ClientSuccess
5.7#7 in customer success platforms for saasWeb
VisitClientSuccess vs Vitally
What both publish
| Fact | ClientSuccess | Vitally |
|---|---|---|
| Integrations | Listed integrations include Salesforce, HubSpot, Zoho, Pipedrive, Slack, Microsoft Teams, Gmail, Outlook, Zendesk, Jira, Pendo, Mixpanel, Zapier, and Stripe. | Vitally says it offers 30+ integrations, including Salesforce, HubSpot, Intercom, Slack, Stripe, and Snowflake. |
| Security | ClientSuccess states it is SOC 2 Type II certified and makes audit reports available to customers and prospects under NDA. | Vitally states that data at rest is encrypted with AES-256, data in transit uses TLS, and it undergoes annual third-party penetration testing. |
| Trial | ClientSuccess says it does not offer a self-serve free trial or free plan, and instead offers a personalized demo and proof-of-concept process. | The pricing page says prospective customers can try the product in a dedicated trial sandbox with their customer data and team; it does not state the trial duration. |
ClientSuccess plans
- Enterprise PackagePriced on request
- Growth PackagePriced on request
- Startup PackagePriced on request
Vitally plans
- High-TouchPriced on request
- Hybrid-TouchPriced on request
- Tech-TouchPriced on request
Pick ClientSuccess if…
ClientSuccess targets organizations managing customer relationships, from smaller startups to SMBs, mid-market teams and large enterprises. It suits teams that need customer health, onboarding and lifecycle management tools.
Pick Vitally if…
Vitally is aimed at Customer Success teams using one-to-many, PLG, hybrid, or one-to-one engagement models. It suits teams needing health scoring, playbooks, renewal tracking, and customer collaboration.