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Side-by-side compare

Up to 3 solutions, scored on the same value metrics.

ClientSuccess logoClientSuccess

ClientSuccess

4.0/5
Act-On Software logoAct-On

Act-On Software

3.8/5
ROI categoryrevenue velocityrevenue velocity
Time-to-Value4-6 weeks (8-12 enterprise) (~42d)4–6 weeks (~30d)
Typical annual TCO$0/yr$24,000/yr
Starting price$0/yr$10,800/yr
Implementation feeNoneNone
Seat tiersStartup (10 customers, 500 licenses), Growth (50 customers, 5,000 licenses), Enterprise (unlimited).Not seat-based; published example is Professional at 2,500 contacts emailed per month for $900/month
Implementation friction2/53/5
Friction meter
Best forSaaS companies between $5M and $500M ARR that need a lightweight customer success platform.; Mid-market CS teams that want health scoring, playbooks and reporting without a dedicated administrator.; Teams that need CRM and product data pulled into a single customer 360 view.; Organizations that value a guided 4-6 week implementation and an assigned CSM.Midsize and enterprise marketing teams running lifecycle campaigns across email, web, SMS and social; Organizations that want an open ecosystem platform rather than a CRM-locked add-on; Brands running distributed marketing through branch offices, franchisees, agents and partners; Teams that want CRM choice (Salesforce, Dynamics, Sugar, NetSuite, Zendesk) with Act-On embedded in the CRM UI; Marketers who need advanced automation in an approachable, non-technical interface
Not forEnterprises that require heavily customized, engineering-led deployments.; Buyers who want a self-serve free trial or published list pricing.; Companies looking for an autonomous AI agent that writes back to customer records (the MCP server is read-only).; Buyers outside SaaS that need deep vertical-specific workflows.Very small teams needing a free tier or sub-$500/month entry point; Buyers who require published, self-serve list pricing before a sales call; Companies that want an all-in-one CRM plus marketing suite from a single vendor; Regulated buyers who need publicly documented SOC 2 or ISO 27001 attestations; Teams needing native Snowflake, AWS or Slack integrations out of the box

Stack fit matrix

SalesforceNativeIntegration
AWSNot supportedNot supported
SnowflakeNot supportedNot supported
HubSpotNativeNot supported
Google WorkspaceNativeNot supported
Microsoft 365NativeNot supported
SAPNot supportedNot supported
SlackNativeNot supported
MCP (Model Context Protocol)NativeNot supported

Compliance

SOC 2
ISO 27001
GDPR
HIPAA
FedRAMP
ISO 42001
IAPP AIGPnamed staff

Company & support

Who is behind each solution, and how you reach support. “Not listed” means the vendor’s public pages don’t mention a channel, not that it is unavailable.

FoundedNot recorded2008 (18 yrs)
HeadquartersNot recordedPortland, US
PhoneNot listedNot listed
EmailNot listedAll plans
Live chatNot listedNot listed
Support portal / ticketsNot listedNot listed
Community forumNot listedNot listed
Help centre / docsPlan not statedAll plans
Dedicated account managerPaid plansNot listed
In person / on-siteNot listedNot listed
Support hoursNot recordedNot recorded
Response timeNot statedNot stated

AI & MCP readiness

Whether each solution can join your AI stack, and what it asks of you to do so.

MCP connectionreaches AI clientsOfficial serverNot supported
AI featuresCopilot / assistantAgentic workflows; Predictive analytics; NLP automation
Model keyNot recordedNot recorded
AI usage auditNot recordedNot recorded

Quadrant view

Where the 2 selected solutions land on the same value plane. Toggle axes to compare on cost, speed, friction, or buyer score.

Quadrant view

Implementation friction × Verified buyer score

1.9/52.2/52.5/52.8/53.1/54.2/54.0/53.9/53.8/53.6/5Friction ← betterBuyer score better →Loved & EasyLoved & HeavyRisky & EasyRisky & Heavy

The lines cross at the median of the solutions shown, so about half sit on each side of each line.

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