ClientSuccess is a customer success platform with health scores, renewal forecasting, and CSM playbooks built for B2B SaaS teams. See features, pricing tiers,…
ClientSuccess is a customer success management platform founded in 2014 by Dave Blake and headquartered in Lehi, Utah. It is purpose-built for B2B SaaS companies that need to track customer health, forecast renewals, and manage onboarding and expansion motions.
The platform is designed around the daily workflow of customer success managers (CSMs) rather than being adapted from a general CRM, and it is typically positioned as a lighter-weight, more affordable alternative to larger enterprise CS platforms.
ClientSuccess centers on a configurable customer health score (SuccessScore) that combines usage, sentiment, support, billing, and engagement signals, plus renewal and expansion forecasting to flag at-risk accounts ahead of contract dates.
Other core capabilities include a unified 360-degree customer view via CRM/support/product-analytics integrations, templated lifecycle playbooks for onboarding and QBRs, and an AI co-pilot (SmartCS) for surfacing insights and drafting updates.
ClientSuccess does not publish self-serve pricing. It sells three packages — Startup, Growth, and Enterprise — priced by license count and number of managed customer accounts, sold as an annual subscription following a sales quote.
The company positions its pricing as generally lower than large enterprise CS suites like Gainsight, targeting SaaS companies roughly between $5M and $500M in annual recurring revenue.
ClientSuccess is a customer success management platform used by B2B SaaS companies to track customer health, forecast renewals, manage onboarding, and reduce churn.
ClientSuccess does not publish public pricing. It sells Startup, Growth, and Enterprise packages priced by license and account count through a sales quote process.
ClientSuccess was founded in 2014 by Dave Blake, a former VP of Global Customer Success at Adobe.
Yes, ClientSuccess is designed to integrate with CRM, support desk, and product analytics tools to build a unified customer view.
ClientSuccess is generally positioned for SaaS companies in the roughly $5M to $500M ARR range, so very early-stage startups without a dedicated CS function may find simpler tools more suitable.