ClientSuccess

American Fork, United States Founded: 2014 • Age: 12 yrs
Customer metrics are analyzed using rules-based algorithms.
Annual revenue - Latest available
Total funding $5.8M 5 rounds
Employees - Tracked headcount
Investors 14 Known backers
Products 4 Services tracked
Competitors 6 Brand Intelligence

About ClientSuccess

ClientSuccess is a company based in American Fork (United States) founded in 2014. ClientSuccess has raised $5.75 million across 5 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
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $5.75 M (USD)

    in 5 rounds

  • Latest Funding Round
    Not available
  • Investors
    Techstars

    & 13 more

  • Employee Count
    Not available
  • 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.

Product name locked
Category locked
Primary

Provides customer health tracking and reporting for retention decisions.

Product name locked
Category locked
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Manages customer lifecycle stages and engagement strategies.

Product name locked
Category locked
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Automates communications and workflows to scale customer operations.

Product name locked
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Facilitates faster onboarding with branded portals and project templates.

People of ClientSuccess

Headcount 10-50
Employee Profiles 11
Employee Profiles
People
Harrison Noble
Account Executive
People
Dave Blake
Founder & CEO
People
Dustin Bailey
Strategic Account Executive
People
Kristi Faltorusso
Chief Customer Officer

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Funding Insights of ClientSuccess

ClientSuccess has successfully raised a total of $5.75M across 5 strategic funding rounds. 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.

Investors in ClientSuccess

ClientSuccess has secured backing from 14 investors, including venture fund and angel investors. Prominent investors backing the company include Techstars, Album VC and Seven Peaks Ventures.

All
Venture Fund
Angel
Investor Description Founded Year Domain Location
Startups are accelerated globally without sector restrictions through structured programs.
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Investments are directed toward early-stage tech startups by Album VC.
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US early-stage startups are invested in by Seven Peaks Ventures.
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Investor details for ClientSuccess

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

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.

Investments
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Investment portfolio details for ClientSuccess

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Customer feedback and usage data are leveraged for product insights.
Locked Locked 2020 Locked
Workflow automation is facilitated via a cloud-based platform for businesses.
Locked Locked 2019 Locked
A cloud-based platform for project management is provided by Baton.
Locked Locked 2018 Locked
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Complete acquisition details for ClientSuccess

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

Verified entity values are shown only after access is granted.

Financial Statements - ClientSuccess

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Detailed financials for ClientSuccess

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Clientsuccess Comparisons

ClientSuccess Primary company
Description
Customer metrics are analyzed using rules-based algorithms.
Location
American Fork, United States
Founded Year
2014
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for ClientSuccess

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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Customer engagement data is analyzed via cloud and AI platforms.
Locked Locked Locked
Customer attention is predicted via AI-based eye tracking analytics.
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Customer retention is enhanced via predictive analytics and automation.
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AI-driven customer intelligence solutions for engagement optimization are provided.
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Data analytics platform is utilized for analysis and automation.
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Detailed competitors of ClientSuccess

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Clientsuccess

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Complete news archive for ClientSuccess

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about ClientSuccess

ClientSuccess was founded in 2014.

ClientSuccess is headquartered in American Fork, United States. It is registered at American Fork, Utah, United States.

ClientSuccess is a funded company, having raised a total of $5.75M across 5 funding rounds to date.

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.

ClientSuccess's top competitors include ODAIA, Neurons and Qrvey.

ClientSuccess offers Insights & Analytics, Customer Journey Management, AI & Automation, and Customer Onboarding & Portals.

ClientSuccess has made 3 acquisitions, including Hello Baton, Product Signals, and Status.

ClientSuccess has 14 investors. Key investors include Techstars, Album VC, Seven Peaks Ventures, Select Venture Partners, and Service Provider Capital.

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