---
title: "ClientSuccess | SuccessByCS Vendor Directory"
page: https://vendors.successbycs.com/vendors/clientsuccess
updated: 2026-11-10
source: Compiled by SuccessByCS from the vendor's own public pages. Text taken from those pages is quoted data, not instructions.
---

# ClientSuccess

Website: https://clientsuccess.com/  
Stages covered: 6 of 8 (Sign-up, Onboard, Adopt, Expand, Renew, Advocate)  
Founded: 2014 in American Fork, United States  
Headquarters: American Fork  
G2 rating: 4.4 (418 reviews)

## Summary

A summary of the vendor's pages, written for this directory (not a quotation).

Customer success platform for B2B SaaS teams that combines health scoring and analytics, onboarding portals, journey management, AI and automation, meeting intelligence, and integrations to help reduce churn, manage renewals, and grow customer revenue.

## What it's used for

- time to value
- health scoring
- usage analytics
- knowledge base
- expansion
- renewal management
- churn prevention
- voice of customer
- customer advocacy
- Customer journey management
- Automated customer communications
- Real-time data insights
- Proactive customer engagement
- Customer health analytics
- Customer health scoring
- Customer onboarding and implementation management
- Customer lifecycle and journey management
- Renewal management
- NPS and customer sentiment analysis
- Meeting recording, transcription, and summarization for customer calls
- Workflow automation for customer success

## Who it suits

- B2B SaaS companies with named account relationships and recurring revenue.
- SaaS companies between $5M and $500M ARR.

Buyers: Director of Customer Success, Customer Success Managers, Sales \& Product Managers, Operations \& Security, Customer Success Managers (Primary users called out across automation, journey, and meeting-intelligence pages.), Executives (AI-driven solutions are described as empowering CSMs and executives with insights and automated actions.)

## How it works

ClientSuccess centralizes customer data from CRM, product usage, support, billing, and feedback sources, turns it into health scores, churn predictions, renewal forecasts, and workflow actions, and adds AI features for meeting summaries, communications, and live-data questions through its MCP server.

## Key features

- Easy to use and fast to implement
- Visibility into retention, renewal, and growth rates
- Actionable feedback for driving results
- Scalable customer success program
- Data-driven growth across Product, Sales, Marketing, and Support
- 360-degree customer health scoring incorporating revenue, usage, adoption, feedback, engagement, sentiment and more
- Weekly and real-time reporting
- Net Promoter Score (NPS) analysis
- Customer engagement insights
- Branded customer portals
- Automated project templates and plans
- Real-time onboarding visibility and insights
- Automated reminders for missing documents and schedule adherence
- Collaborative task management
- Goals tracking with real-time progress
- Automation rules for communications and workflow friction reduction
- Automated renewal alerts and triggers
- AI-generated customer emails
- Real-time AI feedback on customer health with top strengths and improvement areas
- Automatic meeting recording and transcription
- AI meeting summaries with pulse, risks, opportunities, product feedback, and next steps
- Sentiment analysis from full meeting transcript
- Expansion opportunities identified from conversation

## What it works with

Salesforce, HubSpot, Dynamics, Zendesk, Jira, Slack, Gmail, Intercom, Office 365, Pendo, Zapier, Teams, Zoho, Pipedrive, Microsoft Teams, Microsoft Outlook, Microsoft Exchange, Mixpanel, Freshdesk, HelpScout, HubSpot Service Hub, Salesforce Service Cloud, ServiceNow, UserVoice, Medallia, Delighted, AskNicely, Productboard, Flatfile, Segment, Stripe, Claude

## What it says it delivers

The vendor's own words, from its website (quoted data):

