# CustomerSuccessBox Reviews **Vendor:** CustomerSuccessBox **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.5/5.0 **Total Reviews:** 134 ## About CustomerSuccessBox 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. ## CustomerSuccessBox Reviews ### 1. Great tool for 360 degree view of your accounts **Rating:** 4.0/5.0 stars **Reviewed by:** Himanshi G. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2022 **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. **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. **What problems is CustomerSuccessBox solving and how is that benefiting you?** CustomerSuccessBox provides great clarity to CSMs to track the strong and weak points of their account to take appropriate action. It makes relationship management effective with data at its core. ### 2. Nice tool to use for managing **Rating:** 4.5/5.0 stars **Reviewed by:** Deep P. | Partner Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2022 **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. **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. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Manage assigned task, full summary of the client, health check of client and integration is allowed. Easy dashboard and overview. All the activities can be tracked easily no need of separate excel sheets to manage ### 3. Good CRM tool for the Customer Success Environment. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2022 **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. **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. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Maintaining a single space to record all the information about existing client accounts and track renewals. Really helps us study client accounts on a single software rather than using multiple tools. ### 4. Best tool to manage customer success metrics **Rating:** 5.0/5.0 stars **Reviewed by:** Mayank G. | Senior customer success manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2022 **What do you like best about CustomerSuccessBox?** The notification based on account usage and alerts to take action **What do you dislike about CustomerSuccessBox?** User interface can be improved and page content representation **What problems is CustomerSuccessBox solving and how is that benefiting you?** It is solving the problem of identifying business/account risk and mitigate that in return safeguarding revenue for company ### 5. Best CS tool **Rating:** 5.0/5.0 stars **Reviewed by:** Bhavna G. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2022 **What do you like best about CustomerSuccessBox?** CSB is the best tool for CS metrics and performance. Highly recommended!! **What do you dislike about CustomerSuccessBox?** Nothing everything is good. It doesn't have any bugs or issues. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Daily customer analytics and team performance Mail logs Customer account health checks Surveys Automated call call logs ### 6. I'm lovin it ! **Rating:** 5.0/5.0 stars **Reviewed by:** Anil S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2022 **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. **What do you dislike about CustomerSuccessBox?** Need to explore the platform more, since feels like a gap in the features and capability understanding. **What problems is CustomerSuccessBox solving and how is that benefiting you?** organizing all the details for our accounts in one place and helping to maintain and follow the success path for our customers. ### 7. Useful tool to Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Divyanshu S. | Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2021 **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. **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. **Recommendations to others considering CustomerSuccessBox:** Go for it, Every business has different models; make the most of it by mapping your requirement. **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 ### 8. Client's account update in one go! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2022 **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 **What do you dislike about CustomerSuccessBox?** Nothing, in particular, is all good for now! **What problems is CustomerSuccessBox solving and how is that benefiting you?** It helps our team and each individual to capture multiple accounts' data in one place and get the reporting in a click to keep an active check. ### 9. Effective Tool to achieve customer happiness. **Rating:** 4.5/5.0 stars **Reviewed by:** Govind S. | Sr. Manager- Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2021 **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 **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. **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 **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 % ### 10. CSB helps me to track the emails and calls history on my accounts which is super beneficial. **Rating:** 5.0/5.0 stars **Reviewed by:** Ayushi V. | Customer Success Manager - Enterprise Business, Enterprise (> 1000 emp.) **Reviewed Date:** September 12, 2022 **What do you like best about CustomerSuccessBox?** The support team is helpful. I liked their quick support. **What do you dislike about CustomerSuccessBox?** Nothing as of now. The CSB asks for logging credentials everytime. