Staffing agencies managing customer success face unique challenges around rapid client onboarding, temporary recruiter access, and maintaining audit trails for compliance disputes. Bullhorn dominates this space with over 25 years of market presence and SOC 1/SOC 2 certifications, though users frequently report slow support response times that can delay critical placement processes. If your agency prioritizes enterprise-grade security for sensitive client data, Planhat offers both SOC 2 Type II and ISO 27001 certifications, enabling secure external portals where clients can directly track candidate pipelines without compromising data integrity. However, its custom-only pricing model limits upfront cost transparency for budget-conscious agencies.
Gainsight leads the broader customer success category with nearly 200 public company clients, making it ideal for agencies managing complex, multi-stakeholder client relationships, though implementation typically requires five months of dedicated resources. For agencies handling high-volume resume processing and candidate document uploads, JobDiva's 150+ integrations streamline data flow across recruiting tools, but mobile functionality remains limited for recruiters working remotely.Staffing agencies managing customer success face unique challenges around rapid client onboarding, temporary recruiter access, and maintaining audit trails for compliance disputes. Bullhorn dominates this space with over 25 years of market presence and SOC 1/SOC 2 certifications, though users frequently report slow support response times that can delay critical placement processes.Staffing agencies managing customer success face unique challenges around rapid client onboarding, temporary recruiter access, and maintaining audit trails for compliance disputes. Bullhorn dominates this space with over 25 years of market presence and SOC 1/SOC 2 certifications, though users frequently report slow support response times that can delay critical placement processes. If your agency prioritizes enterprise-grade security for sensitive client data, Planhat offers both SOC 2 Type II and ISO 27001 certifications, enabling secure external portals where clients can directly track candidate pipelines without compromising data integrity. However, its custom-only pricing model limits upfront cost transparency for budget-conscious agencies.
Gainsight leads the broader customer success category with nearly 200 public company clients, making it ideal for agencies managing complex, multi-stakeholder client relationships, though implementation typically requires five months of dedicated resources. For agencies handling high-volume resume processing and candidate document uploads, JobDiva's 150+ integrations streamline data flow across recruiting tools, but mobile functionality remains limited for recruiters working remotely. If ease of use is critical for rapid team scaling, ClientSuccess consistently receives praise for intuitive interfaces that reduce training time, though its reporting capabilities lag behind Salesforce-native solutions. Custify and Totango both serve mid-market agencies well, with Totango backing from enterprise clients like Google providing credibility for agencies pursuing Fortune 500 staffing contracts. Agencies must ultimately balance implementation complexity against feature depth, as simpler platforms sacrifice advanced automation capabilities that larger staffing operations require for managing hundreds of concurrent client relationships.
Planhat is a unified customer platform specifically designed to streamline operations and improve customer success for staffing agencies. With its robust data integration, AI technologies, and collaborative features, it addresses the unique needs of the industry such as managing client relationships, tracking candidate placements and optimizing operational efficiency.
Planhat is a unified customer platform specifically designed to streamline operations and improve customer success for staffing agencies. With its robust data integration, AI technologies, and collaborative features, it addresses the unique needs of the industry such as managing client relationships, tracking candidate placements and optimizing operational efficiency.
INSIGHTFUL INTEGRATION
EFFICIENCY BOOSTER
Best for teams that are
Subscription businesses wanting to involve the entire company via unlimited user seats
Mid-market to enterprise companies needing flexible data modeling and revenue focus
Teams managing complex onboarding projects and customer portals
Skip if
Very small teams or startups that may find the extensive feature set overwhelming
Teams looking for a simple, plug-and-play tool with zero learning curve
Organizations that do not need advanced data flexibility or custom portals
Expert Take
Our analysis shows Planhat distinguishes itself with an 'unlimited user' model that encourages company-wide adoption rather than restricting access to just the CS team. Research indicates its unique 'Customer Portals' feature allows businesses to share live dashboards directly with clients, fostering transparency that competitors often lack. Based on documented security certifications like SOC 2 Type II and ISO 27001, it meets rigorous enterprise standards while maintaining a flexible, unified data architecture.
Pros
Unlimited user pricing model
Customer Portals for external collaboration
SOC 2 Type II and ISO 27001 certified
Unified data model for complex metrics
Highly customizable dashboards
Cons
Steep learning curve for admins
Limited mobile app functionality
No public pricing available
Complex initial implementation
Documentation can be overwhelming
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Success Management Platforms for Staffing Agencies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of customer success features, including health scoring, playbooks, and unique capabilities like external portals.
What We Found
Planhat offers a comprehensive suite including health scoring, automations, and a unique 'Customer Portals' feature that allows sharing dashboards directly with clients.
Score Rationale
The score is high due to the robust feature set and the standout Customer Portal capability, though some complexity in setup prevents a perfect score.
Supporting Evidence
Customer Portals allow users to share information in a secure, branded environment to align on key processes and value. Customer Portals let you share information in a secure, branded environment ensuring that you and your customer are aligned on key information
— support.planhat.com
Planhat features include Customer Health Scores, Automated Workflows, Revenue Management, and Playbooks. Planhat Features... Customer Health Scores... Automated Workflows... Revenue Management... Playbooks and Analytics
— salesforge.ai
Features robust data integration capabilities, streamlining operations for staffing agencies.
— planhat.com
Documented in official product documentation, Planhat offers AI-powered insights tailored for staffing agencies.
— planhat.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry recognition, user base size, and validation from third-party review platforms.