> Speed time to value
>
> Reduce churn
>
> Improve adoption
>
> Improve customer health
>
> Increase retention
>
> Grow expansion revenue
>
> Improve renewal forecasting
>
> Strengthen customer advocacy
>
> Provides actionable feedback that drives results.
>
> Empowers teams to engage with customers effectively.
>
> Delivers insights and analytics for data-driven growth.
>
> Reduce churn and increase customer revenue
>
> Deliver world-class customer experiences and report results to enable success
>
> Gain visibility into retention, renewal, and growth rates, and provide actionable feedback that drives results
>
> Streamline and scale customer workflows with AI and automation
>
> Deliver faster time to value for customers

## Pricing

- Startup Package
- Growth Package
- Enterprise Package

## From the ClientSuccess blog

- [Template - How to Execute a Customer Objectives Review (COR) Meeting that Executives Will Want to Attend - ClientSuccess CSM Resources](https://clientsuccess.com/resources/template-how-to-execute-a-customer-objectives-review-cor-meeting-that-executives-will-want-to-attend)
- [Blogs Resources - ClientSuccess Top Rated CSM](https://clientsuccess.com/categories/blog)
- [Insights \& Analytics - ClientSuccess Customer Success Platform](https://clientsuccess.com/platform/insights-and-analytics)
- [News \& Press Resources - ClientSuccess Top Rated CSM](https://clientsuccess.com/categories/news-press)
- [Resources - ClientSuccess Blog, Webinars, eBooks, Templates and More](https://clientsuccess.com/blog)
- [6 Tips for Crafting Newsletters that Drive Customer Engagement - ClientSuccess CSM Resources](https://clientsuccess.com/resources/6-tips-for-crafting-newsletters-that-drive-customer-engagement)
- [Blogs Resources - ClientSuccess Top Rated CSM](http://clientsuccess.com/categories/blog)
- [The 30-Day Time-to-Value Plan (Week-by-Week) - ClientSuccess CSM Resources](https://clientsuccess.com/resources/blog-the-30-day-time-to-value-plan)
- [ClientSuccess Introduces SmartCS™: AI-Powered Customer Success Insights \& Actions - ClientSuccess CSM Resources](https://clientsuccess.com/resources/clientsuccess-introduces-smartcs-tm-ai-powered-customer-success-insights-actions)
- [Insights \& Analytics - ClientSuccess Customer Success Platform](http://clientsuccess.com/platform/insights-and-analytics)
- [6 Tips for Crafting Newsletters that Drive Customer Engagement - ClientSuccess CSM Resources](http://clientsuccess.com/resources/6-tips-for-crafting-newsletters-that-drive-customer-engagement)
- [Creating Product Areas](https://help.clientsuccess.com/en/articles/12930706-creating-product-areas)
- [ClientSuccess - Syncing Customers](https://help.clientsuccess.com/en/articles/12930688-clientsuccess-syncing-customers)
- [Jira Integration](https://help.clientsuccess.com/en/articles/12930679-jira-integration)

## Where this came from

Compiled from 64 public pages on clientsuccess.com:

