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What is CustomerSuccessBox?

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…

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CustomerSuccessBox is a versatile tool that is used company-wide, extending beyond the customer success department to account management …
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All in one insights

10 out of 10
August 26, 2021
CSB is being used for tracking tasks and important implementations for all our clients.
It's solving the problem of creating multiple …
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Popular Features

View all 14 features
  • Customer segmentation (15)
  • Dashboards (15)
  • Product usage (15)
  • Customer profiles (14)
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What is CustomerSuccessBox?

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…

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  • $499 per user
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Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

Avg 8.6

Customer Data Extraction / Integration

Customer data extraction / integration

Avg 8.7

Customer Success Management

Customer Success Management

Avg 8.3

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

Avg 8.2
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Product Details

What is CustomerSuccessBox?

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.

CustomerSuccessBox provides AI-generated proactive recommendations for CSMs to drive retention by learning and analyzing historical data. It enables success managers to deliver a consistent customer onboarding experience, improve retention, drive upsell and improve monthly recurring revenue (MRR) and lifetime value (LTV) for SaaS businesses. CustomerSuccessBox processes millions of activities from 250,000 plus end users every week. It is built to handle 2,200 events/second to give you the real picture of the customer account health. CustomerSuccessBox’s clientele includes global clients like LeadSquared, Raken, Locus, and Headset.

CustomerSuccessBox Features

Customer Data Extraction / Integration Features

  • Supported: Product usage
  • Supported: Help desk / support tickets
  • Supported: Billing

Customer Success Management Features

  • Supported: NPS surveys
  • Supported: Sponsor tracking
  • Supported: Customer profiles
  • Supported: Automated workflow
  • Supported: Customer health scoring
  • Supported: Customer segmentation

CSM Reporting & Analytics Features

  • Supported: Customer health trends
  • Supported: Engagement analytics
  • Supported: Revenue forecasting
  • Supported: Dashboards
  • Supported: Customer lifetime value
  • Supported: Churn rate

Platform & Infrastructure Features

  • Supported: API
  • Supported: Integration with

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

CustomerSuccessBox Video

CustomerSuccessBox Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States
Supported LanguagesEnglish

Frequently Asked Questions

ChurnZero, Gainsight CS, and Totango are common alternatives for CustomerSuccessBox.

Reviewers rate Help desk / support tickets and Automated workflow and Customer segmentation highest, with a score of 9.5.

The most common users of CustomerSuccessBox are from Mid-sized Companies (51-1,000 employees).

CustomerSuccessBox Customer Size Distribution

Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)90%
Enterprises (more than 500 employees)10%
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

CustomerSuccessBox is a versatile tool that is used company-wide, extending beyond the customer success department to account management and marketing teams. Account managers rely on CustomerSuccessBox to gain a comprehensive view of existing accounts and identify potential threats. By analyzing data within the software, these teams can easily find referenceable customers and users, which is valuable for marketing initiatives. The software has been integrated into the organization's workflow for almost a year, serving as a reliable platform to manage client and relationship data across teams.

CustomerSuccessBox has proven to be an invaluable tool for managing, analyzing, and visualizing account health and relationships. It offers insightful data that enables teams to create successful strategies and make informed decisions. With features like event tracking, email management, note-taking, task management, and risk analysis throughout the customer lifecycle, CustomerSuccessBox streamlines processes and ensures key tasks are completed at each stage through its Playbooks feature.

The software has become the single source of truth for the Customer Success Team. Its dashboard provides a holistic view of different account portfolios, allowing teams to customize it according to their business needs. This flexibility aids decision-making processes significantly. Additionally, setting up automated alerts for important milestones ensures proactive engagement with customers. Integration with other tools further enhances productivity by automating workflows and providing valuable business insights.

Leveraging its data-driven AI feature called Sheldon [ai], CustomerSuccessBox provides recommendations for decision-making based on product engagement data. By managing the portfolio of each customer success manager and predicting client behavior, CustomerSuccessBox enables teams to identify potential clients as well as dormant ones, facilitating upselling opportunities and churn prediction.

