Use the Power of AI & Automations for Simple, Powerful Customer Success
ClientSuccess Automations empower Customer Success Managers to automate and streamline repetitive tasks to save time and accelerate customer interactions
Unlock the full potential of your customer success efforts with cutting-edge Automation and AI capabilities
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Efficient Workflow Automation
Streamline repetitive tasks and communications, freeing up valuable time for more impactful customer interactions
Predictive
Insights
Leverage AI to anticipate customer behavior, enabling you to proactively address issues and seize growth opportunities
Personalized Engagements
Deliver tailored customer interactions through AI-powered automation, fostering deeper relationships and satisfaction.
Churn
Prevention
Utilize AI-driven predictive analytics to identify potential churn risks and take preemptive actions, ensuring strong customer retention.
Playbooks
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
Automated Customer Communications
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
SmartCS™
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
Explore Other ClientSuccess Products
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Insights & Analytics
Our Insights & Analyitcs 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 intelligent actions.
Customer Onboarding & Portal
Our Insights & Analyitcs provides the easiest, most powerful features to enable your organization’s customer success faster than any other solution.
AI & Automation Help The Whole Organization
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
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 growth
Operations & Security
Utilize a comprehensive platform that prioritizes data privacy, compliance, and smooth operations, while equipping you with valuable insights and tools to optimize customer success and safeguard sensitive information effectively
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"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."
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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.
Want to see how it works?
Request your ClientSuccess demo
