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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CustomerSuccessBox

    Score9.5 out of 10
    Mid-Size Companies (51-1,000 employees)
    What is CustomerSuccessBox? An AI-powered customer success platform for B2B SaaS that provides actionable insights to drive customer success. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution that could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption, usage analysis, and calculating customer health scores.…N/A

    Square Online

    Score7.7 out of 10
    N/ASquare Online (formerly Weebly) is a basic content management system with blogging and eCommerce features. It can be utilized for building standard websites or specialized webpages for online stores.

    $13

    per month

    Pricing
    CustomerSuccessBoxSquare Online
    Editions & Modules
    No answers on this topic
    Personal
    $13
    per month
    Professional
    $16
    per month
    Performance
    $29
    per month
    Free
    Free
    Free
    Offerings
    Pricing Offerings
    CustomerSuccessBoxSquare Online
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup Fee$499 per userNo setup fee
    Additional DetailsThe 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/Pricing decreases when paid annually: Personal - $10/Month Professional - $12/Month Performance - $26/Month
    More Pricing Information
    Community Pulse
    CustomerSuccessBoxSquare Online
    Considered Both Products
    Customer Success Box
    No answer on this topic
    Block, Inc (Square)
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    15 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    13 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    15 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    11 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    12 Answers
    No answers on this topic
    Features
    CustomerSuccessBoxSquare Online
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of CustomerSuccessBox and Square Online
    Feature
    CustomerSuccessBox
    8.5
    11 Ratings
    2% below category average
    Square Online
    9.4
    22 Ratings
    19% above category average
    API8.59 Ratings9.417 Ratings
    Integration with Salesforce.com8.57 Ratings00 Ratings
    Internationalization / multi-language00 Ratings9.418 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of CustomerSuccessBox and Square Online
    Feature
    CustomerSuccessBox
    9.4
    15 Ratings
    7% above category average
    Square Online
    -
    Ratings
    Product usage9.315 Ratings00 Ratings
    Help desk / support tickets9.512 Ratings00 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of CustomerSuccessBox and Square Online
    Feature
    CustomerSuccessBox
    9.0
    15 Ratings
    5% above category average
    Square Online
    -
    Ratings
    NPS surveys7.811 Ratings00 Ratings
    Sponsor tracking9.18 Ratings00 Ratings
    Customer profiles9.014 Ratings00 Ratings
    Automated workflow9.514 Ratings00 Ratings
    Customer health scoring9.313 Ratings00 Ratings
    Customer segmentation9.515 Ratings00 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of CustomerSuccessBox and Square Online
    Feature
    CustomerSuccessBox
    8.8
    15 Ratings
    5% above category average
    Square Online
    -
    Ratings
    Customer health trends9.313 Ratings00 Ratings
    Engagement analytics8.614 Ratings00 Ratings
    Revenue forecasting8.29 Ratings00 Ratings
    Dashboards9.315 Ratings00 Ratings
    Security
    Comparison of Security features of CustomerSuccessBox and Square Online
    Feature
    CustomerSuccessBox
    -
    Ratings
    Square Online
    7.6
    31 Ratings
    8% below category average
    Role-based user permissions00 Ratings7.631 Ratings
    Web Content Creation
    Comparison of Web Content Creation features of CustomerSuccessBox and Square Online
    Feature
    CustomerSuccessBox
    -
    Ratings
    Square Online
    6.6
    43 Ratings
    17% below category average
    WYSIWYG editor00 Ratings5.636 Ratings
    Code quality / cleanliness00 Ratings5.339 Ratings
    Admin section00 Ratings8.739 Ratings
    Page templates00 Ratings6.143 Ratings
    Library of website themes00 Ratings6.243 Ratings
    Mobile optimization / responsive design00 Ratings8.242 Ratings
    Publishing workflow00 Ratings5.435 Ratings
    Form generator00 Ratings7.136 Ratings
    Web Content Management
    Comparison of Web Content Management features of CustomerSuccessBox and Square Online
    Feature
    CustomerSuccessBox
    -
    Ratings
    Square Online
    9.3
    40 Ratings
    21% above category average
    Content taxonomy00 Ratings8.626 Ratings
    SEO support00 Ratings9.636 Ratings
    Bulk management00 Ratings9.621 Ratings
    Availability / breadth of extensions00 Ratings9.333 Ratings
    Community / comment management00 Ratings9.430 Ratings
    Best Alternatives
    CustomerSuccessBoxSquare Online
    Small Businesses
    ClientSuccess
    Score6 out of 10
    Umbraco CMS
    Score7 out of 10
    Medium-sized Companies
    ChurnZero
    Score7.9 out of 10
    Joomla
    Score8.3 out of 10
    Enterprises
    Gainsight CS
    Score8.8 out of 10
    RWS Tridion Sites
    Score9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CustomerSuccessBoxSquare Online
    Likelihood to Recommend