What We Found
Planhat is recognized as a Leader in G2 reports and serves over 2.6 million end-users worldwide, indicating strong market presence and reliability.
Score Rationale
The product consistently ranks as a leader in its category on major review platforms and boasts a significant global user base, justifying a top-tier score.
Supporting Evidence
The platform powers products for over 2.6 million customers worldwide. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action.
— g2.com
Planhat is a G2 Leader in categories like Customer Data Platform and Customer Success Software. Our users rate us so high that we are considered a G2 Leader in the following categories: Customer Data Platform... Customer Success Software.
— planhat.com
8.5
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use, interface design, and the learning curve required for new users to become proficient.
What We Found
While the interface is described as clean and intuitive, multiple sources cite a steep learning curve and complexity during the initial setup phase.
Score Rationale
The score is impacted by documented user reports of a steep learning curve and complex onboarding, despite the modern UI design.
Supporting Evidence
The interface is praised for being clean and intuitive once users are acclaimed. Planhat provides a clean, intuitive interface that makes it easy to track customer health
— g2.com
Users report a steep learning curve with setup and navigation being challenging. Users find the learning curve steep with Planhat, as setup and navigation can be quite challenging.
— g2.com
Offers a free demo to help users familiarize themselves with the platform.
— planhat.com
8.8
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing models, transparency of costs, and the perceived value relative to competitors.
What We Found
Planhat uses an 'unlimited user' pricing model which offers high value for scaling teams, though specific pricing is not publicly listed.
Score Rationale
The unlimited user model is a significant value differentiator compared to seat-based competitors, balancing out the lack of public pricing transparency.
Supporting Evidence
Pricing is customized based on company needs rather than a standard public list. Custom Pricing: Based on company needs, ensuring flexibility for businesses of all sizes.
— salesforge.ai
Planhat employs an unlimited user model, allowing everyone in an organization to access the platform without per-seat costs. With Planhat's unlimited user model, everyone can have a complete 360° view of your customers
— intercom.com
Pricing is available on request, limiting upfront cost visibility.
— planhat.com
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We assess the ability to connect with other tools, API quality, and the breadth of pre-built integrations.
What We Found
The platform offers a unified data model with strong integrations for CRMs like Salesforce and HubSpot, plus a flexible API for custom connections.
Score Rationale
Strong native integrations with major CRMs and data warehouses, combined with a capable API, ensure it fits well into modern tech stacks.
Supporting Evidence
The API allows for extensive interaction with Planhat data beyond standard integrations. API keys will give you access to the full API which will let you do almost anything related to your data in Planhat.
— planhat.com
Planhat integrates with major tools including Salesforce, HubSpot, Zendesk, and Snowflake. Integrate Planhat with the apps you love to use... Salesforce... HubSpot... Snowflake... BigQuery
— support.planhat.com
Listed in the company’s integration directory, Planhat supports integration with major CRM systems.
— planhat.com
9.6
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine certifications like SOC 2, ISO 27001, and data encryption standards to ensure enterprise-grade security.
What We Found
Planhat maintains top-tier security standards including SOC 2 Type II and ISO 27001 certifications, along with robust encryption protocols.
Score Rationale
With both SOC 2 Type II and ISO 27001 certifications confirmed, Planhat meets the highest standards for SaaS security, meriting a near-perfect score.
Supporting Evidence
The platform's security standards are independently validated through ISO 27001 certification. Planhat's commitment to exceptional security standards and policies has been independently validated through ISO 27001 certification.
— planhat.com
Planhat is SOC 2 Type II certified and adheres to global regulatory requirements. Planhat's is SOC 2 Type II certified, guaranteeing protection of sensitive data
— planhat.com
Outlined in published security documentation, Planhat adheres to GDPR compliance standards.
— planhat.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Pricing is not publicly listed and requires a custom quote, which limits upfront transparency for potential buyers.
Impact: This issue had a noticeable impact on the score.
Gainsight is a leader in the Customer Success Management Platforms sector, specifically tailored for staffing agencies. It provides comprehensive solutions to manage customer relationships, reduce churn, drive growth, and improve product experiences which are crucial in the staffing industry.
Gainsight is a leader in the Customer Success Management Platforms sector, specifically tailored for staffing agencies. It provides comprehensive solutions to manage customer relationships, reduce churn, drive growth, and improve product experiences which are crucial in the staffing industry.
CLIENT HEALTH GURU
PROACTIVE MANAGER
Best for teams that are
Enterprise SaaS companies with complex customer hierarchies and workflows
Teams requiring deep Salesforce integration and advanced customization capabilities
Organizations needing a complete suite for high-touch customer management
Skip if
Early-stage startups with limited budgets or small teams lacking admin resources
Teams needing a quick-to-deploy solution with minimal setup time
Simple business models that do not require complex health scoring
Expert Take
Our analysis shows Gainsight is the definitive 'operating system' for Customer Success, offering unmatched depth in health scoring, risk detection, and journey orchestration. Research indicates it is the preferred choice for mature enterprises due to its robust security (including ISO 42001) and deep Salesforce integration. While it demands significant resources to implement and maintain, its capability to unify post-sales data into a single source of truth is unparalleled in the market.
Pros
Comprehensive Customer 360 health scoring
Industry-leading community and events (Pulse)
Advanced AI churn risk detection
Enterprise-grade security (ISO 42001/27001)
Deep Salesforce and CRM integrations
Cons
Steep learning curve for new users
High cost barrier for small teams
Requires dedicated admin for maintenance
Lengthy implementation process (months)
Opaque quote-based pricing model
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Success Management Platforms for Staffing Agencies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features for managing customer health, journey orchestration, and risk detection.
