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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CustomerSuccessBox

    Score9.5 out of 10
    Mid-Size Companies (51-1,000 employees)
    What is CustomerSuccessBox? An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption, usage analysis, and calculating customer health scores.…N/A

    Evoq Content

    Score8.7 out of 10
    N/AEvoq Content is a content management system within the Evoq business suite. Evoq Content is extensible with many modules that add caching, advanced content approval workflow, granular permissions, document management, mobile accessibility of content, web farm support, and an ecommerce engine.N/A
    Pricing
    CustomerSuccessBoxEvoq Content
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    CustomerSuccessBoxEvoq Content
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup Fee$499 per userNo setup fee
    Additional DetailsThe 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/—
    More Pricing Information
    Community Pulse
    CustomerSuccessBoxEvoq Content
    Considered Both Products
    Customer Success Box
    No answer on this topic
    DNN
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    13 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    11 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    No answers on this topic
    Features
    CustomerSuccessBoxEvoq Content
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of CustomerSuccessBox and Evoq Content
    Feature
    CustomerSuccessBox
    8.5
    11 Ratings
    2% below category average
    Evoq Content
    10.0
    5 Ratings
    25% above category average
    API8.59 Ratings10.05 Ratings
    Integration with Salesforce.com8.57 Ratings00 Ratings
    Internationalization / multi-language00 Ratings10.05 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of CustomerSuccessBox and Evoq Content
    Feature
    CustomerSuccessBox
    9.4
    15 Ratings
    7% above category average
    Evoq Content
    -
    Ratings
    Product usage9.315 Ratings00 Ratings
    Help desk / support tickets9.512 Ratings00 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of CustomerSuccessBox and Evoq Content
    Feature
    CustomerSuccessBox
    9.0
    15 Ratings
    5% above category average
    Evoq Content
    -
    Ratings
    NPS surveys7.811 Ratings00 Ratings
    Sponsor tracking9.18 Ratings00 Ratings
    Customer profiles9.014 Ratings00 Ratings
    Automated workflow9.514 Ratings00 Ratings
    Customer health scoring9.313 Ratings00 Ratings
    Customer segmentation9.515 Ratings00 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of CustomerSuccessBox and Evoq Content
    Feature
    CustomerSuccessBox
    8.8
    15 Ratings
    5% above category average
    Evoq Content
    -
    Ratings
    Customer health trends9.313 Ratings00 Ratings
    Engagement analytics8.614 Ratings00 Ratings
    Revenue forecasting8.29 Ratings00 Ratings
    Dashboards9.315 Ratings00 Ratings
    Security
    Comparison of Security features of CustomerSuccessBox and Evoq Content
    Feature
    CustomerSuccessBox
    -
    Ratings
    Evoq Content
    10.0
    6 Ratings
    19% above category average
    Role-based user permissions00 Ratings10.06 Ratings
    Web Content Creation
    Comparison of Web Content Creation features of CustomerSuccessBox and Evoq Content
    Feature
    CustomerSuccessBox
    -
    Ratings
    Evoq Content
    10.0
    8 Ratings
    24% above category average
    WYSIWYG editor00 Ratings10.08 Ratings
    Code quality / cleanliness00 Ratings10.06 Ratings
    Admin section00 Ratings10.07 Ratings
    Page templates00 Ratings10.07 Ratings
    Library of website themes00 Ratings10.06 Ratings
    Mobile optimization / responsive design00 Ratings10.05 Ratings
    Publishing workflow00 Ratings10.07 Ratings
    Form generator00 Ratings10.06 Ratings
    Web Content Management
    Comparison of Web Content Management features of CustomerSuccessBox and Evoq Content
    Feature
    CustomerSuccessBox
    -
    Ratings
    Evoq Content
    10.0
    7 Ratings
    28% above category average
    Content taxonomy00 Ratings10.07 Ratings
    SEO support00 Ratings10.07 Ratings
    Bulk management00 Ratings10.05 Ratings
    Availability / breadth of extensions00 Ratings10.07 Ratings
    Community / comment management00 Ratings10.07 Ratings
