# ClientSuccess

> ClientSuccess is a privately held B2B SaaS company in Lehi, Utah, whose post-sales software helps customer success teams bring account data together, measure customer health, standardize lifecycle playbooks, manage onboarding and renewals, capture product feedback, and act on churn or expansion signals. Its suite combines the core ClientSuccess platform with Baton for onboarding and implementation, Product Signals for feedback management, and SmartCS AI features for summaries, communication, analysis, and meeting intelligence. The company sells guided, quote-based subscriptions to startups, mid-market businesses, and enterprises, positioning ease of use and implementation as alternatives to heavier customer-success platforms.

- **Founded:** 2014
- **Headquarters:** Lehi, Utah, United States
- **Founders:** Dave Blake (Founder and CEO)
- **Team size:** 11-50 employees
- **Products:** ClientSuccess Customer Success Platform, SmartCS AI, Baton, Product Signals
- **Notable:** Named a Leader in both Customer Success and Client Onboarding in G2's Fall 2023 reports., Earned 13 G2 badges in Fall 2023, including Most Implementable for Customer Success., Expanded from a core customer-success platform into onboarding and product-feedback management through three acquisitions from 2023 to 2025.

## Products & services

- **ClientSuccess Customer Success Platform** — A customer system of record for 360-degree account views, health scoring, lifecycle playbooks, engagement tracking, NPS, goals, renewals, revenue reporting, automation and integrations.
- **SmartCS AI** — AI features for NPS analysis, Pulse and engagement summaries, email assistance, segment analysis, meeting recording, transcription, summaries and next actions.
- **Baton** — Customer onboarding and implementation software with collaborative portals, milestones, tasks, documents, project templates and progress visibility; acquired in 2024.
- **Product Signals** — Product-feedback and feature-request management that enriches feedback with customer, renewal, revenue and risk context; acquired in 2025.

## Achievements

- Named a Leader in both Customer Success and Client Onboarding in G2's Fall 2023 reports.
- Earned 13 G2 badges in Fall 2023, including Most Implementable for Customer Success.
- Expanded from a core customer-success platform into onboarding and product-feedback management through three acquisitions from 2023 to 2025.
- Reported nearly 50 customers within roughly a year of its late-2014 launch.
- Public case studies report AddShoppers increasing revenue retention from 90% to 103%, Plum Voice reducing churn by 70%, and MURAL cutting recurring account work from two hours to 15 minutes.

## Latest updates

- **2026-06** — Published a refreshed product help center covering ClientSuccess, Baton, Product Signals, SmartCS AI and a Workato-powered integration platform.
- **2026-05** — Expanded public education around results-based customer success, time-to-value and AI fluency for CSM teams.
- **2026-05** — Added an option for Meeting Intelligence to generate a customer Pulse automatically from processed meeting output.
- **2025-01** — Acquired Product Signals to connect feature-request management with customer, revenue, renewal and risk data.
- **2024-06** — Acquired Baton, adding a stand-alone and integrated customer onboarding and implementation product.

## Links

- Website: https://www.clientsuccess.com
- LinkedIn: https://www.linkedin.com/company/clientsuccess
- Twitter/X: https://twitter.com/clientsuccess
- YouTube: https://www.youtube.com/c/Clientsuccess
- Facebook: https://www.facebook.com/clientsuccess

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Profile page: https://yespress.io/clientsuccess
Published by YesPress — https://yespress.io
Last updated: 2026-08-05