--- title: CustomerSuccessBox Reviews meta_title: 'CustomerSuccessBox Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 134 reviews by the users' company size, role or industry to find out how CustomerSuccessBox works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 134 scale: '5' date_modified: '2026-08-04' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # 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. Excellent Solution for CSM's **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2021 **What do you like best about CustomerSuccessBox?** I've been using CSB for almost 2 years and the experience has been great. The team keep having updates that facilitates our role as CSM's. **What do you dislike about CustomerSuccessBox?** At this time, I don't have anything that I dislike about the tool. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Account managements, on-boarding process and success plans. ### 2. ALL YOU NEED IN ONE PLACE **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2021 **What do you like best about CustomerSuccessBox?** All the information about a account is there in one place. **What do you dislike about CustomerSuccessBox?** Sometime, it lags , and real time syc with the data **What problems is CustomerSuccessBox solving and how is that benefiting you?** Extensive reports ### 3. Helps me to stay organized at any time **Rating:** 4.0/5.0 stars **Reviewed by:** Daira B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2020 **What do you like best about CustomerSuccessBox?** That I have a direct overview of all tasks, I can see all clients informations at all time, I can see other team members tasks and we can communicate in the tool with each other. Really great is as well the soon to be integration with our other tools which makes the connections even better. Customer success box is great that we will soon be able to depict work processes that ran via excel. The predefined playbooks are very helpful for the onboarding of new customers as these tasks occur regularly. **What do you dislike about CustomerSuccessBox?** at the beginning it takes some time to understand the functionality of the playbooks and subscriptions. Where I see some potential for improvement is the handling of the tasks. For example, that you can insert special characters into preset tasks, but when you edit the task you have to delete the special character. Here it would be great if you can either not insert any special characters at all or use special characters in add and edit. If I also change the date of a task manually, it won't adjust when the Playbook is moved. So it happened to me a few times that I moved single tasks, then had to change the playbook and then the task order was not correct anymore. But this is a small detail ;-) **Recommendations to others considering CustomerSuccessBox:** You have a great software and I'm looking forward of all the integrations that will come soon! :-) **What problems is CustomerSuccessBox solving and how is that benefiting you?** the customer success box helps me especially with the overview of the to do's which ones are pending. before customer success box we had the tasks in google calendar or everybody had his own method, that worked, but wasn't really optimal. in the customer success box i can now not only find all tasks, but i also find the overview of all customer information, whether they are my customers or those of my colleagues. This is very helpful and eases my administrative work so that I can better focus on the customers' concerns. Customer Success Box replaces various tools that were previously used in parallel. Now we have been able to minimize the number of different tools which further optimizes the daily work. ### 4. The best tool for Customer Success Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** As Customer Success team grows, it gets difficult to manage and track health of the customers. CSB has helped us a lot in it. We need to just explore and make most out of it. **What do you dislike about CustomerSuccessBox?** Had a great experience so far. So nothing found which can be disliked. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We can track health of our customers on a regular basis which we couldn't do. We can touch base all customers easily. ### 5. A must have tool in your armour for CS folks. **Rating:** 4.5/5.0 stars **Reviewed by:** NIRAJ T. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about CustomerSuccessBox?** Kanban cards,Notifications builder,Email Automation feature and simple UI. **What do you dislike about CustomerSuccessBox?** There is Nothing I dislike about CSB as of now. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Visibilty,Tracking of health score of clients. ### 6. Excellent platform to keep track of your customer relationships and improve internal processes **Rating:** 5.0/5.0 stars **Reviewed by:** Christine W. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2020 **What do you like best about CustomerSuccessBox?** CustomerSuccessBox proved absolutely helpful to enhance our understanding of the relationships to our client base. It offers an overview of all customers with one click as well as their relationship to our support team, and working with playbooks in Kanban style really smoothens the onboarding process. Our team is a big fan of the task board (which allows an absolutely uncomplicated holiday replacement by the way) and start their working day opening CustomerSuccessBox. Especially their Customer Success Managers made a huge effort to implement our project as fast and professional as possible. We're looking forward to working closely on our customized adaptions as CustomerSuccessBox always found an accommodating solution for our requirements. **What do you dislike about CustomerSuccessBox?