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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

    Wufoo

    Score9 out of 10
    N/AWufoo is a web application for creating online forms. The tool automatically builds the database, backend and scripts needed making it easy to collect and understand data. Wufoo was acquired by SurveyMonkey in 2011.

    $0

    Pricing
    CustomerSuccessBoxWufoo
    Editions & Modules
    No answers on this topic
    Free
    $0
    Starter
    $14.08
    per month
    Professional
    $29.08
    per month
    Advanced
    $74.08
    per month
    Ultimate
    $183.25
    per month
    Offerings
    Pricing Offerings
    CustomerSuccessBoxWufoo
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    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/
    More Pricing Information
    Community Pulse
    CustomerSuccessBoxWufoo
    Considered Both Products
    Customer Success Box
    No answer on this topic
    SurveyMonkey, Inc
    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
    CustomerSuccessBoxWufoo
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of CustomerSuccessBox and Wufoo
    Feature
    CustomerSuccessBox
    8.5
    11 Ratings
    2% below category average
    Wufoo
    -
    Ratings
    API8.59 Ratings00 Ratings
    Integration with Salesforce.com8.57 Ratings00 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of CustomerSuccessBox and Wufoo
    Feature
    CustomerSuccessBox
    9.4
    15 Ratings
    7% above category average
    Wufoo
    -
    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 Wufoo
    Feature
    CustomerSuccessBox
    9.0
    15 Ratings
    5% above category average
    Wufoo
    -
    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 Wufoo
    Feature
    CustomerSuccessBox
    8.8
    15 Ratings
    5% above category average
    Wufoo
    -
    Ratings
    Customer health trends9.313 Ratings00 Ratings
    Engagement analytics8.614 Ratings00 Ratings
    Revenue forecasting8.29 Ratings00 Ratings
    Dashboards9.315 Ratings00 Ratings
    Survey Format & Appearance
    Comparison of Survey Format & Appearance features of CustomerSuccessBox and Wufoo
    Feature
    CustomerSuccessBox
    -
    Ratings
    Wufoo
    7.5
    34 Ratings
    7% below category average
    Survey templates00 Ratings8.028 Ratings
    Themes00 Ratings4.531 Ratings
    Custom logo/branding00 Ratings10.033 Ratings
    Survey Content
    Comparison of Survey Content features of CustomerSuccessBox and Wufoo
    Feature
    CustomerSuccessBox
    -
    Ratings
    Wufoo
    7.7
    32 Ratings
    10% below category average
    Changes to live survey00 Ratings7.527 Ratings
    Question design help00 Ratings7.028 Ratings
    Multiple question types00 Ratings8.532 Ratings
    Survey Logic
    Comparison of Survey Logic features of CustomerSuccessBox and Wufoo
    Feature
    CustomerSuccessBox
    -
    Ratings
    Wufoo
    8.0
    30 Ratings
    4% below category average
    Survey logic flexibility00 Ratings8.030 Ratings
    Survey Reporting & Analytics
    Comparison of Survey Reporting & Analytics features of CustomerSuccessBox and Wufoo
    Feature
    CustomerSuccessBox
    -
    Ratings
    Wufoo
    8.9
    34 Ratings
    9% above category average
    Response tracking00 Ratings9.030 Ratings
    Data export00 Ratings9.532 Ratings
    Standard reports00 Ratings9.027 Ratings
    Custom reports00 Ratings9.022 Ratings
    Analytics00 Ratings8.026 Ratings
    Survey Administration & Security
    Comparison of Survey Administration & Security features of CustomerSuccessBox and Wufoo
    Feature
    CustomerSuccessBox
    -
    Ratings
    Wufoo
    8.0
    27 Ratings
    8% below category average
    Access controls00 Ratings8.027 Ratings
    Compliance00 Ratings8.023 Ratings
    Survey Distribution
    Comparison of Survey Distribution features of CustomerSuccessBox and Wufoo
    Feature
    CustomerSuccessBox
    -
    Ratings
    Wufoo
    7.5
    18 Ratings
    7% below category average
    Vendor-offered crowdsourcing00 Ratings7.07 Ratings
    Respondent restrictions00 Ratings8.018 Ratings
    Best Alternatives
    CustomerSuccessBoxWufoo
    Small Businesses
    ClientSuccess
    Score6 out of 10
    Jotform
    Score8.5 out of 10
    Medium-sized Companies
    ChurnZero
    Score7.9 out of 10
    Qualaroo
    Score7 out of 10
    Enterprises
    Gainsight CS
    Score8.8 out of 10
    QuestionPro
    Score9.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CustomerSuccessBoxWufoo
    Likelihood to Recommend
    9.5
    (15 ratings)
    8.2
    (65 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (32 ratings)
    Usability
    9.3
    (15 ratings)
    8.0
    (8 ratings)
    Performance
    -
    (0 ratings)
    9.0
    (1 ratings)
    Support Rating
    9.3
    (15 ratings)
    10.0
    (5 ratings)
    Online Training
    -
    (0 ratings)
    8.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    CustomerSuccessBoxWufoo
    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
    SurveyMonkey, Inc
    Wufoo is well suited when someone needs to gather data from visitors. It's not so well suited when you need to have people send files over 25MB in size. That's the limit and it's pretty low. We use it for resumes and MS Word files, so the size is okay for us, but might not be the case for other needs.
    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
    SurveyMonkey, Inc
