Customer Onboarding
& Customer Portals

Center your team and customers around a repeatable onboarding process that consistently delivers results, faster.

Dashboard screenshot of customer list and their onboarding progress

Customer success starts with organizing and executing an effective onboarding process.


Increase customer engagement and deliver results faster during onboarding, adoption and other important lifecycle events


Share critical milestone, product or reporting updates with customers in real time, all in one easy-to-maintain workspace

Time Savings

Integrate with CRM and automate the selection of dynamic onboarding templates with smart triggers and automations


With customers, projects and communication in one spot, now your team can focus on a consistent and repeatable onboarding flow

Collaborative Customer Portals

Elevate your CX game through a simple, yet robust customer portal experience. Easily share tasks, documents, videos and report on progress to key customer stakeholders.
Customer onboarding screenshot

Share customer-facing work in an easy-to-manage workspace and watch your onboarding times decrease.

Provide customers with a white-glove onboarding experience that increases trust in your brand.

Share communications and other important updates so that customers have a clear path to success right away.

Project Templates

Provide a clear and repeatable path to onboarding success with smart and dynamic onboarding templates.

Clearly outline your process around critical onboarding milestones to ensure your team can deliver value faster.

Dynamically generate new projects and templates based on the product or package that was promised during the sale.

Easily create multiple template types that can be used beyond onboarding for other lifecycle and collaborative work with customers.

Elevate your customer experience by ensuring your team follows clear and consistent templates of work for each customer.

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

Collaboration Helps 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.

Ready to get started? Request your ClientSuccess demo

Screenshot of renewals dashboard from ClientSuccess platform