What We Found
Gainsight offers an exhaustive suite including Customer 360, Health Scores, Journey Orchestrator, and Renewal Center, effectively serving as a complete operating system for customer success.
Score Rationale
The score is near-perfect because the platform defines the category standard with deep functionality that covers every aspect of the post-sales lifecycle, surpassing most competitors in feature density.
Supporting Evidence
The platform includes AI-driven features like churn risk detection and expansion forecasting. Customer health scoring and churn risk detection... Renewal management and expansion forecasting.
— saleshive.com
Features include Customer 360, Health Scores, Cockpit, Journey Orchestrator, and Renewal Center. The Customer 360 (C360) is a central hub of your customer's business information... Cockpit is the CSM/AM team's home base for viewing and managing key customer activities.
— support.gainsight.com
Integration with CRM systems like Salesforce is documented in the company's integration directory.
— gainsight.com
Documented in official product documentation, Gainsight offers real-time customer health scores and robust analytics, crucial for staffing agencies.
— gainsight.com
9.9
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market leadership, user adoption among public companies, and community engagement.
What We Found
Gainsight is the undisputed category leader, used by nearly 200 publicly traded companies and hosting the industry's largest conference, Pulse, with over 10,000 community members.
Score Rationale
This score reflects its status as the de facto market leader and 'category creator' for Customer Success, evidenced by its massive community and adoption by top-tier enterprises.
Supporting Evidence
The GameChanger community has over 10,000 members. I'm excited to celebrate our Gainsight GameChanger's Community reaching the amazing milestone of 10K members!
— communities.gainsight.com
Gainsight is used by nearly 200 publicly traded organizations. trusted by companies of all sizes and industries, including nearly 200 publicly traded organizations.
— leadiq.com
Featured in Gartner's Magic Quadrant for Customer Success Platforms.
— gartner.com
Recognized by Forrester as a leader in the Customer Success Management Platforms sector.
— go.forrester.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We examine ease of use, implementation timelines, and the learning curve for new users.
What We Found
While powerful, the platform is frequently cited for its steep learning curve, complex implementation (avg. 5 months), and requirement for dedicated admin resources.
Score Rationale
The score is lower than other categories due to documented complexity and the significant resource investment required for implementation and ongoing administration.
Supporting Evidence
Average implementation time is reported as approximately 5 months. Time to Implement: 5 months.
— g2.com
Users report a steep learning curve and complex UI. Users face a steep learning curve with Gainsight PX, making initial navigation and productivity challenging.
— g2.com
Outlined in product documentation, the intuitive user interface enhances user experience but may require dedicated resources for beginners.
— gainsight.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear pricing models, accessibility for different business sizes, and perceived ROI.
What We Found
Pricing is quote-based and opaque, with third-party data suggesting a median cost around $50k/year, positioning it as a premium enterprise solution.
Score Rationale
The score reflects the high value delivered to enterprises balanced against the lack of public pricing and high entry barrier for smaller businesses.
Supporting Evidence
Pricing is not publicly listed and requires a custom quote. Gainsight uses quote-based pricing for its main products... requires prospects to Request Pricing rather than publishing list prices.
— itqlick.com
Median buyer pays around $50,753 per year based on transaction data. Median buyer pays $50,753 per year.
— vendr.com
Category 5: Security, Compliance & Data Protection
What We Looked For
We evaluate the availability of pre-built connectors, API quality, and compatibility with CRM/data tools.
What We Found
The platform offers a deep ecosystem with robust connectors for Salesforce, Zendesk, and data warehouses, supported by a comprehensive REST API.
Score Rationale
A high score is warranted by the depth of its Salesforce integration and the breadth of its 'Sightline' marketplace, though it often requires technical setup.
Supporting Evidence
Provides REST APIs and Bulk APIs for data ingestion and management. Gainsight offers documentation for different REST APIs to load data into the Gainsight Standard objects... Bulk API (Asynchronous API Calls) is a Gainsight connector that helps you automate insert or update of large amounts of data
— support.gainsight.com
Offers out-of-the-box connectors for CRM, support, and data warehouses. Deep connectors ecosystem - out-of-the-box connectors and marketplace integrations for CRM, support, billing, data warehouses, and marketing tools (e.g., Salesforce, Zendesk, Snowflake, Segment).
— saleshive.com
The platform is SOC 2 Type II compliant across all products. SOC 2 Type II compliant across all products. ISO 27001 (ISMS) across all products. HIPAA compliant across CS and PX products.
— gainsight.com
Gainsight has achieved ISO 27001 and ISO 42001 (AI Management) certifications. Gainsight... announced that its Staircase AI customer intelligence solution has achieved ISO 27001 (ISMS) certification. Additionally, the team has obtained ISO/IEC 42001 certification
— gainsight.com
Listed in the company's integration directory, Gainsight integrates with major CRM systems like Salesforce and Microsoft Dynamics.
— gainsight.com
9.1
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Outlined in published support policies, Gainsight offers comprehensive onboarding and training resources.
— gainsight.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Lengthy implementation timeline averaging around 5 months.
Impact: This issue caused a significant reduction in the score.
Designed specifically with the staffing agencies in mind, Gong provides deep insights into customer interactions. The AI-powered analysis of these dialogues helps customer success managers (CSMs) identify patterns, preferences, and pain points of their clients, enabling a more personalized and effective service. This is crucial in the staffing industry, where understanding and meeting client needs is the key to success.
