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Enterprise Layer Intelligence
Categories/CRM/ClientSuccess
ClientSuccess

ClientSuccess

Founded 2014

Track customer health scores, manage onboardings, and forecast renewals to reduce churn

Pricing model

Demo

You can use ClientSuccess to monitor customer account health, track product adoption, and forecast contract renewals. It gives customer success managers a centralized dashboard to manage onboarding projects, review customer feedback through Net Promoter Score surveys, and automate account communications. Teams can identify churn risks early by reviewing engagement metrics, sentiment, and usage trends across their entire customer base. The system also connects with your CRM and support tools to align sales, support, and success teams around customer retention and account expansion goals.

What ClientSuccess does

Calculate customer health scores based on activity and feedbackBuild automated onboarding project templates for new accountsGenerate renewal forecasts across customer accountsRun Net Promoter Score surveys and track response sentimentSync customer account data with Salesforce and HubSpotSet up proactive alerts when account engagement dropsCreate lifecycle stage automations for customer check-insSuccessScore customer health tracking based on usage and sentimentSuccessCycles playbooks for onboarding and lifecycle stage automationsSmartCS generative AI assistant for account communicationsRenewal forecasting and retention visibility reportingBranded customer onboarding portals with project templatesBuilt-in Net Promoter Score (NPS) analyzerBi-directional integrations with CRM and help desk applications

Pricing breakdown

Pricing model: Book a demo

Frequently asked

SalesforceSalesforceHubSpotHubSpotZendeskZendeskJiraJiraSlackSlackGmailGmailIntercomIntercomPendoPendoZapierZapierMicrosoft TeamsMicrosoft Teams

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ClientSuccess, customer success, churn reduction, customer health scores, onboarding, renewal forecasting, customer retention, account management, NPS analyzer, customer lifecycle, SmartCS, customer engagement, SaaS churn, customer portal, SuccessScore