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CustomerSuccessBox Reviews & Product Details

CustomerSuccessBox is an AI powered customer success software for B2B SaaS. Backed with $1 Million in March 2018 by pi Ventures and Axilor Ventures, CustomerSuccessBox was built from a clear need for a solution which could deliver ‘proactive’ customer success. Customer Success tracks product adoption to understand customer onboarding, product adoption and usage analysis, and calculating customer health score. It enables customer success managers (CSM)to deliver a consistent customer onboarding experience, improve customer retention, reduce churn,drive upsell and expansion 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 and the patent pending technology is built to handle ~ 2,200 events/second to monitor customer account health. CustomerSuccessBox is being used by global clients like Pipedrive, Raken, Locus, Headset, Netcore, Propertybase, Orange, Hubilio and more.

Seller

CustomerSuccessBox

Languages Supported

English

Product Description

CustomerSuccessBox is an actionable customer success platform for B2B SaaS companies.

Overview by

Swagata Kumar

Discussions

CustomerSuccessBox Community

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

16 months

View More Pricing Information

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CustomerSuccessBox Media

CustomerSuccessBox Demo - Actionable Platform

CustomerSuccessBox allows CSMs to send emails, make calls, manage tasks from within the platform.

Time-bound playbooks and manage tasks to onboard, increase product adoption, renewals and upsells.

Segment by use case, location, industry, revenue, product usage.

CustomerSuccessBox Demo - 360 degree view

Connect with CRM, Help desk, Billing system and homegrown systems to get a 360o view of each account.

CustomerSuccessBox Reviews (134)

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Himanshi G.

Customer Success Manager

Enterprise (> 1000 emp.)

9/8/2022

"Great tool for 360 degree view of your accounts"

4/5

What do you like best about CustomerSuccessBox?

The product's direct call option is a helpful way to connect with customers without switching apps. It also records the call so tracking past conversations become super easy. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

There are a few glitches in email logging that can be worked upon for better reports. Right now, though the emails are synced but it doesn't reflect in the activity report. Review collected by and hosted on G2.com.

Deep P.

Partner Experience Manager

Mid-Market (51-1000 emp.)

8/24/2022

"Nice tool to use for managing"

4.5/5

What do you like best about CustomerSuccessBox?

I can now easily manage all my assigned tasks and also keep an eye on the summary with the client. Integration with the calendar is also one of the best things to manage call logs. The activity of the client is also measured like health. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing as such for now. The tool is quite good and training is provided full fledge however takes a bit of time to get into the process but is manageable. So far no major issue. Review collected by and hosted on G2.com.

Verified User in Events Services

Small-Business (50 or fewer emp.)

9/9/2022

"Good CRM tool for the Customer Success Environment."

4/5

What do you like best about CustomerSuccessBox?

One of the best things about CS Box is the amount of data collection points that they have in their platform. Really makes it easy for CSMs to get capture and note information about client acocunts. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

In terms of UI the software can be made a bit better. Takes quite a lot of time and effort to understand how the dashboard works. Review collected by and hosted on G2.com.

Mayank G.

Senior customer success manager

Mid-Market (51-1000 emp.)

9/16/2022

"Best tool to manage customer success metrics"

5/5

What do you like best about CustomerSuccessBox?

The notification based on account usage and alerts to take action Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

User interface can be improved and page content representation Review collected by and hosted on G2.com.

Bhavna G.

Customer Success Manager

Enterprise (> 1000 emp.)

9/8/2022

"Best CS tool"

5/5

What do you like best about CustomerSuccessBox?

CSB is the best tool for CS metrics and performance.

Highly recommended!! Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing everything is good. It doesn't have any bugs or issues. Review collected by and hosted on G2.com.

Anil S.

Customer Success Manager

Mid-Market (51-1000 emp.)

7/20/2022

"I'm lovin it !"

5/5

What do you like best about CustomerSuccessBox?

I like the UI and the speed of the software. And, the Customer Support team is super energetic and amazing TAT. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Need to explore the platform more, since feels like a gap in the features and capability understanding. Review collected by and hosted on G2.com.

Divyanshu S.

Assistant Manager

Mid-Market (51-1000 emp.)

5/8/2021

"Useful tool to Customer Success"

5/5

What do you like best about CustomerSuccessBox?

New Features are always welcome for any user, great to see CSB comes with strong and valuable features.

Recent features like AI Retention could be a very useful.

Option of tagging different team members in updates are commendable.

For a product Like CS Box - The user Interface is crucial, & I must say CSBox has an excellent User Interface.

CSBox runs smoothly.

Different Attributes at tips to ease the work.

All Account at one page and could easily get important insight for particular Account.

Everyone at same page due to the same attributes. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

When we do email to clients, we have to keep our internal team as well in cc.

Their email id should come in cc automatically when we type the initials as like Gmail

Currently, every time to add any internal email id, I need to copy every time from Gmail & then have to paste in CSBox .

More graphical representation can be there for different attributes like Pie Chart for Good, Average & Poor Client. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

Go for it, Every business has different models; make the most of it by mapping your requirement. Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

Customer Relationship

Benefits - CSBox has altogether replaced Excel sheet Adding & reviewing Colums everyday to note down each & every call is a tough task. Getting all necessary details of a account at one place has really helped .

Easy track of touchpoints & Product Adoption related to Login & Timespent

& Product Adoption.

Benefits - An account manager's performance is monitored by the performance of its account, now calculating Account's performance is not an easy task as it involves various attributes might even be interrelated, with the help of CS Box data capturing & displaying of accounts helps in such important process.

Transparency in work due to the power of data collection & insights Review collected by and hosted on G2.com.

Verified User in Events Services

Mid-Market (51-1000 emp.)

8/28/2022

"Client's account update in one go!"

4.5/5

What do you like best about CustomerSuccessBox?

It's a tool which helps you keep a check on your account's health, it's information all in one place.

- Updating multi-platform information in a single platform

- Seamless integration with different tools

- Makes reporting much easier Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing, in particular, is all good for now! Review collected by and hosted on G2.com.

Govind S.

Sr. Manager- Customer Success

Mid-Market (51-1000 emp.)

12/30/2021

"Effective Tool to achieve customer happiness."

4.5/5

What do you like best about CustomerSuccessBox?

I have liked the Auto task generation process in the Customer success box, It reminds me to take a continuous follow-up.

The software also inculcates the Customer relationship health, Which defines our focus area and helps us in taking the right decision.

The software also identifies the Product adoption health based on certain parameters

Best tool for logs/notes- This is a good note-keeping tool Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Nothing as such except small technical challenges sometimes, very rare. Show the timeline as well with a log report, Like when does the task created and at what time it has been completed. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

It keeps improving each day, It would definitely help you to keep an eye on your customer base. An organized way to help in customer retention, improving relationship and overall management, Keep it up Review collected by and hosted on G2.com.

What problems is CustomerSuccessBox solving and how is that benefiting you?

Following are the points which can describe the benefits:

1. Customer data logs history

2. Key account management

3. Product feature wise adoption

4. Performance indicators

5. Helping in retention

6. Helping in reducing churn % Review collected by and hosted on G2.com.