Designed specifically with the staffing agencies in mind, Gong provides deep insights into customer interactions. The AI-powered analysis of these dialogues helps customer success managers (CSMs) identify patterns, preferences, and pain points of their clients, enabling a more personalized and effective service. This is crucial in the staffing industry, where understanding and meeting client needs is the key to success.
RETENTION ROCKSTAR
Best for teams that are
CS teams focused on analyzing customer sentiment and conversation intelligence
Managers prioritizing coaching and improving team performance on calls
Revenue teams wanting visibility into risks and upsell signals from conversations
Skip if
Teams needing a full-service CSP for health scoring, ticketing, and lifecycle management
Organizations seeking a standalone tool to manage complex post-sales workflows
Businesses looking for a tool primarily to manage customer data records
Expert Take
Our analysis shows Gong transforms standard customer interactions into actionable revenue intelligence, going beyond simple recording to actively detect churn risks and expansion opportunities. Research indicates it offers market-leading transcription accuracy and a security suite (ISO 42001, SOC2) that meets the strictest enterprise demands. While expensive, its ability to integrate with platforms like Gainsight makes it a powerful layer of intelligence for modern Customer Success teams.
Pros
Market-leading transcription accuracy
Deep churn risk intelligence
Strong security (SOC2, HIPAA, ISO)
Intuitive and clean user interface
Extensive integration ecosystem (100+ apps)
Cons
Expensive for small/mid-sized teams
Mandatory platform & onboarding fees
Opaque pricing model
Support quality concerns in recent reviews
Steep learning curve for advanced features
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Success Management Platforms for Staffing Agencies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate features specific to Customer Success such as health scoring, churn risk detection, coaching tools, and interaction capture.
What We Found
Gong excels at capturing and analyzing interactions (calls, emails) to detect churn risks and expansion signals, though it relies on integrations for traditional health scoring.
Score Rationale
The score is high due to market-leading conversation intelligence and risk detection, but slightly limited as it is not a standalone CS platform like Gainsight.
Supporting Evidence
Gong Forecast leverages CS insights to assess deal risks based on post-sale engagement. Gong Forecast leverages CS insights to... Assess deal risk based on post-sale engagement and sentiment.
— gong.io
The platform identifies churn risks by monitoring engagement trends and sentiment. Monitor engagement and sentiment to flag accounts at risk—before it's too late.
— gong.io
Gong captures calls, emails, and meetings to provide a complete view of account interactions. Centralized interaction capture (calls, emails, meetings)... giving teams a complete view of every account.
— gong.io
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market share, user reviews, enterprise adoption, and industry awards to gauge trust and reliability.
What We Found
Gong is a dominant market leader trusted by over 5,000 companies including major enterprises, with consistently high user ratings.
Score Rationale
A score of 9.2 reflects its status as a category leader ('The Ferrari of revenue intelligence') and widespread enterprise adoption.
Supporting Evidence
The platform maintains a high rating on G2, reflecting strong user satisfaction. Gong maintains a 4.7/5 star rating on G2 (November 2025)
— oliv.ai
Gong is trusted by over 5,000 customers, including major brands like LinkedIn, Shopify, and Slack. Trusted by 5,000+ customers... LinkedIn, Shopify, Slack, SproutSocial, Twilio, and Zillow
— gong.io
8.9
Category 3: Usability & Customer Experience
What We Looked For
We evaluate the user interface design, ease of navigation, and quality of customer support resources.
What We Found
Users praise the intuitive and clean interface, though recent reports indicate some decline in support responsiveness.
Score Rationale
The UI is widely celebrated for being intuitive, but recent complaints about support quality prevent a score in the 9s.
Supporting Evidence
Recent reviews highlight frustration with a decline in support quality and response times. Support quality deteriorated post-2024... users report slow response times.
— oliv.ai
Users find the interface clean, intuitive, and easy to adopt. I like that the UI is very clean and intuitive. The initial setup of Gong was quick and with minimal issues.
— g2.com
8.0
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing visibility, cost structure, contract flexibility, and overall value for money.
What We Found
Pricing is opaque and expensive, with significant platform and onboarding fees that can be prohibitive for smaller teams.
Score Rationale
The score is lower (8.0) due to hidden pricing, mandatory platform fees (~$5k), and high per-seat costs (~$1.6k) that penalize smaller teams.
Supporting Evidence
Pricing is not publicly listed and requires a sales conversation. Gong's pricing is hidden behind a sales conversation. It makes it hard to know what you're really signing up for.
— avoma.com
Implementation often requires a mandatory professional services fee. Typically a one-time fee of around $7,500 for onboarding, training, and change management.
— meetjamie.ai
Gong charges a base platform fee plus per-user licensing fees. Platform subscription fee: $5,000... Per user subscription: $1,600 (per user cost)
— lindy.ai
9.0
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the breadth and depth of integrations with CRMs, CS platforms, and communication tools.
What We Found
Gong offers a robust ecosystem with over 100 integrations, including deep connections with Salesforce, Gainsight, and Slack.
Score Rationale
The score reflects a strong ecosystem that integrates seamlessly with key CS and Sales tools, enhancing its utility within existing tech stacks.
Supporting Evidence
The platform supports over 160 integrations across various categories. 160 Integrations with Gong... Salesforce, Slack, Zoom, HubSpot CRM.
