# CustomerSuccessBox vs Planhat Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Planhat excels in customization, allowing users to tailor their data structure extensively. This flexibility helps align customer data with specific operational needs, which is a significant advantage for teams looking to optimize their workflows.
- **Users say** that Planhat's integration capabilities are a standout feature, as it seamlessly pulls data from various business areas like sales and marketing. This comprehensive data collection enhances visibility and decision-making across the organization.
- **Reviewers mention** that CustomerSuccessBox provides valuable real-time insights into account activity, which is particularly beneficial for tracking engagement and identifying potential issues early. This feature is praised for its ability to alert users based on account usage, ensuring timely actions can be taken.
- **According to verified reviews** , Planhat's user interface is noted for its intuitiveness, making it easier for teams to personalize views and build dashboards. This ease of use contributes to a smoother onboarding experience, which is crucial for new users.
- **Users highlight** that CustomerSuccessBox's support team is responsive and helpful, which enhances the overall user experience. Quick support is a critical factor for teams that need immediate assistance, and this aspect is frequently commended by users.
- **G2 reviewers indicate** that while both products have similar star ratings, Planhat's significantly higher G2 Score reflects greater overall satisfaction among users. This suggests that Planhat may offer a more robust solution for teams looking for a comprehensive customer success platform.



| | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 134 | 926 | 
| **Largest Market Segment** | Mid-Market (73.1% of reviews) | Mid-Market (61.0% of reviews) | 
| **Entry Level Price** | No pricing available | Custom | 

---
## Top Pros & Cons

### CustomerSuccessBox

**Not enough data**

### Planhat

Pros:
- Ease of Use (172 reviews)
- Customer Support (122 reviews)

Cons:
- Learning Curve (92 reviews)
- Complexity (63 reviews)

---
## Ratings Comparison
| Rating | CustomerSuccessBox | Planhat | 
|---|---|---|
  | **Meets Requirements** | 8.5 (102 reviews) | 8.6 (755 reviews) | 
  | **Ease of Use** | 8.6 (103 reviews) | 8.3 (764 reviews) | 
  | **Ease of Setup** | 8.1 (37 reviews) | 7.5 (520 reviews) | 
  | **Ease of Admin** | 8.8 (37 reviews) | 8.2 (463 reviews) | 
  | **Quality of Support** | 9.3 (100 reviews) | 9.2 (731 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.1 (37 reviews) | 9.3 (460 reviews) | 
  | **Product Direction (% positive)** | 9.3 (89 reviews) | 9.2 (706 reviews) | 

---
## Pricing

### CustomerSuccessBox

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### Planhat

#### Entry-Level Pricing

Plan: From Start-up to Enterprise

Price: Custom

Description: Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/


[Learn more about Planhat](https://www.g2.com/products/planhat/reviews)

#### Free Trial

No

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Planhat** | 7.0/10 | 56 |

#### Sales Force Automation

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.4 (29 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 7.5 (25 reviews) | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 7.5 (25 reviews) | 
| **Task / Activity Management** | Not enough data | 8.3 (29 reviews) | 
| **Territory & Quota Management** | Not enough data | 6.7 (24 reviews) | 
| **Desktop Integration** | Not enough data | 8.7 (26 reviews) | 
| **Product & Price List Management** | Not enough data | 7.0 (23 reviews) | 
| **Quote & Order Management** | Not enough data | 6.2 (24 reviews) | 
| **Customer Contract Management** | Not enough data | 6.5 (25 reviews) | 

#### Marketing Automation

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Email Marketing** | Not enough data | 7.4 (28 reviews) | 
| **Campaign Management** | Not enough data | 6.9 (27 reviews) | 
| **Lead Management** | Not enough data | 5.9 (25 reviews) | 
| **Marketing ROI Analytics** | Not enough data | 5.3 (25 reviews) | 

#### Customer Support

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Case Management** | Not enough data | 7.2 (27 reviews) | 
| **Customer Support Portal** | Not enough data | 7.0 (28 reviews) | 
| **Knowledge Base** | Not enough data | 7.4 (28 reviews) | 
| **Call Center Features** | Not enough data | 5.8 (24 reviews) | 
| **Support Analytics** | Not enough data | 6.3 (24 reviews) | 

#### Reporting & Analytics

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 7.7 (30 reviews) | 
| **Dashboards** | Not enough data | 7.5 (30 reviews) | 
| **Forecasting** | Not enough data | 7.0 (26 reviews) | 