** We are still looking forward to a Jira integration as well as more detailed settings in regard to the task management. **What problems is CustomerSuccessBox solving and how is that benefiting you?** CustomerSuccessBox helped us not only to define but more important to implement finer internal processes on up-selling, cross-selling and possible churns. Along with that, our project managers benefit from an easy task management that is directly accessible in the onboarding playbook. ### 7. Software can be more easy to use and give more accurate information **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2021 **What do you like best about CustomerSuccessBox?** Categorization of usage data and detailed usage patterns **What do you dislike about CustomerSuccessBox?** Not much to be honest, a little interactive UI would be nice to have feature **What problems is CustomerSuccessBox solving and how is that benefiting you?** Health score of customers, usage pattern, etc. **Official Response from Swagata Kumar:** > Hi there! Thanks for giving us a review. I am sorry to hear that your experience was not that good. Can you please let me know what is it that you didn't like specifically so that we can improve? Would also like to know which information was not accurate? Thought would let you know we have improved the UI considerably. Looking forward to hearing from you. Thanks, Swagata @CustomerSuccessBox ### 8. Huge Improvement To User/Account Healthy & The Onboarding Journey **Rating:** 5.0/5.0 stars **Reviewed by:** Betzi N. | Senior Onboarding Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2019 **What do you like best about CustomerSuccessBox?** CustomerSuccessBox has been a game changer in the way our team onboards and nurtures our clients. The ability to have eyes on what they are/aren't using as a feature is invaluable. When we make our calls we're able to know exactly how to help them, so we aren't keeping them from their busy day to ask a series of questions to uncover what they are/aren't using. The customizations in playbooks has really helped develop our customer's life journey and is so easy to set up, it doesn't make me feel out of control. **What do you dislike about CustomerSuccessBox?** I believe there are improvements to be made in the tasks, but know they are on the way because of the constant communication from the great support team. **Recommendations to others considering CustomerSuccessBox:** CustomerSuccessBox is an easy to use solution that the team can catch on to quickly and implement immediately. The responses from support (shout out to Pervez!) are detailed and accurately addressing anything I ask about, as well as providing a solution! **What problems is CustomerSuccessBox solving and how is that benefiting you?** Would you like this list alphabetical or chronological based off of the customer's journey? Seriously, CSB has been a game changer. Before implementation we would have customers churning and not even knowing it because we didn't have eyes on them, they weren't paying anymore so they would filter out of our "Paid" list for the time period - whereas in CSB we still have them in our playbooks and are able to reach out and address any issues or questions they were having. The data that we are able to see on a single account has changed the way we onboard our customers as well as the way we reach out to them. Absolutely working smarter, rather than harder. ### 9. Helps us to identify customer's health very clearly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2021 **What do you like best about CustomerSuccessBox?** The graphical representation indicating the activeness of our clients on platform **What do you dislike about CustomerSuccessBox?** No such feature which is to be highlighted which I dislike. **Recommendations to others considering CustomerSuccessBox:** no **What problems is CustomerSuccessBox solving and how is that benefiting you?** we can directly get to know the usage of our software by our customers without even talking to them on daily basis ### 10. BEST for Customer Success Managment **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2021 **What do you like best about CustomerSuccessBox?** The most I like is the UI/UX to manage the task and auto integration with GMAIL. **What do you dislike about CustomerSuccessBox?** Uploading the attachment was not possible **What problems is CustomerSuccessBox solving and how is that benefiting you?** Managing my customer's tasks and prioritizing them was difficult. The benefits are I am able to view and manage it smoothly ### 11. CSB review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2021 **What do you like best about CustomerSuccessBox?** Insight into my customers. Fantastic CSM (Pervez) **What do you dislike about CustomerSuccessBox?** Not sure yet, still onboarding. No dislikes at this time. **Recommendations to others considering CustomerSuccessBox:** None at this time. I am still onboarding **What problems is CustomerSuccessBox solving and how is that benefiting you?