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Pricing
ClientSuccess has packages and pricing for all budgets. Speak to our team to get started.
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.
Assigned CSM
Your trusted advisor to guide your ClientSuccess strategy.
Custom Dashboards / Reports
All packages include prebuilt dashboards / reports.
Customer Portal
A shared portal for customers to see tasks and key data.
Max # of Customers
Number of unique customers that your team can manage.
Startup Package
Just the essentials. Designed to meet the critical needs -- and budget -- of early-stage/smaller startups.
1 per Customer (Sample)
Onboarding Only
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.
Most Popular!
3 per Customer
Enterprise Package
Maximum Power. Designed for large organizations that need every bell and whistle and an enterprise level of support.
Add-on available
10
Add-on available
50
Unlimited
500
5,000
Unlimited
Max # of Full Licences
Number of unique account logins available for your team.
Startup Package
Just the essentials. Designed to meet the critical needs -- and budget -- of early-stage/smaller startups.
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.
Most Popular!
Enterprise Package
Maximum Power. Designed for large organizations that need every bell and whistle and an enterprise level of support.
"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 no 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" "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."
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"
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."
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"
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"
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...[a] huge value to our company"
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. 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."