ClientSuccess is a customer success platform designed for B2B SaaS companies that want to manage account health, track renewal risk, and grow relationships with their customer base. It focuses on the practical daily workflow of customer success managers — surfacing the right accounts to engage, tracking relationship health, and providing the metrics CS leadership needs to forecast retention.
Product Overview
ClientSuccess takes a relationship-centric approach to customer success: its SuccessScore combines product usage signals with relationship quality indicators — email engagement frequency, meeting recency, NPS scores, and stakeholder coverage — to give CSMs a holistic read on account health that goes beyond just login data. Its pulse feature allows CSMs to quickly log sentiment and engagement quality after every customer interaction, building a longitudinal record of relationship health that complements quantitative usage data. ClientSuccess Loops (automated campaigns) handle the routine touchpoint scheduling — onboarding sequences, business reviews, renewal reminders — freeing CSMs to focus on strategic conversations.
Key Features
- SuccessScore: Composite health score combining product usage, email engagement, meeting frequency, NPS, and relationship depth metrics.
- Pulse Tracking: Log CSM sentiment and engagement quality after each customer interaction — building a relationship history alongside usage data.
- ClientSuccess Loops: Automated campaign sequences for onboarding, QBRs, and renewals — triggered by lifecycle stage or health thresholds.
- Renewal Forecasting: Track renewal pipeline with churn risk scoring and forecast accuracy — visible to CS leadership and sales management.
- Stakeholder Management: Map key contacts and decision-makers at each account with relationship strength indicators and coverage gaps.
Best For
Mid-market B2B SaaS CS teams that want a practical, relationship-focused platform for managing account health, tracking renewal risk, and automating routine touchpoint workflows.
Pricing
Custom pricing based on customer base and team size. Positioned for mid-market. Demo available on request.
Key Integrations
Salesforce, HubSpot, Zendesk, Mixpanel, Segment, Slack, Zapier, Gmail, Outlook
Pros
- Relationship-centric health scoring captures qualitative signals other tools miss
- Pulse feature builds a longitudinal sentiment history per account
- Cleaner and simpler than enterprise platforms like Gainsight for mid-market use
- Strong stakeholder mapping and relationship coverage tracking
Cons
- Less powerful automation than ChurnZero or Gainsight for complex playbook logic
- Smaller ecosystem of integrations versus larger CS platforms
- Less known in market — fewer community resources and certified admins