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Calls and emails are getting logged. ### 11. CSB- Review **Rating:** 5.0/5.0 stars **Reviewed by:** Shalini A. | Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2022 **What do you like best about CustomerSuccessBox?** The best feature is the dashboard and the high-level customization that can be done by users. The playbook feature is beneficial and this app helps monitor the overall relationship with the customers. **What do you dislike about CustomerSuccessBox?** Not much of a dislike but the UI could be more interactive **What problems is CustomerSuccessBox solving and how is that benefiting you?** Problems solved: Getting all the details of the accounts under the same dashboard like viewing contracts, all emails shared across with the client, rasing tickets, etc ### 12. It is time consuming to configure **Rating:** 3.0/5.0 stars **Reviewed by:** Monalisa C. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2021 **What do you like best about CustomerSuccessBox?** After about six months of signing with CSB, we are still trying to figure out the multiple functions and features of the platform. CSB has the vision and understanding for CX deliverables. **What do you dislike about CustomerSuccessBox?** The variety of features is the best for CSB but has a downside as the explanations of configuring this self-help platform lack enough instructions and demos. Some basic training materials were still under construction, and most articles had outdated information. Getting support responses is not prompt, and no option to call for help. **Recommendations to others considering CustomerSuccessBox:** Unless you have a dedicated person to set up, this won't be easy to configure along with existing responsibilities. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We were dependant on excel sheets and prone to manual misses in our CX journey. We are in the process of implementing it, and it qualifies all the KPIs we had for selection as below Customer Health Score Net Promoter Score Qualitative Customer Feedback, Sentiments Customer Churn Rate Monthly Recurring Revenue, Invoicing, and reminders Customer Lifetime Value Onboarding Process Deployment and Adoption Usage and Engagement Communication (Bulk Email and phone) Customer Satisfaction Score Renewal Rate Contracts Repository Knowledge/insights Alerts and Notification Tickets Tracking CSM Management Analytics and Dashboard Integration Knowledge Bank Report Subscriptions ### 13. A perfect tool for Customer Success team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2022 **What do you like best about CustomerSuccessBox?** The level of insight that we get for each account is fantastic; it allows us to track real-time activity at the account level. **What do you dislike about CustomerSuccessBox?** Nothing that I can think of right now... **What problems is CustomerSuccessBox solving and how is that benefiting you?** Better insights means better attetion to individual accouts. ### 14. Has potential to be a good tool but right now it lacks important integrations **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2021 **What do you like best about CustomerSuccessBox?** Single View of customers Relationship mapping **What do you dislike about CustomerSuccessBox?** Customization of reports is not very friendly **What problems is CustomerSuccessBox solving and how is that benefiting you?** Elimination of excel reports for every account. Progress tracking for account level actionable from a single view ### 15. Brilliant Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Sushma B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2022 **What do you like best about CustomerSuccessBox?** We've been using CSB for almost over a year and it was super easy to integrate and set it up. The customer Success box has helped us track productions adoption, stay on top of customer health scores and renewals. Playbooks have made it easier to form processes for different stages of the customer life cycle. **What do you dislike about CustomerSuccessBox?** Plug and play feature needs to be introduced. **What problems is CustomerSuccessBox solving and how is that benefiting you?** 1. Helps track product adoption 2. Daily reminders of at-risk accounts and task notifications 3. Create Playbooks to form processes 4. One place to track all the customer health-related parameters ### 16. CSB with is Customer success tool **Rating:** 5.0/5.0 stars **Reviewed by:** Lokesh K. | Business Analyst Intern, Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2022 **What do you like best about CustomerSuccessBox?** The CSB is giving detailed information about each and every user of the organization. it graph matrix is so good though that you can easily take the result of the customer experience. **What do you dislike about CustomerSuccessBox?** there is no such issue with CSB the team gives regular updates on the product each and everything is so clear, but sometimes it gets slower, rests everything is fine. **Recommendations to others considering CustomerSuccessBox:** yes i will **What problems is CustomerSuccessBox solving and how is that benefiting you?** in lead squared I used this for the last 6 months and I keep tracking the usage of the customer on our product and their resource utilization and according to them, I can tell them how to increase utilization. ### 17. Good but there's a room for improvement! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2022 **What do you like best about CustomerSuccessBox?