#### Mobile & Social

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 6.2 (24 reviews) | 
| **Social Network Integration** | Not enough data | 5.6 (23 reviews) | 
| **Mobile User Support** | Not enough data | 5.0 (23 reviews) | 

#### Platform

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Customization** | Not enough data | 8.7 (51 reviews) | 
| **Workflow Capability** | Not enough data | 8.3 (50 reviews) | 
| **User, Role, and Access Management** | Not enough data | 8.6 (50 reviews) | 
| **Internationalization** | Not enough data | 7.4 (47 reviews) | 
| **Sandbox / Test Environments** | Not enough data | 5.6 (44 reviews) | 
| **Document & Content Mgmt.** | Not enough data | 6.7 (46 reviews) | 
| **Performance and Reliability** | Not enough data | 8.3 (48 reviews) | 
| **Output Document Generation** | Not enough data | 7.1 (46 reviews) | 

#### Integration

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 7.7 (40 reviews) | 
| **Integration APIs** | Not enough data | 7.8 (40 reviews) | 
| **Breadth of Partner Applications** | Not enough data | 7.4 (38 reviews) | 

#### Generative AI

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.0 (18 reviews) | 

#### Agentic AI - CRM

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (17 reviews) | 
| **Multi-step Planning** | Not enough data | 6.4 (17 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 5.9 (17 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (16 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (16 reviews) | 
| **Decision Making** | Not enough data | 6.0 (16 reviews) | 

### Customer Success

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | 8.5/10 | 79 |
| **Planhat** | 7.8/10 | 614 |

#### Customer Information

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Customer Health Scores** | 8.8 (76 reviews) ✓ Verified | 8.7 (566 reviews) ✓ Verified | 
| **Customer Monitoring** | 8.9 (74 reviews) ✓ Verified | 8.8 (552 reviews) ✓ Verified | 
| **Customer Profiles** | 8.7 (74 reviews) ✓ Verified | 8.8 (569 reviews) ✓ Verified | 
| **Playbooks** | 8.7 (75 reviews) ✓ Verified | 8.2 (548 reviews) ✓ Verified | 
| **Customer Segments** | 8.6 (74 reviews) ✓ Verified | 8.5 (515 reviews) ✓ Verified | 
| **Product Engagement** | 8.6 (72 reviews) ✓ Verified | 8.0 (494 reviews) ✓ Verified | 
| **Surveys** | 8.3 (48 reviews) | 7.2 (422 reviews) ✓ Verified | 

#### Predictions

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Churn Risk** | 8.5 (72 reviews) ✓ Verified | 7.9 (501 reviews) ✓ Verified | 
| **Upsell Opportunities** | 8.4 (65 reviews) ✓ Verified | 7.5 (435 reviews) ✓ Verified | 
| **Custom Triggers** | 8.7 (65 reviews) ✓ Verified | 8.3 (496 reviews) ✓ Verified | 
| **Machine Learning** | 8.3 (50 reviews) ✓ Verified | 6.7 (350 reviews) ✓ Verified | 

#### Platform

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Reporting & Dashboards** | 8.2 (69 reviews) ✓ Verified | 8.3 (556 reviews) ✓ Verified | 
| **API & Integrations** | 8.6 (64 reviews) ✓ Verified | 8.1 (529 reviews) ✓ Verified | 
| **Data Import & Export Tools** | 8.3 (55 reviews) ✓ Verified | 8.2 (491 reviews) ✓ Verified | 
| **Workflow Capability** | 8.7 (64 reviews) ✓ Verified | 8.5 (506 reviews) ✓ Verified | 
| **Notifications** | 8.5 (69 reviews) ✓ Verified | 8.2 (523 reviews) ✓ Verified | 
| **Customization** | 8.3 (64 reviews) ✓ Verified | 8.6 (532 reviews) ✓ Verified | 
| **Scalability** | 8.6 (58 reviews) ✓ Verified | 8.8 (513 reviews) ✓ Verified | 
| **Data Security** | 8.7 (57 reviews) ✓ Verified | 8.9 (475 reviews) ✓ Verified | 
| **Performance & Reliability** | 8.5 (68 reviews) ✓ Verified | 8.5 (524 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 8.4 (61 reviews) ✓ Verified | 8.8 (523 reviews) ✓ Verified | 

#### Generative AI

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.1 (170 reviews) | 
| **AI Text Summarization** | Not enough data | 6.2 (174 reviews) | 

