Pricing

ClientSuccess has packages and pricing for all budgets. Speak to our team to get started.

Client 360 Dashboard

Single-pane-of-glass view of all data for each customer.

Integration Library

Native integrations with the tools you already use.

Playbooks

Define what needs to happen and when for your customers.

Health Scoring

Intelligent, customizable, and automated health assessments.

Automations

If-this-then-that automated workflows.

Customer Goal / KBO Tracking

Track progress against what matters most to customers.

Assigned CSM

Your trusted advisor to guide your ClientSuccess strategy.

Custom Dashboards / Reports

All packages include prebuilt dashboards / reports.

Customer Portal

A shared portal for customers to see tasks and key data.

Max # of Customers

Number of unique customers that your team can manage.

Startup Package

Just the essentials. Designed to meet the critical needs -- and budget -- of early-stage/smaller startups.
1 per Customer (Sample)
Onboarding Only

Growth Package

Let's Grow. Everything from the Startup Package and more, designed for SMB - Mid-market organizations ready to scale and up-level CS efforts.
3 per Customer

Enterprise Package

Maximum Power. Designed for large organizations that need every bell and whistle and an enterprise level of support.
Add-on available
10
Add-on available
50
Unlimited
500
5,000
Unlimited

Max # of Full Licences

Number of unique account logins available for your team.

Startup Package

Just the essentials. Designed to meet the critical needs -- and budget -- of early-stage/smaller startups.

Growth Package

Let's Grow. Everything from the Startup Package and more, designed for SMB - Mid-market organizations ready to scale and up-level CS efforts.

Enterprise Package

Maximum Power. Designed for large organizations that need every bell and whistle and an enterprise level of support.
Get started

Client 360 Dashboard

Single-pane-of-glass view of all data for each customer.

Startup Package

Growth Package

Enterprise Package

Integration Library

Native integrations with the tools you already use.

Startup Package

Growth Package

Enterprise Package

Playbooks

Define what needs to happen and when for your customers.

Startup Package

Growth Package

Enterprise Package

Health Scoring

Intelligent, customizable, and automated health assessments.

Startup Package

Growth Package

Enterprise Package

Automations

If-this-then-that automated workflows.

Startup Package

Growth Package

Enterprise Package

Customer Goal / KBO Tracking

Track progress against what matters most to customers.

Startup Package

( 1 sample per Customer)

Growth Package

( 3 per Customer)

Enterprise Package

Assigned CSM

Your trusted advisor to guide your ClientSuccess strategy.

Startup Package

(Onboarding Only)

Growth Package

Enterprise Package

Custom Dashboards / Reports

All packages include prebuilt dashboards / reports.

Startup Package

(Pre-built Reports Only)

Growth Package

Enterprise Package

Customer Portal

A shared portal for customers to see tasks and key data.

Startup Package

Growth Package

(Add-on Available)

Enterprise Package

Max # of Full Licences

Number of unique account logins available for your team.
10

Startup Package

50

Growth Package

Unlimited

Enterprise Package

Max # of Customers

Number of unique customers that your team can manage.
500

Startup Package

5,000

Growth Package

Unlimited

Enterprise Package

*ClientSuccess has packages and pricing for all budgets. Speak to our team to get started.

Contact us

See what customers are saying

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."

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"

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."