Apart from its role in customer success management, CustomerSuccessBox proves useful for sales and customer support teams as well. Sales teams utilize the software to identify software adoption levels, track customer tickets in real-time, and promptly resolve any issues that may arise. Meanwhile, customer support teams rely on CustomerSuccessBox to plan their day effectively, minimize churn risk, bridge the gap between users and clients, and manage renewal and pending invoices.

For all teams involved, CustomerSuccessBox offers user-level data that enhances product visibility and helps foster strong relationships with clients. By providing a detailed perspective and seamlessly linking emails and texts, the software ensures day-to-day work is productive and analytical. Overall, CustomerSuccessBox serves as a comprehensive solution for customer lifecycle tracking, enabling companies to drive product adoption, reduce churn, improve customer retention, and ultimately achieve greater success in their business endeavors.

Users commonly recommend the product for efficiently managing accounts, tracking employee performance, and engaging with customers. They suggest familiarizing oneself with the tool to effortlessly handle a large number of accounts. Users highly recommend using it to monitor user experience and enhance customer retention. Furthermore, they find it valuable for managing proactive risks and scaling up teams. Users highly recommend it for effectively managing customer accounts and suggest it particularly for new users of customer success technology, as it provides personalized support and best practices. The product is also recommended for streamlining CS operations, especially for companies with over 200 customers. Additionally, users suggest utilizing it to integrate marketing and customer success functions, specifically for executing advocacy campaigns. Lastly, it is recommended for automating email communication with existing customers and assessing relationship health.

Attribute Ratings


(1-15 of 15)
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Sachidanand Chaudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
In our organization, CustomerSuccessBox is used to manage the client and relationship data across teams (Customer Sucess, Implementation, and Support Team).

It has been a great tool to manage, analyze and visualize the account health and relationship with us.
It help us to provide insight to create successful strategies.
  • Relationship Health
  • Account Usage
  • Modules usage
  • Logs
  • Gmail sync
  • Alert for further actions required
  • Auto Tasks and List creation
  • Nothing as of now, but if there would be a mobile App that would be handy to operate it.
Client Relationship Management
Visual representation of Adoption and Usage
Score 10 out of 10
Vetted Review
Verified User
The software is being used by sales and customer support teams. It helps us to identify the adoption of our software, overdue invoices, track customer tickers and solve the same in real-time. Also using csbox we have been able to track the usage of the customers to what features are being used, etc
  • Integrations with other softwares very easy
  • Email sync possible so all the tickets and trail mail can be taken at one place
  • The reports UI is very simple and interactive
  • Customer support is very quick
  • At first, difficult to navigate in the software
  • Change of customer support members.
  • Adoption took a little more time than expected. ~ 45 days
Customer success box is very well suited for SAAS companies where p product tracking and adoption of needed. Customer support our implementation teams can use customer success box. For tech, quality teams or marketing teams within a company this product is not useful as the domain for these teams are different.
Abhiraj Malhotra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
By our customer success team to track feature usage and communicate with customers to keep them going on our software
  • Standardize customer success processes internally
  • Track and keep a check on product adoption/feature usage
  • Standardizing onboarding process
  • A feature to comment on tasks so that team members can collaborate on them and close them faster with more context.
If you want to consciously work with your customers and help them grow consistently with your software product, then this is the all-in-one tool that will help you with everything that is required to help your customers achieve success with your product.
Pushpendra Pal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We have around 35 CSMs which are using csbox for the last 7 months. I have implemented this software and currently now managing complete software. Csbox has solved most of the problems which we were facing since we are a large team. It manages the portfolio of each csm very nicely, once you linked your product engagement data with csbox it will start recording the client activities of your website in csbox just like Google Analytics, by using this data you can actually predict clients behaviour of using your software and you can define product health with the product engagement data. Which really helpful to csms to identify their potential and dormant clients and then according to you can pitch your clients for upselling and predict churn respectively. You can also Relationship health based on your calling frequency. Syncing calendars will help you link the email communication with clients in csbox. Also, the journey is a kind of automation feature where you can automatically send an email template to your clients, auto-enrollment in the playbook, auto-assignment accounts to different csms etc. I have automated 7,8 manual tasks with this journey features.
  • 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.
  • 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.
Well suited for managing your portfolio of clients where you have all related information of a client in a page like all your past communications, all completed/ in-progress tasks, 90 days timeline graph of module/feature used, milestone completed, etc. Less appropriate is when you want to know the last 1 yr of module/feature used data, it can give you the last 3 months' data.
Supreeya Jindaphan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It’s being used in my customer success department and we plan to use it across the whole organization. It helps me track events, emails, notes, tasks, and risks through the entire life cycle of the customers. The Playbooks feature helps ensure that I complete all required tasks at each stage. The experience has been good so far.
  • Playbooks
  • Email sync
  • Calendar sync
  • Integration
If your team is managing high touch customers and each member is handling 10+ accounts, you should consider the product.
Gajanan Sonune | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
CustomerSuccessBox has been used by our customer-facing team to manage customers, identify risks, and determine upsell triggers.
  • It helps my team see the health of customers well.
  • As a marketing person, we have automated emails sent to our successful customers for a case study and I am able to manage that with CustomerSuccessBox.
  • It's been used by the entire company across multiple departments like customer success, account management, customer support, and customer marketing.
  • Due to our large number of customers, sometimes it takes time to load.
It is absolutely suitable for customer success teams which are B2B SaaS companies with more than $1M revenue and who want to set up customer success departments for a scalable and repeatable model.
Score 9 out of 10
Vetted Review
Verified User
CustomerSuccessBox is being used by the Customer Success Team on a daily basis as a complete workstation.
  • All-in-one workstation.
  • Product usage reports and analytics.
  • Task management.
  • Quick add logs/tasks directly from the account page, this will save a lot of loading time and effort.
  • Software load speed.
Well suited if you work with a SaaS product where you need to constantly analyze the usage pattern and analytics to ensure customer success.
Sachin Agarwal | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Customer Success Box has now become the single source of truth for our Customer Success Team. It allows our team to get a complete picture of an account and how best to serve their needs.

