Use the Power of AI & Automations for Simple, Powerful Customer Success

ClientSuccess Automations empower Customer Success Managers to automate and streamline repetitive tasks to save time and accelerate customer interactions

Unlock the full potential of your customer success efforts with cutting-edge Automation and AI capabilities

Efficient Workflow Automation

Streamline repetitive tasks and communications, freeing up valuable time for more impactful customer interactions


Leverage AI to anticipate customer behavior, enabling you to proactively address issues and seize growth opportunities

Personalized Engagements

Deliver tailored customer interactions through AI-powered automation, fostering deeper relationships and satisfaction.


Utilize AI-driven predictive analytics to identify potential churn risks and take preemptive actions, ensuring strong customer retention.


ClientSuccess Playbooks empower Customer Success Managers to streamline and standardize customer success and workflows to save time and boost productivity

Automate repetitive tasks and communications, ensuring consistent and timely engagement with customers

Implement standardized processes to enhance efficiency, maintain quality, and drive better customer outcomes

Customize and configure automated actions to fit your unique business needs, maximizing the value of every customer interaction

Automated Customer Communications

ClientSuccess introduces SmartCS™, an AI-powered feature that revolutionizes customer communications. With SmartCS™, businesses can unlock powerful AI capabilities to generate personalized email engagements for optimal customer success

Optimize your customer communications with AI generated emails

Create AI generated emails based on any prompt or question

Leverage any type of content to prime the email response

Automatically applies response to 1:Many Emails for quick send and delivery


ClientSuccess AI-Powered Customer Success insights and actions empower customer success managers and executives with data-driven insights, optimized workflows, prescriptive recommendations, and intelligent actions.

Presents real-time feedback on customer health by summarizing the top 5 things that are going well and the top 5 areas of improvement

Dramatically reduces the time and effort required to analyze NPS campaigns, enabling businesses to gain comprehensive insights quickly and take action immediately

Automatically summarizes customer meeting and call notes, identifying crucial next steps, and discerning customer sentiment

Explore Other ClientSuccess Products

Our Insights & Analyitcs provides the easiest, most powerful features to enable your organization’s customer success faster than any other solution.

Our groundbreaking AI-driven solutions are designed to empower CSMs and executives with data-driven insights, optimized workflows, prescriptive recommendations, and intelligent actions.

Our Insights & Analyitcs provides the easiest, most powerful features to enable your organization’s customer success faster than any other solution.

AI & Automation Help The Whole Organization

Empower your success with a comprehensive platform that provides the tools, insights, and capabilities to optimize customer interactions and drive exceptional outcomes

Access a robust platform, offering valuable insights, streamlined workflows, and data-driven decision-making tools to enhance sales strategies, product development, and overall business growth

Utilize a comprehensive platform that prioritizes data privacy, compliance, and smooth operations, while equipping you with valuable insights and tools to optimize customer success and safeguard sensitive information effectively

See what customers are saying

Felipe Cuadra
CXO & Co-founder  at Rankmi

"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."

ClientSuccess integrates with the most popular CRM, support, and communication platforms to leverage all your customer data at scale.  The more you connect, the better you get at managing your customer success.

Want to see how it works?
Request your ClientSuccess demo

Screenshot of renewals dashboard from ClientSuccess platform