** Mitigating Churn ### 12. Excellent platform to manage customers and upcoming tasks individually and on time **Rating:** 4.0/5.0 stars **Reviewed by:** Laura A. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2020 **What do you like best about CustomerSuccessBox?** As a project manager, the CS Box proves to be a great relief for the daily work with my customers. The CS Box gives me a detailed overview of my customer base. All special features (contractual etc.) can be recorded here and can be called up immediately. The weekly ("to do") schedule, which was often compiled manually in the past, is no longer necessary - thanks to the CS Box. With just one click I can see all my to do's. A great help that really nothing is forgotten. I especially like the integration of LiveAgent (communication system). In the customer account, I can see all my communication processes immediately without having to go through countless mails. **What do you dislike about CustomerSuccessBox?** I am especially looking forward to the upcoming integration with Jira. This will again be a very, very big help to us. Sometimes I miss that the individual tasks are not directly related. If you change the timeline of one task, the timeline of the following task is not automatically adjusted. However, by extending a Playbook, this is also solved quickly! **What problems is CustomerSuccessBox solving and how is that benefiting you?** The biggest advantage of the CS Box: All important information about a customer is visible at once! The individual creation of each task makes the whole project process much clearer and more detailed. ### 13. Designed from the ground up for the needs of Customer Success and not just and upgraded CRM platform **Rating:** 5.0/5.0 stars **Reviewed by:** Antony L. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2020 **What do you like best about CustomerSuccessBox?** I love the way that information is quickly accessible and actionable. I particulary like the usage graphs that you can configure to appear in the main grid. This allows me to scroll through all our customers in a couple of minutes and see those who need attention. I also like the playbooks and the way you can work with them to accomplish goals. **What do you dislike about CustomerSuccessBox?** The segmenting feature could have more advanced queries and the dashboards could be a little bit more user configurable...I am sure these things will come in time **Recommendations to others considering CustomerSuccessBox:** The sales and CS teams at Customer Success box are great and will listen to your needs and try to fulfill them...give them a chance **What problems is CustomerSuccessBox solving and how is that benefiting you?** We are trying to run Customer Success with a very small team...we know what tasks we need to perform and how to do them. We need a platform to match those tasks to the customers who require our help. Customer Success Box lets us target our efforts by ensuring onboarding is performed in a timely manner, keeps track of all our communications and lets us spend more time communicating with customers rather than chasing statistics. ### 14. I would recommend to all as it manages the customers very smoothly. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2021 **What do you like best about CustomerSuccessBox?** Ui and ticket management and managing customer activity. **What do you dislike about CustomerSuccessBox?** Uploading attachments not available and need to refresh each time. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Managing our own tickets in a smooth manner. ### 15. easy to learn and handle **Rating:** 4.5/5.0 stars **Reviewed by:** Selina M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2020 **What do you like best about CustomerSuccessBox?** Most things can be learned within instances, the tool is easy to handle displays whatever information you need. I really like to create tasks. Since I tend to forget about things that are more than a week in the future, I really enjoy being reminded directly in success box. **What do you dislike about CustomerSuccessBox?** You do not stay logged in when you put your devise to stand by mode over night. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We combined several software porgramms and are now able to follow the whole journey of the win of a customer, over contract changes and upgrates, up to activities of our cstomers. ### 16. A powerful tool for customer satisfaction **Rating:** 4.5/5.0 stars **Reviewed by:** Christoph M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2020 **What do you like best about CustomerSuccessBox?** With CustomerSuccessBox I can model and manage my business processes with a very high level of detail. This makes it easy for me to transfer my business processes into the tool. It really helps to automate business processes and by that it helps to manage customers more efficiently. Also you have a nice and clean overview over your tasks. **What do you dislike about CustomerSuccessBox?** The user interface could be a bit more intuitive and modern. This would improve the clarity. To be fair with such a powerful tool there is always some trade off in terms of usability. Also we could see that improvements in the usability have been made. **What problems is CustomerSuccessBox solving and how is that benefiting you?