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Compare CustomerSuccessBox and Planhat 
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At a Glance
Market Segments
Mid-Market (73.1% of reviews)
Mid-Market (60.9% of reviews)
Entry-Level Pricing
No pricing available
Custom
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 CustomerSuccessBoxPlanhat
Star Rating
(883)4.5 out of 5
Market Segments
Mid-Market (60.9% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Planhat excels in its Customer Health Scores feature, scoring 8.8, which reviewers mention helps them effectively monitor customer engagement and satisfaction. In contrast, CustomerSuccessBox also scores 8.8 but lacks the same level of detailed insights that Planhat provides.
- Reviewers mention that Planhat's Quality of Support is outstanding, with a score of 9.4, indicating that users feel well-supported. CustomerSuccessBox follows closely with a score of 9.3, but some users feel that response times could be improved.
- G2 users highlight Planhat's superior Playbooks feature, scoring 8.6, which allows for tailored customer engagement strategies. CustomerSuccessBox's Playbooks score slightly higher at 8.7, but users report that Planhat's implementation is more intuitive and user-friendly.
- Users on G2 note that Planhat's Data Security is a strong point, with a score of 9.0, which gives them confidence in handling sensitive customer data. CustomerSuccessBox, while still solid at 8.7, has received feedback that some users are concerned about the frequency of updates to their security protocols.
- Reviewers mention that Planhat's Customization options are robust, scoring 8.7, allowing users to tailor the platform to their specific needs. In comparison, CustomerSuccessBox scores 8.3, and users have expressed a desire for more flexible customization features.
- Users say that Planhat's Workflow Capability is highly rated at 8.6, making it easier to automate processes. CustomerSuccessBox scores slightly higher at 8.7, but some users report that the setup can be more complex compared to Planhat's straightforward approach.
Pricing
Entry-Level Pricing
CustomerSuccessBox
No pricing availablePlanhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Free Trial
CustomerSuccessBox
Free Trial is available
Planhat
No trial information availableRatings
Meets Requirements
8.5
102
8.6
735
Ease of Use
8.6
103
8.3
742
Ease of Setup
8.1
37
7.5
499
Ease of Admin
8.8
37
8.2
445
Quality of Support
9.3
100
9.2
714
Has the product been a good partner in doing business?
9.1
37
9.3
441
Product Direction (% positive)
9.3
89
9.2
685
Features by Category
Sales Force Automation
Not enough data
8.4
27
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.3
27
Not enough data
6.7
24
Not enough data
8.6
25
Not enough data
7.0
23
Not enough data
6.2
24
Not enough data
6.4
24
Marketing Automation
Not enough data
7.2
26
Not enough data
6.7
26
Not enough data
5.9
25
Not enough data
5.3
25
Customer Support
Not enough data
7.2
27
Not enough data
7.0
27
Not enough data
7.3
27
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
28
Not enough data
7.4
29
Not enough data
7.0
26
Mobile & Social
Not enough data
6.2
24
Not enough data
5.6
23
Not enough data
5.0
23
Platform
Not enough data
8.7
52
Not enough data
8.2
51
Not enough data
8.6
51
Not enough data
7.4
48
Not enough data
5.6
44
Not enough data
6.7
46
Not enough data
8.2
49
Not enough data
7.1
46
Integration
Not enough data
7.7
40
Not enough data
7.8
40
Not enough data
7.4
38
Generative AI
Not enough data
7.0
18
Agentic AI - CRM
Not enough data
6.1
17
Not enough data
6.4
17
Not enough data
6.5
17
Not enough data
5.9
17
Not enough data
6.5
16
Not enough data
6.1
16
Not enough data
6.0
16
Customer Information
8.8
76
|
Verified
8.7
556
|
Verified
8.9
74
|
Verified
8.8
550
|
Verified
8.7
74
|
Verified
8.8
561
|
Verified
8.7
75
|
Verified
8.2
546
|
Verified
8.6
74
|
Verified
8.5
513
|
Verified
8.6
72
|
Verified
8.0
490
|
Verified
8.3
48
7.2
421
|
Verified
Predictions
8.5
72
|
Verified
7.9
494
|
Verified
8.4
65
|
Verified
7.4
432
|
Verified
8.7
65
|
Verified
8.3
494
|
Verified
8.3
50
|
Verified
6.7
349
|
Verified
Platform
8.2
69
|
Verified
8.3
545
|
Verified
8.6
64
|
Verified
8.1
517
|
Verified
8.3
55
|
Verified
8.2
490
|
Verified
8.7
64
|
Verified
8.5
497
|
Verified
8.5
69
|
Verified
8.2
521
|
Verified
8.3
64
|
Verified
8.6
518
|
Verified
8.6
58
|
Verified
8.8
509
|
Verified
8.7
57
|
Verified
8.9
476
|
Verified
8.5
68
|
Verified
8.5
519
|
Verified
8.4
61
|
Verified
8.8
520
|
Verified
Generative AI
Not enough data
6.2
171
Not enough data
6.2
174
Agentic AI - Customer Success
Not enough data
6.3
99
Not enough data
6.7
99
Not enough data
6.8
102
Not enough data
6.5
98
Not enough data
6.2
99
Billing and Payments
Not enough data
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Revenue Recognition
Not enough data
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Revenue Optimization
Not enough data
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Product Analytics
Not enough data
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Agentic AI - Product Analytics
Not enough data
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Data Sourcing
Not enough data
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Intelligence
Not enough data
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Sales Team
7.7
10
7.7
89
8.1
12
7.3
88
8.8
15
8.0
108
Intelligence
8.3
15
7.6
99
7.9
13
7.4
89
8.1
12
7.2
86
Mapping
9.1
13
6.9
84
9.0
13
8.2
99
Agentic AI - Customer Revenue Optimization
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Platform Basics
Not enough data
8.0
166
Not enough data
7.9
151
Not enough data
8.2
146
Not enough data
7.7
132
Not enough data
7.8
137
Agentic AI - Customer Journey Mapping
Not enough data
6.4
36
Content
Not enough data
7.2
122
Not enough data
6.8
102
Not enough data
5.7
97
Not enough data
6.2
93
Not enough data
7.1
108
Collaboration
Not enough data
6.5
103
Not enough data
6.3
100
Not enough data
8.0
124
Not enough data
8.0
139
Not enough data
7.3
104
Not enough data
4.7
85
Onboarding Setup
8.7
15
8.6
252
8.7
14
8.1
256
8.8
13
8.6
258
Project Tracking
8.8
14
8.2
235
8.3
13
7.7
201
8.7
13
8.0
211
9.0
13
8.4
254
8.5
14
7.9
208
Customer Engagement
8.5
12
7.8
229
8.7
13
8.0
224
8.9
12
7.4
213
9.2
13
8.3
229
8.7
13
8.1
233
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Management
Not enough data
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Generative AI
Not enough data
6.4
31
Not enough data
6.6
31
Categories
Categories
Shared Categories
CustomerSuccessBox and Planhat are categorized as Client Onboarding, Customer Success, and Customer Revenue Optimization
Unique Categories
CustomerSuccessBox has no unique categories
Planhat is categorized as Client Portal, Customer Journey Mapping, Product Analytics, Subscription Revenue Management, Customer Data Platform (CDP), CRM, Data Quality, and AI Agent Builders
Reviews
Reviewers' Company Size
CustomerSuccessBox
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Planhat
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
37.8%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.2%
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
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
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