--- 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: '2026-07-12' 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. CSbox - Understanding CS & Costumer relation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2021 **What do you like best about CustomerSuccessBox?** Account health distinction and to do task to improve the same. **What do you dislike about CustomerSuccessBox?** Tons of options for a small task. remove additional options for a small task **What problems is CustomerSuccessBox solving and how is that benefiting you?** Improving the cs & customer relation. It points out the lags a cs can make resulting the degradation of account health ### 2. CSB is a Magic box for any Customer success manager! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2022 **What do you like best about CustomerSuccessBox?** It seamlessly integrates with all our ticketing, invoicing systems, and our platform! **What do you dislike about CustomerSuccessBox?** The interface could be a bit clutter-free. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Product adoption metrics help us gauge absolute usage and reach out to Customers when we notice any red flags (excessive dip in usage). ### 3. Best CS tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 05, 2022 **What do you like best about CustomerSuccessBox?** Playbook and product adoption features are best to monitor the progress and to analyze the adoption. **What do you dislike about CustomerSuccessBox?** detailed report of step duration in the playbook section. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Building relationships with clients. Monitoring their usage and increasing their adoption with the help of product usage. ### 4. Very Helpful Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Shweta D. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2021 **What do you like best about CustomerSuccessBox?** I am using Customer Success Box from past 7 months and I must say it is a wonderful tool to analyse your business , I am a customer success manager and this tool made my life so easy. It wonderfully provides all the necessary details about my accounts, the no of features my accounts are using , their logins and a lot more valuable information which helps me to manage my accounts in an amazing way. Amazing tool to use if you are into customer engagement business. **What do you dislike about CustomerSuccessBox?** Didn't saw any downside yet. It's a wonderful tool. **Recommendations to others considering CustomerSuccessBox:** Definitely give it a try. It's a wonderful to **What problems is CustomerSuccessBox solving and how is that benefiting you?** It helps me manage my account , it shows my their data very accurately , weather my customers are using our software or not, if yes then how many features they are using. Growth/dip in their usage and a lot more detailed information. ### 5. It will help to build a healthy relationship between clients and account managers. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2021 **What do you like best about CustomerSuccessBox?** The best part of this application is the direct calling from the application to the customers and auto alerts which will help the user to maintain a good relation. **What do you dislike about CustomerSuccessBox?** User Interface and accessibility of the application. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Client relationship ### 6. Nice informative and simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2022 **What do you like best about CustomerSuccessBox?** Analytics reports. Entering of logs is also great. **What do you dislike about CustomerSuccessBox?** invoices should be downloadable and any upsell should be shown. **Recommendations to others considering CustomerSuccessBox:** Study it well to use it well **What problems is CustomerSuccessBox solving and how is that benefiting you?** Retention, Checking of tickets and churn prediction. ### 7. An overall good tool to understand the health of SaaS product and usage pattern of end users **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2021 **What do you like best about CustomerSuccessBox?** We can retrieve usage details on a granular level Shows upcoming payments and overall MRR details **What do you dislike about CustomerSuccessBox?** Customizations that are product specific would be better **What problems is CustomerSuccessBox solving and how is that benefiting you?** Able to understand the usage patterns of different customers ### 8. good tool for setting up customer engagement & health check-up **Rating:** 4.5/5.0 stars **Reviewed by:** Ashish N. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** I am able to set up automation workflows for my team. This helps me to automate trigger based customer communication so that we are always in touch with customers. Since the software provides real-time health, it gives visibility of our entire portfolio & automation helps us to top-it up. **What do you dislike about CustomerSuccessBox?** updating info in the customersuccessbox can be sometimes troublesome. **Recommendations to others considering CustomerSuccessBox:** I would highly recommend this tool if you are planning to manage your CS operations & especially if you have more than 200 customers. I can vouch for the Support quality & reliability of tool. Their team sits with us & configure all our use-cases. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We are running health, portfolio management, and task management for our CS teams. We have seen the adoption of our product has improved as now we do not have to rely on interventions from our CS team, we have mostly automated the communication & best practices. This definitely will reduce our churn. ### 9. Great tool for managing accounts, crisp & clear view of all the details of the accounts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2022 **What do you like best about CustomerSuccessBox?** The one view of the accounts that are visible on the dashboard. **What do you dislike about CustomerSuccessBox?** There are no downsides to the product. The team is too flexible in terms of customizing the dashboard as per the companies needs. