Altify

Aviso

DemandFarm

CustomerSuccessBox

Chorus AI

ClientSuccess is a customer success software that was designed to make it easy for businesses of all sizes to improve their customer service process.

ClientSuccess Alternatives and Competitors. Best Alternatives for ClientSuccess are Catalyst, Aviso, Altify, Kapta, & Gainsight

Top ClientSuccess Alternatives & Competitors For 2023

ClientSuccess is a powerful customer success software that can help you to improve the customer experience. The platform is designed to help SaaS companies retain, manage, and grow their existing customer base with ease, and quickly. It offers many features such as chat, email, and phone support, which enables you to provide exceptional service for your customers.

Additionally, it provides information about how your customers are using your product or service so that you can make improvements more quickly. ClientSuccess also helps with problem-solving by providing step-by-step instructions on how to resolve common issues. And, it acts as an advocacy center for your business by helping you build relationships with key consumers and advocates. By taking advantage of all these features and tools, you can maximize the effectiveness of your customer success initiatives!

The platform currently offers a unique solution, called ClientSuccess Goals that help businesses collaborate with their customers to achieve desired outcomes, goals, and success criteria. All these Goals have been designed to align with S.M.A.R.T. goal-setting practices - specific, measurable, attainable, relevant, and time-based. Also, the platform offers global reporting capabilities with actionable insights into concerns, outcomes, successes, goal statuses, and more. This apart, users can measure customer objectives in a transparent and collaborative way to deliver tangible value.

Benefits of ClientSuccess

Some of the most notable benefits of ClientSuccess include

<ul>
	<li>It tracks the progress of customer interactions and helps in resolving any issues that may arise.</li>
	<li>Provides insights into what works well and what needs improvement for future customer interactions.</li>
	<li>Automatically sends relevant messages that can boost engagement and encourage customers to return again.</li>
	<li>Easily track and report on your customer&#39;s interactions with your product or service. This will help you to determine which channels are performing best and identify any areas in which you need to improve your marketing strategy.</li>
	<li>ClientSuccess helps you manage your customer&#39;s journey from start to finish. This includes everything from creating custom flows and workflows for onboarding new users, to managing communication channels and queues, etc.</li>
</ul>

Users may monitor subscription renewals, client engagement solutions, and application opportunities for growth and expansion with ClientSuccess.com, a website that connects to CRM, support, social media, and communication platforms; a tailored scorecard for each customer that tracks their progress through the organization.
 
​​​​​

Identify and remove non-compliant clients from portfolios without damaging your reputation. 

Churn Management 

Monitor all communication with your clients in a way that is easily accessible and organized.

Email Management 

Keep track of everything from proposals to meeting minutes, ensuring accuracy.

Document Management 

 Track customer feedback and use it to improve your services or products. 

Feedback Management

Keep up with important contacts, including information about past orders, payments, etc. 

Client Management 

 Provides tools for forecasting revenue based on current trends and planned changes in the market. 

Revenue Management

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

ClientSuccess

Individual Plan

Enterprise Plan

ClientSuccess Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top ClientSuccess Alternatives

ClientSuccess Pricing and Packages For 2023

ClientSuccess is one of the highly rated software from Sales category. Know the best features of ClientSuccess that are rated by the highest no. of users.

ClientSuccess Reviews and Ratings - Sep 2023 

ClientSuccess is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the ClientSuccess features and it’s benefits

About ClientSuccess - Overview and Features

Catalyst CS software is designed to make it easy for you to manage and optimize your customer relationships.

Catalyst Alternatives and Competitors. Best Alternatives for Catalyst are ClientSuccess, Planhat, HubSpot Sales Hub, Gainsight, & Rocketlane

Top Catalyst Alternatives & Competitors For 2023

Catalyst is the best customer success platform because it was built by CS leaders for CS teams. It offers a comprehensive, easy-to-use solution that helps your team manage and track customer feedback, issue resolutions, and support interactions in one central location. Catalyst also provides valuable insights into how users are using your products or services and can help you to improve user experience (UX) throughout the entire product journey.

From managing churn, contacting inactive customers, and diagnosing issues, to providing solutions and driving continuity of contact, Catalyst helps teams achieve their objectives faster and more efficiently. It provides the tools and resources necessary to deliver outstanding customer experiences, build recurring loyalty, and drive growth for your business. Users may build page designs and dashboards that display critical data without the need of an administrator with Catalyst. In addition, users may review product performance data, service/support tickets, Salesforce field data, and email communications on a single platform to get information about clients. In addition, you may keep up to date by doing things like task completion, emails, call notes, and other tasks.