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    CustomerSuccessBoxEvoq Content
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    ClientSuccess
    Score6 out of 10
    Umbraco CMS
    Score7 out of 10
    Medium-sized Companies
    ChurnZero
    Score7.9 out of 10
    Square Online
    Score7.7 out of 10
    Enterprises
    Gainsight CS
    Score8.8 out of 10
    RWS Tridion Sites
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CustomerSuccessBoxEvoq Content
    Likelihood to Recommend
    9.5
    (15 ratings)
    8.8
    (12 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.7
    (7 ratings)
    Usability
    9.3
    (15 ratings)
    10.0
    (2 ratings)
    Support Rating
    9.3
    (15 ratings)
    10.0
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (2 ratings)
    User Testimonials
    CustomerSuccessBoxEvoq Content
    Likelihood to Recommend
    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!!!!!
    Read full review
    DNN
    If you just need to implement a website that is dynamic but not real big in Data Processing almost anyone can do so with very limited knowledge as long as you know how to use a Word Processor and your Browser. If you don't have experience with setting up a Server to run a website there are Companies like PowerDNN, Rackspace and WinHost that can help and I recommend them in that order if you are using DNN. If you need a more sophisticated e-commerce website and don't have much experience with Servers, SQL Server etc. then you should find a consultant to help you install and setup not just the DNN Platform but also select the proper Modules to accomplish what you want to do. If you need a highly customized website that is very data intensive and you are not experienced then be sure to save yourself the time and money by finding a qualified Consultant to help you. The beauty of DNN is that it can handle as simple or as complicated of an Application as you need depending on what your needs are and how far you want to take it.
    Read full review
    Pros
    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.
    Incentivized
    Read full review
    DNN
    • DNN is a feature-rich, open-source project with a flexible license. This let us use it without licensing costs for custom solutions or as-is with no custom code just plug-in modules.
    • DNN is written in Microsoft .NET C#. This allows our developers and our customers to use their existing skill set to install and maintain the solution.
    • DNN is made for Windows platform, allowing us and our customers to deploy solutions to existing Windows servers or in some cases hosted platforms.
    • DNN integrates with Windows authentication allowing us to deploy intranet solutions and use single sign-on for improved user experience and security.
    Read full review
    Cons
    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.
    Incentivized
    Read full review
    DNN
    • It can be a bit heavy-handed when it comes to styling. It's sometimes necessary to spend a little extra time to overcome styling issues.
    • Up until version 8 of the core DNN platform, implementing single page applications (SPAs) required extra efforts.
    • It is very difficult to split a site across multiple servers for load balancing
    Incentivized
    Read full review
    Likelihood to Renew
    Customer Success Box
    No answers on this topic
    DNN
    Even though DNN is a good CMS, I have worked with other CMSs which are far more robust at this point, and would not be overly inclined to select DNN unless cost of the product is the most important factor along with staying on .NET. DNN is a whole package so unless the client has a requirement of including authentication, authorization for users, eCommerce, sticking to something simple is a better option.
    Read full review
    Usability
    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.
    Incentivized
    Read full review
    DNN
    Evoq proved to be a solid backbone for our property-management portal, handling ≈300 active rental listings without performance hiccups. The page-builder made it straightforward to craft listing templates that surface photo galleries, floor-plan PDFs, and embedded map pins, while role-based workflows let leasing agents edit unit details (price, availability, pet policy) without touching global site settings—a big win for operational control.

