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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ClientSuccess

    Score8.4 out of 10
    N/AClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.N/A

    Freshsuccess

    Score7.3 out of 10
    N/AFreshsuccess (based on technology acquired by Natero by Freshworks in May 2019) is designed to help Customer Success Managers prevent churn, increase account expansion, and manage more customers with less effort. The vendor says features include: Customer 360 - See customer emails, chats, meetings, support tickets, billing history, and product usage, in one place. Predictive Alerts - Predict which customers are likely to churn, convert, or expand their…

    $79

    per month

    Pricing
    ClientSuccessFreshsuccess
    Editions & Modules
    No answers on this topic
    Estate
    $79 billed annually
    per month per user
    Estate
    $95 billed monthly
    per month per user
    Forest
    $129 billed annually
    per month per user
    Forest
    $150 billed monthly
    per month per user
    Offerings
    Pricing Offerings
    ClientSuccessFreshsuccess
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    ClientSuccessFreshsuccess
    Considered Both Products
    ClientSuccess
    No answer on this topic
    Freshworks Inc
    Chose Freshsuccess
    Gainsight had all of the functionality but had the price tag to match. ChurnZero and ClientSuccess were also very close, and we nearly chose one of those. We didn't love the UI of ChurnZero and ClientSuccess had the best UI by far but was lacking in some of the functionality …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    ClientSuccessFreshsuccess
    Security
    Comparison of Security features of ClientSuccess and Freshsuccess
    Feature
    ClientSuccess
    8.2
    15 Ratings
    8% below category average
    Freshsuccess
    10.0
    5 Ratings
    12% above category average
    Role-based user permissions8.215 Ratings10.05 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of ClientSuccess and Freshsuccess
    Feature
    ClientSuccess
    8.4
    13 Ratings
    3% below category average
    Freshsuccess
    7.1
    6 Ratings
    20% below category average
    API10.010 Ratings7.25 Ratings
    Integration with Salesforce.com9.012 Ratings7.26 Ratings
    Integration with Marketo7.32 Ratings7.01 Ratings
    Integration with Eloqua7.32 Ratings7.01 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of ClientSuccess and Freshsuccess
    Feature
    ClientSuccess
    8.9
    16 Ratings
    0% above category average
    Freshsuccess
    8.6
    6 Ratings
    3% below category average
    Product usage8.414 Ratings8.16 Ratings
    Help desk / support tickets9.412 Ratings9.15 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of ClientSuccess and Freshsuccess
    Feature
    ClientSuccess
    8.6
    17 Ratings
    1% below category average
    Freshsuccess
    7.1
    6 Ratings
    20% below category average
    NPS surveys7.09 Ratings7.02 Ratings
    Sponsor tracking9.411 Ratings7.01 Ratings
    Customer profiles9.017 Ratings7.15 Ratings
    Automated workflow8.917 Ratings8.06 Ratings
    Internal collaboration7.716 Ratings5.35 Ratings
    Customer health scoring9.017 Ratings8.16 Ratings
    Customer segmentation9.016 Ratings7.25 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of ClientSuccess and Freshsuccess
    Feature
    ClientSuccess
    8.4
    17 Ratings
    3% below category average
    Freshsuccess
    7.4
    6 Ratings
    16% below category average
    Customer health trends9.015 Ratings9.16 Ratings
    Engagement analytics8.113 Ratings7.06 Ratings
    Revenue forecasting7.614 Ratings4.44 Ratings
    Dashboards9.017 Ratings9.16 Ratings
    User Ratings
    ClientSuccessFreshsuccess
    Likelihood to Recommend
    7.6
    (18 ratings)
    6.3
    (6 ratings)
    Support Rating
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    ClientSuccessFreshsuccess
    Likelihood to Recommend
    ClientSuccess
    Client Success is well suited to both growing and established companies who know what they want and need to track for their clients. With the broad ability to support numerous accounts, have multiple users, and its custom success cycles to map a clients progress, it would be a great solution for any Client Success team. I think that teams that are unaware of what they need to track wouldn't find Client Success as useful, and organizations that require a large number of custom client descriptions and variables would find certain limitations a barrier to successfully using this tool.
    Incentivized
    Read full review
    Freshworks Inc
    Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.
    Incentivized
    Read full review
    Pros
    ClientSuccess
    No answers on this topic
    Freshworks Inc
    No answers on this topic
    Cons
    ClientSuccess
    • The support view takes a few steps to get to the meat and potatoes.
    • The success score model can be improved to include smaller one-off campaigns. Success score is good for a campaign that has existed for a while but not for the one-off projects.
    Incentivized
    Read full review
    Freshworks Inc
    No answers on this topic
    Support Rating
    ClientSuccess
    They are SUPER responsive...even for late night inquiries.
    Incentivized
    Read full review
    Freshworks Inc
    No answers on this topic
    Alternatives Considered
    ClientSuccess
    No answers on this topic
    Freshworks Inc
    No answers on this topic
    Return on Investment
    ClientSuccess
    • Within the first week, leadership was able to have more visibility into the lifestage and health score of each client
    • We needed to become more proactive as an organization and this platform has allowed us to do so with real-time metrics and reporting.
    • We needed to find a way to scale our approach, especially as our Client Success organization continues to grow, and this is already helping.
    Read full review
    Freshworks Inc
    • Visibility - We can now see in one place the many dimensions of customer health
    • Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
    • Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time
    Incentivized
    Read full review
    ScreenShots

    Freshsuccess Screenshots

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