** 1) Easy data sync with our Sales-CRM 2) Can create a custom task, alerts & workflow for the CSM 3) All communication i.e. email, chat, issue tickets gets synced with the account and it's easy for reporting 4) Good support team **What do you dislike about CustomerSuccessBox?** 1) No DELETE option 2) Data sync takes 24 hrs 3) Admin cannot set a custom data view for all users 4) No option to customize email & remove CSB branding **What problems is CustomerSuccessBox solving and how is that benefiting you?** Keeping a track of all customer accounts, product adaption, product engagement, CSM activities & sales record ### 18. Superb application to manage your Customer relationship and **Rating:** 4.5/5.0 stars **Reviewed by:** Shaikh S. | Customer Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2022 **What do you like best about CustomerSuccessBox?** In CSbox account management is a very cool dashboard where you can monitor your complete customers product and Relationship Healths **What do you dislike about CustomerSuccessBox?** In Account Dashboard if we would get search by account manager will be very helpful to find the poor or average relationship client and followup with the same **What problems is CustomerSuccessBox solving and how is that benefiting you?** With the help of Renewal reminders we are able to find the account subscribtion expiries for which we are requesting to our CSOPS team to extend the same. This option really help us to keep the subscription actively for our customers. ### 19. One Stop Software for CSM **Rating:** 4.5/5.0 stars **Reviewed by:** Pushpendra P. | Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2022 **What do you like best about CustomerSuccessBox?** I was impressed by the two features most in csbox that are Journey and Playbook. Journey lets you automate manual tasks and the playbook lets you maintain the onboarding process easily and effectively. **What do you dislike about CustomerSuccessBox?** There is still scope for improvement in the Playbook features. 1- if we can get the step by TAT and the average time taken for each step. **What problems is CustomerSuccessBox solving and how is that benefiting you?** First is retention and reduction in churn. It help you predict churn based on the product usage history of the clients and timely action can help you to retain the clients. ### 20. Helpful tool in streamlining CS Activities **Rating:** 5.0/5.0 stars **Reviewed by:** Sakshi H. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2022 **What do you like best about CustomerSuccessBox?** I have used Customer Success box in my previous organization and it is a great tool to collaborate on all CS-related activities. From tracking renewals to red accounts, or be it cadence related, it's a perfect tool to manage everything in one place. **What do you dislike about CustomerSuccessBox?** The access roles within the CS team were slightly difficult to customise around the organisation structure, however, was not a blocker. **What problems is CustomerSuccessBox solving and how is that benefiting you?** The major problem we were trying to solve was to have all the data consolidated in a single place. After starting to use CSB, we were able to maintain a history of all accounts, track renewals, cadence, and internal transfers become much easier. ### 21. Amazing plateform where we can easily reduce churn **Rating:** 5.0/5.0 stars **Reviewed by:** Sumit P. | Assistant Manager-Implementation, Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2022 **What do you like best about CustomerSuccessBox?** This is an amazing plateform where we can easily identify the accounts current status and we can easily build relationships with clients by CSB plateform **What do you dislike about CustomerSuccessBox?** Report should be available for each and every accounts **Recommendations to others considering CustomerSuccessBox:** This is an amazing plateform where we can easily identify the accounts current status and we can easily build relationships with clients by CSB plateform **What problems is CustomerSuccessBox solving and how is that benefiting you?** I am.the implementation manager so I used to face issue with account current status but now I can easily check which accounts in which implementation phases ### 22. CSB is a very important tool for Key Account Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Ayush S. | Sr Key Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2022 **What do you like best about CustomerSuccessBox?** CSB helps us monitor our key accounts on a daily/weekly/monthly basis on various important metrics and parameters. Account health, payments, usage, and communications can be recorded and tracked for better business productivity. **What do you dislike about CustomerSuccessBox?** Nothing as specific. But improvements and updates would be welcomed. Expect more reports and custom dashboard views to prioritize the account-related information. **What problems is CustomerSuccessBox solving and how is that benefiting you?** 1. Account's consumption of license usage 2. Increase in recurring revenue 3. Invoices and payments tracker 4. Dashboard to check up with all the features consumed ### 23. CSB - Usage Review **Rating:** 4.0/5.0 stars **Reviewed by:** Kongkana B. | Customer Success Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about CustomerSuccessBox?