360-degree customer view

Consolidates customer usage, adoption, feedback, engagement, and sentiment data into a single account view.

Customer lifecycle management

Manages customers through defined lifecycle stages from onboarding through renewal and expansion.

Collaborative customer onboarding

Structured onboarding workflows that coordinate tasks between internal teams and customers.

Product adoption tracking

Monitors and manages customer product adoption milestones as part of the customer journey.

Renewal management

Insight-driven workflows to track, forecast, and manage customer renewals proactively.

Customer onboarding portals

Branded, purpose-built customer portals that provide a collaborative space for onboarding and project tracking.

Product feedback integration

Captures and transforms product feedback into actionable insights via the Product Signals acquisition.

Salesforce integration

Syncs customer and account data bidirectionally between ClientSuccess and Salesforce CRM.

HubSpot integration

Connects ClientSuccess with HubSpot CRM to share customer data across sales and success teams.

Microsoft Dynamics integration

Integrates with Microsoft Dynamics CRM to pull account and contact data into ClientSuccess.

Zendesk integration

Connects support ticket data from Zendesk into customer health and activity views.

Jira integration

Links Jira issues and project data to customer accounts within ClientSuccess.

Slack integration

Sends ClientSuccess alerts and notifications into Slack channels for team visibility.

Gmail integration

Syncs email communications from Gmail into customer activity timelines in ClientSuccess.

Intercom integration

Pulls Intercom conversation data into customer health and engagement tracking.

Office 365 integration

Syncs email and calendar activity from Office 365 into customer records.

Pendo integration

Imports product usage and in-app engagement data from Pendo into customer health scores.

Zapier integration

Connects ClientSuccess to hundreds of third-party apps via Zapier automation workflows.

Microsoft Teams integration

Delivers ClientSuccess notifications and updates into Microsoft Teams channels.

Automated project templates

Pre-built and customizable project plan templates that automate onboarding and success plan creation.

Lifecycle stage automations

Proactively triggers actions and communications based on customer lifecycle stage transitions.

Automated customer communications

Sends automated emails and messages to customers based on health scores, lifecycle events, or triggers.

Customer health scoring

SuccessScore™ aggregates usage, adoption, feedback, engagement, and sentiment into a single customer health score.

Real-time pulse reporting

Pulse™ provides weekly and real-time reporting on customer health and activity across the portfolio.

NPS analyzer

Net Promoter Score Analyzer™ collects and analyzes NPS survey responses to surface customer sentiment trends.

Engagement insights

Tracks and surfaces customer engagement signals to help CSMs identify at-risk or high-potential accounts.

SmartCS AI co-pilot

SmartCS™ is an AI co-pilot that recommends and automates actions to help CSMs drive customer outcomes faster.

Generative AI

Uses generative AI to assist CSMs with drafting communications, summaries, and other written content.