easiest, most powerful features to enable your organization's customer success faster than any other solution.

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Customer Journey Management

Our groundbreaking AI-driven solutions are designed to empower CSMs and executives with data-driven insights, optimized workflows, prescriptive recommendations, and automated actions.

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Customer Onboarding & Portal

Center your team and customers around repeatable onboarding processes that consistently deliver results, faster.

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AI & Automation Help The Whole Organization

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Client Success Managers

Empower your success with a comprehensive platform that provides the tools, insights, and capabilities to optimize customer interactions and drive exceptional outcomes

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Sales & Product Managers

Access a robust platform, offering valuable insights, streamlined workflows, and data-driven decision-making tools to enhance sales strategies, product development, and overall business performance

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Operations & Security

Utilize a comprehensive platform that prioritizes data privacy, compliance, and smooth operations, while equipping you with valuable insights and tools to drive operational excellence

Results and Case Studies

Constellation HomeBuilder Systems: Creating a unified customer view

Symphony Talent: How ClientSuccess helps identify churn before its too late

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See what customers are saying

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Felipe Cuadra

CXO & Co-founder at Rankmi

“With CS we have created one source of truth for everything customer-related. Every agent in our organization is now more connected, and able to jump in at any point. This has created a much more robust and resilient operations team.”

Jean Marie S.

Director of Customer Success (G2 Review)

“ClientSuccess is easy to implement, does snot require an administrator, and is easy to understand. It is robust enough to serve all our needs but not so overwhelming that we don't understand it.”

Michael Bojanski

Director of CS Operations & Support at Learn to Win

“As the downstream party for customer data, ClientSuccess has integrated perfectly with our entire tech stack and enables CSMs to have a one-stop-shop for customer information”

Jen Williams

SVP, Customer Success at Shiphero

“ClientSuccess is a user-friendly platform. Our partnership with ClientSuccess and ShipHero has been exceptional. Our CSM has educated our team on how to use the platform while implementing customer success best practices. It has been a pleasure working with the executive team on our Customer Success strategy. ClientSuccess genuinely cares about the success of our business.”

Simon C.

Manager of Client Success (G2 Review)

“ClientSuccess has the right balance of features combined with ease of use, and have excellent expertise from a customer success perspective. The tool is powerful yet still remains lightweight, and covers all the major bases needed in a Success Tool”

Sam S.

(G2 Review)

“We were up and running in a few short weeks, with CSMs realizing time savings and better account management almost immediately... Beyond having a dedicated CSM (who I can reach at any time), the executive team meets with me periodically to hear my feedback”

Katie G.

Salesforce Administrator (G2 Review)

“I'm a Salesforce Administrator who implemented the integration with our org and I like how simplistic they make everything and the prompt and thorough support they provide”

Christian Kuehne

EVP of Athletic Organizations at GamePlan

“ClientSuccess has been a huge help for our company as we have grown and scaled our Customer Success efforts over these last years. Being able to customize the software to the way we want to engage and evaluate customers has been a tremendous help to our CSMs and our executive team.”

Jim J.

(G2 Review)

“The implementation was super-easy. Setting up our health score (SuccessScores) and playbooks (SuccessCycles) was a very easy process. It's also been very quick and easy to modify and tweak as we learn.”

Bruna R.

(G2 Review)

“Really like that the system is simple, intuitive and efficient. Especially filters to organize customers help a lot in the daily routine.”

Integrations

ClientSuccess integrates with the most popular CRM, support, and communication platforms to leverage all your customer data at scale. The more you connect, the better you get at managing your customer success.

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