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

Discussions

CustomerSuccessBox Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Swagata Kumar

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

16 months

View More Pricing Information

Top-Rated Alternatives

Gainsight Customer Success

4.5/5(1,773)

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User Insights

Average based on 134 real user reviews.

Implementation Time

2 months

Perceived Cost

$$$$$

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Deepak C.

Head - Customer Success

Small-Business (50 or fewer emp.)

2/25/2021

"Highly recommended tool to enable the Customer Success in your team."

5/5

What do you like best about CustomerSuccessBox?

I personally liked the team readiness. Able to deliver the solution to complex problems Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Few features could have been more better & easy to understand. Review collected by and hosted on G2.com.

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

Earlier we used to drive our product adoption based on ppl assumptions. As a growing company now, we have crystal clear visibility on 360 health Most importantly, we no longer have to use google sheets where the data can be stolen easily. Having all the customer attributes added in CSB gives us such a relief. Review collected by and hosted on G2.com.

SyedAdnanAli R.

Senior Content Writer

Enterprise (> 1000 emp.)

Originally submitted 3/15/2021

"Amiable"

4.5/5

What do you like best about CustomerSuccessBox?

What can we say about this? It has saved me so many times with my clients with all the relevant information available at ease. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

The loading speed is a bit slow at times. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

Do not hesitate in opting for this. The best CS platform for all the Success Managers out there Review collected by and hosted on G2.com.

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

The data which present handy about the invoices and of course Sheldon's help in the accounts. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

5/12/2021

"This is a very useful tool for the customer success managers and it eases your work."

4.5/5

What do you like best about CustomerSuccessBox?

The deep segmentation and covering all the aspect Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

The learning of the system can be improved. Review collected by and hosted on G2.com.

Chandni B.

Customer Success Manager

Small-Business (50 or fewer emp.)

2/24/2021

"It's a great tool to manage customer journey, their history of communications, calls, tickets etc"

5/5

What do you like best about CustomerSuccessBox?

The task management and managing customer journeys Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

There should be attach document option in add task feature. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

I would definitely recommend Review collected by and hosted on G2.com.

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

I manage to track my customers on CSB. As customer increases we lose track of following up or talking to each one of them at least once a week. CSB helps me doing the same. I add task for myself and get it done on time which helps me track customer and their requests on single platform. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

Originally submitted 3/11/2021

"Growing Customer Success Solution"

4.5/5

What do you like best about CustomerSuccessBox?

Single source for all the data points required for the CSMs, Quick product updates as per customer requirements, Can be used to used by product managers to analyse product usage Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Integration delays, better playbook UI, improved customer journey logic could be a plus Review collected by and hosted on G2.com.

Verified User in Consumer Services

Mid-Market (51-1000 emp.)

Originally submitted 4/30/2021

"Need a bit improvement"

2.5/5

What do you like best about CustomerSuccessBox?

User Interface for the customer Success box is good. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

There are lots of bugs and we need some of the tutorials Review collected by and hosted on G2.com.

Response from Swagata Kumar of CustomerSuccessBox

Hey! Thanks for taking out time for this review. I'm really sorry that you did not have the experience that you were looking for. We have made our UI more simple for ease of use and also have got a dedicated support channel and CSMs to help you achieve your desired goals. Would request you to get in touch with your CSM if you need any training. Alternatively, you could also let me know your name and company so that I can ask the concerned CSM to get in touch with you( Your review is anonymous).

Do let me know if I can be of any other help

Thanks

Anand M.

Assistant Manager

Mid-Market (51-1000 emp.)

5/27/2021

"A very compact and easy to use tool for retention. Actionable data for any customer success ."

4/5

What do you like best about CustomerSuccessBox?

The one view functionality is very effective Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Still exploring, there are some minor shortcomings. Review collected by and hosted on G2.com.

Verified User in Consumer Services

Mid-Market (51-1000 emp.)

Originally submitted 3/17/2021

"Quite Efficient and Reliable"

5/5

What do you like best about CustomerSuccessBox?

The detailed overview of all the information in CSB is quite reliable and solves half of the work. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

CustomerSuccessBox is quite good, the only small issue would be that some activities sometimes take a bit of time to get updated. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

Use it thoroughly, there is a lot of information to be used and analysed. It will really help you in sorting out your enlisted tasks. Review collected by and hosted on G2.com.

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

A lot of stuff like my tasks, activities, logs, clustered information in one place are some of the major benefits. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

12/11/2020

"Company that adapts to their client needs"

5/5

What do you like best about CustomerSuccessBox?

The company listens to their client's feedback and suggestions. The main functions of the software is easy to use. Customer support is very responsive. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Sometimes it's hard to scroll through the past email messages if it's very long. I hope they can add a button to easily "minimize" long email threads rather than me scrolling through everything. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

You have to make sure you constantly add new users to the platform to avoid losing data. Review collected by and hosted on G2.com.

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

We can see the past email messages of other CSMs that is great for client transitioning to other CSM. Review collected by and hosted on G2.com.

Remi S.

Account Director

Mid-Market (51-1000 emp.)

3/11/2021

"Keeps me a step ahead!"

5/5

What do you like best about CustomerSuccessBox?

I like the framework of how it is structured. Makes it easy for me to stay on track with what needs to be done:) Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

So far I have not experienced anything that I dislike Review collected by and hosted on G2.com.