ClientSuccess vs. Umanest Comparison


ClientSuccess	Umanest	+	+
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		Related Products Sogolytics Sogolytics delivers speed, clarity, and scale through a powerful platform built for enterprise teams managing customer journeys and employee engagement surveys. Sogolytics streamlines the entire feedback cycle, from intelligent survey creation to real-time dashboards and automated text analysis. Whether your team is using the customer experience platform, employee engagement software, or the free survey maker, Sogolytics provides intuitive features, powerful analytics, and unmatched customization. Design sophisticated customer experience management flows in minutes. Automatically adapt questions based on logic and earlier responses. Pre-fill messaging based on user data. Then, visualize the results immediately. With sentiment analysis, turnkey reports, and real-time dashboards, your team can go from data to decisions in record time. Sogolytics’ survey software has a refreshingly human support model, available 24/7 and whenever you need a partner, not just a platform. 869 Ratings Visit Website Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. • Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. • Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. • Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. • Automatizer — no-code workflow automation your own ops team builds and changes. • Reporting and forecasting built in — no BI license required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 753 Ratings Visit Website Forethought Forethought delivers the world’s most advanced AI Agents built to think, act, and get smarter with every interaction. No matter the question, “Where’s my refund?”, “How do I update my plan?” or “Why isn’t this working?” - there’s a purpose-built AI Agent ready to help. From chat to voice to SMS, every conversation gets a smart, personalized response powered by your policies, tone, and data. This isn’t just plug-and-play automation. It’s AI with a strategic plan. Forethought helps businesses roll out a multi-agent system across the entire customer experience. With Forethought, your teams can stop piecing together tools and start running a smarter, faster operation. One that delights customers every step of the way. 166 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Extole Extole is an enterprise offer management platform powering personalized incentive programs across the entire customer lifecycle. Leading B2C brands choose Extole to build and optimize loyalty, referral, ambassador, promotional, and offer programs at scale. Highly configurable and AI-accessible, Extole fits seamlessly into every team’s agentic workflow through MCP and CLI access, plus an in-platform AI assistant. Marketers build and track intelligent offer programs that motivate action. Product teams embed personalized offers into digital experiences to drive engagement and growth. Developers extend the platform through APIs, SDKs, and partner integrations. Behind every campaign, Extole orchestrates creative content, rules, and reward fulfillment, dynamically adapting each offer to the audience and channel. Our enterprise-grade infrastructure ensures every offer is delivered securely, accurately, and reliably. Build your next offer program with Extole. 71 Ratings Visit Website Birdeye Birdeye builds AI agents for multi-location brands — trusted by the largest enterprise brands globally, including Sutter Health, Aspen Dental, Sun Auto and Caesars Entertainment. We give you AI coworkers at every location — for marketing, operations, and customer experience — that do the jobs your business needs done by employing multiple agents that work together to win AI visibility, convert demand, and deliver a consistent customer experience. Enterprise-Ready → Built for Scale SSO, audit logging, HIPAA, SOC 2, and GDPR. Role-based access, tiered approvals, and location-level reporting give corporate and local teams the control they need. So you stay in control while AI handles execution across hundreds of locations. With teams across the U.S., U.K., Australia, and India, Birdeye is redefining how enterprises win locally at scale. 5,194 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 240 Ratings Visit Website Pipefy Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy. 594 Ratings Visit Website Eurekos Eurekos is the customer training LMS built to educate the world outside your organization – partners, distributors and resellers. Most companies spend years perfecting their product, then hand customers a repurposed employee training course and hope for the best. When those customers churn, the product gets the blame. Usually, the training is the problem. Eurekos fixes that. We help you turn customer education from a cost into a revenue stream, by selling courses, accreditations and learning paths directly through the platform. The same thinking runs through the entire LMS – from customizable customer portals to certifications, eCommerce, built-in content authoring and ISO/IEC 27001 & 27701-certified security. Our smart learning assistant, Saga AI, powers deep content discovery (including inside SCORM files). Everything you need to run a world-class external training operation. It's why we’re trusted by 500,000+ learners across 100+ countries worldwide. 103 Ratings Visit Website Tremendous Tremendous is the global payouts platform for businesses sending gift cards and money at scale. Trusted by 20,000+ leading organizations, Tremendous has delivered billions of rewards and enables businesses to reach recipients across 230+ countries and regions. Recipients have 2,500+ payout options to choose from, including gift cards, prepaid cards, cash transfers, and charitable donations. From research incentives to marketing and sales rewards to employee recognition programs, the free-to-use platform makes it easy to send thousands of payouts quickly. Getting started is simple: add a funding method and place your first order in minutes. Teams can send rewards via bulk upload, integration, or API. Tremendous automates language translation, currency conversion, tracking, and reporting, and includes built-in fraud controls. The result? Teams can focus on the work that matters most while Tremendous handles all the payout details. 1,886 Ratings Visit Website
