About ClientSuccess
ClientSuccess Features
- Churn Management : Identify and remove non-compliant clients from portfolios without damaging your reputation.
- Email Management : Monitor all communication with your clients in a way that is easily accessible and organized.
- Document Management : Keep track of everything from proposals to meeting minutes, ensuring accuracy.
- Feedback Management : Track customer feedback and use it to improve your services or products.
- Client Management : Keep up with important contacts, including information about past orders, payments, etc.
- Revenue Management : Provides tools for forecasting revenue based on current trends and planned changes in the market.
ClientSuccess Ratings and Reviews
Top Reviews
- Sarah Jane G.Information Technology and Services
ClientSuccess allows me to capture all relevant client information in one place so that it is easy to find and is easily managed. I particularly like the reporting ability and the syncing of emails with client contacts. It creates one source of truth for client information. The Customer Service is also excellent.
- Kent B.VP, Customer
Overall: On an individual user basis, we manage the workflow fairly well out of the software.