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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Score 10 out of 10
Vetted Review
Verified User
Review Source
  • 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
Abhiraj Malhotra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Pushpendra Pal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Gajanan Sonune | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Sachin Agarwal | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • 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.
Shweta Dubey | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • 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
Mridul Agrawal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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 17, 2021

Amazing software

Akshay Jangra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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