What users are saying about
10 Ratings
10 Ratings
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Score 9.7 out of 100
15 Ratings
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Score 9.6 out of 100

Feature Set Ratings

  • Custify ranks higher in 3 feature sets: Platform & Infrastructure, Customer Success Management, CSM Reporting & Analytics
  • CustomerSuccessBox ranks higher in 1 feature set: Customer Data Extraction / Integration

Security

9.7

Custify

97%

CustomerSuccessBox

Feature Set Not Supported
N/A
Custify ranks higher in 1/1 features

Role-based user permissions

9.7
97%
10 Ratings
N/A
0 Ratings

Platform & Infrastructure

9.7

Custify

97%
8.5

CustomerSuccessBox

85%
Custify ranks higher in 1/2 features

API

9.7
97%
10 Ratings
8.6
86%
9 Ratings

Integration with Salesforce.com

N/A
0 Ratings
8.5
85%
7 Ratings

Customer Data Extraction / Integration

9.4

Custify

94%
9.5

CustomerSuccessBox

95%
Custify ranks higher in 1/2 features

Product usage

9.7
97%
10 Ratings
9.4
94%
15 Ratings

Help desk / support tickets

9.1
91%
1 Rating
9.6
96%
12 Ratings

Customer Success Management

9.6

Custify

96%
9.1

CustomerSuccessBox

91%
Custify ranks higher in 5/7 features

Sponsor tracking

9.1
91%
1 Rating
8.8
88%
8 Ratings

Customer profiles

9.7
97%
10 Ratings
9.2
92%
14 Ratings

Automated workflow

9.0
90%
10 Ratings
9.6
96%
14 Ratings

Internal collaboration

10.0
100%
10 Ratings
N/A
0 Ratings

Customer health scoring

10.0
100%
10 Ratings
9.4
94%
13 Ratings

Customer segmentation

10.0
100%
10 Ratings
9.6
96%
15 Ratings

NPS surveys

N/A
0 Ratings
7.9
79%
11 Ratings

CSM Reporting & Analytics

9.5

Custify

95%
8.8

CustomerSuccessBox

88%
Custify ranks higher in 2/4 features

Customer health trends

10.0
100%
10 Ratings
9.1
91%
13 Ratings

Engagement analytics

9.4
94%
10 Ratings
8.6
86%
14 Ratings

Dashboards

9.1
91%
2 Ratings
9.4
94%
15 Ratings

Revenue forecasting

N/A
0 Ratings
8.1
81%
9 Ratings

Attribute Ratings

  • Custify is rated higher in 2 areas: Likelihood to Recommend, Support Rating
  • CustomerSuccessBox is rated higher in 1 area: Usability

Likelihood to Recommend

9.7

Custify

97%
10 Ratings
9.6

CustomerSuccessBox

96%
15 Ratings

Usability

8.0

Custify

80%
1 Rating
9.4

CustomerSuccessBox

94%
15 Ratings

Support Rating

10.0

Custify

100%
1 Rating
9.4

CustomerSuccessBox

94%
15 Ratings

Likelihood to Recommend

Custify

Two big use cases where it's very well suited: onboarding of our clients and churn prevention. It just saves me so much time and helps me recommend more strategic suggestions. At the end of the day I can see my productivity being a lot higher than before having Custify.
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Customer Success Box

It is the best software if you are a b2b software who is planning to scale customer success department and you are running blind on potential threats for renewal. It also helps you understand which customer is not getting value out of your product. I completely recommend this. Go for it!!!!!
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Pros

Custify

  • As many health scores as you want per account on one screen.
  • As many lifecycles as you want per account on one screen.
  • Lots of health history information per client on one screen.
  • Very easy usage for team collaboration.
Read full review

Customer Success Box

  • Journey feature will help you automate your manual tasks like auto csm assignments, auto playbook enrolls, email alerts to your clients about new assignments or any set templates, etc.
  • Making a playbook of your process (must be consist of multiple steps) will help you give the visibility of how many clients are stuck in which steps and from when.
  • They are using Metabase for making analytics dashboards where you can make your own dashboard with different filters like Csm activity report, churn dashboard, potential clients report and also using pulse feature in Metabase schedule your daily report to different required people.
Read full review

Cons

Custify

  • There was a problem integrating our CRM at first, and to be honest, I almost switched to another product because it's a big deal for us, but they got it worked out significantly faster than any of us guessed it would take, so we stayed, and I'm glad it worked out.
  • The main data point still missing is global revenue. I reached out and they said it's in the works. The software is making us money, so we're staying and hope this works out as fast as the CRM issue.
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Customer Success Box

  • Health aggregation delay can be improved.
  • Calling with csbox software can be improved, it makes touchpoint even if your call from csbox has not picked up, and accordingly changed relationship health.
  • Add more analytics in the playbook like avg time taken to complete each step and there is no option of selecting multiple csms in the filter.
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Pricing Details

Custify

Starting Price

Editions & Modules

Custify editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    CustomerSuccessBox

    Starting Price

    $0

    Editions & Modules

    CustomerSuccessBox editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Required $ 499

      Additional Details

      The pricing is different for the types of businesses to which CustomerSuccessBox caters to- 1. Grow- For businesses who want to start with the customer success initiative with a small success team 2. Business- For businesses with mature customer success practices and a large success team 3. Enterprise- For businesses who want to extend with the customer success initiative across a range of products and teams. For more info on pricing, checkout https://customersuccessbox.com/pricing/

      Usability

      Custify

      Overall a great tool with very useful features. It's UI seems a bit clunky and there is no full dashboard. Without these it takes a bit of work to find what you need and get an overview of current activity. Also, implementing everything takes a bit of work. I would recommend it to any saas that is serious about scaling and has a customer success dept
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      Customer Success Box

      Customer success box is one of the best products we have used as it solves the main problem for us. Use tracking and adoption. The best part about various software integrations is that now we are able to track everything at one single platform with multiple reports, analytics and dashboards.
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      Support Rating

      Custify

      Philipp has been there for us throughout the process. Very nice guy and a great help. He guided us in setting KPIs, goals, healthscores. Really gave us a lot more than we wanted. We also had some custom integrations and even though they did not support them, their team released a patch for our CRM so we could integrate it
      Read full review

      Customer Success Box

      I have created two - three support tickets so far and their response is very very quick. Their team is also very empathetic, understanding and highly motivated towards solving a customer's problem. I would definitely recommend and rate them 10 / 10 for their excellent after sales support. They support for all EST & PST zones.
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      Alternatives Considered

      Custify

      This software makes it easy to analyze your data and optimize your onboarding - maybe the easiest I've seen, but you've got to be willing to dig into its features and setting. And of course without their Concierge Onboarding this is not so easy.
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      Customer Success Box

      CustomerSuccessBox provides a great UI where I can manage all the activities related to a client in a single window. This helps to update and focus on key tasks related to the client. Small insights graph helps to quickly analyze the client's health towards our product. The customizable filters are a great help in sorting the data.
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      Return on Investment

      Custify

      • Positive impact on churn reduction.
      • Easy view of the customer onboarding progress.
      • Playbooks make contacting a specific group of clients very easy.
      Read full review

      Customer Success Box

      • It has helped in managing large amount of Client data under single platform.
      • It helped in generating valuable insights from data.
      • It is helpful to take proactive actions.
      Read full review

      Screenshots

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