    9.5
    (15 ratings)
    9.6
    (44 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (1 ratings)
    Usability
    9.3
    (15 ratings)
    9.5
    (3 ratings)
    Support Rating
    9.3
    (15 ratings)
    -
    (0 ratings)
    User Testimonials
    CustomerSuccessBoxSquare Online
    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!!!!!
    Read full review
    Block, Inc (Square)
    If you are having students create websites or information pages about something they are studying in class, this is a great option. The fact that students can spend less time getting situated and learning the app and get right to work researching and creating their pages is great. For middle to high school, this is a fantastic app to use. However, if you want more nuanced analytics or want students to focus on blogging more than webpage building, this is limited.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Block, Inc (Square)
    • Drag and drop interface makes it very easy to add all types of content, including images, text, video (and YouTube videos), embeddable applications and more.
    • It's very easy to set up navigation features like cascading menus and sticky navigation (where the menu stays put - may depend on the template chosen though).
    • A technical backend is fairly straight-forward for setting up a fav icon, 301 redirects, SEO, Google Analytics, etc.
    Incentivized
    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.
    Incentivized
    Read full review
    Block, Inc (Square)
    • Weebly doesn't have a lot of templates to choose from, so if you don't have any experience with CSS or HTML, it's hard to customize your site to an extent.
    • Weebly isn't fully SEO friendly. They don't allow you to add H1 tags to pages out of the box.
    • You can't create folder structures when it comes to web page URLs. You can put web pages under a main menu dropdown, but they don't allow you to put all sub-menu items in a structured folder (like site.com/folder/page-1 and site.com/folder/page-2).
    Incentivized
    Read full review
    Likelihood to Renew
    Customer Success Box
    No answers on this topic
    Block, Inc (Square)
    Weebly is consistently adding features that line up with our needs. The ease of use makes it the perfect program for us since we have users of multiple age brackets and knowledge of web design. We love that we can give users access to only the pages they are affiliated with
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Block, Inc (Square)
    Very easy to use and intuitive to design after all of our business needs. From the website and POS system to how we represent ourselves internally and to our customers... Square is second-to-none in helping our business and others in our same boat become the kind of businesses we want to be when it comes to our inventory and sales of these kinds of products.
    Incentivized
    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.
    Read full review
    Block, Inc (Square)
    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.
    Incentivized
    Read full review
    Block, Inc (Square)
    Weebly's designs, plugins, and customization options are a little more advanced in some cases than other similar programs. WordPress requires a different level of expertise and knowledge of code, keywording, and plugins, so I wouldn't even compare them. Wix is a little more user-friendly because you can drag and drop your design, which was very convenient for customizing your site. I didn't personally select Weebly, but it is user-friendly and nearly anyone comfortable with a computer could figure it out. Weebly support is also pretty good.
    Incentivized
    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
    Block, Inc (Square)
    • Weebly has allowed our business to create a connection with our customers by offering home decor, cooking and styling tips.
    • Weebly gives us the chance to relay information to customers regarding merchandise, current sales and promotions, store hours and locations etc. Which has helped increase business.
    • Weebly has given our not very tech savvy business the opportunity to have a website and stay relevant with our competitors.
    Incentivized
    Read full review
    ScreenShots

    CustomerSuccessBox Screenshots

    Screenshot of 360 Degree View 

A fully integrated customer success platform that connects with your CRM, Helpdesks, Billing system, customer engagement system, and even your homegrown systems to provide customer success managers a complete 360-degree view of each account.Screenshot of Actionable Platform

No more juggling between tools, get all customer communication in one place. You get the ability to send emails, make calls and manage tasks from inside the customer success platform. CSMs take preemptive measures to engage with accounts with average or poor health.Screenshot of Segmentation

Customer Segmentation is done based on revenue generated/MRR (Enterprise-Mid market-SMBs or Tier 1-Tier 2-Tier3), location (US, Asia, EMEA, ANZ, etc), Product used or plans opted for, etc.Screenshot of Playbooks 

Time-bound playbooks are created to manage tasks to onboard, increase product adoption, renewals, and upsells.  Playbooks help in creating an Ideal Customer Journey along with various Tasks, Outcomes & Milestones