9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.9 out of 100
10 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.9 out of 100

Likelihood to Recommend

CustomerSuccessBox

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!!!!!
Karthik Jairam | TrustRadius Reviewer

Freshsuccess (formerly Natero)

Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.
Garrett Genest | TrustRadius Reviewer

Feature Rating Comparison

Platform & Infrastructure

CustomerSuccessBox
8.6
Freshsuccess (formerly Natero)
7.1
API
CustomerSuccessBox
8.7
Freshsuccess (formerly Natero)
7.3
Integration with Salesforce.com
CustomerSuccessBox
8.5
Freshsuccess (formerly Natero)
7.3
Integration with Marketo
CustomerSuccessBox
Freshsuccess (formerly Natero)
7.0
Integration with Eloqua
CustomerSuccessBox
Freshsuccess (formerly Natero)
7.0

Customer Data Extraction / Integration

CustomerSuccessBox
8.9
Freshsuccess (formerly Natero)
8.6
Product usage
CustomerSuccessBox
8.8
Freshsuccess (formerly Natero)
8.2
Help desk / support tickets
CustomerSuccessBox
8.9
Freshsuccess (formerly Natero)
9.1

Customer Success Management

CustomerSuccessBox
8.7
Freshsuccess (formerly Natero)
7.2
NPS surveys
CustomerSuccessBox
8.3
Freshsuccess (formerly Natero)
7.0
Sponsor tracking
CustomerSuccessBox
8.6
Freshsuccess (formerly Natero)
7.0
Customer profiles
CustomerSuccessBox
8.5
Freshsuccess (formerly Natero)
7.1
Automated workflow
CustomerSuccessBox
8.7
Freshsuccess (formerly Natero)
8.0
Customer health scoring
CustomerSuccessBox
9.0
Freshsuccess (formerly Natero)
8.2
Customer segmentation
CustomerSuccessBox
8.8
Freshsuccess (formerly Natero)
7.3
Internal collaboration
CustomerSuccessBox
Freshsuccess (formerly Natero)
5.5

CSM Reporting & Analytics

CustomerSuccessBox
8.5
Freshsuccess (formerly Natero)
7.4
Customer health trends
CustomerSuccessBox
8.9
Freshsuccess (formerly Natero)
9.1
Engagement analytics
CustomerSuccessBox
8.7
Freshsuccess (formerly Natero)
7.0
Revenue forecasting
CustomerSuccessBox
7.8
Freshsuccess (formerly Natero)
4.4
Dashboards
CustomerSuccessBox
8.7
Freshsuccess (formerly Natero)
9.1

Security

CustomerSuccessBox
Freshsuccess (formerly Natero)
10.0
Role-based user permissions
CustomerSuccessBox
Freshsuccess (formerly Natero)
10.0

Pros

CustomerSuccessBox

  • Provides product adoption and client relationship metrics on Account level.
  • Provides options for customizable dashboards.
  • Automated alerts based on set criteria.
  • Sheldon [ai] recommendations.
  • Quick support
Sachin Agarwal | TrustRadius Reviewer

Freshsuccess (formerly Natero)

  • Love the accounts view to see all my accounts, their health and some helpful stats!
  • The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
  • In the account, you can link to other documentation, which is great!
Anonymous | TrustRadius Reviewer

Cons

CustomerSuccessBox

  • Quick add logs/tasks directly from the account page, this will save a lot of loading time and effort.
  • Software load speed.
Gavin Thomas | TrustRadius Reviewer

Freshsuccess (formerly Natero)

  • Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
  • Automatically triggered emails based on certain usage.
Anonymous | TrustRadius Reviewer

Usability

CustomerSuccessBox

CustomerSuccessBox 8.8
Based on 9 answers
For a product Like CSB - User Interface is very important , & I must say CSB has User Interface.CSB runs smooth.Different Attributes at tips to ease the work.Integrating all my customers in one view
Ankur Parswani | TrustRadius Reviewer

Freshsuccess (formerly Natero)

No score
No answers yet
No answers on this topic

Support Rating

CustomerSuccessBox

CustomerSuccessBox 9.1
Based on 9 answers
It is very good and can be reached on emails easily, support gives the resolution on time and can help in working us productively
Akshay Jangra | TrustRadius Reviewer

Freshsuccess (formerly Natero)

No score
No answers yet
No answers on this topic

Alternatives Considered

CustomerSuccessBox

We have chosen CustomerSuccessBox as it provides a 360degree customer view and end-to-end customer success management. On top of that having the visibility to automate alerts.
Shweta Dubey | TrustRadius Reviewer

Freshsuccess (formerly Natero)

I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.
Anonymous | TrustRadius Reviewer

Return on Investment

CustomerSuccessBox

  • 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.
Sachin Agarwal | TrustRadius Reviewer

Freshsuccess (formerly Natero)

  • Visibility - We can now see in one place the many dimensions of customer health
  • Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
  • Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time
Ewen Fortune | TrustRadius Reviewer

Screenshots

Pricing Details

CustomerSuccessBox

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$ 499*

* per user

Freshsuccess (formerly Natero)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

CustomerSuccessBox
8.9
Freshsuccess (formerly Natero)
6.4

Usability

CustomerSuccessBox
8.8
Freshsuccess (formerly Natero)

Support Rating

CustomerSuccessBox
9.1
Freshsuccess (formerly Natero)

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