** Tracking of all activities, the overall health of a client (financial, product adoption), easy access of alerts and tasks, checking of tickets. It's like a one-stop platform to see overall activities happening around for a client **What do you dislike about CustomerSuccessBox?** The user interface can be upgraded, not very user friendly. **What problems is CustomerSuccessBox solving and how is that benefiting you?** 1. Invoice details (pending, due, and reminders to raise invoice) 2. Checking of Tickets that come to support; can view all the open, pending, closed support tickets at once. 3. Can view subscription easily without having to open a pdf document 4. All contracts and renewal documents can be stored in one place ### 24. Best App to use **Rating:** 4.5/5.0 stars **Reviewed by:** Spandan S. | Manager, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2022 **What do you like best about CustomerSuccessBox?** We can easily see the relationship of our clients in one go along with the feasibility to mend our relationship status. **What do you dislike about CustomerSuccessBox?** When a task is generated and left untreated the tasks keep on generating which created repetitive tasks for the same client with different statuses. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We realize can implemennt and amend the relationship. when handling a lot of client CSB acts as a reminder and performance tracker ### 25. Fleetx Technologies Pvt. Ltd. **Rating:** 4.5/5.0 stars **Reviewed by:** Sachin Y. | Area Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2021 **What do you like best about CustomerSuccessBox?** customer reminders and emails touchbase creation easy to manage customers and last touch points and there future plans. **What do you dislike about CustomerSuccessBox?** site is quite slow pages takes time to load. **Recommendations to others considering CustomerSuccessBox:** 1. Email sync for email id's we have on gmail 2. can manage all data in single platform **What problems is CustomerSuccessBox solving and how is that benefiting you?** we are able to call and mail customers on time manage the visits, calls, emails and updates. ### 26. It is very useful to maintain customer relationship and customer product adoption **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2022 **What do you like best about CustomerSuccessBox?** Task parts i liked most and also client relationship status also liked most and product adoption indetail we have checked that's very use ful to analyse everything **What do you dislike about CustomerSuccessBox?** Nothing for me because all the things I liked most in Customer Success Box. I don't think having any problem to using quite very easy to learn so there is no problem **Recommendations to others considering CustomerSuccessBox:** For me every thing great to access **What problems is CustomerSuccessBox solving and how is that benefiting you?** Problem solving through product adoption I will use regularly. Monitoring product usage of a client will easy to explain modules which are they not using we find it it ### 27. One of the best products to track, enhance, and nourish client experience **Rating:** 5.0/5.0 stars **Reviewed by:** Gaurav P. | Senior Coordinator - Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2021 **What do you like best about CustomerSuccessBox?** We can easily track product adoption from CS Box. We can also track the modules and features in that module that the client is using in the last 15 days. This helps in analyzing and understanding the core needs of the client. It also helps in ensuring that we can introduce new modules and work dynamically on the active adoption of other modules as well. **What do you dislike about CustomerSuccessBox?** I have faced times when there are false notifications, and despite adding call log information, it takes more than the TAT time to update the relationship health. But, the support team is dynamic and has always helped in resolving all issues. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Customer Success Box helps me in constantly reviewing the relationship health of my clients. When we handle a considerable number of clients, it becomes hectic to keep a record of everything that s happening with that account. With the CSBox all the client conversations and ongoing activities can be recorded, and a focused approach and strategy can be created to provide the best experience to our clients. Helping us to know about Product Adoption is a marvelous feature that helps us in ways that cannot be described in words. ### 28. CSB review **Rating:** 5.0/5.0 stars **Reviewed by:** Sree S. | Customer Success Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2022 **What do you like best about CustomerSuccessBox?** All Customer Account information.Metrics about Product usage,Financial health. Email sysnc is a great feature.Logs creation is a very helpful to convey the account information to other users.Attachements and invoice is very asset.No need to switch between platforms if CSB is used. **What do you dislike about CustomerSuccessBox?** No dislikes about the product.Custom time logs can be helpful. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Account Analytics and Dashboard. Account features and plans subscribed. ### 29. Customer Success Box - Great Platform Custtomer Success Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Prerana S. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2022 **What do you like best about CustomerSuccessBox?** 1. Email sync with your official ID 2. We can integrate invoices with third-party portals. 