The Insights & Analytics To Deliver World-Class Customer Success

ClientSuccess Renewal Management empowers businesses to proactively manage customer renewals with efficiency and precision.

Explore the dynamic Customer Journey capabilities of ClientSuccess, driving exceptional outcomes throughout every stage of the customer lifecycle

Gain Deep Insights

Uncover actionable insights into customer behavior and performance with our comprehensive analytics tools.

Drive Informed Decisions

Make data-driven decisions to refine your customer success strategies and enhance outcomes.

Track Key Metrics

Monitor vital metrics and KPIs in real-time to ensure you're on track to meet your customer success goals.

Optimize Customer Experience

Fine-tune customer interactions and engagement based on valuable insights, fostering satisfaction and retention.

Health Score

Maintain a 360 degree view of customer health that incorporates customer revenue, usage, adoption, feedback, engagement, sentiment and more.

Easy evaluation of client health and satisfaction levels

Identification of areas for improvement in customer success initiatives

Enhanced customer retention through data-driven insights

Optimization of strategies based on real-time metrics

Unlocking higher levels of success for both your business and your clients


Proactively monitor and analyze the well-being of your client relationships and product performance. Now you can make data-driven decisions and drive impactful outcomes with every customer.

Real-time monitoring of client health indicators

Identification of potential risks and areas of improvement

Automated alerts and notifications for timely interventions

Comprehensive data analytics to gain valuable insights

Proactive management for enhanced retention and satisfaction

Customer Sentiment

Gain valuable insights into customer sentiment, identify areas for improvement, and drive strategic decisions to enhance overall customer success.

Seamless creation and distribution of NPS surveys to capture customer feedback

Real-time tracking and analysis of Net Promoter Score to measure customer loyalty

Detailed insights into customer satisfaction levels and sentiment

Identification of promoters, passives, and detractors for targeted follow-ups

Data-driven decision-making to improve customer success strategies based on feedback

Product Analytics

Extract valuable insights and make informed decisions that drive exceptional experiences and customer outcomes.

Robust data analytics and visualizations for comprehensive performance tracking

Customizable reports and dashboards tailored to your specific needs

Real-time metrics and KPIs to monitor key success indicators

Data-driven decision-making to optimize customer success strategies

Seamless integration with other systems and platforms for streamlined data management

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.

Center your team and customers around repeatable onboarding processes that consistently deliver results, faster.

Insights & Analyics 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."

Ready to get started? Request your ClientSuccess demo

Screenshot of renewals dashboard from ClientSuccess platform