Client Savvy
- Company typePrivate
- Founded2004
- HeadquartersRaleigh, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Client Savvy firmographics
Firmographics- Name
- Client Savvy
- Legal name
- ClearlyRated, LLC
- Website
- https://clientsavvy.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Client Savvy industry classification
Industry- Product category
- Customer Experience Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)
Keywords
Where Client Savvy is headquartered
LocationHeadquarters
- HQ city
- Raleigh
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Client Savvy business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Client Savvy operates primarily as a SaaS platform delivering its Client Feedback Tool via subscription licenses. Licenses are sold on a per-term basis (typically annual subscriptions with auto-renewal) and invoiced in advance. The service is provided via the clientfeedbacktool.com platform with associated infrastructure and support.
- Professional Services & Consulting: ClearlyRated, LLC (parent company operating Client Savvy) provides separately contracted consulting and implementation services including customer experience strategy consulting, empathy mapping workshops, voice of customer program design, and related advisory engagements. These are quoted and scoped via Statements of Work (SOWs) and invoiced on a time-and-materials or fixed-fee basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Subscription-based SaaS tiers (specific names and prices not publicly disclosed) |
| Other | Monthly | Professional Services (consulting, workshops, implementation) |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Client Savvy product offering
Product offeringCore offering
Client Savvy sells a cloud-based SaaS customer feedback and experience management platform purpose-built for AEC and professional services firms. The platform enables milestone-based client surveys tied to project billing cycles, real-time analytics, AI-powered follow-up responses, and client/project health scoring via the proprietary CXI® 7-point scale. It is bundled with implementation consulting, training, and a thought-leadership ecosystem (CXps Conference, CXaward, CXmp certification).
Product overview
Client Savvy is a SaaS platform company offering a unified Customer Experience Management solution for AEC and professional services firms. The core product is the Client Feedback Tool, a milestone-based feedback platform built around the proprietary CXI Scale measurement system. This core platform is augmented by a suite of consulting services and programs including Voice of Customer (VoC) Programs, Customer Perception Studies, Customer Empathy Mapping, Customer Journey Mapping, Linguistic Analysis, CX Change Management, Seller-Doer Training, and Employee Engagement Software. The company also operates industry events and certifications including the CXps Conference, CXaward Program, and CXmp Certification, which collectively establish Client Savvy as the definitive voice in Customer Experience for the professional services industry.
Differentiator
Problem solved
Functional benefit
Products and services
- Client Feedback Tool Cloud-based SaaS platform for collecting, analyzing, and acting on client feedback in real-time. Designed for AEC and professional services firms with milestone-based feedback tracking tied to project billing cycles, the proprietary CXI® 7-point measurement scale, AI-powered follow-up, and client/project health dashboards.
- Voice of Customer (VoC) Programs
Quantifiable outcome
- 36% higher revenue capture rate and higher average contract value demonstrated through a two-year case study of Insight Analysis implementation
- +4 more outcomes
Companies that use Client Savvy
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles2 records
Client Savvy technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature5 records
Client Savvy partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ClearlyRated, LLCcoreClient Savvy is operated by ClearlyRated, LLC, a survey-based research and technology company headquartered in Portland, OR. ClearlyRated owns the Client Savvy brand and platform, with Client Savvy serving as a ClearlyRated company focused specifically on the AEC and professional services vertical. The relationship involves shared technology, brand association, and cross-selling within ClearlyRated's broader B2B survey and analytics ecosystem spanning accounting, AEC, HR services, insurance, IT services, legal, staffing, and other sectors.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Client Savvy competitors and assessment
Company assessmentBroad incumbents
- Qualtrics: Enterprise customer experience and survey platform (now part of SAP) that competes head-on with Client Savvy for large CX programs. Comparable in core feedback functionality and AI-driven analytics, but serves all industries broadly rather than specializing in AEC and professional services.
