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At a Glance
Market Segments
Mid-Market (73.1% of reviews)
Mid-Market (49.3% of reviews)
Entry-Level Pricing
No pricing available
Free
CustomerSuccessBox
Star Rating
(134)4.5 out of 5
Market Segments
Mid-Market (73.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CustomerSuccessBoxDock
Star Rating
(430)4.7 out of 5
Market Segments
Mid-Market (49.3% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that CustomerSuccessBox excels in Customer Health Scores with a rating of 8.8, indicating a robust system for tracking customer engagement and satisfaction. In contrast, Dock does not provide a specific score for this feature, which may limit its effectiveness in monitoring customer health.
- Reviewers mention that Dock shines in Onboarding Setup, particularly with its workflows (9.2), templates (9.3), and checklists (9.4), making it easier for new users to get started. CustomerSuccessBox, while decent, has lower ratings in these areas, suggesting a less streamlined onboarding experience.
- G2 users highlight that CustomerSuccessBox offers strong Quality of Support with a score of 9.3, which is crucial for users needing assistance. Dock, however, surpasses this with a score of 9.8, indicating a more responsive and helpful support system.
- Users on G2 report that Dock's Content Management features, including content creation (9.1) and content storage (9.4), are superior, allowing for better organization and accessibility of documents compared to CustomerSuccessBox, which has slightly lower ratings in these areas.
- Reviewers mention that CustomerSuccessBox's Sales Team Flexibility is rated at 7.7, which may limit its adaptability in sales processes. In contrast, Dock's higher ratings in this area suggest a more versatile approach to sales management.
- Users say that Dock's Customer Engagement features, particularly the portal (9.3) and visibility (9.5), provide a more interactive experience for users, while CustomerSuccessBox's ratings in these areas are lower, indicating a less engaging platform for customer interactions.
Pricing
Entry-Level Pricing
CustomerSuccessBox
No pricing availableDock
Free
Free
For individuals & small teams
- 50 workspaces
- Basic integrations (Slack, Zoom, Loom, Typeform, Google, Airtable, Pandadoc, Wistia, Youtube, etc.)
Free Trial
CustomerSuccessBox
Free Trial is available
Dock
Free Trial is available
Ratings
Meets Requirements
8.5
102
9.1
244
Ease of Use
8.6
103
8.9
259
Ease of Setup
8.1
37
8.6
181
Ease of Admin
8.8
37
8.9
93
Quality of Support
9.3
100
9.3
203
Has the product been a good partner in doing business?
9.1
37
9.5
91
Product Direction (% positive)
9.3
89
9.5
234
Features by Category
Customer Information
8.8
76
|
Verified
Not enough data
8.9
74
|
Verified
Not enough data
8.7
74
|
Verified
Not enough data
8.7
75
|
Verified
Not enough data
8.6
74
|
Verified
Not enough data
8.6
72
|
Verified
Not enough data
8.3
48
Not enough data
Predictions
8.5
72
|
Verified
Not enough data
8.4
65
|
Verified
Not enough data
8.7
65
|
Verified
Not enough data
8.3
50
|
Verified
Not enough data
Platform
8.2
69
|
Verified
Not enough data
8.6
64
|
Verified
Not enough data
8.3
55
|
Verified
Not enough data
8.7
64
|
Verified
Not enough data
8.5
69
|
Verified
Not enough data
8.3
64
|
Verified
Not enough data
8.6
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
68
|
Verified
Not enough data
8.4
61
|
Verified
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Customer Success
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Organization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Performance Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Sales Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Team
7.7
10
Not enough data
8.1
12
Not enough data
8.8
15
Not enough data
Intelligence
8.3
15
Not enough data
7.9
13
Not enough data
8.1
12
Not enough data
Mapping
9.1
13
Not enough data
9.0
13
Not enough data
Agentic AI - Customer Revenue Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
8.6
75
Not enough data
8.2
65
Not enough data
6.8
63
Not enough data
7.8
69
Not enough data
8.3
70
Collaboration
Not enough data
6.9
62
Not enough data
7.6
65
Not enough data
8.5
76
Not enough data
8.0
72
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Onboarding Setup
8.7
15
8.6
96
8.7
14
9.0
96
8.8
13
8.9
100
Project Tracking
8.8
14
8.4
90
8.3
13
8.4
87
8.7
13
9.1
94
9.0
13
8.8
97
8.5
14
8.1
83
Customer Engagement
8.5
12
9.2
97
8.7
13
8.9
92
8.9
12
8.6
90
9.2
13
9.0
89
8.7
13
8.8
92
Deal Analytics
Not enough data
8.8
74
Not enough data
7.9
67
Not enough data
8.2
68
Administration and Security
Not enough data
8.8
72
Not enough data
8.4
70
Not enough data
8.6
63
Platform
Not enough data
6.2
56
Not enough data
7.8
62
Not enough data
6.9
49
Not enough data
8.2
56
Not enough data
9.3
71
Not enough data
9.3
70
Not enough data
6.1
46
Not enough data
6.9
52
Integrations
Not enough data
8.0
58
Not enough data
7.6
53
Not enough data
6.8
50
Agentic AI - Digital Sales Room
Not enough data
6.3
28
Not enough data
7.1
28
Not enough data
6.2
27
Agentic AI - Sales Enablement
Not enough data
7.0
57
Not enough data
7.2
58
Not enough data
7.2
57
Content Management
Not enough data
8.9
102
Not enough data
8.3
104
Not enough data
8.9
110
Not enough data
8.2
90
Not enough data
8.8
103
Analytics
Not enough data
8.2
103
Not enough data
8.7
103
Not enough data
8.9
100
Not enough data
8.9
97
Learning Management - Sales Enablement
Not enough data
7.3
58
Not enough data
7.0
57
Not enough data
7.5
61
Revenue Enablement - Sales Enablement
Not enough data
8.1
62
Not enough data
7.3
57
Not enough data
8.2
62
Categories
Categories
Shared Categories
CustomerSuccessBox and Dock are categorized as Client Onboarding
Unique Categories
CustomerSuccessBox is categorized as Customer Success and Customer Revenue Optimization
Reviews
Reviewers' Company Size
CustomerSuccessBox
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Dock
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
39.6%
Information Technology and Services
24.6%
Logistics and Supply Chain
9.7%
Education Management
6.7%
Consumer Services
4.5%
Other
14.9%
Computer Software
40.8%
Information Technology and Services
17.6%
Financial Services
6.3%
Marketing and Advertising
5.1%
Hospital & Health Care
1.8%
Other
28.3%
Alternatives
Discussions
what is best use of this CSB in CRM industry
2 Comments
SK
CustomerSuccessBox comes post sales to help you retain your customers. Through the platform you can get insights on how your CRM users are using the...Read more
Should customer success solution have mature AI recommendation with in-app walk through system
1 Comment
SK
Yes... Reality is that with 100 of data points it's near impossible for the human mind to comprehend, analyse, and configure rules and alerts with accurate...Read more
CustomerSuccessBox has no more discussions with answers
Dock has no discussions with answers
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