ClientSuccess is a customer success growth platform built to help SaaS companies build a culture of customer success across their entire company. We help customer success teams to better onboard, adopt, retain, and grow their customers. We are a one-stop shop for everything a customer success team needs in order to do their job effectively – from new to renew. We’re also the trusted source of customer insights and analytics for the Executive team and the Board.

We solve the most important customer success challenges with:

-Data Consolidation: Most CSMs log into 4-8 apps in order to stay up-to-date with customers, we bring all the key data into a single pane of glass so your CS teams have everything they need at their fingertips.

-Lifecycle Management: Document all the key moments in the customer journey and ensure your team delivers them seamlessly.

-Customer Health Tracking: Give your CSMs and leadership team detailed insights into customer health and alert key people when things are going wrong.

-Revenue Management: Manage all your renewals, cross- & up-sells in one place and provide accurate forecasts layered with contextual customer data.

-Detailed Customer Reporting: Deliver contextual insights all the way from the front line, to the C Suite, and the board with detailed, health, revenue, and lifecycle reporting.

Additional Info

Founder(s)Dave Blake
CEO/PresidentDave Blake
Bootstrapped or Raised?Raised
Year Founded2014
Company TaglineBuilding Relationships that Last
HiringNo