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ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true customer success management platform provides actionable insights, rich customer analytics, and best practices that will change your company.
We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. You succeed when your customers succeed. In the day of big data, don’t forget that its people using your product. There are a lot of services offering to tell you what they’re doing, but that’s not enough. You need to know why. That’s how you reduce churn and increase revenue.
ClientSuccess is a simple yet sophisticated solution that both the front-line CSMs and the Executive team will love. For the CSMs, we bring together the tools, best practices, insights and analytics they need to proactively manage their customers. For the Executives, we deliver the deep analytics, metric and reports to provide a comprehensive view of the health of their SaaS business. Our clients love to use our solution. Every day, all day.
HQAmerican Fork, US

Latest Updates

Employees (est.) (Oct 2020)29(+4%)
Cybersecurity ratingAMore

ClientSuccess Office Locations

ClientSuccess has offices in American Fork and Lehi
American Fork, US (HQ)
313 S 740 E St #2
Lehi, US
2901 Bluegrass Blvd #420
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ClientSuccess Financials and Metrics

Summary Metrics

Founding Date


ClientSuccess total Funding

$3.3 m

ClientSuccess latest funding size

$2.20 m

Time since last funding

5 years ago

ClientSuccess investors

ClientSuccess's latest funding round in October 2015 was reported to be $2.2 m. In total, ClientSuccess has raised $3.3 m
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ClientSuccess Cybersecurity Score

Cybersecurity ratingPremium dataset



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ClientSuccess Online and Social Media Presence

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ClientSuccess Blogs

What is Your Company’s Large Account Management Process?

When a SaaS organization is in the midst of scaling, there comes a time when there starts to be a clear differentiation between SMB customers and enterprise customers. Traditionally, the lines between small and medium-sized businesses and enterprise organizations are… The post What is Your Company’s…

How to Get Started With a New Customer Success Platform

You’ve done your research, gone through the sales cycle, and made your decision. Now, the day is finally here – your team is finally implementing your new customer success platform. First of all, congratulations! Making the decision to invest in… The post How to Get Started With a New Customer Succe…

Customer Churn Software: Can You Improve Customer Relationships During a Crisis?

If customer success leaders can agree on anything it’s that 2020 has been anything but normal. Luckily, many organizations have faced the ongoing crisis by quickly pivoting to new value-based initiatives or doubling down on customer-focused solutions. No matter how… The post Customer Churn Software:…

4 Steps to Mapping Your Customer’s SaaS Journey

For customer success leaders, achieving long-term customer satisfaction and value is a top priority and drives many team decisions. Sometimes, however, it can be hard to distinguish which strategic decisions will drive customer value forward and which are just ‘spur… The post 4 Steps to Mapping Your…

7 Customer Success Platform Features You May Be Missing Out On

A lot has been said about the shift to cloud and SaaS-based vendors over the last few years, and this trend is alive and well in the customer success sector. Platforms and solutions designed to increase the efficiency and effectiveness… The post 7 Customer Success Platform Features You May Be Missin…

Is Your Customer Success Platform Future-Proof?

Over the last decade or so, the role of the Customer Success Manager has exploded, due in large part to SaaS organizations and updated onboard models. While this industry growth has resulted in increased levels of customer satisfaction, it has… The post Is Your Customer Success Platform Future-Proof…
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ClientSuccess Frequently Asked Questions

  • When was ClientSuccess founded?

    ClientSuccess was founded in 2014.

  • How many employees does ClientSuccess have?

    ClientSuccess has 29 employees.

  • Who are ClientSuccess competitors?

    Competitors of ClientSuccess include Intercom, Rebar Technology and Edenred.

  • Where is ClientSuccess headquarters?

    ClientSuccess headquarters is located at 313 S 740 E St #2, American Fork.

  • Where are ClientSuccess offices?

    ClientSuccess has offices in American Fork and Lehi.

  • How many offices does ClientSuccess have?

    ClientSuccess has 2 offices.