End to End Solutions for Client Retention
November 08, 2021
In our organization, CustomerSuccessBox is used to manage the client and relationship data across teams (Customer Sucess, Implementation, …
CustomerSuccessBox
CustomerSuccessBox
Overview
Recent Reviews
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Awards
Popular Features
View all 14 featuresCustomer segmentation (15)
9.6
96%
Dashboards (15)
9.4
94%
Product usage (15)
9.4
94%
Customer profiles (14)
9.2
92%
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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
CustomerSuccessBox Video
CustomerSuccessBox Integrations
CustomerSuccessBox Competitors
CustomerSuccessBox Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 0% |
| Mid-Size Companies (51-500 employees) | 90% |
| Enterprises (more than 500 employees) | 10% |
CustomerSuccessBox Technical Details
| Deployment Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States |
| Supported Languages | English |
Comparisons
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Frequently Asked Questions
What are CustomerSuccessBox's top competitors?
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)
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November 08, 2021
End to End Solutions for Client Retention
- 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.
November 02, 2021
CS box - best customer success software
- 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
October 25, 2021
Customersuccessbox - An all in one customer success tool
- 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.
October 25, 2021
One of the best choice for CSM
- 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.
October 15, 2021
Good product for customer success manager
- Playbooks
- Email sync
- Calendar sync
- Integration
October 03, 2021
Best customer success software
- 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.
September 02, 2021
CustomerSuccessBox: An all-round work-station with still more potential
- 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.
August 28, 2021
Great CRM tool to keep you organized with your customers
- 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.
August 26, 2021
All in one insights
- Sheldon AI
- Great UI
- Task lists
- Personal task lists
- Linking of clients google sheet
- One view of my clients
- 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
August 24, 2021
CustomerSuccess Box: Our one stop partner for managing customer needs & tracking their KPIs effectively
- 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.
August 20, 2021
Must have software for customer success teams
- to monitor the health of accounts
- to identify potential threats
- to find out upselling opportunities
- for quick on-boarding
- Templates for note taking
- Product Adoption
- Financial Health
- Relationship
- Services
- Logs
- Task Management
- Journey
- Loading Time
August 17, 2021
Amazing software
- 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
August 17, 2021
CustomerSuccessBox - One-stop solution
- 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