ClientSuccess API
ClientSuccess publishes a self-serve Open API v2.0 with public docs at clientsuccess.readme.io, covering clients, contacts, contracts, pulse, and usage events. Keys generate in-app but tie to a billed user seat. Full coverage still needs legacy v1 endpoints, and there is no first-party SDK.
Frequently asked questions
ClientSuccess scores D+ on the API Report Card. ClientSuccess publishes a self-serve Open API v2.0 with public docs at clientsuccess.readme.io, covering clients, contacts, contracts, pulse, and usage events. Keys generate in-app but tie to a billed user seat. Full coverage still needs legacy v1 endpoints, and there is no first-party SDK.
Without a usable official API, teams fall back on manual exports, file drops, or one-off vendor integrations. The other option is an unofficial API layer like Supergood that automates the authenticated web app directly.
ClientSuccess is a SaaS customer success management (CSM) platform that consolidates customer health scoring (SuccessScore), pulse/NPS surveys, renewal and contract management, customer journey playbooks, onboarding and implementation (via the 2024 Baton acquisition), product feedback (via the January 2025 Product Signals acquisition), customer portals, meeting intelligence (call recording, transcription, summaries), and an AI co-pilot called SmartCS for CSM teams at B2B SaaS companies.
Vertical: Customer Success Platform (CSP), horizontal SaaS sold primarily to B2B SaaS companies, with stronger penetration in mid-market SaaS (50-500 employees, $5M-$100M ARR) and a long tail of startups. CSMs log in daily to review their book of business, check SuccessScore health changes, triage at-risk accounts surfaced by SmartCS AI, log Pulse updates after customer calls, send NPS surveys, manage renewal forecasts and contracts in the Contracts module, run onboarding projects through Baton templates (milestones, tasks, branded customer portals), and execute lifecycle playbooks (onboarding, adoption, EBR, renewal, expansion).
ClientSuccess is established (founded 2014, headquartered in Lehi, UT) and recognized as a G2 Leader in Customer Success software with hundreds of G2 reviews and consistent 'Most Implementable' / 'Easiest to Use' awards, but the company is materially smaller than the category leaders.
Yes, for any B2B SaaS company running customer success on it, ClientSuccess is the system of record for the renewal book: every customer account's health score and underlying weighted inputs, the full contract dataset (ARR, renewal dates, products, line items), every Pulse note and NPS response, every CSM engagement and meeting summary, the customer journey state (onboarding milestones, adoption stage, renewal stage), product usage events piped in via the Usage API, customer-team org charts via Account Teaming Roles, branded customer portal content and onboarding project state (post-Baton), and, increasingly, product feedback (post-Product Signals).
Founded 2014 in Lehi, Utah by Dave Blake. Raised $6M total per Crunchbase (modest by category standards).
Users report having to rebuild entire integrations from scratch, often requiring CSM team intervention, to get value out of the API. API limitations and lack of flexibility for certain workflows are repeatedly cited in third-party reviews. Full sourced list under Sources below.
Common alternatives include Gainsight, Totango, ChurnZero, Catalyst (merged with Totango), Planhat, Vitally. Graded alternatives appear under "More from the report card" below.
Grades measure one thing: can a customer's engineering team get their own data out programmatically? We check six things (whether a real API exists, how access is gated, data coverage, auth quality, docs and developer experience, and stability) and roll them into a letter grade. Grades get re-verified, and they only move on evidence.