What users are saying about
9 Ratings
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Score 8.9 out of 100
1 Rating
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Score 9.1 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

PlaybookUX

When you are trying to get feedback from users it's great to be able to use PlaybookUX because you don't have to do any of the manual work of conducting research. They take care of all of that for you. Great for companies who are short on time and don't want to do the administrative stuff.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Platform & Infrastructure

CustomerSuccessBox
8.6
PlaybookUX
API
CustomerSuccessBox
8.7
PlaybookUX
Integration with Salesforce.com
CustomerSuccessBox
8.5
PlaybookUX

Customer Data Extraction / Integration

CustomerSuccessBox
8.9
PlaybookUX
Product usage
CustomerSuccessBox
8.8
PlaybookUX
Help desk / support tickets
CustomerSuccessBox
8.9
PlaybookUX

Customer Success Management

CustomerSuccessBox
8.7
PlaybookUX
NPS surveys
CustomerSuccessBox
8.3
PlaybookUX
Sponsor tracking
CustomerSuccessBox
8.6
PlaybookUX
Customer profiles
CustomerSuccessBox
8.5
PlaybookUX
Automated workflow
CustomerSuccessBox
8.7
PlaybookUX
Customer health scoring
CustomerSuccessBox
9.0
PlaybookUX
Customer segmentation
CustomerSuccessBox
8.8
PlaybookUX

CSM Reporting & Analytics

CustomerSuccessBox
8.5
PlaybookUX
Customer health trends
CustomerSuccessBox
8.9
PlaybookUX
Engagement analytics
CustomerSuccessBox
8.7
PlaybookUX
Revenue forecasting
CustomerSuccessBox
7.8
PlaybookUX
Dashboards
CustomerSuccessBox
8.7
PlaybookUX

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

PlaybookUX

  • They recruited our demographic.
  • Customer support was awesome.
  • Studies are very easy to set up.
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

PlaybookUX

  • I wish I could download reports.
  • They didn't have card sorting - I was able to use Trello for this so it was ok.
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

PlaybookUX

PlaybookUX 9.1
Based on 1 answer
Setting up a study only takes 5 mins. and you can preview a study before sending it out so you don't make any mistakes.
Anonymous | TrustRadius Reviewer

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

PlaybookUX

PlaybookUX 9.1
Based on 1 answer
They use intercom so it's very easy to chat them and ask any questions. I really didn't need customer support all that much because it was easy to use but when I did, they were so helpful! They respond to you within minutes and answer any and all questions you have. They actually sent me a video walk though as well.
Anonymous | TrustRadius Reviewer

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

PlaybookUX

PlaybookUX is much cheaper than UserTesting.com. They are also easier to use and set up studies than user testing. I liked how simple it was and we could conduct both moderated and unmoderated for very cheap.
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

PlaybookUX

  • We improved our product features before sending it to the development team which allowed us to not waste dev time building the wrong features.
  • We also spent less time conducting the research so we were able to do more research than we would have if we weren't using PlaybookUX.
Anonymous | 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

CustomerSuccessBox Editions & Modules

Additional Pricing 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/

PlaybookUX

General

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

PlaybookUX Editions & Modules

Edition
Unmoderated$491
Moderated$1002
Moderated$1503
Bring your own customers$04
  1. per participant
  2. per participant (30 minutes)
  3. per participant (60 minutes)
  4. total
Additional Pricing Details

Rating Summary

Likelihood to Recommend

CustomerSuccessBox
8.9
PlaybookUX
9.1

Usability

CustomerSuccessBox
8.8
PlaybookUX
9.1

Support Rating

CustomerSuccessBox
9.1
PlaybookUX
9.1

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