3. Task creation to remind us. 4. Dashboard - Super Simplified data as per need **What do you dislike about CustomerSuccessBox?** Client account list should not be put into frame and scroll. That isn't very pleasant. **What problems is CustomerSuccessBox solving and how is that benefiting you?** 1. All client data in one place. 2. Gives us product usage performance ### 30. The CSB is very user friendly and has a lot of scope to show case client specific data. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2022 **What do you like best about CustomerSuccessBox?** The client's relationship status is the one I liked most. **What do you dislike about CustomerSuccessBox?** The tool doesn't showcase the accurate financial health of a client. **Recommendations to others considering CustomerSuccessBox:** None as of now. **What problems is CustomerSuccessBox solving and how is that benefiting you?** The benefits I would say are the client relationship and the service category. The financial analysis of the tool isn't seemed to be accurate ### 31. Needs improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Prithvi E. | Customer Success Manager, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2022 **What do you like best about CustomerSuccessBox?** - Ability to integrate multiple data points. **What do you dislike about CustomerSuccessBox?** - Clunky UI - Outdated design - AI recommendations is not great and needs a ton of improvement. **What problems is CustomerSuccessBox solving and how is that benefiting you?** - Integration with all communication channels ensures all conversations with the customers are available at one place. - Helps us in pro-actively reaching out to at risk accounts to arrest churn. ### 32. Good platform for engaging with Customers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2022 **What do you like best about CustomerSuccessBox?** The AI feature which was introduced was helpful **What do you dislike about CustomerSuccessBox?** Dashboard view can be improved and given option to customise. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Engage with customers who have not logged in. To monitor the account health score. ### 33. It is a great platform to manage your accounts and keep a track of the progress and actions. **Rating:** 5.0/5.0 stars **Reviewed by:** Samiran H. | Client Success Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about CustomerSuccessBox?** Priority notification that are generated **What do you dislike about CustomerSuccessBox?** Sometimes sync gets delayed to some extent **Recommendations to others considering CustomerSuccessBox:** It is a good product to manage your accounts effectively **What problems is CustomerSuccessBox solving and how is that benefiting you?** Client priorities and account health has improved due to it. ### 34. Customer Success Box: User-Friendly and Dynamic **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2021 **What do you like best about CustomerSuccessBox?** A fast, complete view of all accounts helps in maintaining a good relationship with clients and lets you know the status of the account on a daily, weekly, monthly basis. **What do you dislike about CustomerSuccessBox?** Alerts need to be set frequently; alerts cause disturbance. **Recommendations to others considering CustomerSuccessBox:** I highly recommend the organization use the Customer Success Box to track the complete process of the organization and to maintain a healthy relationship with the accounts. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Insights into maintaining better relationships with clients are beneficial for a healthy relationship. We come to know our productivity and relationship status. ### 35. Experience with CSB **Rating:** 4.0/5.0 stars **Reviewed by:** Vaijanth M. | Manager, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2022 **What do you like best about CustomerSuccessBox?** - Ability to automate workflows based on the type of customer with automatic notifications - Flexibility in adding new attributes on a personalized level - BI dashboard to see the status of updates, action items **What do you dislike about CustomerSuccessBox?** I wouldn't say that I dislike something in the product. Ui/Ux interface could be made more interactive **What problems is CustomerSuccessBox solving and how is that benefiting you?** We were able to collate and understand the customer journey after the sales funnel. With CSB we could automate low-touch customer touchpoints seemlessly ### 36. Dynamic and User Friendly software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2022 **What do you like best about CustomerSuccessBox?** By using the customer success box, we can have a complete eye on the relationship with the client and the status of the account on a daily, weekly, monthly basis, so in turn, there will be a fruitful relationship **What do you dislike about CustomerSuccessBox?** Till now, nothing to dislike about it need more flexible and dynamic option **Recommendations to others considering CustomerSuccessBox:** Need to more AI & ML , Less alerts **What problems is CustomerSuccessBox solving and how is that benefiting you?** Checking Relationship status with the client, client usage of the product, renewal dates, Product Adoption ### 37. I am able to view the high risk client of my team, which helped us to reduce the churn. **Rating:** 5.0/5.0 stars **Reviewed by:** Puja K. | Customer Support Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about CustomerSuccessBox?