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
- Holly S.Computer Software
I really like how it automatically links with my inbox, meaning I save so much time instead of having to manually add every email correspondence into Client Success. I also like being able to personalise what I see on my dashboard and the ease of use of the success cycles and pulses
- Verified User in Building MaterialsMid-Market(51-1000 emp.)
Client Success, like many CRMs is quite new. So a lot of the functionalities that my company needs is not quite there yet. Review collected by and hosted on G2.com.