CRM (Customer Relationship Management) > ClientSuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.
CRM (Customer Relationship Management)
ClientSuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
List Clients
Lists clients.
List Employees
Lists employees.
New Client
Triggers when a new client is added.
New Contact
Triggers when a new contact is created.
New User
Triggers when a new user/employee is added to your organization.
New Pulse
Triggers when a new pulse is added to a client.
New Subscription
Triggers when a new subscription is added to a client.
New To-Do
Triggers when a new to-do is added to a client.
List Products
Lists products.
List SuccessCycles
Lists SuccessCycles.
Create Client
Creates a new client.
Create Contact
Creates a new contact within a client.
Create Engagement Interaction
Creates a new engagement interaction on a client.
Create Pulse
Creates a new pulse on a client.
Create Subscription
Creates a new subscription.
Create To-Do
Creates a new to-do within a client.
Find Client by External ID
Finds an existing client in your account by external ID.
Find Contact
Find a contact by email. Optionally, create one if none are found.
Find Client
Find a client by the external ID. Optionally, create one if none are found.
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Get the results in Excel, PDF or integrating with our API