— sourceforge.net
Gong integrates with major Customer Success platforms like Gainsight and ChurnZero. Out-of-the-box integrations... Gainsight... ChurnZero... Accord.
— gong.io
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify certifications like SOC2, HIPAA, GDPR, and ISO standards relevant to enterprise data security.
What We Found
Gong holds an extensive suite of top-tier certifications including SOC2 Type II, HIPAA, and multiple ISO standards.
Score Rationale
A near-perfect score is justified by the comprehensive list of certifications (ISO 27001/27701/42001, SOC2) and HIPAA compliance.
Supporting Evidence
The platform has achieved multiple ISO certifications for security and AI governance. Gong has a certification for compliance with ISO 27001, ISO 27017, ISO 27018, and ISO 27701... ISO 42001:2023 validates Organizational AI Governance.
— help.gong.io
Gong is SOC2 Type II compliant and meets HIPAA security requirements. Gong is SOC2 Type II compliant and provides a third-party attestation report covering security... and HIPAA compliance
— help.gong.io
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Pricing is opaque and not publicly listed, requiring a sales process to obtain costs.
Impact: This issue had a noticeable impact on the score.
ClientSuccess is an ideal choice for staffing agencies due to its specific focus on customer success management. It provides a comprehensive view of client health, aiding in churn reduction and revenue increase. The platform's features align with staffing agencies' needs for customer retention, renewal, and growth.
ClientSuccess is an ideal choice for staffing agencies due to its specific focus on customer success management. It provides a comprehensive view of client health, aiding in churn reduction and revenue increase. The platform's features align with staffing agencies' needs for customer retention, renewal, and growth.
CHURN BUSTER
DATA-DRIVEN DECISION MAKER
Best for teams that are
B2B SaaS startups and mid-market teams prioritizing ease of use
Customer success teams focusing on high-touch relationship management
Organizations wanting rapid implementation and fast time-to-value
Skip if
Large enterprises requiring complex, custom automation or extensive data hierarchies
Teams needing a low-cost tool for very small budgets
Companies looking for deep, complex technical integrations beyond standard CRMs
Expert Take
Our analysis shows ClientSuccess distinguishes itself through its 'Pulse' methodology, which effectively blends automated data with human sentiment tracking. Research indicates this approach empowers frontline CSMs to flag risks that pure data might miss. While it lacks the infinite customization of enterprise heavyweights, documented user feedback consistently praises its usability and the 'SuccessScore' framework as easier to implement and manage.
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Success Management Platforms for Staffing Agencies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the comprehensiveness of customer health monitoring, journey management, and automation features specifically for SaaS retention.
What We Found
ClientSuccess offers robust 'SuccessScore' health modeling, 'Pulse' for sentiment tracking, and 'SuccessCycle' for journey management, though some users note field customization limits.
Score Rationale
The score is high due to the sophisticated 'SuccessScore' and 'Pulse' frameworks, but capped below 9.0 due to documented limitations in field customization compared to enterprise CRM alternatives.
Supporting Evidence
Automation triggers allow actions based on changes in Pulse, NPS, or specific dates. Automation triggers are now available for Pulse, NPS, Calendar, Contracts Engagements and SuccessCycles.
— help.clientsuccess.com
The 'Pulse' feature enables manual sentiment tracking with a six-point scale ranging from 'Extremely Satisfied' to 'Severe Risk'. Pulse's six-point scale ranges from “Extremely Satisfied” to “Severe Risk”.
— help.clientsuccess.com
The 'SuccessScore' feature allows configuration of multiple weighted health profiles based on metrics like engagement, usage, and NPS. The SuccessScore allows you to configure multiple profiles that can be applied to different client types.
— help.clientsuccess.com
The platform includes tools for revenue increase and customer retention, aligning with the specific needs of staffing agencies as outlined in product features.
— clientsuccess.com
Documented in official product documentation, ClientSuccess offers a 360-degree view of customer health, crucial for staffing agencies to monitor client satisfaction and reduce churn.
— clientsuccess.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry reputation, user reviews, and adoption by reputable SaaS companies.
What We Found
The company holds a strong reputation with high G2 ratings (4.5/5), is SOC 2 Type 2 certified, and serves established brands like ShipHero and Constellation Homebuilder Systems.
Score Rationale
A score of 9.2 reflects strong market validation and verified security credentials, positioning it as a trusted player in the mid-market to enterprise space.
Supporting Evidence
The platform is used by recognizable companies such as ShipHero, Constellation Homebuilder Systems, and CampMinder. ShipHero use ClientSuccess... Constellation Homebuilder Systems use ClientSuccess
— clientsuccess.com
ClientSuccess maintains a 4.5 out of 5 star rating on G2 based on over 200 reviews. 4.5 out of 5. Market Segments. Mid-Market (73.1% of reviews).
— g2.com
9.4
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of setup, interface intuitiveness, and quality of vendor support.
What We Found
Users consistently cite 'Ease of Use' and 'Customer Support' as top advantages, often preferring its interface over more complex competitors like Gainsight.
Score Rationale
This category receives a near-perfect score because user reviews overwhelmingly highlight the intuitive UI and exceptional support team as primary differentiators.
Supporting Evidence
Users describe the interface as clean and the load times as 'super quick'. UI is great and load times are super quick.
— g2.com
G2 reviews frequently mention the platform's ease of use and the support team's responsiveness. Users value the exceptional customer support from ClientSuccess... Users find ClientSuccess easy to use, facilitating quick setup
— g2.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We look for publicly available pricing, clear tier differentiation, and contract transparency.