As an admin, I find the dashboard feature incredibly useful in providing a holistic view of different account portfolios. The ability to customize it according to business requirements has been instrumental in decision-making.

Setting up automated alerts for important milestones is a magnificent feature of CSB which gives the ability to be proactive and show our customers some extra love.

The ease of integrating CSB with our product and 3rd party tools helped us automate several workflows and provide valuable business insights.

Sheldon [ai] is a very good data-driven AI feature recently introduced within the platform. Although we haven’t started using it much, it seems to be a game-changer for us in the long run to make decisions based on recommendations provided by Sheldon [ai].

  • 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
  • Adding more metrics for relationship segment on account level.
  • 3rd Party Integration as per use case or requirement.
  • Can improve font size of menu bar, it sometimes strains eyes.
It's well suited for managing a large number of clients under a single platform. There was a time before using CSB when we used to manage all client-related information through different sources. But after onboarding CSB, it has eased our various processes and we are able to automate certain processes as well. The focus has now shifted to getting valuable insights from data collected under a single platform. It is easy to track and take proactive decisions based on health metrics provided by the platform.
August 26, 2021

All in one insights

Ankur Parswani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
CSB is being used for tracking tasks and important implementations for all our clients.
It's solving the problem of creating multiple sheets and tracking daily tasks.
  • Sheldon AI
  • Great UI
  • Task lists
  • Personal task lists
  • Linking of clients google sheet
  • One view of my clients
Great UI, great representation of data and AI engine is very insightful
Shweta Dubey | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
CustomerSuccessBox is being used across the whole organization to keep track of the users' productivity as well as measure the performance of the customer in terms of using our software and how frequently they are using it. CSB helps us to keep a track of our tasks and follow-ups. With a few clicks, we can check the renewal and pending dues of our customers. It also helps to drives product adoption, helps grow recurring revenue, reduces churn and drives retention for our customers.
  • Managing tasks and follow-ups
  • Email sync feature is amazing
  • Multiple options while logging a meeting, an internal discussion, a demo scheduled,
  • or KT, etc.
  • Sometimes experienced slowness
  • Can't open and work on multiple windows as it hangs
CustomerSuccessBox helps to onboard, retain, upsell & drive MRR Growth for B2B SaaS. Leading indicators, especially on low usage, helps to decide what actions to take proactively on that particular customer. Acting on the right account at the right time is very important and helps to reduce missed opportunities. It streamlined our process and now we know exactly on which customer we need to focus more, identifying early warning signs for proactive support and action. After implementing CustomerSuccessBox the productivity increased in the last 6 months.
Mridul Agrawal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
CustomerSuccess Box is used by our organization for almost a year now and we are using it for the Customer Success Department here at Netcore.