** The biggest advantage is that we have been able to standardize our customer management processes and work more efficiently. ### 17. SuccessBox team is responsive and proactive - exactly what the software helps us to be as well. **Rating:** 5.0/5.0 stars **Reviewed by:** Lukas S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2020 **What do you like best about CustomerSuccessBox?** I really like the possibility to create full customer journeys and make sure we stay close to our customer in all life stages. **What do you dislike about CustomerSuccessBox?** If there is something negative, we discuss it with the team of SuccessBox and find a good solution. **What problems is CustomerSuccessBox solving and how is that benefiting you?** - From a management perspective, it is good to have flexible reporting possibilities and to get a quick overview about a customers situation - From a Success Manager perspective, it helps me to trigger my daily tasks and organize my priorities ### 18. It eases my daily work in project management and provides me an overview for my tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Arzum D. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2020 **What do you like best about CustomerSuccessBox?** It's a great help to have an overview to see which colleagues are assigned to a specific task or project. Handover of tasks while a colleague in on vacation, leave or illness is a major function. They also provide an integration to other tools/apps. Predefined playbooks eases daily work and guarantees a structured working. **What do you dislike about CustomerSuccessBox?** Some improvements in tasks would be helpful. **What problems is CustomerSuccessBox solving and how is that benefiting you?** It is way much easier to obtain the needed information about a customer. ### 19. Useful product to allow a 360° overview of your clients **Rating:** 4.5/5.0 stars **Reviewed by:** Fleur I. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2020 **What do you like best about CustomerSuccessBox?** CustomerSuccessBox allows you not only to have sales information and to follow the revenues your clients generate but also helps you manage your client projects until the support phase. It also constantly improve and will soon integrate new software like Jira. **What do you dislike about CustomerSuccessBox?** If you don't use it too often as the product is powerful you can get a bit lost. The help center could be improved. **What problems is CustomerSuccessBox solving and how is that benefiting you?** I can have a 360° view of my clients. ### 20. Excellent Success Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Barton J. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2019 **What do you like best about CustomerSuccessBox?** The Kaban style boards for tracking playbooks along with the ability to set multiple health scores based on Production Adoption, Financial, Service, and Relationships are very powerful. Their efforts to help with integrations and onboarding has exceeded my expectations, Pervez has been exceptionally generous with his time and effort in assisting with getting the platform to value. **What do you dislike about CustomerSuccessBox?** Some of the functionality does need improvement, and I'm not a huge fan of how the Task Manager portion of their system works it's bulky and UX for it isn't the greatest. It would be better if for each step it created one card with the Tasks inside that step with a checklist or something. **What problems is CustomerSuccessBox solving and how is that benefiting you?** The greatest thing that so far that we have seen is just the product adoption features giving us insights into what the client is doing on our platform along with the alerts that let us know when the client has changed the way they behave on our platform, I believe the platform will help us to reduce Churn and increase renewals. ### 21. One tool to have updated data about your accounts, easy to use and understand. **Rating:** 4.0/5.0 stars **Reviewed by:** Angela E. | Customer Success Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2019 **What do you like best about CustomerSuccessBox?** You can see in one place, all the information of your account, frequency of usage, most used features, people in the team that are and aren't using the product. Helps you discover customer and user insights of usage. Helps understand how the user approaches the product and predicts risks accordingly. **What do you dislike about CustomerSuccessBox?** Integración con el calendario o agenda para poder llevar la gestión de tareas al siguiente nivel desde la misma herramienta. Obtienes mucha información importante, pero las acciones pueden retrasarse debido a la falta de sincronía entre el tiempo disponible real y las prioridades. **Recommendations to others considering CustomerSuccessBox:** Great tool when you want to have all the information of your accounts in one place. Easy to use, plus it allows you to keep track of your main KPIs during the customer journey from beginning to end. It gives you a better understanding of usage insights. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Not being able to reach out on time to a customer, being more proactive and accurate with the information you are providing to your accounts. You can be ahead and not just putting out fires. ### 22. Overview of the customer portfolio got super easy with CSB. **Rating:** 4.5/5.0 stars **Reviewed by:** Akancha S. | Customer Success Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2019 **What do you like best about CustomerSuccessBox?