CustomerSuccessBox

CustomerSuccessBox

Customer Verified
About TrustRadius Scoring
Score 9.6 out of 100
CustomerSuccessBox

Overview

Recent Reviews

CS box - best customer success software

10
November 02, 2021
The software is being used by sales and customer support teams. It helps us to identify the adoption of our software, overdue invoices, …
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All in one insights

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 …

Amazing software

9
August 17, 2021
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 …

Reviewer Sentiment

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Awards

TrustRadius Best of Award, Best Of Relationship 2022
TrustRadius Best of Award, Best Of Value 2022
TrustRadius Best of Award, Best Of Feature Set 2022

Popular Features

View all 14 features

Customer segmentation (15)

9.6
96%

Dashboards (15)

9.4
94%

Product usage (15)

9.4
94%

Customer profiles (14)

9.2
92%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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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 solution…

Entry-level set up fee?

  • $499 per userRequired
For the latest information on pricing, visithttps://customersuccessbox.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Alternatives Pricing

What is Totango?

Totango is a customer success platform that is designed to help recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. According to the vendor, Totango is also…

What is Gainsight Customer Cloud?

Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses…

Features Scorecard

Platform & Infrastructure

8.5
85%

Customer Data Extraction / Integration

9.5
95%

Customer Success Management

9.1
91%

CSM Reporting & Analytics

8.8
88%

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 Salesforce.com

CustomerSuccessBox Screenshots

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.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.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.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 Integrations

CustomerSuccessBox Competitors

CustomerSuccessBox Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)90%
Enterprises (more than 500 employees)10%

CustomerSuccessBox Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States
Supported LanguagesEnglish

Comparisons

View all alternatives

Frequently Asked Questions

What is CustomerSuccessBox's best feature?

Reviewers rate Help desk / support tickets and Automated workflow and Customer segmentation highest, with a score of 9.6.

Who uses CustomerSuccessBox?

The most common users of CustomerSuccessBox are from Mid-sized Companies (51-1,000 employees) and the Information Technology & Services industry.

Reviews and Ratings

 (15)

Ratings

Reviews

(1-15 of 15)
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Sachidanand Chaudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
Pushpendra Pal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Supreeya Jindaphan | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Sachin Agarwal | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

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].

Shweta Dubey | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Mridul Agrawal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Karthik Jairam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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
August 17, 2021

Amazing software

Akshay Jangra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Sooraj Subramanian P M | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.