Pricing
ClientSuccess has packages and pricing for all budgets. Speak to our team to get started.
Startup Package
Just the essentials. Designed to meet the critical needs -- and budget -- of early-stage/smaller startups.
Most Popular!
Growth Package
Let's Grow. Everything from the Startup Package and more, designed for SMB - Mid-market organizations ready to scale and up-level CS efforts.
Enterprise Package
Maximum Power. Designed for large organizations that need every bell and whistle and an enterprise level of support.
Client 360 Dashboard
Single-pane-of-glass view of all data for each customer.
Integration Library
Native integrations with the tools you already use.
Playbooks
Define what needs to happen and when for your customers.
Health Scoring
Intelligent, customizable, and automated health assessments.
Automations
If-this-then-that automated workflows.
Customer Goal / KBO Tracking
Track progress against what matters most to customers.
1 per Customer (Sample)3 per CustomerAssigned CSM
Your trusted advisor to guide your ClientSuccess strategy.
Onboarding Only
Custom Dashboards / Reports
All packages include prebuilt dashboards / reports.
Add-on availableCustomer Portal
A shared portal for customers to see tasks and key data.
Add-on availableMax # of Customers
Number of unique customers that your team can manage.
10
50
Unlimited
Max # of Full Licences
Number of unique account logins available for your team.
500
5,000
Unlimited
Startup Package
Just the essentials. Designed to meet the critical needs -- and budget -- of early-stage/smaller startups.
Client 360 Dashboard
Integration Library
Playbooks
Health Scoring
Automations
Customer Goal / KBO Tracking1 per Customer (Sample)
1 per Customer (Sample)Assigned CSM
Onboarding Only
Custom Dashboards / Reports
Customer Portal
Max # of Customers
10
Max # of Full Licences
500
Most Popular!
Growth Package
Let's Grow. Everything from the Startup Package and more, designed for SMB - Mid-market organizations.
Get startedClient 360 Dashboard
Integration Library
Playbooks
Health Scoring
Automations
Customer Goal / KBO Tracking3 per Customer
3 per CustomerAssigned CSM
Custom Dashboards / ReportsAdd-on available
Add-on availableCustomer PortalAdd-on available
Add-on availableMax # of Customers
50
Max # of Full Licences
5,000
Enterprise Package
Maximum Power. Designed for large organizations that need every bell and whistle and an enterprise level of support.
Client 360 Dashboard
Integration Library
Playbooks
Health Scoring
Automations
Customer Goal / KBO Tracking
Assigned CSM
Custom Dashboards / Reports
Customer Portal
Max # of Customers
Unlimited
Max # of Full Licences
Unlimited
*ClientSuccess has packages and pricing for all budgets. Speak to our team to get started.
Not sure which plan is for you? We're here to help
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Pricing FAQs
How much does ClientSuccess cost?
ClientSuccess pricing is based on the number of customer success managers using the platform and the modules you need. We don't publish public pricing because each plan is scoped to your team size, contract length, and required integrations. Talk to sales for a quote — most teams get pricing back within 24 hours.
Is there a free trial or free plan?
ClientSuccess does not offer a self-serve free trial, because customer success software requires data integrations and a guided setup to deliver value. We do offer a personalized demo and proof-of-concept process so you can validate the platform with your own data before committing.
What's included in the base plan?
Every ClientSuccess plan includes the core customer success platform: customer health scoring, journey management, NPS surveys, renewal forecasting, playbook automation, and integrations with your CRM. Add-ons include Meeting Intelligence, Automation & AI, and Customer Onboarding Portals.
How is ClientSuccess priced compared to other customer success platforms?
ClientSuccess is typically 30-50% less expensive than enterprise customer success platforms like Gainsight while offering comparable feature depth. We're priced for SaaS companies between $5M and $500M ARR — not just Fortune 500.
Do you offer discounts for annual contracts?
Yes. ClientSuccess offers significant discounts for annual contracts (typically 15-20% off month-to-month rates) and additional discounts for multi-year commitments. Talk to sales for current rates.
How long does implementation take?
Most ClientSuccess customers are fully implemented within 4-6 weeks. This includes CRM integration, customer data migration, health score configuration, and CSM training. Larger enterprise deployments take 8-12 weeks.
Is there a setup fee?
No. ClientSuccess does not charge setup fees or implementation fees. The price you see is the price you pay, including onboarding, training, and ongoing customer success support.
Can I bring my own contract terms?
Yes. ClientSuccess accepts customer MSAs for contracts above a certain ARR threshold, and we offer a standard GDPR-compliant Data Processing Amendment for European customers. Enterprise contracts can be customized.