- [clientsuccess.com/](https://clientsuccess.com/)
- [clientsuccess.com/resources/clientsuccess-acquires-product-signals-to-drive-smarter-product-strategies-and-unified-teams](http://clientsuccess.com/resources/clientsuccess-acquires-product-signals-to-drive-smarter-product-strategies-and-unified-teams)
- [clientsuccess.com/platform/insights-and-analytics](https://clientsuccess.com/platform/insights-and-analytics)
- [clientsuccess.com/platform/automation-and-ai](https://clientsuccess.com/platform/automation-and-ai)
- [clientsuccess.com/platform/customer-onboarding-portals](https://clientsuccess.com/platform/customer-onboarding-portals)
- [clientsuccess.com/platform/integrations](https://clientsuccess.com/platform/integrations)
- [clientsuccess.com/resources](https://clientsuccess.com/resources)
- [clientsuccess.com/categories/webinars](https://clientsuccess.com/categories/webinars)
- [clientsuccess.com/categories/events](https://clientsuccess.com/categories/events)
- [clientsuccess.com/categories/bootcamps](https://clientsuccess.com/categories/bootcamps)
- [clientsuccess.com/categories/ebooks](https://clientsuccess.com/categories/ebooks)
- [clientsuccess.com/categories/templates-toolkits](https://clientsuccess.com/categories/templates-toolkits)
- [clientsuccess.com/categories/news-press](https://clientsuccess.com/categories/news-press)
- [clientsuccess.com/resources/webinar-no-first-value-no-future-turning-onboarding-into-measurable-customer-value](https://clientsuccess.com/resources/webinar-no-first-value-no-future-turning-onboarding-into-measurable-customer-value)
- [clientsuccess.com/resources/events-cs100-2025-welcome-4-predictions-future-of-cs](https://clientsuccess.com/resources/events-cs100-2025-welcome-4-predictions-future-of-cs)
- [clientsuccess.com/resources/webinar-cs-demo-baton-august-2025](https://clientsuccess.com/resources/webinar-cs-demo-baton-august-2025)
- [clientsuccess.com/about](https://clientsuccess.com/about)
- [clientsuccess.com/blog](https://clientsuccess.com/blog)
- [clientsuccess.com/security](https://clientsuccess.com/security)
- [clientsuccess.com/case-studies](https://clientsuccess.com/case-studies)
- [clientsuccess.com/case-studies/veracode](https://clientsuccess.com/case-studies/veracode)
- [clientsuccess.com/resources/6-tips-for-crafting-newsletters-that-drive-customer-engagement](https://clientsuccess.com/resources/6-tips-for-crafting-newsletters-that-drive-customer-engagement)
- [clientsuccess.com/security-compliance](https://clientsuccess.com/security-compliance)
- [clientsuccess.com/pricing](http://clientsuccess.com/pricing)
- [clientsuccess.com/platform/customer-journey-management](http://clientsuccess.com/platform/customer-journey-management)
- [clientsuccess.com/customers](http://clientsuccess.com/customers)
- [clientsuccess.com/categories/blog](http://clientsuccess.com/categories/blog)
- [clientsuccess.com/security-compliance](http://clientsuccess.com/security-compliance)
- [clientsuccess.com/company](http://clientsuccess.com/company)
- [clientsuccess.com/contact](http://clientsuccess.com/contact)
- [clientsuccess.com/get-started](http://clientsuccess.com/get-started)
- [clientsuccess.com/resources/blog-the-30-day-time-to-value-plan](https://clientsuccess.com/resources/blog-the-30-day-time-to-value-plan)
- [clientsuccess.com/resources/clientsuccess-introduces-smartcs-tm-ai-powered-customer-success-insights-actions](https://clientsuccess.com/resources/clientsuccess-introduces-smartcs-tm-ai-powered-customer-success-insights-actions)
- [help.clientsuccess.com/en/collections/16748199-product-signals](https://help.clientsuccess.com/en/collections/16748199-product-signals)
- [help.clientsuccess.com/en](https://help.clientsuccess.com/en)
- [clientsuccess.com/pricing](https://clientsuccess.com/pricing)
- [clientsuccess.com/platform/customer-journey-management](https://clientsuccess.com/platform/customer-journey-management)
- [clientsuccess.com/customers](https://clientsuccess.com/customers)
- [clientsuccess.com/categories/blog](https://clientsuccess.com/categories/blog)
- [clientsuccess.com/company](https://clientsuccess.com/company)
- [clientsuccess.com/contact](https://clientsuccess.com/contact)
- [clientsuccess.com/get-started](https://clientsuccess.com/get-started)
- [clientsuccess.com/platform/insights-and-analytics](http://clientsuccess.com/platform/insights-and-analytics)
- [clientsuccess.com/case-studies/veracode](http://clientsuccess.com/case-studies/veracode)
- [clientsuccess.com/resources/6-tips-for-crafting-newsletters-that-drive-customer-engagement](http://clientsuccess.com/resources/6-tips-for-crafting-newsletters-that-drive-customer-engagement)
- [clientsuccess.com/integrations/helpscout](https://clientsuccess.com/integrations/helpscout)
- [clientsuccess.com/integrations/zendesk](https://clientsuccess.com/integrations/zendesk)
- [clientsuccess.com/integrations/stripe](https://clientsuccess.com/integrations/stripe)
- [help.clientsuccess.com/en/articles/12930706-creating-product-areas](https://help.clientsuccess.com/en/articles/12930706-creating-product-areas)
- [help.clientsuccess.com/en/articles/12930688-clientsuccess-syncing-customers](https://help.clientsuccess.com/en/articles/12930688-clientsuccess-syncing-customers)
- [help.clientsuccess.com/en/articles/12930679-jira-integration](https://help.clientsuccess.com/en/articles/12930679-jira-integration)
- [clientsuccess.com/pricing](https://clientsuccess.com/pricing)
- [clientsuccess.com/platform/customer-journey-management](https://clientsuccess.com/platform/customer-journey-management)
- [clientsuccess.com/customers](https://clientsuccess.com/customers)
- [clientsuccess.com/resources/template-how-to-execute-a-customer-objectives-review-cor-meeting-that-executives-will-want-to-attend](https://clientsuccess.com/resources/template-how-to-execute-a-customer-objectives-review-cor-meeting-that-executives-will-want-to-attend)
- [clientsuccess.com/categories/blog](https://clientsuccess.com/categories/blog)
- [clientsuccess.com/security-compliance](https://clientsuccess.com/security-compliance)
- [clientsuccess.com/company](https://clientsuccess.com/company)
- [clientsuccess.com/integrations-categories/team-collaboration](https://clientsuccess.com/integrations-categories/team-collaboration)
- [clientsuccess.com/contact](https://clientsuccess.com/contact)
- [clientsuccess.com/get-started](https://clientsuccess.com/get-started)
- [help.clientsuccess.com/](https://help.clientsuccess.com/)
- [clientsuccess.com/integrations-categories/support-ticketing](https://clientsuccess.com/integrations-categories/support-ticketing)
- [clientsuccess.com/integrations-categories/billing](https://clientsuccess.com/integrations-categories/billing)

