About ClientSuccess
ClientSuccess is a Technology company based in American Fork (United States) founded in 2014. Customer metrics are analyzed using rules-based algorithms. 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. Its website clientsuccess.com draws about 23 thousand monthly visits. ClientSuccess offers products and services including Insights & Analytics, Customer Journey Management, AI & Automation, and Customer Onboarding & Portals. Its focus areas include Enterprise Applications, Customer Success Management, Customer Metrics and Predictive Analytics. Its competitors include Retention Science, BlastPoint and Qrvey; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters American Fork, United States
- SectorsTechnology
- Website category Business and Consumer Services · Online Marketing
- Website clientsuccess.com
- Social LinkedIn X Facebook
- Total Equity Funding$5.75M (USD)
in 5 rounds
- InvestorsTechstars
& 13 more
- Investments & AcquisitionsHello Baton
& 2 more
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.
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.
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.
- Total Funding $5.75M
- Total Rounds 5
- First Round $250,000
(Feb 2014)
- Investors Count 14
All 5 funding rounds of ClientSuccess with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
14 investors in total: 9 institutional and 5 angel.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Startups are accelerated globally without sector restrictions through structured programs. | 2006 | techstars.com | New York, United States | |
Investments are directed toward early-stage tech startups by Album VC. | album.vc | Lehi, United States | ||
US early-stage startups are invested in by Seven Peaks Ventures. | sevenpeaksventures.com | Bend, United States | ||
| selectventurepartners.com | ||||
Early-stage tech investments are made in US-based companies. | serviceprovidercapital.com | Golden, United States | ||
VC firm investing in seed & early stage companies in the US | launchcapital.com | New Haven, United States | ||
| biallaventurepartners.com | ||||
| plus550.com | ||||
| frazier.vc | ||||
JJ Josh James | Indian angel investor, tech enthusiast, active in early-stage startups | unknown_9bfa7635917c410bb |
Investor details for ClientSuccess
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of ClientSuccess
11 people are tracked at ClientSuccess (7 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Evan Leong | Head Of Product | Leadership |
Dave Blake | Founder & CEO | Leadership |
Kristi Faltorusso | Chief Customer Officer | Leadership |
Michael West | Director of Development | Leadership |
Tj Ruff | VP of Sales | Leadership |
Gregg Frohman | Director of Consulting Practice | Leadership |
Krista Roberts, CCSMP | Director, Success Services | Leadership |
Harrison Noble | Account Executive | Team |
Dustin Bailey | Strategic Account Executive | Team |
Melissa Flygare | Senior Account Executive | Team |
Chance Carlson | Solutions Engineer | Team |
Complete people profiles for ClientSuccess
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Customer feedback and usage data are leveraged for product insights. | productsignals.com | San Mateo, United States | 2020 | Jan 2025 | •••• | |
A cloud-based platform for project management is provided by Baton. | hellobaton.com | New York, United States | 2018 | Jun 2024 | •••• | |
Workflow automation is facilitated via a cloud-based platform for businesses. | status.cx | South Jordan, United States | 2019 | Nov 2023 | •••• |
Complete acquisition details for ClientSuccess
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of ClientSuccess
6 dated milestones of ClientSuccess across 11 years, from founding to its latest funding, stage changes and deals.
- Founded ClientSuccess is founded.
- Funding First funding round of $250K.
- Funding Latest funding round, Seed,.
- Acquisition Acquires Status.
- Acquisition Acquires Hello Baton.
- Acquisition Acquires Product Signals.
Competitors of ClientSuccess
ClientSuccess has 3 listed competitors in our database, 3 of them funded. They include Retention Science, BlastPoint and Qrvey.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| retentionscience.com | 2012 | Santa Monica, United States | $9.8M | 37 | Customer retention is enhanced via predictive analytics and automation. | |
| blastpoint.com | 2016 | Pittsburgh, United States | $19.81M | AI-driven customer intelligence solutions for engagement optimization are provided. | ||
| qrvey.com | 2015 | Mclean, United States | $17.2M | 12 | Data analytics platform is utilized for analysis and automation. |
Detailed competitors of ClientSuccess
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of ClientSuccess
The website of ClientSuccess (clientsuccess.com) receives about 23.1K visits a month and ranks #845,621 among all websites worldwide, #1,842 in Online Marketing.
- Monthly visits23.1K
▼ 25% vs previous month
- Unique visitors11.2K
per month
- Global rank#845,621
among all websites
- Category rank#1,842
Business and Consumer Services · Online Marketing
- Bounce rate46%
- Pages per visit3.0
- Average visit35 sec
- DevicesDesktop 49% · Mobile 51%
Websites whose visitors overlap most with ClientSuccess. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| customersuccesscollective.com | 100% | #627,254 | View details | ||
lytics.slack.com | lytics.slack.com | 89% | – | ||
| totango.com | 86% | 70.2K | #448,306 | View details | |
| custify.com | 86% | 70K | #572,054 | View details | |
| smartkarrot.com | 86% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 14 similar websites and full traffic analytics for ClientSuccess
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 14 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Collaboration & Community Tools
3 companies that operate in the same segment as ClientSuccess (Collaboration & Community Tools) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based omnichannel communication and customer engagement platform is utilized. | 2008 | San Francisco, California, United States | USD 239.77 M | USD 5.07 B | 5,540 | |
AI-powered platform manages marketing creatives and customer journeys. | 1982 | San Jose, California, United States | USD 23.77 B | 30,710 | ||
AI powered customer experience management software | 2001 | Pleasanton, California, United States | USD 344.39 M | USD 477.22 M | 5,437 |
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Related news about Clientsuccess
Complete news archive for ClientSuccess
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- Full article archive
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- 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. The company's 1st funding round was a Seed of $250K, raised on Feb 2014.
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 Qrvey, Retention Science and BlastPoint.
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.