What users are saying about
<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
17 Ratings
13 Ratings

CustomerSuccessBox

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
17 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.6 out of 100
13 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.3 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

Planhat

Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
Matthew Wheeler | TrustRadius Reviewer

Feature Rating Comparison

Platform & Infrastructure

CustomerSuccessBox
8.5
Planhat
9.4
API
CustomerSuccessBox
8.6
Planhat
9.2
Integration with Salesforce.com
CustomerSuccessBox
8.5
Planhat
9.6

Customer Data Extraction / Integration

CustomerSuccessBox
9.5
Planhat
9.1
Product usage
CustomerSuccessBox
9.4
Planhat
9.2
Help desk / support tickets
CustomerSuccessBox
9.6
Planhat
9.0

Customer Success Management

CustomerSuccessBox
9.1
Planhat
9.3
NPS surveys
CustomerSuccessBox
7.9
Planhat
9.6
Sponsor tracking
CustomerSuccessBox
8.8
Planhat
9.1
Customer profiles
CustomerSuccessBox
9.2
Planhat
9.2
Automated workflow
CustomerSuccessBox
9.6
Planhat
8.7
Customer health scoring
CustomerSuccessBox
9.4
Planhat
9.5
Customer segmentation
CustomerSuccessBox
9.6
Planhat
9.8
Internal collaboration
CustomerSuccessBox
Planhat
8.9

CSM Reporting & Analytics

CustomerSuccessBox
8.8
Planhat
9.3
Customer health trends
CustomerSuccessBox
9.1
Planhat
9.5
Engagement analytics
CustomerSuccessBox
8.6
Planhat
9.2
Revenue forecasting
CustomerSuccessBox
8.1
Planhat
9.2
Dashboards
CustomerSuccessBox
9.4
Planhat
9.3

Security

CustomerSuccessBox
Planhat
9.2
Role-based user permissions
CustomerSuccessBox
Planhat
9.2

Pros

CustomerSuccessBox

  • 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.
Pushpendra Pal | TrustRadius Reviewer

Planhat

  • Customer support and onboarding experience is really smooth, straightforward, and fast.
  • Dashboards have been really powerful for customer and business intelligence.
  • Management reporting in real time.
Anonymous | TrustRadius Reviewer

Cons

CustomerSuccessBox

  • 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.
Pushpendra Pal | TrustRadius Reviewer

Planhat

  • Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
  • The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
Erin Gracyalny | TrustRadius Reviewer

Usability

CustomerSuccessBox

CustomerSuccessBox 9.4
Based on 15 answers
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.
Anonymous | TrustRadius Reviewer

Planhat

Planhat 9.2
Based on 4 answers
Planhat is an easy-to-use, intuitive software that didn't take long to set up and learn. We are able to view powerful, rich data in dashboards that break everything down so comprehensively. The support team is always there to help and is very quick to respond in live chat--so if you do have an issue or are unsure of how to use a feature, you will more than likely get an immediate response to your query, while still in the platform.
Nicole Brennan | TrustRadius Reviewer

Support Rating

CustomerSuccessBox

CustomerSuccessBox 9.4
Based on 15 answers
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.
Karthik Jairam | TrustRadius Reviewer

Planhat

Planhat 9.7
Based on 4 answers
Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
Matthew Wheeler | TrustRadius Reviewer

Alternatives Considered

CustomerSuccessBox

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.
Sachidanand Chaudhary | TrustRadius Reviewer

Planhat

Planhat was the most agile and easy to use software, while still having unique and powerful features that allowed us to really customize the software around our organization and needs. Planhat is more than a Customer Success tool in essence and adds tremendous value and flexibility over its competitors.
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

Planhat

  • Better visibility into customer health, which led to more proactive reach outs to accounts at high risk.
  • Better renewal visibility by being able to surface upcoming renewal accounts and proactively reach out to provide value ahead of time.
Erin Gracyalny | 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

Planhat

General

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

Rating Summary

Likelihood to Recommend

CustomerSuccessBox
9.6
Planhat
9.5

Usability

CustomerSuccessBox
9.4
Planhat
9.2

Support Rating

CustomerSuccessBox
9.4
Planhat
9.7

Add comparison