** Every day alerts which help to make a plan for my day to day task. Task to do list allow us to plan my team performance. **What do you dislike about CustomerSuccessBox?** Everything is nice, I don't find any thig which is useless. **What problems is CustomerSuccessBox solving and how is that benefiting you?** 1. Churn ratio of the client 2. High risk identification 3. Every day task planning 4. Product adoption clearity. ### 38. CsBox helps me alot to manage a clients and proper reminder and tasks helps to followups. **Rating:** 5.0/5.0 stars **Reviewed by:** Shalini J. | CRM, Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2022 **What do you like best about CustomerSuccessBox?** Generating task before its time duration expired **What do you dislike about CustomerSuccessBox?** Nothing as such, it is very good in reminder **What problems is CustomerSuccessBox solving and how is that benefiting you?** There should be followups task time deadline so that it will not create on daily basis on basis of red flag and poor segment ### 39. Gene in a white box. **Rating:** 5.0/5.0 stars **Reviewed by:** Shrinidhi S. | Event Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2022 **What do you like best about CustomerSuccessBox?** The best feature, in my opinion, would be the report and dashboards. **What do you dislike about CustomerSuccessBox?** The feature i feel that requires more development would be the task. The task feature needs an alert part in addition—a reminder of when the task is due. **Recommendations to others considering CustomerSuccessBox:** It is a perfect tool for Customer success! **What problems is CustomerSuccessBox solving and how is that benefiting you?** Able to provide clients a consolidated data of what they are utilizing and what they are not to ensure proper usage at all times. ### 40. CSB - Simple & Powerful **Rating:** 4.5/5.0 stars **Reviewed by:** Nitin A. | Associate Director - Key Accounts, Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2022 **What do you like best about CustomerSuccessBox?** Simple and Powerful UI. Tasks and Alerts. 360-degree view of the account. **What do you dislike about CustomerSuccessBox?** I would appreciate more graphical representations. **What problems is CustomerSuccessBox solving and how is that benefiting you?** See and Action on everything from one screen, including all the communications. Also, get insights on customer adoption, NPS, etc. ### 41. CustomerSuccess Box- An amazing software! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2022 **What do you like best about CustomerSuccessBox?** The success dashboard and the activity dashboard are the best part of the software which are very useful while handling a team and tracking their activities and efforts. **What do you dislike about CustomerSuccessBox?** At present, there can be some additions to the software which can be customized as per the individual needs for the format individual wishes to see their dashboard like. **Recommendations to others considering CustomerSuccessBox:** This software will definitely give its user analysis of the Customer Success, Product health, Relationship health, and an overall picture of how to improve customer engagement and experience holistically **What problems is CustomerSuccessBox solving and how is that benefiting you?** We are using the Client relationship health, Product features usage, Product Adoption, and its health to improve the customer engagement and customer experience. ### 42. Simple and Powerful tool to meet your needs **Rating:** 5.0/5.0 stars **Reviewed by:** Abhishek Y. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2021 **What do you like best about CustomerSuccessBox?** There are certain points - 1. calling feature 2. Calender and gmail sync 3. Little points which makes a difference such as stage transition and based in some triggers **What do you dislike about CustomerSuccessBox?** Nothing as such is all good to me for now **What problems is CustomerSuccessBox solving and how is that benefiting you?** 1.I am able to do follow up on time for various purpose 2.Communication is at one place 3.To see everything I need to come at one place ### 43. Great tool for handling customer metrics **Rating:** 4.0/5.0 stars **Reviewed by:** Suhas R. | Senior Key Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2022 **What do you like best about CustomerSuccessBox?** Usability, UI/UX, Promptness of the tool **What do you dislike about CustomerSuccessBox?** Too clutterred, sometimes the the details do not match with the exact numbers. **Recommendations to others considering CustomerSuccessBox:** Great tool for customer success managers/KAM teams **What problems is CustomerSuccessBox solving and how is that benefiting you?** dashlets and reports are good ### 44. User Friendly Product. work analyzing Very easy and helpful. productive team supports is very high **Rating:** 4.5/5.0 stars **Reviewed by:** Mani T. | M, Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2022 **What do you like best about CustomerSuccessBox?** Team support Data analyzing user interface Product updating on time for the user so easy use **What do you dislike about CustomerSuccessBox?** only one color coding Data update time is late **What problems is CustomerSuccessBox solving and how is that benefiting you?