What users are saying about
12 Ratings
15 Ratings
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Score 9.6 out of 100
12 Ratings
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Score 6.1 out of 100

Feature Set Ratings

  • CustomerSuccessBox ranks higher in 4 feature sets: Platform & Infrastructure, Customer Data Extraction / Integration, Customer Success Management, CSM Reporting & Analytics

Platform & Infrastructure

8.5

CustomerSuccessBox

85%
7.1

Freshsuccess

71%
CustomerSuccessBox ranks higher in 2/4 features

API

8.6
86%
9 Ratings
7.2
72%
5 Ratings

Integration with Salesforce.com

8.5
85%
7 Ratings
7.2
72%
6 Ratings

Integration with Marketo

N/A
0 Ratings
7.0
70%
1 Rating

Integration with Eloqua

N/A
0 Ratings
7.0
70%
1 Rating

Customer Data Extraction / Integration

9.5

CustomerSuccessBox

95%
8.6

Freshsuccess

86%
CustomerSuccessBox ranks higher in 2/2 features

Product usage

9.4
94%
15 Ratings
8.1
81%
6 Ratings

Help desk / support tickets

9.6
96%
12 Ratings
9.1
91%
5 Ratings

Customer Success Management

9.1

CustomerSuccessBox

91%
7.1

Freshsuccess

71%
CustomerSuccessBox ranks higher in 6/7 features

NPS surveys

7.9
79%
11 Ratings
7.0
70%
2 Ratings

Sponsor tracking

8.9
89%
8 Ratings
7.0
70%
1 Rating

Customer profiles

9.2
92%
14 Ratings
7.1
71%
5 Ratings

Automated workflow

9.6
96%
14 Ratings
8.0
80%
6 Ratings

Customer health scoring

9.4
94%
13 Ratings
8.1
81%
6 Ratings

Customer segmentation

9.6
96%
15 Ratings
7.2
72%
5 Ratings

Internal collaboration

N/A
0 Ratings
5.3
53%
5 Ratings

CSM Reporting & Analytics

8.8

CustomerSuccessBox

88%
7.4

Freshsuccess

74%
CustomerSuccessBox ranks higher in 4/4 features

Customer health trends

9.1
91%
13 Ratings
9.1
91%
6 Ratings

Engagement analytics

8.6
86%
14 Ratings
7.0
70%
6 Ratings

Revenue forecasting

8.1
81%
9 Ratings
4.4
44%
4 Ratings

Dashboards

9.4
94%
15 Ratings
9.1
91%
6 Ratings

Security

CustomerSuccessBox

Feature Set Not Supported
N/A
10.0

Freshsuccess

100%
Freshsuccess ranks higher in 1/1 features

Role-based user permissions

N/A
0 Ratings
10.0
100%
5 Ratings

Attribute Ratings

  • CustomerSuccessBox is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.6

CustomerSuccessBox

96%
15 Ratings
6.3

Freshsuccess

63%
6 Ratings

Usability

9.4

CustomerSuccessBox

94%
15 Ratings

Freshsuccess

N/A
0 Ratings

Support Rating

9.4

CustomerSuccessBox

94%
15 Ratings

Freshsuccess

N/A
0 Ratings

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!!!!!
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Freshworks Inc

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.
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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.
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Freshworks Inc

  • 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!
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.
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Freshworks Inc

  • 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.
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Pricing 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/

    Freshsuccess

    Starting Price

    $79 per month

    Editions & Modules

    Freshsuccess editions and modules pricing
    EditionModules
    Estate$79 billed annually1
    Estate$95 billed monthly2
    Forest$129 billed annually3
    Forest$150 billed monthly4

    Footnotes

    1. per month per user
    2. per month per user
    3. per month per user
    4. per month per user

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    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.
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    Freshworks Inc

    No answers on this topic

    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

    Freshworks Inc

    No answers on this topic

    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.
    Read full review

    Freshworks Inc

    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.
    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

    Freshworks Inc

    • 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
    Read full review

    Screenshots

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