ClientSuccess

5.8easy start · #16 of 26
in Customer Health Score Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

ClientSuccess is ranked #16 of 26 in customer health score software on The Geeks Club. It runs on Web. There is no free plan.

ClientSuccess plans and pricing

All plans

Startup Package Not published 10 customers · 500 full licences · 1 sample customer goal · assigned CSM for onboarding only clientsuccess.com · 4 Oct 2026

Enterprise Package Not published Unlimited customers · unlimited full licences clientsuccess.com · 4 Oct 2026

Growth Package Not published 50 customers · 5,000 full licences · 3 customer goals per customer · custom dashboards/reports and customer portal available as add-ons clientsuccess.com · 4 Oct 2026

Compared on customer health score software

Free plan: No

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The record

Purpose: ClientSuccess is a customer success platform designed to help businesses manage customer relationships, reduce churn, and grow customer revenue.
Customer health: Its health score combines customer revenue, usage, adoption, feedback, engagement, and sentiment into a 360-degree view.
Lifecycle management: Customer journey tools include onboarding, collaborative task management, playbooks, goals, and lifecycle automation.
AI tools: SmartCS can generate customer emails, summarize health feedback and NPS results, and summarize meeting notes with next steps and customer sentiment.
Customer portals: The platform offers shared customer portals, repeatable project templates, and document and asset collection for onboarding.
Integrations: Listed integrations include Salesforce, HubSpot, Zoho, Pipedrive, Slack, Microsoft Teams, Gmail, Outlook, Zendesk, Jira, Pendo, Mixpanel, Zapier, and Stripe.
AI assistant connection: Its read-only MCP server connects customer success data to Claude and other AI assistants, scoped to each person's permissions.
Pricing basis: Pricing depends on the number of customer success managers, selected modules, team size, contract length, and required integrations; the vendor directs customers to sales for a quote.
Trial: ClientSuccess says it does not offer a self-serve free trial or free plan, and instead offers a personalized demo and proof-of-concept process.
Implementation: The pricing FAQ says most customers are implemented in 4–6 weeks, while larger enterprise deployments take 8–12 weeks.
Security: ClientSuccess states it is SOC 2 Type II certified and makes audit reports available to customers and prospects under NDA.
Data processing: Its security page describes a Data Processing Amendment covering GDPR obligations, sub-processor authorization, and international transfers.
Support: The Enterprise package is described as including enterprise-level support; the Startup package includes an assigned CSM for onboarding only.
Intended customers: The Startup package targets early-stage and smaller startups, Growth targets SMB and mid-market organizations, and Enterprise targets large organizations.

Where it ranks on The Geeks Club

Best Customer Health Score Software in 2026#16 of 26
Best Customer Success Software in 2026#12 of 24
Best Customer Success Analytics Software in 2026#15 of 21

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Sources

clientsuccess.com· checked 4 Oct 2026
clientsuccess.com/platform/insights-and-analytics· checked 4 Oct 2026
clientsuccess.com/platform/customer-journey-management· checked 4 Oct 2026
clientsuccess.com/platform/automation-and-ai· checked 4 Oct 2026
clientsuccess.com/platform/customer-onboarding-portals· checked 4 Oct 2026
clientsuccess.com/platform/integrations· checked 4 Oct 2026
clientsuccess.com/pricing· checked 4 Oct 2026
clientsuccess.com/security-compliance· checked 4 Oct 2026