Compare CustomerSuccessBox and Planhat 
Featured Products
At a Glance
Market Segments
Mid-Market (73.1% of reviews)
Mid-Market (61.0% 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
(887)4.5 out of 5
Market Segments
Mid-Market (61.0% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Planhat excels in overall user satisfaction, boasting a significantly higher G2 Score compared to CustomerSuccessBox. Users appreciate the clean, intuitive interface that simplifies tracking customer health and managing accounts.
- Users say that Planhat's customizable dashboards provide excellent visibility into customer data, allowing for quick insights into renewal risks and necessary actions. In contrast, while CustomerSuccessBox offers useful notifications based on account usage, it lacks the same level of dashboard customization that Planhat users enjoy.
- Reviewers mention that Planhat's implementation process is smooth, with many users highlighting the intuitive onboarding wizard that facilitates a quick start. On the other hand, CustomerSuccessBox has not received recent reviews, which raises concerns about its current user experience and support.
- According to verified reviews, Planhat's support team is highly praised for their responsiveness and effectiveness, with users specifically noting the assistance from team members like Sabrina and Harrison. While CustomerSuccessBox users also commend their support team for being helpful, the lack of recent feedback may indicate less engagement.
- Users report that Planhat provides robust features for customer monitoring and health scoring, with scores reflecting strong performance in these areas. In comparison, CustomerSuccessBox users appreciate its real-time activity tracking but may find it less comprehensive than Planhat's offerings.
- Reviewers highlight that Planhat's focus on customer revenue optimization is a standout feature, with users benefiting from its advanced analytics capabilities. Meanwhile, CustomerSuccessBox, while offering valuable insights, does not match the same level of sophistication in analytics, which could impact decision-making for users.
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
28
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
8.2
28
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
6.5
25
Marketing Automation
Not enough data
7.3
27
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
28
Not enough data
7.4
28
Not enough data
5.8
24
Not enough data
6.3
24
Reporting & Analytics
Not enough data
7.6
29
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
8.6
556
|
Verified
8.9
74
|
Verified
8.8
549
|
Verified
8.7
74
|
Verified
8.8
560
|
Verified
8.7
75
|
Verified
8.2
545
|
Verified
8.6
74
|
Verified
8.5
513
|
Verified
8.6
72
|
Verified
8.0
489
|
Verified
8.3
48
7.2
420
|
Verified
Predictions
8.5
72
|
Verified
7.9
494
|
Verified
8.4
65
|
Verified
7.4
431
|
Verified
8.7
65
|
Verified
8.3
493
|
Verified
8.3
50
|
Verified
6.6
348
|
Verified
Platform
8.2
69
|
Verified
8.3
545
|
Verified
8.6
64
|
Verified
8.1
516
|
Verified
8.3
55
|
Verified
8.2
489
|
Verified
8.7
64
|
Verified
8.5
496
|
Verified
8.5
69
|
Verified
8.2
521
|
Verified
8.3
64
|
Verified
8.6
517
|
Verified
8.6
58
|
Verified
8.8
508
|
Verified
8.7
57
|
Verified
8.9
475
|
Verified
8.5
68
|
Verified
8.5
518
|
Verified
8.4
61
|
Verified
8.8
520
|
Verified
Generative AI
Not enough data
6.1
170
Not enough data
6.2
173
Agentic AI - Customer Success
Not enough data
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
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
Behavioral Analytics - Product Analytics
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
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
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 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
37.7%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.3%
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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