#### Agentic AI - Customer Success

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.3 (98 reviews) | 
| **Multi-step Planning** | Not enough data | 6.7 (98 reviews) | 
| **Cross-system Integration** | Not enough data | 6.8 (101 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.5 (97 reviews) | 
| **Proactive Assistance** | Not enough data | 6.2 (99 reviews) | 

### Subscription Revenue Management

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Planhat** | 7.7/10 | 125 |

#### Billing and Payments

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Payment Terms** | Not enough data | 7.9 (80 reviews) | 
| **Personalized Billing** | Not enough data | 7.6 (68 reviews) | 
| **Custom Pricing** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Recognition

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Usage Tracking** | Not enough data | 8.2 (97 reviews) | 
| **Deferred Revenue** | Not enough data | 7.0 (69 reviews) | 
| **Revenue Accrual** | Not enough data | 7.5 (74 reviews) | 

#### Revenue Optimization

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **At-Risk Customers** | Not enough data | 8.1 (103 reviews) | 
| **Offer Optimization** | Not enough data | 7.4 (78 reviews) | 
| **Customer Churn** | Not enough data | 8.2 (106 reviews) | 
| **Revenue Forecasting** | Not enough data | 7.8 (92 reviews) | 

### Product Analytics

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Planhat** | 7.8/10 | 88 |

#### Product Analytics

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Account-Level Analytics** | Not enough data | 8.6 (81 reviews) | 
| **User-Level Analytics** | Not enough data | 8.2 (81 reviews) | 
| **Segmentation** | Not enough data | 8.9 (77 reviews) | 
| **Funnels** | Not enough data | 7.7 (66 reviews) | 
| **Alerts** | Not enough data | 8.4 (79 reviews) | 
| **Multi-Product Analytics** | Not enough data | 8.3 (67 reviews) | 
| **User Scoring** | Not enough data | 8.3 (75 reviews) | 
| **Integrations** | Not enough data | 8.5 (81 reviews) | 

#### Agentic AI - Product Analytics

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.5 (19 reviews) | 
| **Cross-system Integration** | Not enough data | 7.0 (18 reviews) | 
| **Adaptive Learning** | Not enough data | 6.2 (17 reviews) | 
| **Proactive Assistance** | Not enough data | 6.6 (18 reviews) | 

#### Behavioral Analytics - Product Analytics

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Multi-Product Analytics** | Not enough data | Not enough data | 
| **User level Analytics** | Not enough data | Not enough data | 
| **Account level Analytics** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Funnels** | Not enough data | Not enough data | 

#### Platform Infrastructure - Product Analytics

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Cross System integrations** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### AI driven optimization - Product Analytics

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **User scoring** | Not enough data | Not enough data | 
| **Adaptive learning** | Not enough data | Not enough data | 
| **Automated insights** | Not enough data | Not enough data | 
| **Autonomous task execution** | Not enough data | Not enough data | 

### Customer Data Platform (CDP)

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Planhat** | 7.1/10 | 229 |

#### Data Sourcing

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Data Enrichment** | Not enough data | 8.3 (182 reviews) | 
| **Expandability** | Not enough data | 8.4 (175 reviews) | 
| **Content Marketing** | Not enough data | 6.4 (139 reviews) | 
| **Multiple Devices** | Not enough data | 7.3 (141 reviews) | 

#### Intelligence

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Marketing Metrics** | Not enough data | 6.3 (121 reviews) | 
| **Predictive Modeling** | Not enough data | 6.5 (129 reviews) | 
| **Recommendation Engine** | Not enough data | 6.5 (124 reviews) | 

### Customer Revenue Optimization

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | 8.4/10 | 15 |
| **Planhat** | 7.4/10 | 128 |

#### Sales Team

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Flexible Sales Process** | 7.7 (10 reviews) | 7.7 (89 reviews) | 
| **Training Mode** | 8.1 (12 reviews) | 7.3 (88 reviews) | 
| **Playbooks** | 8.8 (15 reviews) | 8.0 (108 reviews) | 

#### Intelligence

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Opportunity Identification** | 8.3 (15 reviews) | 7.6 (99 reviews) | 
| **Zero-touch Renewals** | 7.9 (13 reviews) | 7.4 (89 reviews) | 
| **Smart Content** | 8.1 (12 reviews) | 7.2 (86 reviews) | 

#### Mapping

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Multiple Org Charts** | 9.1 (13 reviews) | 6.9 (84 reviews) | 
| **Stakeholder Roles** | 9.0 (13 reviews) | 8.2 (99 reviews) | 