What We Found
Pricing is not public and requires a demo; however, three clear tiers (Startup, Growth, Enterprise) are defined, and users report good value relative to features.
Score Rationale
The score is lower (8.2) due to the lack of transparent public pricing, which is a common but frustrating practice in enterprise SaaS, though the tier structure is clearly defined.
Supporting Evidence
The product is offered in three distinct packages: Startup, Growth, and Enterprise. Startup Package... Growth Package... Enterprise Package.
— clientsuccess.com
Pricing is not publicly listed and requires contacting the sales team. ClientSuccess has packages and pricing for all budgets. Speak to our team to get started.
— clientsuccess.com
Category 5: Security, Compliance & Data Protection
What We Looked For
We evaluate the depth and breadth of native integrations with CRMs, support tools, and other SaaS platforms.
What We Found
Native bi-directional integrations exist for HubSpot, Salesforce, and Jira, though some users note limitations in mapping custom objects compared to larger ecosystems.
Score Rationale
The score is strong (8.7) due to essential bi-directional CRM syncs, but slightly held back by user reports of field mapping limitations and a smaller overall marketplace than competitors.
Supporting Evidence
Jira Cloud integration allows for two-way syncing of tasks and issues. Note: This will be a two way sync. Task statuses will automatically update across both platforms.
— help.clientsuccess.com
The platform supports bi-directional syncing with HubSpot for Company and Contact data. Determine sync direction between ClientSuccess and HubSpot for each HubSpot Company and/or Contact field... bi-directional.
— help.clientsuccess.com
The platform runs on Amazon Web Services (AWS) with logical data segregation for each customer. ClientSuccess runs on Amazon Web Services (AWS)... ClientSuccess' implementation on AWS includes... Data Segregation
— help.clientsuccess.com
ClientSuccess is SOC 2 Type 2 designated, validating their security controls and procedures. ClientSuccess has successfully completed its AICPA Service Organization Control 2 (SOC 2) Type 2 audit.
— help.clientsuccess.com
Listed in the company's integration directory, ClientSuccess integrates with major CRM systems, enhancing its ecosystem strength.
— clientsuccess.com
9.1
Category 6: Support, Training & Onboarding Resources
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users find the reporting features less robust or harder to export compared to Salesforce reporting.
Impact: This issue had a noticeable impact on the score.
Custify is a customer success software that is explicitly tailored for staffing agencies. It offers a smart platform that aids such agencies in reducing churn rates, refining the onboarding process, and enhancing SaaS growth. This tool plays a significant role in the retention of clients and the enhancement of customer service, which are crucial aspects for staffing agencies.
Custify is a customer success software that is explicitly tailored for staffing agencies. It offers a smart platform that aids such agencies in reducing churn rates, refining the onboarding process, and enhancing SaaS growth. This tool plays a significant role in the retention of clients and the enhancement of customer service, which are crucial aspects for staffing agencies.
GROWTH DRIVER
REAL-TIME READY
Best for teams that are
B2B SaaS startups and SMBs needing a lightweight, quick-to-deploy platform
Teams focused on tracking product usage and automating retention workflows
Companies wanting to combine support, sales, and product data in one view
Skip if
Non-SaaS businesses or service agencies that do not track subscription metrics
Enterprise teams requiring complex custom integrations or advanced permissions
Our analysis shows Custify effectively bridges the gap between basic spreadsheets and complex enterprise tools for B2B SaaS companies. Research indicates its standout 'Concierge Onboarding' and robust automation capabilities allow teams to realize value quickly without the heavy administrative burden of legacy platforms. Based on documented security certifications like SOC 2 Type 2 and ISO 27001, it offers enterprise-grade security accessible to mid-market teams.
Pros
Concierge onboarding service speeds up implementation
Intuitive 360-degree customer view dashboard
Strong automation and playbook capabilities
SOC 2 Type 2 and ISO 27001 certified
Highly responsive customer support team
Cons
Reporting dashboards have customization limitations
Steep starting price for small startups
Integration setup can be complex
Steep learning curve for advanced features
Less suitable for large enterprise datasets
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Success Management Platforms for Staffing Agencies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the comprehensiveness of customer success features like health scoring, automation, and lifecycle management for B2B SaaS.
What We Found
Custify offers a robust suite including 360-degree customer views, customizable health scoring, and automated playbooks, though it is optimized for SMBs rather than complex enterprises.
Score Rationale
The score reflects a strong feature set for its target market, anchored by powerful automation and health scoring, but slightly limited by reporting flexibility compared to enterprise-grade competitors.
Supporting Evidence
The platform enables automation of complex tasks and communications based on customer behavior. With Custify, businesses can automate complex tasks and customer communications based on behavior, ensuring engagement happens at the right time without manual intervention.
— thecxlead.com
Key features include Customer 360 view, health scoring, task management, and automated playbooks. Key Features of Custify: Customer Segmentation. Health Scoring. Task Management. Automated Playbooks. Customer Journeys.
— softwaresuggest.com
The platform provides data-driven insights to reduce churn rates, as outlined in the product's feature overview.
— custify.com
Documented in official product documentation, Custify offers automated workflows tailored for staffing agencies, enhancing efficiency.
— custify.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user sentiment, industry awards, and verified reviews to gauge market trust and reliability.
What We Found
The product maintains high ratings across major review platforms and holds significant industry certifications, signaling strong market trust.
