vioscaleAI
Customer SuccessUnclaimed

ClientSuccess

AI-powered automation platform for customer success management

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Vendor
ClientSuccess
Also known as
clientsuccess

Available worldwide · Popular in: US, GB, EU

What is ClientSuccess?

A cloud-based SaaS platform that streamlines customer success operations through automated workflows, intelligent health scoring, customer data consolidation, and lifecycle management to help teams reduce churn and expand revenue.

Independently observed

ClientSuccess pricing

Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.

Pricing as of verify at live pricing ↗Independently observed
Quote-based

Startup

Contact sales
Contact sales

Essential features for early-stage and small organizations

assigned_csm
1
max_customers
10
  • Client 360 Dashboard
  • Integration Library
  • Playbooks
  • Health Scoring
  • Automations
  • Customer Goal / KBO Tracking
  • Customer Portal

SMB / Mid-Market

Contact sales
Contact sales

Expanded features for growing organizations

assigned_csm
3
max_customers
50
  • Client 360 Dashboard
  • Integration Library
  • Playbooks
  • Health Scoring
  • Automations
  • Customer Goal / KBO Tracking
  • Assigned CSM
  • Custom Dashboards / Reports
  • Customer Portal

Enterprise

Contact sales
Contact sales

Comprehensive platform with all features and enterprise-level support

max_full_licenses
unlimited
  • Client 360 Dashboard
  • Integration Library
  • Playbooks
  • Health Scoring
  • Automations
  • Customer Goal / KBO Tracking
  • Assigned CSM
  • Custom Dashboards / Reports
  • Customer Portal
  • Onboarding

Add-ons

  • Custom Dashboards / Reports
  • Meeting Intelligence
  • Automation & AI
  • Customer Onboarding Portals

What ClientSuccess does

The capabilities that matter for customer success, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.

Capabilities
Multi dimensional customer health scoring
✓
Automated workflow playbook orchestration
✓
Qbr business review slide auto generation
-
Nps csat survey native collection
-
Product telemetry event ingestion
-
Revenue mrr expansion churn forecasting
-
Salesforce hubspot CRM sync
✓
Zendesk intercom helpdesk sync
✓
Segment amplitude telemetry sync
-
SOC2 type ii
✓
ISO 27001
-
Pricing model
-
Independently observed

Platform & deployment

Independently observed
Platforms
  • Web
Deployment
  • Cloud / SaaS

Integrations (48)

Independently observed
crm
  • Dynamics
  • Zoho
  • Pipedrive
support
  • Zendesk
  • Freshdesk
  • HelpScout
project_management
  • Jira
email
  • Gmail
productivity_suite
  • Office 365
product_analytics
  • Pendo
  • Mixpanel
chat
  • Microsoft Teams
itsm
  • ServiceNow
feedback
  • UserVoice
surveys
  • Medallia
  • Delighted
  • AskNicely
product_management
  • Productboard
data_platform
  • Segment
  • Salesforce
  • Slack
  • Zapier
  • HubSpot
  • AWS
  • Google Cloud Platform
  • Microsoft
  • Intercom
  • Twilio
  • Sendgrid
  • Postmark
  • SentinelOne
  • Atlassian
  • Maxio
  • Stripe
  • Datadog
  • New Relic
  • Google Analytics
  • Higher Logic
  • Domo
  • Amazon Bedrock
  • Algolia
  • Recall.ai
  • Cloudinary
  • WorkOS
  • Flatfile
  • Google Workspace
  • Cloud Identity
  • Claude→•

Security & compliance

Independently observed
  • SOC 2 Type II · Type IIactive

ClientSuccess FAQ

Common questions about ClientSuccess, answered from independent, dated evidence.

What is ClientSuccess?

A cloud-based SaaS platform that streamlines customer success operations through automated workflows, intelligent health scoring, customer data consolidation, and lifecycle management to help teams reduce churn and expand revenue. It is indexed under Customer Success.

Source: https://www.clientsuccess.com/pricing

How much does ClientSuccess cost?

ClientSuccess does not publish its prices. Pricing is quoted on request, across 3 plans (Startup, SMB / Mid-Market and Enterprise), so the figure depends on your seat count and requirements. We record this as a pricing-transparency signal rather than guessing a number. Pricing changes often, so verify at source before relying on it.

Source: https://www.clientsuccess.com/pricing

What platforms does ClientSuccess support?

We have confirmed browser-based access to ClientSuccess. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.

Source: https://www.clientsuccess.com/pricing

Can ClientSuccess be self-hosted?

We have only confirmed a cloud / SaaS deployment for ClientSuccess, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.

Source: https://www.clientsuccess.com/pricing

What does ClientSuccess integrate with?

We have confirmed 46 integrations for ClientSuccess, including Salesforce, Slack, Zapier, HubSpot, AWS, Google Cloud Platform, Microsoft and Intercom, plus 38 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.

Source: https://www.clientsuccess.com

What security certifications does ClientSuccess have?

We have independently confirmed SOC 2 and GDPR for ClientSuccess. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as ClientSuccess not holding them. Always confirm compliance directly before you rely on it.

Source: https://www.clientsuccess.com/security-compliance

Where is ClientSuccess available?

ClientSuccess is available worldwide. The vendor is headquartered in the United States.

Source: https://www.clientsuccess.com/pricing

ClientSuccess alternatives

Other customer success we track, ranked by the same independent score.

All ClientSuccess alternatives, ranked →

Compare ClientSuccess

Side by side against other customer success, attribute by attribute, with a source on every value.

Independent · unbought · dated

The vioscaleAI score: one lens on the evidence

Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for ClientSuccess, not the verdict.

Balanced composite 40 / 100
low · 39%
Signal contributions to the composite score
SignalScoreWeightContributionEvidence
Capabilities750.053.6✓
Security posture450.073.3✓
Integrations410.041.7✓
Price level00.050.0-
Reliability00.070.0-
Pricing transparency00.080.0✓

Computed . Re-weight it by intent, or see the full method.

All data & sourcesshow ↓

Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.

Content

AttributeValueEvidence
Faq7 itemsmediumsource · 2026-09-10 · 64%

Features

AttributeValueEvidence
CapabilitiesSoc2 type ii, Salesforce hubspot crm sync, Zendesk intercom helpdesk sync, Automated workflow playbook orchestration, Multi dimensional customer health scoringmediumsource · 2026-09-29 · 60%

Integrations

AttributeValueEvidence
Count25mediumsource · 2026-09-06 · 60%

Market

AttributeValueEvidence
AvailabilityPrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: …highsource · 2026-09-29 · 75%

Pricing

AttributeValueEvidence
Free tierNomediumsource · 2026-08-19 · 60%
Modelquotemediumsource · 2026-08-19 · 60%
Price levelunknownmediumsource · 2026-08-19 · 60%
TransparentNomediumsource · 2026-08-19 · 60%

Security

AttributeValueEvidence
GdprYeshighsource · 2026-09-29 · 75%
Soc2Yeshighsource · 2026-09-29 · 75%
CertificationsSOC 2 Type IImediumsource · 2026-09-29 · 60%
Trust centerhttps://www.clientsuccess.com/security-compliancemediumsource · 2026-09-29 · 60%
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