#### Agentic AI - Customer Revenue Optimization

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.0 (28 reviews) | 
| **Cross-system Integration** | Not enough data | 7.3 (28 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (28 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (28 reviews) | 
| **Proactive Assistance** | Not enough data | 6.7 (27 reviews) | 
| **Decision Making** | Not enough data | 7.2 (29 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Planhat** | 7.7/10 | 179 |

#### Platform Basics

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Templates** | Not enough data | 8.0 (167 reviews) | 
| **Exporting** | Not enough data | 7.9 (152 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.2 (146 reviews) | 
| **Multiple Personas** | Not enough data | 7.7 (132 reviews) | 
| **Data Analytics ** | Not enough data | 7.8 (137 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (36 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Planhat** | 6.7/10 | 161 |

#### Content

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Document Collaboration** | Not enough data | 7.2 (122 reviews) | 
| **Versioning** | Not enough data | 6.8 (102 reviews) | 
| **E-Signature** | Not enough data | 5.7 (97 reviews) | 
| **File Request** | Not enough data | 6.2 (93 reviews) | 
| **Feedback** | Not enough data | 7.1 (108 reviews) | 

#### Collaboration

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 6.5 (103 reviews) | 
| **Instant Messaging** | Not enough data | 6.3 (100 reviews) | 
| **Project Management** | Not enough data | 8.0 (124 reviews) | 
| **Analytics** | Not enough data | 8.0 (139 reviews) | 
| **Time Tracking** | Not enough data | 7.3 (104 reviews) | 
| **Mobile Application** | Not enough data | 4.7 (85 reviews) | 

### Client Onboarding

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | 8.7/10 | 15 |
| **Planhat** | 8.1/10 | 289 |

#### Onboarding Setup

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Workflows** | 8.7 (15 reviews) | 8.6 (252 reviews) | 
| **Templates** | 8.7 (14 reviews) | 8.1 (256 reviews) | 
| **Checklists** | 8.8 (13 reviews) | 8.6 (258 reviews) | 

#### Project Tracking

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Monitoring** | 8.8 (14 reviews) | 8.2 (235 reviews) | 
| **Resources** | 8.3 (13 reviews) | 7.7 (201 reviews) | 
| **Content** | 8.7 (13 reviews) | 8.0 (211 reviews) | 
| **Tasks** | 9.0 (13 reviews) | 8.4 (255 reviews) | 
| **Optimization** | 8.5 (14 reviews) | 7.9 (208 reviews) | 

#### Customer Engagement

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Portal** | 8.5 (12 reviews) | 7.7 (229 reviews) | 
| **Engagement** | 8.7 (13 reviews) | 8.0 (224 reviews) | 
| **Branding** | 8.9 (12 reviews) | 7.4 (213 reviews) | 
| **Visibility** | 9.2 (13 reviews) | 8.3 (229 reviews) | 
| **Collaboration** | 8.7 (13 reviews) | 8.1 (233 reviews) | 

### Data Quality

| Product | Score | Reviews |
|---|---|---|
| **CustomerSuccessBox** | N/A | N/A |
| **Planhat** | 7.6/10 | 73 |

#### Functionality

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Identification** | Not enough data | 7.6 (54 reviews) | 
| **Correction** | Not enough data | 7.4 (50 reviews) | 
| **Normalization** | Not enough data | 7.5 (46 reviews) | 
| **Preventative Cleaning** | Not enough data | 7.2 (49 reviews) | 
| **Data Matching** | Not enough data | 7.2 (54 reviews) | 

#### Management

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Reporting** | Not enough data | 8.1 (61 reviews) | 
| **Automation** | Not enough data | 8.4 (62 reviews) | 
| **Quality Audits** | Not enough data | 7.2 (48 reviews) | 
| **Dashboard** | Not enough data | 8.2 (64 reviews) | 
| **Governance** | Not enough data | 8.1 (49 reviews) | 

#### Generative AI

| Feature | CustomerSuccessBox | Planhat | 
|---|---|---|
| **AI Text Generation** | Not enough data | 6.4 (31 reviews) | 
| **AI Text Summarization** | Not enough data | 6.6 (31 reviews) | 

---
## Categories
**Shared Categories (3):** [Client Onboarding Software](https://www.g2.com/categories/client-onboarding), [Customer Success Software](https://www.g2.com/categories/customer-success), [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization)