Score Rationale
A score of 9.3 is justified by consistently high user ratings (e.g., 4.8/5 on G2) and verified security certifications, positioning it as a highly trusted solution in the CS space.
Supporting Evidence
Users consistently praise the support team and product impact in verified reviews. Custify provides a great Customer Success Software that helped us to unlock potential business growth... truly prioritizes customers.
— g2.com
Custify holds a 4.9 rating based on 121 reviews on GetApp. Custify. 4.9. (121). Customer success solution for SaaS businesses.
— getapp.com
9.1
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of setup, interface intuitiveness, and quality of onboarding support.
What We Found
Custify is renowned for its 'Concierge Onboarding' service and intuitive UI, although some users note a learning curve for advanced features.
Score Rationale
The score is boosted significantly by the unique concierge onboarding service and responsive support, despite minor friction in initial learning curves for complex workflows.
Supporting Evidence
Reviewers rate Custify's quality of support significantly higher than competitors like Totango. Users report that Custify excels in Quality of Support, scoring 9.6 compared to Totango's 8.4.
— g2.com
Custify offers a 'Concierge Onboarding' service to assist with setup and implementation. Our intuitive customer success platform is complemented by our concierge onboarding, helping you get value as quickly as possible.
— custify.com
Offers 24/7 support as documented in the customer service policy, ensuring continuous assistance.
— custify.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, starting costs, and transparency regarding contract terms.
What We Found
While pricing is often custom, third-party sources indicate a starting point of around $899/month, which is a significant investment for smaller startups.
Score Rationale
The score is 8.5 because while the value provided is high, the entry price point is steep for the lower end of the SMB market and public pricing is not fully transparent.
Supporting Evidence
Official pricing pages often direct users to contact sales rather than listing explicit tiers. Custify has not provided pricing information for this product or service. This is common practice for software sellers...
— g2.com
Third-party data indicates pricing starts at $899 per month for up to 3 seats. Custify Starting Price. $ 899/Up to 3 Seats / Users.
— softwaresuggest.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted in the pricing section.
— custify.com
8.8
Category 5: Security, Compliance & Data Protection
What We Looked For
We evaluate the breadth and depth of integrations with CRMs, support tools, and billing systems.
What We Found
The platform integrates with major tools like Salesforce, HubSpot, and Stripe, though some users report setup complexity.
Score Rationale
An 8.8 reflects a solid range of essential integrations for SaaS businesses, with a slight deduction for reported complexities in configuring deeper data syncs.
Supporting Evidence
Integration options include 'full' or 'enhance' modes for systems like HubSpot. HubSpot can be integrated in either full or enhanced mode... turning on the integration in Full mode will create new companies and people in Custify
— ecosystem.hubspot.com
Custify integrates with key tools including Salesforce, HubSpot, and Pipedrive. Below is a list of products that Custify currently integrates with: 1. Pipedrive... 2. Salesforce... 3. Google Analytics
— slashdot.org
The platform is fully compliant with ISO/IEC 27001 standards. Custify is fully compliant with the ISO/IEC 27001 standard of information security management.
— custify.com
Custify is certified as SOC 2 Type 2 compliant. Cusitfy has been certified as SOC 2 Type 2 compliant following a comprehensive evaluation by an independent auditor.
— custify.com
Listed in the company’s integration directory, Custify integrates with major CRM systems like Salesforce.
— custify.com
8.9
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Outlined in published onboarding resources, Custify provides comprehensive training materials.
— custify.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The platform is noted to be less suitable for complex enterprise environments compared to competitors like Gainsight.
Impact: This issue had a noticeable impact on the score.
Totango is a Customer Success Software specifically tailored for staffing agencies. It offers valuable insights into customer engagement, reduces churn, and assists in customer retention and growth. The software's health scores and predictive analytics help agencies to proactively manage client relationships, ensuring staffing needs are met effectively.
Totango is a Customer Success Software specifically tailored for staffing agencies. It offers valuable insights into customer engagement, reduces churn, and assists in customer retention and growth. The software's health scores and predictive analytics help agencies to proactively manage client relationships, ensuring staffing needs are met effectively.
Best for teams that are
Large enterprises managing vast customer bases with modular, scalable needs
Teams wanting a composable platform to start small and scale features as needed
Organizations looking for a freemium option to test before scaling
Skip if
Small teams seeking a simple, out-of-the-box tool without configuration needs
Organizations sensitive to per-user pricing models as the team scales
Users who find enterprise-grade configuration and setup overwhelming
Expert Take
Our analysis shows Totango distinguishes itself through its 'SuccessBLOCs' framework, which modularizes complex customer success strategies into manageable, actionable components. Research indicates the recent merger with Catalyst has significantly strengthened its capability to drive revenue growth alongside traditional retention metrics. Based on documented security certifications like ISO 27001 and SOC 2, it remains a highly trusted choice for large-scale enterprises requiring rigorous data protection.
Pros
Modular SuccessBLOCs framework
Enterprise-grade security (ISO 27001)
Seamless Salesforce integration
Predictive health scoring
Combined growth & retention features
Cons
Opaque, high enterprise pricing
Steep learning curve
Rigid reporting visualization
High implementation fees
Complex navigation for new users
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Success Management Platforms for Staffing Agencies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to manage complex customer journeys, health scoring, and automation at an enterprise scale.
What We Found
Totango offers a robust 'Customer Growth Platform' featuring modular SuccessBLOCs for specific outcomes and has recently merged with Catalyst to enhance revenue-focused features.