** The management of portfolio is quite seamless through CSB. The best part is being able to identify not only their product usage health stats, but also their relationships, risks and even financial health in one place. Playbooks are a great way to define the customer's journey. Personalization for each, even better. :) **What do you dislike about CustomerSuccessBox?** I miss certain automations that are yet to be built in the product. Waiting for the updates eagerly. **Recommendations to others considering CustomerSuccessBox:** If you do not know what customers you need to focus on, the ones who are going to help grow your business, this tool is what you should have in place. A better idea of customers=better idea of growth opportunities. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Managing portfolios was a total nightmare before CSB was in place. I have better visibility into my customer database and can segment my efforts accordingly. ### 23. Great Success Platfom, easy to use and easy to understand **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2020 **What do you like best about CustomerSuccessBox?** CustomerSuccessBox offers a great overview of all our customers. The required information about the customers is found very quickly. It is very helpful to understand our relationship to our clients. **What do you dislike about CustomerSuccessBox?** A connection to jira would be great, so that the jira tickets of the respective customers can be found directly at the Customersuccessbox. **What problems is CustomerSuccessBox solving and how is that benefiting you?** With CustomerSuccessBox, it is very easy to obtain the desired information about the customer without searching for a long time. This guarantees time savings. Problems at the customer's site can be processed faster and better. ### 24. Useful product with constant improvements and a great customer success team **Rating:** 4.5/5.0 stars **Reviewed by:** Madhur C. | Director of Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** December 27, 2019 **What do you like best about CustomerSuccessBox?** Constantly improving Product and great Customer Success Team! **What do you dislike about CustomerSuccessBox?** The product has a few glitches every now and then and lack of control to anyone - even the admin users. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Building our post-sales CRM for B2B clients. CSB does fulfil most of the requirements we would want for an application like that. Also, the product and CSM team is quite helpful by listening and understanding our requirements. ### 25. Easy to use and continues to improve **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley Z. | Customer success manager , Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2019 **What do you like best about CustomerSuccessBox?** The support staff is great with quick responses to any issues or questions we have. **What do you dislike about CustomerSuccessBox?** It would be really helpful to sort my playbooks by timezone of our customers. Not having that is a huge time waster for me with how many clicks it takes to find that information prior to calling. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Knowing where a customer is at in the onboarding schedule and what their health score is like compared to the features they are utilizing saves so much time not having to manually research to find that information prior to making an outreach call. ### 26. It was interesting **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2020 **What do you like best about CustomerSuccessBox?** It is possible to check the task and the playbooks individually **What do you dislike about CustomerSuccessBox?** the way to extend a task is not to intuitive **What problems is CustomerSuccessBox solving and how is that benefiting you?** All client information and task related to this are centralized ### 27. Improve Your Business Reviews with Customer Success Box! **Rating:** 4.5/5.0 stars **Reviewed by:** Emma-Rose S. | Senior Key Account Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2019 **What do you like best about CustomerSuccessBox?** What I like best about CS Box is that it allows you to: - Define and measure health for account segments - Build custom playbooks - Establish milestones and track outcomes and - Quickly and easily move accounts along the customer journey and from one playbook to another, while allowing for additional custom tasks and notes **What do you dislike about CustomerSuccessBox?** If a task is not applicable for an account, you can't remove it. You just have to mark it as complete and make yourself a note. More historical health data and reporting would be beneficial. I believe this is coming. **What problems is CustomerSuccessBox solving and how is that benefiting you?** CS Box has made the Business Review conversations I have with key account stakeholders more fluid. Filtering a graph for the metrics I need to share can be done in just a few clicks. ### 28. Retain thousands of customers seamlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Rajiv S. | VP of Sales and Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2019 **What do you like best about CustomerSuccessBox?