About ClientSuccess
ClientSuccess is a company based in American Fork (United States) founded in 2014.. ClientSuccess has raised $5.75 million across 4 funding rounds from investors including Techstars, Album VC and Seven Peaks Ventures. ClientSuccess has completed 3 acquisitions, including Hello Baton, Product Signals and Status. ClientSuccess offers products and services including Insights & Analytics, Customer Journey Management, AI & Automation, and Customer Onboarding & Portals. ClientSuccess operates in a competitive market with competitors including ODAIA, Neurons, Retention Science, BlastPoint and Qrvey, among others.
- Headquarter American Fork, United States
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$5.75 M (USD)
in 4 rounds
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Latest Funding Round
$2.5 M (USD), Seed
Jul 18, 2018
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Investors
Techstars
& 12 more
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Employee Count
Employee Count
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Investments & Acquisitions
Hello Baton
& 2 more
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Products & Services of ClientSuccess
ClientSuccess offers a comprehensive portfolio of products and services, including Insights & Analytics, Customer Journey Management, AI & Automation, and Customer Onboarding & Portals. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides customer health tracking and reporting for retention decisions.
Manages customer lifecycle stages and engagement strategies.
Automates communications and workflows to scale customer operations.
Facilitates faster onboarding with branded portals and project templates.
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Leadership Team
7 people
Product Management Team
2 people
Sales and Marketing
1 people
Solutions Team
1 people
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Funding Insights of ClientSuccess
ClientSuccess has successfully raised a total of $5.75M across 4 strategic funding rounds. The most recent funding activity was a Seed round of $2.5 million completed in July 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Seed — $2.5M
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First Round
First Round
(18 Feb 2014)
- Investors Count 13
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2018 | Amount | Seed - ClientSuccess | Valuation |
investors |
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| Sep, 2015 | Amount | Seed - ClientSuccess | Valuation | Techstars , Album VC | |
| Dec, 2014 | Amount | Seed - ClientSuccess | Valuation | Album VC |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in ClientSuccess
ClientSuccess has secured backing from 13 investors, including venture fund and angel investors. Prominent investors backing the company include Techstars, Album VC and Seven Peaks Ventures. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Startups are accelerated globally without sector restrictions through structured programs.
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Founded Year | Domain | Location | |
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Investments are directed toward early-stage tech startups by Album VC.
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Founded Year | Domain | Location | |
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US early-stage startups are invested in by Seven Peaks Ventures.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by ClientSuccess
ClientSuccess has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Hello Baton, Product Signals and Status. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Customer feedback and usage data are leveraged for product insights.
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2020 | ||||
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Workflow automation is facilitated via a cloud-based platform for businesses.
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2019 | ||||
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A cloud-based platform for project management is provided by Baton.
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2018 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - ClientSuccess
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Clientsuccess Comparisons
Competitors of ClientSuccess
ClientSuccess operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as ODAIA, Neurons, Retention Science, BlastPoint and Qrvey, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Customer engagement data is analyzed via cloud and AI platforms.
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| domain | founded_year | HQ Location |
Customer attention is predicted via AI-based eye tracking analytics.
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| domain | founded_year | HQ Location |
Customer retention is enhanced via predictive analytics and automation.
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| domain | founded_year | HQ Location |
AI-driven customer intelligence solutions for engagement optimization are provided.
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| domain | founded_year | HQ Location |
Data analytics platform is utilized for analysis and automation.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Clientsuccess
Frequently Asked Questions about ClientSuccess
When was ClientSuccess founded?
ClientSuccess was founded in 2014.
Where is ClientSuccess located?
ClientSuccess is headquartered in American Fork, United States. It is registered at American Fork, Utah, United States.
Is ClientSuccess a funded company?
ClientSuccess is a funded company, having raised a total of $5.75M across 4 funding rounds to date. The company's 1st funding round was a Seed of $1M, raised on Feb 18, 2014.
What does ClientSuccess do?
ClientSuccess was founded in 2014 and is headquartered in American Fork, United States, within the customer success management sector. A platform is operated to deliver actionable insights, customer analytics, and health monitoring tools. Churn risks are addressed proactively, revenue opportunities are identified, and customer lifetime value is tracked across the lifecycle. Comprehensive metrics and reports are generated to assess overall business performance.
Who are the top competitors of ClientSuccess?
What products or services does ClientSuccess offer?
ClientSuccess offers Insights & Analytics, Customer Journey Management, AI & Automation, and Customer Onboarding & Portals.
How many acquisitions has ClientSuccess made?
ClientSuccess has made 3 acquisitions, including Hello Baton, Product Signals, and Status.
Who are ClientSuccess's investors?
ClientSuccess has 13 investors. Key investors include Techstars, Album VC, Seven Peaks Ventures, Select Venture Partners, and Service Provider Capital.
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