<h3>Benefits of Catalyst</h3>

Some of the most notable benefits of Catalyst include:

<ul>
	<li>It helps in building customer relationships that are long-lasting and profitable.</li>
	<li>Helps in identifying and resolving customer issues quickly, eventually building better customer relationships.</li>
	<li>Streamlines the customer support process, so that you can handle more customers at a time with ease.</li>
	<li>The software makes it easy to manage customer interactions and track the progress of customer engagements.</li>
	<li>Catalyst offers insights into how well your marketing efforts are performing and provides actionable insights on how to improve them.</li>
</ul>

With Catalyst, you can easily see all of your customer data in one place and respond to any issues or questions that your customers may have. This information is integrated with your entire tech stack so that you can have a &quot;single pane of glass&quot; view of your customers. This way, you no longer need 10+ tabs open in your browser at one time - everything is conveniently accessible from within Catalyst. It integrates with Salesforce CRM, Segment Analytics, Zendesk, Slack, S3, Mixpanel, Snowflake, etc. ​​

Keep track of all the relevant contact information for each of your customers.

Account Management 

Makes it easy to gather feedback from your customers both online and offline.

Feedback Management 

Provides a centralized location where you can easily add new contacts or respond to inquiries.

Contact Management

Analyze your sales data in order to identify trends and make better strategic decisions. 

Send personalized emails based on specific criteria such as lead status or purchase history. 

Email Management

Provide detailed information about your overall business performance for better optimization. 

Performance Metrics

Catalyst

<ul>
	<li>Industry-leading customer success management and technical support</li>
	<li>Dedicated implementation and onboarding</li>
	<li>All of the above resulting in our unmatched 98% CSAT</li>
	<li>Enterprise-ready features and integrations</li>
	<li>Priority access to Catalyst community programs</li>
	<li>Exclusive access to the Catalyst Customer Community</li>
	<li>Includes training videos, certifications, collaboration, and more!</li>
</ul>

Catalyst Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Catalyst Alternatives

Catalyst Pricing and Packages For 2023

Catalyst is one of the highly rated software from Sales category. Know the best features of Catalyst that are rated by the highest no. of users.

Catalyst Reviews and Ratings - Sep 2023 

Catalyst is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Catalyst features and it’s benefits

About Catalyst - Overview and Features

Planhat Customer Success software allows businesses to track and manage their customer journeys from start to finish. 

Planhat Alternatives and Competitors. Best Alternatives for Planhat are ClientSuccess, Catalyst, & Gainsight

Top Planhat Alternatives & Competitors For 2023

Planhat is a customer success platform that allows businesses to manage their customer experience from one central location. Using Planhat, companies can identify and analyze how their customers are interacting with their products or services, track the progress of transactions and interactions, measure sentiment analysis, and more. This information can then be used to optimize customer engagement strategies and improve the overall user experience. Planhat also provides reporting capabilities that allow business owners to understand key performance indicators (KPIs) such as conversion rates or satisfaction levels. 
 
By using Planhat&#39;s tools, you can track how your products are performing in relation to your competitor&#39;s offerings; get feedback from customers about what they like or don&#39;t like about your product; understand which of your marketing efforts are working well; see where potential problems lie with regards to delivery or fulfillment; identify issues early so that they can be resolved before they lead to dissatisfied customers; monitor account activation rates for fraud prevention purposes; research alternative sales channels for future opportunities. In short, by using Planhat&#39;s tools, you can make sure that every aspect of customer engagement is handled precisely and efficiently so as not to upset or frustrate those who have purchased from you in the past or might do so in the future. 
 
Planhat helps users bring all their customer data to a single place for secure, and actionable 360 views. It is designed for everyone from the CSM to the C-Suite. Also, using the Automations users can build everything from simple alerts to custom bots, time-saving triggers, and integrations. The presentation layer helps with the storylining of slides, while the BI tool allows teams to share powerful analytics via the Portal. 
 
