Meeting Intelligence automatically records, transcribes, and summarizes your customer conversations — then logs everything directly to the customer record. No notes. No manual follow-up. Just outcomes.
One AI layer that handles the busywork — so your team can focus on the conversations that drive retention and growth.
Joins your calls automatically and captures a full, accurate transcript — no manual recording setup required.
Instantly generates structured summaries with Pulse, Risks, Opportunities, Product Feedback, and Next Steps.
Automatically creates a Pulse entry from every meeting — keeping your CS data current without manual updates.
Extracts action items, assigns them to the right team members, and sets due dates — all from the conversation.
After every call, Meeting Intelligence delivers a structured summary that tells you exactly what happened — and what needs to happen next. Everything logged automatically to the customer record.
Every meeting automatically generates a Pulse entry in ClientSuccess — so health scores reflect what's actually happening in customer conversations, not just what your team has time to log manually.
Meeting Intelligence connects to your existing meeting platforms — no new tools, no behavior change required.
Link your Google or Outlook calendar. Meeting Intelligence automatically identifies upcoming customer calls and prepares to join them.
Meeting Intelligence joins the call as a participant, records the full conversation, and generates a transcript in real time.
Minutes after the call ends, a structured summary — Pulse, Risks, Opportunities, Next Steps — is automatically saved to the customer record in ClientSuccess.
Let Meeting Intelligence handle the documentation — so your team can focus on building relationships, driving adoption, and closing renewals.
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ClientSuccess gives your team complete visibility into every stage of the customer journey — so you can proactively guide customers from onboarding to renewal and beyond.
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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.
"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."
"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."
"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."
"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."
"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"
"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."
"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."
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