** We are a small team with a large number of customers. CustomerSuccessBox gives our CSMs a 360 degree view of their accounts by pulling in data from our product APIs, Stripe, etc. The best thing about CustomerSuccessBox is its ease of use and the alerts help us in focusing on the right accounts. It has made it so much simpler to manage our thousands of customers. **What do you dislike about CustomerSuccessBox?** The feature to auto assign Accounts to CSMs is missing. Although I understand it should be rolled out by end of Q2 2019. **Recommendations to others considering CustomerSuccessBox:** CustomerSuccessBox is built for customer success teams who manage most of their customers remotely and need to know which accounts to focus on a daily basis. From a VP of Success perspective, it helps me keep track of how the team is performing and which key accounts require my attention. **What problems is CustomerSuccessBox solving and how is that benefiting you?** The key business problem that we had was we did not know which account to focus on as there is a large number of accounts per CSM. With CustomerSuccessBox, we’re using the platform daily to monitor account health with CustomerSuccessBox’s unique Health 360 feature which not only helps us measure product adoption health but also helps in measuring financial, relationship and service health. This means we have a deeper insight into each account and know exactly why we need to take action. We have set up alerts to assign the key tasks for each day and with the help of segments, we can keep track of key accounts in one place. Also, the playbook feature is helping us improve the onboarding process by taking each account through the predefined stages on the path to product adoption. ### 29. Information and Management in the same tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Luiza M. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2019 **What do you like best about CustomerSuccessBox?** The amount of information that the system is able to inform us, from integrations made with our system. We have easy access to customers who are engaged with our tool, in a very visual way. Separated by "health scores". **What do you dislike about CustomerSuccessBox?** Is not possible to integrate with your Calendar. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Track in "real time" all updates made on the customer's account. From features utilisation to billing updates. ### 30. Success Driven Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** David N. | Senior Customer Success manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2019 **What do you like best about CustomerSuccessBox?** Automated alerts, playbooks, insights, responsive support **What do you dislike about CustomerSuccessBox?** Limited reporting. Otherwise very happy with functionality. **What problems is CustomerSuccessBox solving and how is that benefiting you?** One of our success triggers for customer outreach is contacting new users. Prior to CS Box we had to manually sift through emails to find out what we needed. This took a lot of time. Now we have an alert that automatically notifies the right person. No more detective work when it comes to similar initiatives. ### 31. Powerful 360 Customer view with fully integrated success platform **Rating:** 4.0/5.0 stars **Reviewed by:** Jayesh G. | Co-Founder & Head of Product, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2018 **What do you like best about CustomerSuccessBox?** We are a Coaching Classes Management software company trusted by 900+ customers across 37 cities. CustomerSuccessBox has proved to be a great tool to give our customer success managers a 360 degree view of their accounts and take action (send emails, manage tasks, etc.) from within the platform instead of switching between tools. **What do you dislike about CustomerSuccessBox?** There is nothing to dislike for now. It’s a new solution with excellent customer support. And we are being able to solve our success problems effectively. **Recommendations to others considering CustomerSuccessBox:** If you are a B2B SaaS company looking for a customer success software, I will recommend you to have a look at CustomerSuccessBox. It’s built for modern ‘Inside’ success managers who mostly manage their customers remotely. **What problems is CustomerSuccessBox solving and how is that benefiting you?** CustomerSuccessBox is a fully integrated success platform. It pulls data from our CRM, billing and support, and what we get is a powerful 360 degree view of our accounts, allowing us to take action before they can churn. On top of that, the success playbooks have helped us reduce onboarding time to about 30 days. ### 32. Actionable customer success with CustomerSuccessBox **Rating:** 5.0/5.0 stars **Reviewed by:** Vivek S. | COO @ Quick Dry Cleaning Software (DC Web Services Private Limited), Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2018 **What do you like best about CustomerSuccessBox?** We are a Point of Sale software company with a few thousand customers and a team of 5 Customer Success managers, and were facing issues with retaining customers. So we decided to implemented a customer success platform, after reviewing handful of products we decided to go with customersuccessbox in mid 2017. The Implementation cycle was fairly short and ease of integration with our CRM, billing and other tools was impressive. Within weeks of implementing, we were able to foresee potential Churn by monitoring Account health scores for each of our customers and at the current pace, we will reduce churn by 50% by the end of first year of Subscription. **What do you dislike about CustomerSuccessBox?