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
3 Ratings

CustomerSuccessBox

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17 Ratings
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Score 9.6 out of 100
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.5 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

Userlane

It is well suit[ed] because of professional virtual assistants. Also quality is a great concern with well developed strategy from implementation till execution. Customer support needs improvement in addressing individual customer needs. User level analytics should be incorporated. These concerns would be really helpful if taken into consideration. Otherwise, it's a great platform.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Platform & Infrastructure

CustomerSuccessBox
8.5
Userlane
API
CustomerSuccessBox
8.6
Userlane
Integration with Salesforce.com
CustomerSuccessBox
8.5
Userlane

Customer Data Extraction / Integration

CustomerSuccessBox
9.5
Userlane
Product usage
CustomerSuccessBox
9.4
Userlane
Help desk / support tickets
CustomerSuccessBox
9.6
Userlane

Customer Success Management

CustomerSuccessBox
9.1
Userlane
NPS surveys
CustomerSuccessBox
7.9
Userlane
Sponsor tracking
CustomerSuccessBox
8.8
Userlane
Customer profiles
CustomerSuccessBox
9.2
Userlane
Automated workflow
CustomerSuccessBox
9.6
Userlane
Customer health scoring
CustomerSuccessBox
9.4
Userlane
Customer segmentation
CustomerSuccessBox
9.6
Userlane

CSM Reporting & Analytics

CustomerSuccessBox
8.8
Userlane
Customer health trends
CustomerSuccessBox
9.1
Userlane
Engagement analytics
CustomerSuccessBox
8.6
Userlane
Revenue forecasting
CustomerSuccessBox
8.1
Userlane
Dashboards
CustomerSuccessBox
9.4
Userlane

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

Userlane

  • Personalized training
  • Organic learning experience
  • On-demand contextual help
  • Proactive support and training
  • 24/7 Support
  • step-by-step interactive guidance
Ashish Ranjan Naik | 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

Userlane

  • Downloadable analytics.
  • Promotion feature.
  • Selling features.
Anonymous | 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

Userlane

No score
No answers yet
No answers on this topic

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

Userlane

No score
No answers yet
No answers on this topic

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

Userlane

I haven't used any other to much extent.
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

Userlane

  • It save a lot of money in Training
  • It save a lot of expenses in Travel expenses for physical Training and support
  • Easy to use,It helps to increase the productivity of employees.So you save lot of money
Ashish Ranjan Naik | 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

Userlane

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required

Rating Summary

Likelihood to Recommend

CustomerSuccessBox
9.6
Userlane
9.5

Usability

CustomerSuccessBox
9.4
Userlane

Support Rating

CustomerSuccessBox
9.4
Userlane

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