Benefits of Planhat:

<ul>
	<li>It has a dashboard that lets you see all the pertinent data in one place.</li>
	<li>Captures all the relevant customer data and builds a 360-degree view of the customer.</li>
	<li>Easily add new channels such as social media, email, and chat to your support process.</li>
	<li>It tracks all the conversations, activities, and changes made to the customer account.</li>
	<li>It helps you identify and resolve customer complaints early, to improve the overall customer experience.</li>
</ul>

 
 
Planhat can help companies to focus their efforts on the customers&#39; needs rather than on resolving issues themselves. Additionally, it allows companies to track progress and measure results against targets set during planning stages. Planhat integrates with Hubspot CRM, Salesforce, Pipedrive, Google Calendars, Gmail, Slack, Intercom, Snowflake, and other product analytics, and productivity tools and applications.

Provides insights into customer activities and helps identify issues impacting their experience. 


Ad hoc Reporting

Measure progress against key goals, identify problems early on and make changes accordingly. 


Key Performance Indicators

Lets you add, manage and track your customer relationships.


Account Management

Create long-term plans that outline objectives and strategies for future growth.


Strategic Planning

Identifies opportunities and tracks progress in achieving target sales goals. 


Forecast future trends, make well-informed decisions, and monitor results over time. 


Predictive Analytics

Planhat

Planhat Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Planhat Alternatives

Planhat Pricing and Packages For 2023

Planhat is one of the highly rated software from Sales category. Know the best features of Planhat that are rated by the highest no. of users.

Planhat Reviews and Ratings - Sep 2023 

Planhat is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Planhat features and it’s benefits

About Planhat - Overview and Features

Rocketlane makes it easy for businesses to onboard new customers, track and maintain customer relationships, and measure the effectiveness of customer engagement programs.

Rocketlane Alternatives and Competitors. Best Alternatives for Rocketlane are ProofHub, Runrun.it, Workzone, Airtable, & Asana

Top Rocketlane Alternatives & Competitors For 2023

Rocketlane is a leading collaborative customer onboarding solution that provides businesses with the ability to easily and seamlessly merge online and offline customer data. This helps businesses in terms of increasing conversion rates, improving retention rates, and reducing churn. The software also allows for enhanced communication between customers, agents, sales reps, support staff members, and executives by automating customer feedback surveys. In addition to this centralized communication platform, Rocketlane offers actionable insights so that everyone can understand what&#39;s driving positive or negative behavior within your customer base.

The platform offers comprehensive tracking capabilities so you can see which steps are taking longer than expected, or which interactions are generating high levels of engagement. Plus, it provides automated notifications when new accounts have been created or updates are made to existing ones. This powerful tool makes it easy for companies to deliver an exceptional customer experience from start to finish, and it helps reduce churn rates by providing a smooth transition into your business system. You can see how many customers you have onboard, the percentage of active users, and more. This will help you to identify any problems or issues early so that they do not impact your overall project success.

Rocket lane has been designed for small to medium-sized businesses (SMBs) who want to address the challenges associated with providing excellent service while keeping costs low. With its easy-to-use interface, Rocketlane makes it simple for companies to manage all aspects of customer onboarding in one place.

Benefits of Rocketlane:

Some of the most notable benefits of Rocketlane include:

<ul>
	<li>Lets you measure the effectiveness of your customer onboarding strategy.</li>
	<li>CSAT assists in setting milestones and tracking progress towards them.</li>
	<li>Status updates help you keep track of the progress of your customer onboarding process.</li>
	<li>It keeps track of all the customer interactions so that you can understand how they are feeling about the product.</li>
	<li>Offers a dashboard that helps you keep track of the status and progress of your customer onboarding process.</li>
</ul>

Rocketlane has a &lsquo;Try for Free&rsquo; option that allows you to test the functionality and functions of the product before purchasing it. Each team member&#39;s monthly (annually billed) basic plan costs $19. Jira, Salesforce, Zapier, and other major platforms are integrated with it.
​​​

Helps you to connect with and interact directly with your customers.

Client Portal  

Lets you track the progress of your interactions and collect feedback.

Customer Experience Management 

Lets you respond in a timely manner to positive or negative incidents.

 Makes it easy to identify problem areas and make necessary changes.

Reporting Function

Create customized user-profiles/guides for new customers for an efficient onboarding process. 

Template Management 

Assign specific users or groups rights and access to different parts of the system.