** All Data Analysing, Data Safety ### 45. Effective Customer account Management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Shubham P. | Assistant Manager- Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2021 **What do you like best about CustomerSuccessBox?** I can do automation in the CS box as per customer communication & interaction so that I can manage accounts efficiently Also, I can easily sync my Gmail & calendar with it, which gives me effective interaction with customers. The call recording facility helps me to save my timing for writing the logs. I can quickly check up the health of all accounts so that I can set priority to interact with customers. **What do you dislike about CustomerSuccessBox?** Nothing specific as of now- working efficiently with my workload. your team can improve more depend upon realtime business use cases. **Recommendations to others considering CustomerSuccessBox:** Give a chance to use if you are part of customer engagement. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We are managing CustomerSuccess Operations, set up playbooks for upsell opportunities. Email & call logs to resolve customer queries. We solve problems like why customerr is not using his account for longer time. is he facing some issue while using the account etc. ### 46. Great tool to work. **Rating:** 5.0/5.0 stars **Reviewed by:** Aáyush B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2022 **What do you like best about CustomerSuccessBox?** We can record our output of the meetings in the software & it can provide data for analysis. **What do you dislike about CustomerSuccessBox?** Nothing as of now. This product fulfills all the requirements. **What problems is CustomerSuccessBox solving and how is that benefiting you?** I had to report everything on excel & that was the issue. Anyone could delete our data but not anymore. ### 47. User friendly. Multiple customised dashboards available. **Rating:** 4.5/5.0 stars **Reviewed by:** Dipesh J. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2021 **What do you like best about CustomerSuccessBox?** Customized Dashboard Daily Alerts Playbook **What do you dislike about CustomerSuccessBox?** Sometimes it slows down. Sometimes attachment shows error while uploading any data **What problems is CustomerSuccessBox solving and how is that benefiting you?** It gives daily insights based on product usage, finance, relationship, etc of the client which helps to decide the next step to be taken. ### 48. Good implementation and easy tool. A bit more of automation can be added **Rating:** 5.0/5.0 stars **Reviewed by:** Sridhar K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2022 **What do you like best about CustomerSuccessBox?** All the information required is at one place **What do you dislike about CustomerSuccessBox?** Lacks automation and implementation could have been a bit more easier **What problems is CustomerSuccessBox solving and how is that benefiting you?** Need to look into different places for client info, playbooks were awesome ### 49. Interactive UI **Rating:** 5.0/5.0 stars **Reviewed by:** Bhanu A. | Implementation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2022 **What do you like best about CustomerSuccessBox?** Product Usage feature, they are interactive UI **What do you dislike about CustomerSuccessBox?** They don't calculate stepwise delay in playbooks **What problems is CustomerSuccessBox solving and how is that benefiting you?** Reduce manual or excel task ### 50. Very nice application to manage your day to day activities and relationship with your clients **Rating:** 5.0/5.0 stars **Reviewed by:** shaik siraj a. | Technical Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **What do you like best about CustomerSuccessBox?** Firstly i like to appreciate the team who develop it, and it makes my daily routine very easy and also helps me in monitoring the relationship with my client daily. In this, we can also view our client's usage with grades like strong, medium & poor, which was a beneficial system for every Customer Success Manager. **What do you dislike about CustomerSuccessBox?** Mostly they are nothing like dislike, Ha but while in the mailing, we can not be able to add cc to our internal peoples if this will be added, it helps a lot **What problems is CustomerSuccessBox solving and how is that benefiting you?** We can easily manage our client issues & solutions with the help of the Customer Success Box Like. If the client requests any modification or customization, we can raise a request for the same, and also we can monitor the status of the request. ## CustomerSuccessBox Discussions - [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 - [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 - [View CustomerSuccessBox pricing details and edition comparison](https://www.g2.com/products/customersuccessbox/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+18%3A10%3A21+-0500&secure%5Bsession_id%5D=0b6a2d19-ab8a-4bf9-a6c6-3727f80e414e&secure%5Btoken%5D=69e960b64a19b08c9081afcf24d4f14f03eadc3a32a2d0b8f6e6f83e54230133&format=llm_user) ## CustomerSuccessBox Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Mapping** - Multiple Org Charts - Stakeholder Roles **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance ## Top CustomerSuccessBox Alternatives - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,575 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,138 reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - 4.5/5.0 (1,652 reviews)