What users are saying about
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17 Ratings
Top Rated
59 Ratings

CustomerSuccessBox

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17 Ratings
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Score 9.6 out of 100
Top Rated
59 Ratings
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Score 8.9 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

Zoho CRM Plus

• For organizations that have yet to make the CRM move, Zoho CRM Plus is a great place to start. • For organizations looking to provide more integrations between their sales, marketing, and services integrations, Zoho CRM Plus is an affordable way to experience those benefits.
Gregory Miller | TrustRadius Reviewer

Feature Rating Comparison

Platform & Infrastructure

CustomerSuccessBox
8.5
Zoho CRM Plus
API
CustomerSuccessBox
8.6
Zoho CRM Plus
Integration with Salesforce.com
CustomerSuccessBox
8.5
Zoho CRM Plus

Customer Data Extraction / Integration

CustomerSuccessBox
9.5
Zoho CRM Plus
Product usage
CustomerSuccessBox
9.4
Zoho CRM Plus
Help desk / support tickets
CustomerSuccessBox
9.6
Zoho CRM Plus

Customer Success Management

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

CSM Reporting & Analytics

CustomerSuccessBox
8.8
Zoho CRM Plus
Customer health trends
CustomerSuccessBox
9.1
Zoho CRM Plus
Engagement analytics
CustomerSuccessBox
8.6
Zoho CRM Plus
Revenue forecasting
CustomerSuccessBox
8.1
Zoho CRM Plus
Dashboards
CustomerSuccessBox
9.4
Zoho CRM Plus

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

Zoho CRM Plus

  • I use Zoho Social the most. There is a feature called "Bulk Scheduler". By uploading a spreadsheet with a number of posts I can schedule out up to 300 social posts to our Facebook, LinkedIn, Twitter, and Google accounts at once. Then on the specified day and time, the posts go live. I typically only do a couple of weeks at a time so that I can keep the posts relevant to topics we are concerned with.
  • Pemco sells surgical instruments to hospitals. The end users are the surgeons. Surgeons may have privileges at multiple hospitals. In order for us to accurately reflect the information about our doctors and hospitals, Zoho CRM Plus has a "many-to-many" feature. This allows doctors to be associated with multiple hospitals, and hospitals to have many doctors associated.
  • I use the territory management feature to track sales by representatives. This is also a feature unique to Zoho CRM Plus. This helps us track commissions for the reps.
Kris Diehl | 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

Zoho CRM Plus

  • Zoho meeting camera options like green screen
  • Option for US support on some issues (while communication is good at most times, there are times when critical issues arise where a payable option for higher-level support would be helpful)
  • Filter to run emails through, like constant contact, to separate bad emails prior to sending.
Todd M. Moritz,  MBA | 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

Zoho CRM Plus

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

Zoho CRM Plus

Zoho CRM Plus 8.3
Based on 27 answers
It would be nice if the customer could tell Zoho what they wanted the system to do and Zoho create the system. This would take more time upfront, but would also help save time on the backend. We don't have evertything setup at this time. Some customer service reps are much more knowledgeable than others so I always try to ask for them. Some of the support staff are very frustrating to work with because they will change something and not realize they change something you needed. So, I've actually had them reverse some of their changes.
Anonymous | TrustRadius Reviewer

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

Zoho CRM Plus

I've used Agile and Salesforce CRM. Zoho CRM is much easier to use and more visually intuitive that Agile, and is much less expensive than Salesforce. It's the entire suite of modules, at a great price, that makes Zoho CRM Plus standout from their competitors. I've also has great success whenever I've had to contact their support team.
Tony Davis | 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

Zoho CRM Plus

  • One negative is having to pay per user. For a small company, this forces us to share accounts.
  • We have been able to make our own email campaigns using templates that are very professional, saving graphic design costs.
  • Lead generation is very sophisticated and part of our plan.
Ann McCulloch | 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

Zoho CRM Plus

General

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

Rating Summary

Likelihood to Recommend

CustomerSuccessBox
9.6
Zoho CRM Plus
8.3

Usability

CustomerSuccessBox
9.4
Zoho CRM Plus

Support Rating

CustomerSuccessBox
9.4
Zoho CRM Plus
8.3

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