    For the management side, the platform’s extensibility let us plug in a third-party rent-payment widget and an automated maintenance-ticket form with minimal custom code. Evoq’s built-in analytics have already highlighted which neighborhoods and bedroom counts drive the most traffic, guiding our marketing spend.

    Two caveats:


    Search & filter logic – Out-of-the-box search was too shallow for renters who expect Zillow-style filtering. We had to commission a custom module for filter chips (price range, amenities, walk score), which added time and cost.
    Mobile image optimization – High-resolution gallery images affected load times on 4G; a CDN or Evoq’s Digital Asset Optimizer add-on is advisable.



    Overall, Evoq delivers reliable content governance and enough flexibility to support both consumer-facing listings and back-office property-management workflows, provided you budget for advanced search customization and image delivery tuning.
    Read full review
    Support Rating
    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.
    Read full review
    DNN
    I don't see how it could get any better unless they moved their staff into our offices. You have available to you any type of Support you need or want, both paid and free from thousands of developers and consultants all over the world. You might even find some on Mars if you look hard enough.Also, with all of the available resources available from your Browser you can literally find the answer to any question you have in a matter of minutes.
    Read full review
    Implementation Rating
    Customer Success Box
    No answers on this topic
    DNN
    Evoq proved to be a solid backbone for our property-management portal, handling ≈300 active rental listings without performance hiccups. The page-builder made it straightforward to craft listing templates that surface photo galleries, floor-plan PDFs, and embedded map pins, while role-based workflows let leasing agents edit unit details (price, availability, pet policy) without touching global site settings—a big win for operational control.

    For the management side, the platform’s extensibility let us plug in a third-party rent-payment widget and an automated maintenance-ticket form with minimal custom code. Evoq’s built-in analytics have already highlighted which neighborhoods and bedroom counts drive the most traffic, guiding our marketing spend.

    Two caveats:


    Search & filter logic – Out-of-the-box search was too shallow for renters who expect Zillow-style filtering. We had to commission a custom module for filter chips (price range, amenities, walk score), which added time and cost.
    Mobile image optimization – High-resolution gallery images affected load times on 4G; a CDN or Evoq’s Digital Asset Optimizer add-on is advisable.



    Overall, Evoq delivers reliable content governance and enough flexibility to support both consumer-facing listings and back-office property-management workflows, provided you budget for advanced search customization and image delivery tuning.
    Read full review
    Alternatives Considered
    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.
    Incentivized
    Read full review
    DNN
    Drupal is a highly expensive tool and is not offering anything extraordinary at a high price. If I keep its pricing in account then there should be some extraordinary features but unfortunately, there isn’t anything special about it; rather it was slow in its working. All these things actually forced us to move to Evoq that is just perfect in its working. Its working speed, interface, and UX are so simple that none of our team members find it tough to utilize. It has so many features like content scheduling and rich text edit. It allows easy editing of the text as well, and one can directly add text according to need.
    Incentivized
    Read full review
    Return on Investment
    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
    DNN
    • DNN have given us the ability to have basic sites for clients up and running in a very short time. This makes the client happy.
    • DNN has taken the trivial, simple tasks of changing text on a page or an image on a page and put it into the hands of the client. They do not have to pay us to do it and that also frees up more time for us to spend on development.
    Read full review
    ScreenShots

    CustomerSuccessBox Screenshots

    Screenshot of 360 Degree View 

A fully integrated customer success platform that connects with your CRM, Helpdesks, Billing system, customer engagement system, and even your homegrown systems to provide customer success managers a complete 360-degree view of each account.Screenshot of Actionable Platform

No more juggling between tools, get all customer communication in one place. You get the ability to send emails, make calls and manage tasks from inside the customer success platform. CSMs take preemptive measures to engage with accounts with average or poor health.Screenshot of Segmentation

Customer Segmentation is done based on revenue generated/MRR (Enterprise-Mid market-SMBs or Tier 1-Tier 2-Tier3), location (US, Asia, EMEA, ANZ, etc), Product used or plans opted for, etc.Screenshot of Playbooks 

Time-bound playbooks are created to manage tasks to onboard, increase product adoption, renewals, and upsells.  Playbooks help in creating an Ideal Customer Journey along with various Tasks, Outcomes & Milestones