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.
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.
Location: United States, Utah, Lehi
Employees: 11-50
Phone: +1 801-900-5094
Total raised: $3M
Founded date: 2014
Investors 5
| Date | Name | Website |
| - | Seven Peak... | sevenpeaks... |
| 26.10.2022 | Techstars | techstars.... |
| 09.10.2025 | Cervin | cervin.com |
| - | LaunchCapi... | launchcapi... |
| - | Select Ven... | selectvent... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 28.10.2015 | Seed | $2M | - |
| 02.12.2014 | Seed | $1M | - |
Persons 1
| Date | First Name | Last Name | Title | |||
| - | Jesse | Goerz, P.E... | Software A... | linkedin.c... | - | - |
Mentions in press and media 18
| Date | Title | Description |
| 10.03.2026 | Customer Success Technology: Health Scoring, Predictive Analytics, and Revenue Expansion Platforms | Share Share Share Share Email A B2B SaaS company providing supply chain management software to mid-market manufacturers with annual contract values averaging $84,000 discovers through a retention analysis that 34 percent of customer churn o... |
| 14.01.2025 | ClientSuccess Acquires Product Signals to Transform Product Feedback into Actionable Insights and Unify Post-Sales Teams | ClientSuccess has acquired Product Signals, a leading platform for product feedback and feature request management. This acquisition marks a significant step in ClientSuccess' mission to build a fully integrated suite of products that unite... |
| 01.07.2024 | Clientsuccess Acquires Baton | ClientSuccess, a Lehi, UT-based provider of a customer success platform, acquired Baton, a provider of a customer onboarding and implementation platform. The amount of the deal was not disclosed. This acquisition further accelerates ClientS... |
| 27.06.2024 | Clientsuccess Acquires Baton To Offer World-Class Onboarding & Implementation Solutions | Clientsuccess Acquires Baton To Offer World-Class Onboarding & Implementation Solutions ClientSuccess has acquired Baton, a leading customer onboarding and implementation platform, to enhance their customer success offerings. This strat... |
| 29.05.2023 | ClientSuccess Introduces SmartCS AI-Powered Customer Success Insights & Actions | ClientSuccess, a leading customer success software provider, has announced the launch of SmartCS, its groundbreaking AI-driven solution designed to empower customer success managers and executives with data-driven insights, optimized workfl... |
| 23.05.2023 | ClientSuccess Introduces SmartCS™: AI-Powered Customer Success Insights & Actions | "Every innovative feature of SmartCS is designed to maximize efficiency, optimize workflows, and turn insights into action.” SILICON SLOPES, Utah (PRWEB) May 23, 2023 ClientSuccess, a leading customer success software provider, has ann... |
| 22.06.2022 | Advice for Aspiring Entrepreneurs from Cervin Founders | Many people have aspirations of becoming an entrepreneur. They are driven to start, run, and grow their own business. However, as anyone who has actually started their own company can tell you, it’s no easy task, there's often a lot of tria... |
| 24.05.2022 | Cervin Founders on Entrepreneurial Inspiration | There are many reasons why a founder is motivated to start out on the entrepreneurial journey. For some, it’s the desire to solve a problem they’ve encountered in their professional experience, for others it’s the thrill of building somethi... |
| 27.09.2021 | Cervin Founder Spotlight: Rajeev Shah of Celona | - |
| 27.09.2021 | Cervin Founder Spotlight: Rajeev Shah of Celona | Rajeev Shah is the co-founder and CEO of Celona, the enterprise 5G company focused on accelerating the adoption of business-critical apps on enterprise wireless and helping organizations implement a new generation of digital business initia... |
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