What users are saying about
21 Ratings
15 Ratings
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Score 9.6 out of 100
21 Ratings
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Score 8.7 out of 100

Feature Set Ratings

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

Platform & Infrastructure

8.5

CustomerSuccessBox

85%
9.1

Planhat

91%
Planhat ranks higher in 2/2 features

API

8.6
86%
9 Ratings
8.6
86%
8 Ratings

Integration with Salesforce.com

8.5
85%
7 Ratings
9.5
95%
6 Ratings

Customer Data Extraction / Integration

9.5

CustomerSuccessBox

95%
8.7

Planhat

87%
CustomerSuccessBox ranks higher in 2/2 features

Product usage

9.4
94%
15 Ratings
8.8
88%
10 Ratings

Help desk / support tickets

9.6
96%
12 Ratings
8.5
85%
8 Ratings

Customer Success Management

9.1

CustomerSuccessBox

91%
9.0

Planhat

90%
Planhat ranks higher in 4/7 features

NPS surveys

7.9
79%
11 Ratings
9.3
93%
9 Ratings

Sponsor tracking

8.9
89%
8 Ratings
9.1
91%
6 Ratings

Customer profiles

9.2
92%
14 Ratings
8.8
88%
10 Ratings

Automated workflow

9.6
96%
14 Ratings
8.2
82%
10 Ratings

Customer health scoring

9.4
94%
13 Ratings
9.2
92%
10 Ratings

Customer segmentation

9.6
96%
15 Ratings
9.7
97%
10 Ratings

Internal collaboration

N/A
0 Ratings
8.4
84%
10 Ratings

CSM Reporting & Analytics

8.8

CustomerSuccessBox

88%
8.7

Planhat

87%
CustomerSuccessBox ranks higher in 3/4 features

Customer health trends

9.1
91%
13 Ratings
9.1
91%
9 Ratings

Engagement analytics

8.6
86%
14 Ratings
8.6
86%
9 Ratings

Revenue forecasting

8.1
81%
9 Ratings
8.2
82%
6 Ratings

Dashboards

9.4
94%
15 Ratings
9.0
90%
9 Ratings

Security

CustomerSuccessBox

Feature Set Not Supported
N/A
8.8

Planhat

88%
Planhat ranks higher in 1/1 features

Role-based user permissions

N/A
0 Ratings
8.8
88%
10 Ratings

Attribute Ratings

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

Likelihood to Recommend

9.6

CustomerSuccessBox

96%
15 Ratings
9.2

Planhat

92%
10 Ratings

Usability

9.4

CustomerSuccessBox

94%
15 Ratings
9.2

Planhat

92%
4 Ratings

Support Rating

9.4

CustomerSuccessBox

94%
15 Ratings
9.7

Planhat

97%
4 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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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.
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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.
Read full review

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.
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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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.
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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/

    Planhat

    Starting Price

    Editions & Modules

    Planhat 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

      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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      Planhat

      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.
      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.
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      Planhat

      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.
      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.
      Read full review

      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.
      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

      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.
      Read full review

      Screenshots

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