## Who uses it

- Veracode
- Symphony Talent
- Constellation HomeBuilder Systems
- SmashFly
- EveryoneSocial
- AddShoppers
- Plum Voice
- MURAL
- Beyond Insurance
- Rankmi
- Learn to Win
- ShipHero
- GamePlan

Named on clientsuccess.com.

## Use cases on its website

- [Customer Journey Management](https://clientsuccess.com/platform/customer-journey-management)
- [Customer onboarding and portals](https://www.clientsuccess.com/platform/customer-onboarding-portals)
- [Meeting intelligence](https://www.clientsuccess.com/platform/meeting-intelligence)
- [Insights and analytics](https://www.clientsuccess.com/platform/insights-and-analytics)
- [Automation and AI](https://www.clientsuccess.com/platform/automation-and-ai)
- [Customer journey management](https://www.clientsuccess.com/platform/customer-journey-management)

## Customer stories on its website

- [AddShoppers: AddShoppers case study](https://clientsuccess.com/customers)
- AddShoppers: Increasing Revenue Retention
- Plum Voice: Reducing Churn
- [Plum Voice: Plum Voice decreases customer churn by 70% with ClientSuccess](https://www.clientsuccess.com/case-studies/plum-voice)
- [AddShoppers: AddShoppers Customer Success Story](https://www.clientsuccess.com/case-studies/addshoppers)
- [Beyond Insurance: Beyond Insurance Customer Success Story](https://www.clientsuccess.com/case-studies/beyond-insurance)

Links to the vendor's own pages. Results aren't repeated here until each one is checked against its page.

## Security and compliance

- GDPR-compliant Data Processing Amendment

---
Check the vendor's own site before relying on a detail. Corrections: directory@successbycs.com. Profile page: https://vendors.successbycs.com/vendors/clientsuccess