**Unique to Planhat (7):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Product Analytics Software](https://www.g2.com/categories/product-analytics), [Subscription Revenue Management Software](https://www.g2.com/categories/subscription-revenue-management), [Customer Data Platforms (CDP)](https://www.g2.com/categories/customer-data-platform-cdp), [CRM Software](https://www.g2.com/categories/crm), [Data Quality Tools](https://www.g2.com/categories/data-quality)


---
## Reviewer Demographics

### By Company Size

| Segment | CustomerSuccessBox | Planhat | 
|---|---|---|
| **Small-Business** | 21.6% | 32.8% | 
| **Mid-Market** | 73.1% | 61.0% | 
| **Enterprise** | 5.2% | 6.2% | 

### By Industry

#### CustomerSuccessBox

- **Computer Software:** 39.6%
- **Information Technology and Services:** 24.6%
- **Logistics and Supply Chain:** 9.7%
- **Education Management:** 6.7%
- **Consumer Services:** 4.5%
- **Telecommunications:** 3.0%
- **Events Services:** 3.0%
- **Transportation/Trucking/Railroad:** 1.5%
- **Marketing and Advertising:** 1.5%
- **Construction:** 1.5%
- **Other:** 4.5%

#### Planhat

- **Computer Software:** 37.2%
- **Information Technology and Services:** 18.6%
- **Marketing and Advertising:** 8.1%
- **Education Management:** 2.4%
- **E-Learning:** 2.2%
- **Human Resources:** 2.2%
- **Financial Services:** 2.1%
- **Internet:** 2.0%
- **Consumer Services:** 1.8%
- **Computer & Network Security:** 1.7%
- **Other:** 21.7%

---
## Alternatives

### Alternatives to CustomerSuccessBox

- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1595 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1150 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1737 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (499 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (698 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (660 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2915 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (856 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)

### Alternatives to Planhat

- [Custify](https://www.g2.com/products/custify/reviews) — 4.7/5 stars (499 reviews)
- [Totango](https://www.g2.com/products/totango/reviews) — 4.3/5 stars (1150 reviews)
- [ChurnZero](https://www.g2.com/products/churnzero/reviews) — 4.7/5 stars (1595 reviews)
- [Catalyst](https://www.g2.com/products/totango-catalyst/reviews) — 4.5/5 stars (660 reviews)
- [ClientSuccess](https://www.g2.com/products/clientsuccess/reviews) — 4.4/5 stars (423 reviews)
- [Vitally](https://www.g2.com/products/vitally/reviews) — 4.5/5 stars (698 reviews)
- [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) — 4.5/5 stars (1737 reviews)
- [GUIDEcx](https://www.g2.com/products/guidecx/reviews) — 4.6/5 stars (461 reviews)
- [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) — 4.4/5 stars (2915 reviews)
- [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) — 4.7/5 stars (856 reviews)

---
## Top Discussions

### CustomerSuccessBox

- Title: [what is best use of this CSB in CRM industry](https://www.g2.com/discussions/what-is-best-use-of-this-csb-in-crm-industry) — 2 comments, 1 upvote
  > **Top comment:** "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..."
- Title: [Should customer success solution have mature AI recommendation with in-app walk through system](https://www.g2.com/discussions/49824-should-customer-success-solution-have-mature-ai-recommendation-with-in-app-walk-through-system) — 1 comment
  > **Top comment:** "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..."

### Planhat

- Title: [How long did it take to implement?](https://www.g2.com/discussions/49802-how-long-did-it-take-to-implement) — 2 comments *(includes official response)*
  > **Top comment:** "Comment deleted by user."
- Title: [It shouldbe good if we can export the changes etc on Playbooks or have a clear idea on NPS score expectations.](https://www.g2.com/discussions/it-shouldbe-good-if-we-can-export-the-changes-etc-on-playbooks-or-have-a-clear-idea-on-nps-score-expectations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Martha,

Thanks for your question!

We'd love to understand a bit deeper what you are trying to solve so please feel free to reach out to your CSM..."
- Title: [How can I, launch two simultaneos NPScampaings](https://www.g2.com/discussions/how-can-i-launch-two-simultaneos-npscampaings) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Matheus, your CSM will be in touch shortly and help you to set it up :)

"
- Title: [What's the best way to manage crossell opportunities on planhat?](https://www.g2.com/discussions/40995-what-s-the-best-way-to-manage-crossell-opportunities-on-planhat) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hi Pedro,

Thanks for your question!

There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/customersuccessbox-vs-planhat)