** There is nothing to dislike, it's a young solution which suits our requirements and we like the direction product is moving in. **Recommendations to others considering CustomerSuccessBox:** CustomerSuccessBox is a new platform in the space of Customer Success, but they are going to be one of the leading platforms in times to come. Headed by a strong founder and CEO they are rapidly releasing new features and moving in the right direction too. They are also the only actionable customer success platform, focused on inside customer success team, where success team mostly (80% or more) interacts with the customers remotely. Also it is very easy to use, integrate with almost every known system, have all the core features and are excellent at support and we love their pace of new feature development. If you are a B2B SaaS startup or medium enterprise with up to 10,000 customers, you will certainly find CustomerSuccessBox delivering value to your success team. specially with customer on-boarding, account health monitoring and building a 360 degree customer view and should easily meet your requirement. **What problems is CustomerSuccessBox solving and how is that benefiting you?** With CustomerSuccessBox, we are able to monitor account health scores and foresee potential churn. Warning come in early enough for our Success team to engage with the customers in time. In most cases we have been successful in retaining the customers. CustomerSuccessBox being and actionable platform, we have seen an increase in CSM productivity as they can send emails, make calls and manage tasks from within the platform. We use playbooks to reduce our product on boarding time from about 90 days to under 35 days ### 33. Enabling customer success with CustomerSuccessBox **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2018 **What do you like best about CustomerSuccessBox?** We implemented CustomerSuccessBox in mid 2017. The implementation cycle was short and integration with our CRM and other tools was simple. Within weeks of implementing, we were able to foresee potential churn by monitoring health scores for each of our customers. It is an actionable platform so I can send emails, manage tasks from within the platform without switching to my email or any other tool. **What do you dislike about CustomerSuccessBox?** There is nothing to dislike. It’s a new solution which fits my requirements. **Recommendations to others considering CustomerSuccessBox:** CustomerSuccessBox is a new platform in the space of Customer Success Software, but they are going to be one of the best platforms. They are the only actionable customer success platform, focused on inside customer success teams, where success managers mostly interact with the customers remotely. If you are a B2B SaaS company you will find CustomerSuccessBox delivering value to your success team, specially with customer onboarding, health monitoring, getting a 360 degree customer view and actionability. **What problems is CustomerSuccessBox solving and how is that benefiting you?** With CustomerSuccessBox, we are monitoring account health scores and getting a 360 degree view of our customers. We use their playbooks to reduce our onboarding time from about 90 days to under 35 days. ### 34. Customer health monitoring along with 360 degree view. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2018 **What do you like best about CustomerSuccessBox?** We implemented CustomerSuccessBox in 2017. The implementation cycle was small and integration with our CRM and other tools was easy. I love the 360 degree view of customers as it gives me a high level view of the accounts. And the playbooks help us plan and execute customer onboarding, upgrades and other processes in a streamlined and time effective way. **What do you dislike about CustomerSuccessBox?** There is nothing to dislike. It’s a new solution which fits my requirements and helps my team achieve their KPIs. **Recommendations to others considering CustomerSuccessBox:** CustomerSuccessBox is the only actionable customer success platform, focused on inside customer success teams (like ours), where success managers mostly interact with the customers remotely. Their playbooks are one of a kind and help achieve value milestones instead of focusing on time bound tasks. If you are a B2B SaaS company you will find CustomerSuccessBox delivering value to your success team, especially with customer onboarding, health monitoring, getting a 360 degree customer view and actionability. **What problems is CustomerSuccessBox solving and how is that benefiting you?** With CustomerSuccessBox, we are monitoring account health scores, getting a 360 degree view of our customers and reducing onboarding time. It is an actionable platform so success managers can send emails, manage tasks from within the platform without switching to my email or any other tool. ## 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?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+14%3A20%3A00+-0500&secure%5Bsession_id%5D=edee5b43-a869-4eeb-a1f3-54da5479d491&secure%5Btoken%5D=6c7ea8c2a5010edfdefcb93f6c3b92fb25c96b98d552fedf3f155043574351c7&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 (1,594 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - 4.5/5.0 (1,719 reviews)