About Bring all of your customer success information into one place so your entire company has all of the information they need to manage customers. All conversations in one place. Foster relationships with the right people and the right frequency. Plus, no more BCC or cut-n-paste with our Gmail and Office 365 integration. Stay up-to-date on the health of each of your customers and share updates with your entire team in real time. Integrate Pulse with your Slack/MSFT Teams so your leadership team sees all key customer updates in real time. Deliver a consistent customer experience by defining, managing, and measuring your methodology for driving success. Get more predictability into your revenue by managing everything in one place (subscriptions, renewals, expansion, etc). Then use customer health and feedback to drive more accurate forecasts. Get ahead of any customer issues by notifying your team about any potential issues with a customer.	About Umanest simplifies property management and drives faster organic growth. Turn happy landlords and tenants into brand advocates, so you can focus on growth. Operationally you know how much work it takes to run a single tenancy. You work hard and long hours to deliver a great residential property management service. But what makes you annoyed is that sometimes things don’t run smoothly and you don’t know there’s an issue. It’s guesswork whether your clients are happy or furious. Using our customer satisfaction management system you get the certainty and confidence that client issues are uncovered really fast - as they happen - which gives your team time to dive in with a solution, time to have a conversation, and time to resolve their anxieties. So your property management service runs more smoothly and hidden issues get dragged into the daylight so they can be solved.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Customer success software for companies	Audience Loyalty and reputation toolkit for property managers
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing $0.49 per property per month Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information ClientSuccess Founded: 2014 United States www.clientsuccess.com	Company Information Umanest Founded: 2020 New Zealand www.umanest.com
Alternatives atEaseAI	Alternatives Upzelo
Churn360	VirtlX
CustomerSuccessBox	Kangaroo Rewards
ChurnZero	piHAPPINESS
Totango View All	Annex Cloud View All
Categories Customer Engagement Supported Customer Revenue Optimization (CRO) Supported Customer Success Supported	Categories Business Performance Management Supported Customer Advocacy Supported Customer Communications Management Supported Customer Engagement Supported Customer Experience Supported Customer Loyalty Supported Customer Satisfaction Supported Customer Success Supported Loyalty Management Supported NPS Supported Performance Management Supported Referral Supported Reputation Management Supported Review Management Supported
Customer Engagement Features Analytics Supported Churn Management Supported Communication Management Supported Community Management Not Supported Content Syndication Not Supported Feedback Collection Supported Gamification Not Supported Live Chat Not Supported Video Content Not Supported Customer Success Features Account Alerts Supported Account Management Not Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Supported Onboarding Not Supported Revenue Management Not Supported Usage Tracking / Analytics Supported Win / Loss Analysis Not Supported	Customer Engagement Features Analytics Not Supported Churn Management Supported Communication Management Supported Community Management Not Supported Content Syndication Not Supported Feedback Collection Not Supported Gamification Not Supported Live Chat Not Supported Video Content Not Supported Customer Success Features Account Alerts Not Supported Account Management Not Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Not Supported Health Score Not Supported Onboarding Not Supported Revenue Management Not Supported Usage Tracking / Analytics Not Supported Win / Loss Analysis Not Supported Show More Features Business Performance Management Features Ad hoc Analysis Not Supported Ad Hoc Reports Not Supported Budgeting & Forecasting Not Supported Consolidation / Roll-Up Not Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Not Supported Qualitative Analysis Not Supported Quantitative Analysis Not Supported Scorecarding Not Supported Strategic Planning Not Supported Customer Advocacy Features Advocate Management Not Supported Campaign Management Not Supported Communication Management Supported Community Management Not Supported Gamification Not Supported Referral Tracking Supported Reporting/Analytics Supported Rewards Program Supported Social Engagement Not Supported Customer Experience Features Action Management Not Supported Analytics Not Supported Customer Segmentation Not Supported Dashboard Supported Feedback Management Supported Knowledge Management Not Supported Multi-Channel Collection Not Supported Sentiment Analysis Not Supported Survey Management Supported Text Analysis Not Supported Trend Analysis Not Supported Customer Loyalty Features Corporate Memberships Not Supported CRM Not Supported Customer Activity Tracking Not Supported Discount Management Not Supported Gift Card System Not Supported Loyalty Card System Not Supported Member Portal Not Supported Membership Management Not Supported No-Card Loyalty System Not Supported Referral Tracking Supported Rewards Management Supported Loyalty Management Features CRM Not Supported Customer Activity Tracking Not Supported Discount Management Not Supported Gift Card System Not Supported Loyalty Card System Not Supported Member Portal Not Supported Membership Management Not Supported No-Card Loyalty System Not Supported Referral Tracking Supported Rewards Management Supported White Label Not Supported Performance Management Features 360 Degree Feedback Not Supported Compensation Management Not Supported Custom Rating Scales Not Supported Customizable Templates Supported Individual Development Plans Not Supported On-going Performance Tracking Supported Peer Appraisals Not Supported Review Cycle Tracking Not Supported Self Service Portal Not Supported Self-Appraisals Not Supported Skills Assessments Not Supported Weighted Performance Measures Not Supported Referral Features Affiliate Marketing Not Supported Campaign Management Not Supported Contact Management Not Supported Employee Referral Management Not Supported Feedback Management Supported Lead Engagement Not Supported Loyalty Program Supported Referral Tracking Supported Rewards Management Supported Review Management Features Campaign Management Not Supported Dashboard Supported Negative Feedback Management Supported Response Management Not Supported Review Monitoring Not Supported Review Notification Not Supported Review Request Not Supported Sentiment Analysis Not Supported Social Sharing Not Supported White Label Not Supported
Integrations Zapier Supported AppFolio Property Manager Not Supported AskNicely Supported Console Cloud Not Supported Facebook Not Supported GTM Buddy Supported Google Business Profile Not Supported InboxCRM by AppEQ Supported LinkedIn Not Supported MRI Palace Not Supported PropertyMe Not Supported Stackreaction Supported Trustpilot Not Supported Wufoo Supported X (Twitter) Not Supported Show More Integrations View All 6 Integrations	Integrations Zapier Supported AppFolio Property Manager Supported AskNicely Not Supported Console Cloud Supported Facebook Supported GTM Buddy Not Supported Google Business Profile Supported InboxCRM by AppEQ Not Supported LinkedIn Supported MRI Palace Supported PropertyMe Supported Stackreaction Not Supported Trustpilot Supported Wufoo Not Supported X (Twitter) Supported Show More Integrations View All 10 Integrations
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