Business Problems Addressed:

  • Managing daily task list.
  • Regular alerts on important client KPIs.
  • Planning and execution of projects using playbook functionality, etc.
  • Helps in managing a daily task list for customer success managers.
  • Proactive alerts on tracking important Client KPIs.
  • Playbook option which helps manage projects for clients.
  • Task list can have a sub tasks option to create a much more detailed view of each task.
CustomerSuccess Box is well suited for organizations with an active customer success team requiring effective management of their clientele using various features like Task board, Playbooks, Meeting logger, etc.

Karthik Jairam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use CustomerSuccessBox as a tool to retain our MRR. It helps me manage my portfolio and be super proactive. We use this software company-wide, not just in the customer success department but also in account management and marketing. For account managers, we get to see the health of the existing accounts and also potential threats. For marketing, it helps in finding out referenceable customers and users.
  • to monitor the health of accounts
  • to identify potential threats
  • to find out upselling opportunities
  • for quick on-boarding
  • Templates for note taking
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!!!!!
Score 10 out of 10
Vetted Review
Verified User
CustomerSuccsessBox is used by different teams like the customer success team [and the] Sales team. It helps to view the product usage pattern of our clients with the help of which we can plan our day and minimize the risk of clients getting churned. CustomerSuccsessBOX gives the user-level data where we can have a check which user is not using the product and can reach out to the client with the data for more product visibility. This had helped to bridge the Gap. On the finance part as well we are able to get the data of the renewal, pending invoices. The relationship part helps us the last connection done with the client. Also gives the analysis of the past product usage history and based on which we can pitch the customer new ideas to improve the product usage. This helps in building a good relationship with the client
  • Product Adoption
  • Financial Health
  • Relationship
  • Services
  • Logs
  • Task Management
  • Journey
  • Loading Time
For planning the journey which directs us what next step needs to be done, the Task Management module- This helps to never miss any follow-ups to be done or any meetings, Product adoption details help to reduce the bandwidth of the team and help them to get the direct details for each instance they wish for.

August 17, 2021

Amazing software

Akshay Jangra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
It is being used by the whole department including various teams, even some other teams are also based on this software as we can easily liaison with them directly. It makes day-to-day work very productive and analytical. It gives a very detailed perspective of all the information required and can directly link emails and texts here so as to cluster most of the work on a single interface and make the work more productive and effective.
  • Analzse product adoption for various customers throughout
  • Tasks creation and notifications so as to make work more productive
  • Liaison with various teams on a single interface so as to save time and provide more ease.
  • Interface can be improved a bit
  • Sometimes it is a bit slower
  • More thorough reports could be more useful, though they already provide a lot of reports and dashboards to work upon
It is very well suited for customer success, billing and finance teams as they get a thorough analysis of all the respective work, they can create tasks and have reports for more effective work. For the customer success team, they can have their complete work from here itself, though from a sales perspective it would not be that useful as they will not be able to analyze prospects.
Sooraj Subramanian P M | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
CustomerSuccessBox is widely used by the entire Customer Success Team and few other departments where client relations need to be tracked and mapped accordingly. It solves the purpose of keeping complete track of the customer lifecycle. We are able to track the usage relationship service and other parameters of a customer so that we as Customer Success Managers can prepare for our calls and take notes of the minutes of our meetings.
  • Product Adoption
  • Financial Scores
  • Relationship with Clients
  • Invoices & Subscription Tracking
  • Real time data sync can be better
  • Tasks once completed can be added as logs
  • Email logs sync can be better
It is used quite well an ongoing relationship with a client needs to be monitored. It solves the purpose of tracking risks for accounts or when the last touchpoint was done and helps a Customer Success manager plan various things ahead of a review call with the customer. CustomerSuccessBox is very essential to every company of any kind of industry.
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