Role-Based Permissions 

Rocketlane

Features

<ul>
	<li>Branded Customer Portal</li>
	<li>Project and Document Templates</li>
	<li>Customer approvals</li>
	<li>Customer login via magic link</li>
	<li>Status updates</li>
	<li>Timesheets</li>
	<li>Time tracking report</li>
	<li>Project Chat</li>
	<li>All Tasks view (Gantt, List, Kanban)</li>
	<li>Zapier Integration</li>
	<li>Actionable emails</li>
	<li>CSAT</li>
	<li>CSAT Reports</li>
</ul>

Professional

Everything in Professional, plus

<ul>
	<li>Task custom fields</li>
	<li>Project custom fields</li>
	<li>Task custom statuses</li>
	<li>Salesforce integration</li>
	<li>Project baseline (Coming soon)</li>
	<li>Jira integration</li>
	<li>Custom domains</li>
	<li>Project performance report</li>
	<li>API</li>
	<li>Custom dashboard</li>
	<li>Merge templates</li>
	<li>Dynamic templates</li>
</ul>

Premium

Everything in Premium, plus

<ul>
	<li>Premium support</li>
	<li>Custom Onboarding and training</li>
	<li>API - Advanced rate limits</li>
	<li>Custom email domain</li>
	<li>Single Sign-On (SSO)</li>
	<li>People performance report</li>
	<li>Unlimited Automations for Salesforce integration</li>
</ul>
 
 
​​​​​​​

Enterprise

Rocketlane Pricing: Basic & Enterprise Plans For Small, Medium and Large Businesses Billed Monthly & Yearly. Compare the cost with top Rocketlane Alternatives Free Trail Available

Rocketlane Pricing and Packages For 2023

Rocketlane is one of the highly rated software from ERP category. Know the best features of Rocketlane that are rated by the highest no. of users.

Rocketlane Reviews and Ratings - Sep 2023 

Rocketlane is a ERP, Project Management platform designed to help businesses grow. Know the Rocketlane features and it’s benefits

About Rocketlane - Overview and Features

Gainsight&rsquo;s Customer Success and Product Experience Software is a cloud-based platform that helps companies to manage their customer success and product experience. This includes everything from understanding how customers interact with your products, to resolving issues or complaints. The software also provides insights into how users are using your products, what problems they&#39;re experiencing, and more. Additionally, it offers tools for improving customer engagement and reducing churn rates. 
 
The platform is designed to help companies in streamlining processes in connection with retention, onboarding, workflow management, and support management, by analyzing customers&#39; journeys across various channels. Gainsight also offers white-label solutions that help in creating personalized surveys using templates, with additional features like sending automatic follow-up reminders and analyzing customer responses via ML technology and text analysis. 
 
Gainsight offers a variety of features that can help you to improve the customer experience and product! Some of these include account planning, targeted campaigns, interaction tracking, alerts, goal management, and more. 
 
By using this software in conjunction with other marketing channels like email marketing or social media campaigns, you can ensure that your customers have an enjoyable experience from start to finish. Additionally, it is important to keep track of how your customers are interacting with your products so that you can make necessary adjustments as needed. By doing this consistently over time, you will be able to build a strong relationship with your customers and achieve desired outcomes accordingly. Moreover, businesses can also record and send short videos to improve customer engagement by using video messaging tools. 
 
Benefits of Gainsight :

<ul>
	<li>Analyzing your customer behavior to identify trends and patterns.</li>
	<li>Map out your customer&#39;s journey from the engagement stage to the post-purchase stage.</li>
	<li>Monitor customer feedback and responses to product changes.</li>
	<li>Understand how your customers are using your product.</li>
	<li>Create engaging experiences for your customers.</li>
	<li>It makes it easy for you to connect with your customers and respond to their queries.</li>
	<li>You can use it to improve customer retention rates and customer satisfaction rates.</li>
	<li>Allows businesses to organize and manage training and new operation implementation processes via documents, walkthroughs, video tutorials, etc.</li>
</ul>

 
 
Gainsight CS supports integrations with a wide range of third-party applications such as Slack, Microsoft Dynamics 365, SAP CRM, SurveyMonkey, Salesforce, Google Analytics, HubSpot, Zoho CRM, Pipedrive, Zendesk, Marketo Engage, Pendo, and others.

Manage your accounts with ease like managing customer profiles and creating customer journeys.


Provides insights into how happy your customers are with your products or services.


Track revenue generated by each product or service offering within your organization.


View positive or negative sentiment in replies to surveys and questionnaires. 

Sentiment Analysis

Administer polls or surveys across multiple channels (email, website forms, social media posts). 


Survey/Poll Management

Track the performance of your emails, Landing Pages, and Social Media posts across channels.


Campaign Management

Gainsight

Gainsight is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Gainsight features and it’s benefits

Gainsight Overview

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