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ClientSuccess
Product Update

Integration with Grow BI dashboard

ClientSuccess now integrates with Grow BI to pull client details, Engagement interactions, and to-dos into real-time dashboards with custom metrics and KPIs.

Integration with Grow BI dashboard

We're pleased to announce an integration with Grow—the simplest way to access your data and visualize it in a real-time dashboard. You can now easily and securely pull client details, Engagement interactions, and to dos in and customize your own metrics and KPIs. Locate "ClientSuccess" in Grow's data source list to set up the integration.

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ClientSuccess

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