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."
"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 no so overwhelming that we don't understand it."
"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"
"We love the detailed reporting on customers from kickoff to renewal. As a CS leader, I constantly inform my decisions by the data I see in ClientSuccess."
"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."
"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"
"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."
"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"
"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"
"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...[a] huge value to our company"
"Really like that the system is simple, intuitive and efficient. Especially filters to organize customers help a lot in the daily routine. In addition, the look of the platform is very organized and pleasant. I confess that after you get used to using the tool, the competitors seem strange."
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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