Score Rationale
The score reflects the platform's comprehensive feature set, including the unique SuccessBLOCs framework and the expanded capabilities following the Catalyst merger, positioning it as a leader for complex enterprise needs.
Supporting Evidence
Features include multi-dimensional health scoring, automated workflows (SuccessPlays), and a customer intelligence engine named Unison. Support multi-product businesses, account hierarchies, and health models with ease.
— totango.com
The platform merged with Catalyst in 2024 to combine enterprise-scale customer success features with revenue-oriented growth capabilities. Combining the best of Catalyst and Totango into a unified product for enterprises and fast-growing companies will ensure businesses not only survive but rapidly uncover growth and revenue opportunities.
— totango.com
Totango utilizes 'SuccessBLOCs', a modular framework that allows teams to package and operationalize best practices for specific stages of the customer journey. A SuccessBLOC provides a modular framework to package and operationalize your company's best practices at different points of the customer journey.
— support.totango.com
Documented predictive analytics and customizable health scores tailored for staffing agencies in the official product documentation.
— totango.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for adoption by major enterprises, industry awards, and verified third-party recognition.
What We Found
Totango is trusted by global giants like SAP, Google, and Zoom, and holds leadership positions in major industry reports like G2 and Forrester.
Score Rationale
The presence of top-tier enterprise clients and consistent recognition as a market leader in customer success software justifies this high score.
Supporting Evidence
The company is recognized as a Leader in the G2 Customer Success category and a Strong Performer in the Forrester Wave. Totango is consistently celebrated as a leading choice for enterprise organizations. Forrester Wave Strong Performer Badge 2023... G2 Leader Fall 2024.
— totango.com
Totango's client roster includes major global enterprises such as SAP, NTT, Google, and Zoom. Leading customer-centric enterprises such as SAP, NTT, Google and Zoom use Totango to drive customer adoption, retention, expansion and advocacy.
— prnewswire.com
8.6
Category 3: Usability & Customer Experience
What We Looked For
We assess user interface design, ease of navigation, and the learning curve for new users.
What We Found
While users appreciate the clean interface and Salesforce integration, many report a steep learning curve and rigid reporting capabilities.
Score Rationale
The score is impacted by reports of complexity in navigation and setup, despite the platform's powerful capabilities and generally intuitive design for established users.
Supporting Evidence
Reviews highlight that the interface is intuitive for daily tasks but navigation can occasionally be confusing. The interface is also intuitive... [but] navigation can occasionally be a bit confusing.
— g2.com
Users report a steep learning curve, noting that setup and advanced feature utilization can be challenging. Users face a steep learning curve with Totango, making setup and advanced feature utilization challenging.
— g2.com
Offers a free trial allowing users to explore features before commitment, as outlined on the official website.
— totango.com
7.8
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing transparency, entry costs, and contract flexibility.
What We Found
Totango does not publicly list enterprise pricing, and user reports indicate high setup fees (approx. $50k) and expensive per-user costs.
Score Rationale
This category scores below 8.0 due to significant opacity in pricing and reports of high implementation fees that create barriers for smaller organizations.
Supporting Evidence
User reports indicate quotes of $50,000 USD plus a 20% setup fee for enterprise implementation. They've quoted us 50K USD plus a hefty 20% setup fee... Totango has categorized us as 'Enterprise' users... which locks us out of the more affordable advertised pricing tiers.
— reddit.com
Totango does not publicly list its pricing, requiring potential customers to contact sales for quotes. Totango does not publicly list its pricing, which can make it difficult to assess cost-effectiveness compared to other solutions.
— appeq.ai
Pricing transparency is limited due to the enterprise pricing model requiring custom quotes.
— totango.com
8.9
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine the breadth and depth of third-party integrations with CRMs, data warehouses, and communication tools.
What We Found
The platform offers native integrations with major enterprise tools like Salesforce, Snowflake, Zendesk, and HubSpot, supporting bi-directional data sync.
Score Rationale
With a strong library of native connectors for key enterprise systems like Salesforce and Snowflake, the platform integrates well into standard corporate tech stacks.
Supporting Evidence
The Salesforce integration allows users to view Totango insights directly within the Salesforce UI. The Totango app in Salesforce allows your teams to view Totango insights within the Salesforce UI.
— appexchange.salesforce.com
Totango provides native integrations for Salesforce, Zendesk, HubSpot, and Snowflake. Directly connect to your company data and stream customer, contact, and usage information to Totango.
— totango.com
The platform is SOC 2 compliant, covering Security, Availability, Processing Integrity, Confidentiality, and Privacy. Our SOC 2 primary purpose is to ensure that third-party service providers securely store and process client data. It is based on five Trust Services Criteria.
— totango.com
Totango is ISO 27001 certified and uses it as their primary security framework. Totango is ISO-27001 certified and uses that as our security framework.
— totango.com
Listed integrations with Salesforce and other CRM platforms in the company's integration directory.
— totango.com
9.3
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Comprehensive onboarding resources and training materials are documented in the support section.
— support.totango.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Reports of difficult cancellation processes and strict contract enforcement.
Impact: This issue caused a significant reduction in the score.
Products in the Customer Success Management Platforms for Staffing Agencies category are evaluated based on their documented features like integration capabilities and analytics tools. Compatibility with existing agency systems and pricing transparency are key factors. Third-party customer feedback provides insights into the platform's real-world performance and user satisfaction, helping to gauge its effectiveness in various staffing scenarios.
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Score Breakdown
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Deep Research
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