ClientSuccess
American Fork, US · Founded 2014 · Delaware corporation · 7 known investors
ClientSuccess offers customer success software that helps teams reduce churn, manage the customer lifecycle, and grow customer revenue. The platform provides customer health scoring, retention and renewal analytics, onboarding portals, and AI-driven automation, with integrations to CRM, support, and communication tools.
Enterprise SoftwareSaaSSales Tech
Founders & leadership
ClientSuccess was founded in 2014 by David Blake.
DB
David BlakeFounder
DB
Dave BlakeFounder
Board
SK
Investors · 7
Reported raises · per SEC filings
Form D private placements$4.2M disclosed across 2 rounds · 2015–2018
▶$2.5MraisedJul 2018 · 2 investors · OtherRule 506(b)
▶$2.5MraisedJul 2018 · 2 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- David BlakeExecutive Officer, Director, Promoter
- Neeraj GuptaDirector
- Sid KrommenhoekDirector
- Offering amount
- $2.5M
- Amount sold
- $2.5M
- First sale
- Jul 2018
- Incorporated
- Corporation, Delaware, 2014
- Federal exemptions
- 06b
▶$1.7MraisedSep 2015 · 10 investors · OtherRule 506(b)
▶$1.7MraisedSep 2015 · 10 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- David BlakeExecutive Officer, Director, Promoter
- Sid KrommenhoekDirector
- Offering amount
- $2M
- Amount sold
- $1.7M
- First sale
- Sep 2015
- Incorporated
- Corporation, Delaware, 2014
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 10
by search overlap
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Vitally150 shared keywordsVitally builds a customer success platform that combines productivity tools with real-time customer data from integrated systems. The platform is designed for Customer Success teams to identify and act on opportunities to help their customers succeed.
Customergauge150 shared keywordsCustomerGauge is a B2B experience platform that captures real-time account-level customer feedback and surveys, linking NPS to revenue, risk, and financial outcomes. It serves B2B companies across industries such as consumer packaged goods, beverage, logistics, manufacturing, technology, and services, offering dashboards, analytics, and AI agents to act on feedback.
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In the news
Frequently asked questions
- What does ClientSuccess do?
- ClientSuccess offers customer success software that helps teams reduce churn, manage the customer lifecycle, and grow customer revenue. The platform provides customer health scoring, retention and renewal analytics, onboarding portals, and AI-driven automation, with integrations to CRM, support, and communication tools.
- Who founded ClientSuccess?
- ClientSuccess was founded by David Blake in 2014.
- Who are ClientSuccess's investors?
- ClientSuccess's investors include Cervin, LaunchCapital, Album VC, Bullet Time Ventures, Peak Ventures, Signal Peak Ventures, Techstars.
- How much funding has ClientSuccess raised?
- ClientSuccess has disclosed $4.2M raised across 2 rounds.
- Where is ClientSuccess headquartered?
- ClientSuccess is headquartered in American Fork, US.