ClientSmart vs MemberXP
ClientSmart
clientsmart.comMemberXP
memberxp.comSide by side
| Figure | ClientSmart | MemberXP |
|---|---|---|
| Price from | $1.50/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 9 | 1 |
| Spec score · Mystery Shopping Software | 7.7 (#9) | 6.9 (#16) |
| Purpose | ClientSmart lets mystery shopping companies schedule shoppers, capture evaluations, and deliver branded reports from one platform. | MemberXP measures credit union member experiences across journeys such as joining, getting a loan, and using a mobile app. |
| Security | The maker says ClientSmart uses TLS encrypted connections, secure cloud hosting, and role-based access controls. | MemberXP says it uses physical, technical, and organizational measures to protect personal data in a controlled server environment. |
Plans
ClientSmart
- Per-shop fees (over 25,000 shops)$1.50 a month
- Per-shop fees (15,001–25,000 shops)$2 a month
- Per-shop fees (10,001–15,000 shops)$2.50 a month
- Per-shop fees (5,001–10,000 shops)$3 a month
- Per-shop fees (1,001–5,000 shops)$3.50 a month
- Per-shop fees (501–1,000 shops)$4 a month
- Per-shop fees (201–500 shops)$4.50 a month
- Per-shop fees (0–200 shops)$5 a month
- Base fee$400 a month
In their own words
ClientSmart
ClientSmart is a web platform for mystery shopping companies that schedule shoppers, collect evaluations, and deliver branded client reports. Reusable survey templates retain question structures, scoring rules, and conditional logic across projects. Teams can import shopper rosters, locations, and project data from CSV, Excel, and other common formats using column mapping. Its shopboard filters assignments by location, date, pay range, and distance. Automated pay calculations include audit trails showing how each amount was computed. ClientSmart creates branded PDF reports, interactive charts, and built-in analytics, and sends branded HTML emails with merge fields to shoppers, schedulers, and clients. Tiered cloud storage holds photos, receipts, and supporting documents with automatic expiration policies. The maker describes TLS-encrypted connections, secure cloud hosting, and role-based access controls. Billing is month to month, with no setup fee or long-term commitment. A 400.00 USD monthly base fee is credited toward per-shop charges, which range from 5.00 USD to $1.50 based on completed-shop volume.
MemberXP
MemberXP is a web platform for credit unions that measures member experiences across journeys such as joining, obtaining a loan, and using a mobile app. Credit unions can create branded surveys with open-ended, closed-ended, nominal, Likert, ordinal, and yes-or-no questions, using advanced logic. The platform tracks NPS, Member Effort Score, and other KPIs over time, including peer benchmarking. Its analytics are described as operating continuously to identify important drivers and revenue impact. Mystery-shopping programs let trained credit union members assess service touchpoints; reports pass through quality control, verification, and audit. Employee-experience tools cover onboarding, exit, interaction, and engagement surveys, with more than 300 engagement questions or custom questions. Integrations can connect survey data with core systems and other applications, while analyzed and raw data can be exported. Customers receive a dedicated Success Manager without an additional charge. MemberXP is now part of Navari, with the company saying platform access, workflows, data, configurations, insights, and support remain unchanged. Pricing is customized by institution size and selected solutions.