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Customer Success Software with Client Portal (2026)

Last updated: February 2026

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Key features of Customer Success Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Customer Management: Reviewers value the ability to centralize customer data, streamline communication, and gain insights into customer needs and activities. 97% of reviewers rated this feature as important or highly important.
Health Score: Users highlight the importance of customizable health scores for monitoring client status and predicting churn effectively. 94% of reviewers rated this feature as important or highly important.
Customer Engagement: Reviewers appreciate features that facilitate active customer involvement, fostering loyalty, and providing valuable feedback for product development. 93% of reviewers rated this feature as important or highly important.
Task Management: Users find task management crucial for organizing and prioritizing tasks, improving project oversight, and ensuring timely completion. 91% of reviewers rated this feature as important or highly important.
Reporting/Analytics: Reviewers emphasize the utility of customizable reporting and analytics for informed decision-making and tracking key performance metrics. 91% of reviewers rated this feature as important or highly important.
Activity Tracking: Reviewers highlight the benefits of tracking activities to monitor performance, optimize strategies, and ensure consistent customer interactions. 89% of reviewers rated this feature as important or highly important.