CustomerSuccessBox Reviews & Product Details

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. Review collected by and hosted on G2.com.

Not much of a dislike but the UI could be more interactive Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Some basic training materials were still under construction, and most articles had outdated information.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. Review collected by and hosted on G2.com.

The level of insight that we get for each account is fantastic; it allows us to track real-time activity at the account level. Review collected by and hosted on G2.com.

Nothing that I can think of right now... Review collected by and hosted on G2.com.

Single View of customers

Relationship mapping Review collected by and hosted on G2.com.

Customization of reports is not very friendly Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Plug and play feature needs to be introduced. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

In CSbox account management is a very cool dashboard where you can monitor your complete customers product and Relationship Healths Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The access roles within the CS team were slightly difficult to customise around the organisation structure, however, was not a blocker. Review collected by and hosted on G2.com.