- SurveyMonkey (Momentive): Mass-market survey and feedback platform with GetFeedback and Momentive products targeting enterprise CX. Overlaps with Client Savvy on survey delivery, NPS benchmarking, and dashboards, but is a horizontal tool without AEC-specific milestone-based methodology.
- Medallia: Enterprise experience management platform offering customer feedback, analytics, and AI-driven actioning. Directly comparable product surface to Client Savvy, with much larger enterprise deployments but no specific AEC or professional services vertical focus.
Direct peers
- AskNicely: Customer feedback and NPS platform built for service-based businesses with frontline employees. Closely comparable business model and target buyer to Client Savvy's professional services focus, including milestone/touchpoint-based surveying and CX coaching workflows.
- Delighted: Lightweight customer feedback and NPS platform (now part of Qualtrics) for SMB and mid-market. Overlaps with Client Savvy on simple NPS and open-text feedback collection and benchmarking, though without AEC-specific milestone methodology or professional services consulting.
- InMoment: Customer experience intelligence platform combining surveys, text analytics, and actioning. Direct competitor for mid-market and enterprise CX programs, including acquired Wootric feedback technology, with a comparable AI-driven text and response workflow to Client Savvy's CXI® approach.
- CustomerGauge: B2B-focused account experience and NPS platform with strong vertical playbooks. Directly comparable to Client Savvy in its B2B-only positioning, account-level health scoring, and emphasis on turning CX data into revenue outcomes for professional services-style customers.
- GetFeedback: Customer experience and survey platform (now under Momentive/SurveyMonkey) targeting Salesforce-centric mid-market and enterprise teams. Comparable feedback delivery and dashboarding to Client Savvy, though oriented around CRM integration rather than project milestone workflows.
- Wootric: Customer feedback platform (now part of InMoment) offering in-product micro-surveys and NPS. Comparable AI-driven feedback workflows and dashboarding to Client Savvy, though targeting software product teams rather than AEC and professional services firms.
Emerging players
- SmileBack: Customer feedback platform focused on service-based businesses and frontline employees with real-time post-interaction surveys. Comparable feedback-loop approach to Client Savvy at a smaller scale, with similar emphasis on closing the loop with individual clients after each engagement.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Client Savvy social profiles
Digital presenceClient Savvy compliance and trust
Trust signalCompliance1 record
Client Savvy financial estimates
Financial estimateRevenue estimate
Valuation estimate
Client Savvy leadership team
Management profileNumber of profiles
Profiles3 records
Client Savvy funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Client Savvy M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Client Savvy
What does Client Savvy do?
Client Savvy sells a cloud-based SaaS customer feedback and experience management platform purpose-built for AEC and professional services firms. The platform enables milestone-based client surveys tied to project billing cycles, real-time analytics, AI-powered follow-up responses, and client/project health scoring via the proprietary CXI® 7-point scale. It is bundled with implementation consulting, training, and a thought-leadership ecosystem (CXps Conference, CXaward, CXmp certification).
Is Client Savvy a public or private company?
Client Savvy is a private company. It is classified as corporate owned and is currently operating.
When was Client Savvy founded?
Client Savvy was founded in 2004. It employs 11 to 50 people.
Where is Client Savvy based?
Client Savvy is headquartered in Raleigh, United States, in the North America region.
How does Client Savvy make money?
Two revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are professional Services & Consulting.
Who are Client Savvy's main competitors?
Broad incumbents on record are Qualtrics, SurveyMonkey (Momentive) and Medallia. Direct peers are AskNicely, Delighted, InMoment, CustomerGauge, GetFeedback and Wootric. SmileBack is listed as an emerging player.
Does Client Savvy have an API?
No public API is recorded for Client Savvy.
What industry is Client Savvy in?
Client Savvy's product category is Customer Experience Management Software. Its primary akta.pro industry code is BPAFAFAK, Customer Service/Support CRM & Contact Center Platforms. Its NAICS code is 513210 and its SIC code is 7372.