    • Flexible, multiple entry forms: Wufoo allows users to create forms with multiple options or formats (radio, single choice, checkbox, text, paragraph text)
    • Conditional forms: Need to ask a question that only applies to a specific group? Then Wufoo is for you - it allows you to create conditional logic that allows you to reserve specific paths for specific entrants.
    • Integrations: Wufoo integrates with EVERYTHING via Zapier. You can sync it to Google sheets, email ESPs / CRMs, payment gateways... All kinds of applications for this software with its flexible uses & integrations, including embeddable HTML or direct integration to your website.
    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
    SurveyMonkey, Inc
    • I think the monthly submissions should increase. As of now, you get 100 submissions per month. That's not a whole lot.
    • I would like it if the Submissions that are emailed out would come in HTML format instead of text format. Sometimes it can be a little confusing.
    Incentivized
    Read full review
    Likelihood to Renew
    Customer Success Box
    No answers on this topic
    SurveyMonkey, Inc
    I only give it this mid-range rating because, since the 2014 Super Bowl is history, our company will be closing in a couple months. I hope in my next employment opportunity that I will be able to use Wufoo again. I will probably use it to a limited extent in my personal life to communicate with friends and contacts in a unique manner. I am also working on a Certificate in Web Development and I definitely use Wufoo as embedded forms in websites I build.
    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
    SurveyMonkey, Inc
    Wufoo's usability from the user to the client is simple. The forms are simple to construct and they are easy for our clients to fill out. I have yet to really hit something that is difficult to do and even when I do get a little stumped their excellent support team helps me through it.
    Read full review
    Reliability and Availability
    Customer Success Box
    No answers on this topic
    SurveyMonkey, Inc
    From all the time I've been using it (around 10 years) I've never seen an outage or application error.
    Incentivized
    Read full review
    Performance
    Customer Success Box
    No answers on this topic
    SurveyMonkey, Inc
    Every time I try to use a different Form Builder - I constantly go back to Wufoo, especially compared to WordPress Plugin Form Builders. The biggest reason is the reliability of the form notifications getting sent and delivered are better than form builder that rely on the Wordpress Mail Send Feature. The only feature that I have found over the last 3 years that Wufoo is missing is the ability to customize the layout of the notification emails. But that is minor in the grand scope of its reliability.
    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
    SurveyMonkey, Inc
    I will be completely honest - I have never needed to contact any specific support for Wufoo. This is because we've never had any problems with Wufoo that I'm aware of! It has proved to be a reliable and easy to use product, and therefore, we have not needed to reach out for any kind of support or assistance. I suppose this would speak to the exceptional quality of the product!
    Incentivized
    Read full review
    Online Training
    Customer Success Box
    No answers on this topic
    SurveyMonkey, Inc
    Good imbedded videos that visually demonstrate how to create an element within the form.
    Read full review
    Implementation Rating
    Customer Success Box
    No answers on this topic
    SurveyMonkey, Inc
    Implementing Wufoo was a seamless process. It was an instantaneous transition from the old pdf forms and webforms we were using to the easier to understand Wufoo forms. Employees learned it with ease and the clients response was instantaneously positive. Adding Wufoo to your workflow is not only easy it is necessary.
    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.
    Incentivized
    Read full review
    SurveyMonkey, Inc
    In terms of building reports, Wufoo is very similar to Google Forms. Both have the capability to edit live forms and immediately share them. Wufoo offers a few more features than Google Forms does as well. Overall, our department has looked at both options and continues to use Wufoo because of the data management and ease of building forms.
    Incentivized
    Read full review
    Contract Terms and Pricing Model
    Customer Success Box
    No answers on this topic
    SurveyMonkey, Inc
    I didn't help purchase this product.
    Incentivized
    Read full review
    Scalability
    Customer Success Box
    No answers on this topic
    SurveyMonkey, Inc
    I think it can be integrated with different software but not sure about its scalability.
    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
    SurveyMonkey, Inc
    • Wufoo has had a positive impact on our marketing department by allowing us to create and deploy forms on our websites and landing pages with significantly increased efficiency and speed.
    • Wufoo has also had a huge impact in reducing our reliance on IT support to build and deploy forms to our websites.
    • Wufoo has also empowered our marketing team to be able to try and solve our business problems through tons of integrations between Wufoo and other 3rd party systems (such as Salesforce and Zapier).
    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