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
- Katye H.Small-Business(50 or fewer emp.)
Ease-of-use. Those streamlined features that make updating tasks fast and one-click workflows. Review collected by and hosted on G2.com.
- Anonymous Reviewer
Now for the admin end.. CS can be a little buggy and tends to cause problems in our org from time to time. They're good about addressing the issues, but it'd be nice if those issues didn't come up so often.










