The ClientSuccess Goals feature empowers businesses with a robust and intuitive solution to drive customer success. Set, track, and achieve your customer success objectives with ease using the Goals feature's powerful capabilities.
Seamlessly create and manage customer success goals to align teams and initiatives
Track progress and performance in real-time, ensuring you stay on top of your customer success targets
Leverage data-driven insights to make informed decisions and optimize strategies for better outcomes
Empower your success with a comprehensive platform that provides the tools, insights, and capabilities to optimize customer interactions and drive exceptional outcomes
Sales & Product Managers
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
Operations & Security
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
"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."
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"
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"
"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"
"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"
"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.