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Managing Accounts easily is the problem solved with the help of CustomerSucces Box ### 10. Effective platform for managing daily tasks, client projects & track client KPIs seamlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Mridul A. | Senior Executive CSM - Marketing Technology Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2021 **What do you like best about CustomerSuccessBox?** - Daily task list management - Tracking of key client metrics - Monitoring account health - AI based insights **What do you dislike about CustomerSuccessBox?** Nothing as of now the product works seamlessly **What problems is CustomerSuccessBox solving and how is that benefiting you?** - Daily task list management - Tracking of Key customer projects - Tracking internal KPIs like Email volume, MAU, etc. - More importantly handling account related information on excel sheet is now replaced with CSB ### 11. product experience is good. **Rating:** 3.5/5.0 stars **Reviewed by:** Siddharth S. | Customer Success Intern, Enterprise (> 1000 emp.) **Reviewed Date:** January 04, 2022 **What do you like best about CustomerSuccessBox?** Interface , which is very user-friendly. **What do you dislike about CustomerSuccessBox?** The most common problem is un-updated data. **Recommendations to others considering CustomerSuccessBox:** Good product. **What problems is CustomerSuccessBox solving and how is that benefiting you?** CSB helps to maximize account hold and benefit customers. ### 12. Good tool to get historical customer usage **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2022 **What do you like best about CustomerSuccessBox?** It is a good tool when it comes to understanding what the usage has been historically and which customers need attention for retention. **What do you dislike about CustomerSuccessBox?** The user interface could be improved a lot. It takes a good learning curve to understand how to use the tool. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Our Retention & Adoption metrics are being tracked using CSB. ### 13. Very effective for Account Management Team **Rating:** 5.0/5.0 stars **Reviewed by:** Daksh A. | Regional Sales Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** I get to see my portfolio of Accounts & what's the health of my accounts. Since this tool is used by my Customer Success team, I am able to see what conversation my CS team is having with customers. I also get to see the Renewals and upsell forecasts which is very important for me. **What do you dislike about CustomerSuccessBox?** Nothing in particular as I do not use the tool everyday. It would be great if my upsell deals will be created in my CRM from CustomerSuccessBox. **Recommendations to others considering CustomerSuccessBox:** You should consider this tool if you are new to the customerSuccess Technology. This guys personally handhold you, share best practices & have amazing support. Support replies back hardly within an hour. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Real-time Health of Accounts, Tasks & conversations happened with my CS team & customers for my Portfolio of Accounts. ### 14. It's A Good Tool to Review clients and Employee performance **Rating:** 5.0/5.0 stars **Reviewed by:** Suman S. | Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2021 **What do you like best about CustomerSuccessBox?** Easy to operate and simple algorithm already given to track employee and client engagement day to day basis with perfect data **What do you dislike about CustomerSuccessBox?** Need a crisp version in mobile also all time its very tough to operate via laptop or desktop for field executives **Recommendations to others considering CustomerSuccessBox:** You can use it both purposes to track your employees performance daily basis and customer's engagement also **What problems is CustomerSuccessBox solving and how is that benefiting you?** When customer engagement is main concern some time we forget many time to engage or focus each and every client among 100 of clients but using this tools CSbox presents us those clients where we need to focus ### 15. CustomerSuccessBox's AI model is helping me with my work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** 360 degree view of client's performance and activities and it helped me with my CS work. I truely enjoy their recommendations generated by their AI model- Sheldon. It analyses all the communication i do with my accounts as well as the product usage of my customers and exactly tell me what i am suppose to do with my account next. it is quite revolutionary. **What do you dislike about CustomerSuccessBox?** sometimes when i search for more than 100 accounts..it is bit slow **Recommendations to others considering CustomerSuccessBox:** If your team is growing and you need a tool to scale your operations, cSB is for you. As team grows, proactivess is important with customers. CSB helps you in becoming proactive. Best part about it is the AI recommendations. **What problems is CustomerSuccessBox solving and how is that benefiting you?** I am able to analyze internal team's performance as well as my customer's usage reports. It's helpful in creating an alarm in situations that needs my attention. Moreover it helps me manage my work proactively. Best part is the risk alerts, which alerts me when an account needs attension. ### 16. CSB - a helpful platform for customer management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about CustomerSuccessBox?** Easy to use, have standard features, some essential integration **What do you dislike about CustomerSuccessBox?** Not many integrations yet, the UI needs some improvement **What problems is CustomerSuccessBox solving and how is that benefiting you?** Manage clients in terms of ongoing communication, usage rate, ticket, other system integration ### 17. Good tool to send trigger based email communication to existing customer **Rating:** 4.5/5.0 stars **Reviewed by:** Gajanan S. | UI/UX Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** I can send bulk email to customers on the triggers of Health & product usage. The details of the email get saved to each customer timeline & we are able to automate the communication to our customers. The email sent have been used as a reference by our cs team **What do you dislike about CustomerSuccessBox?** It would be great if we can embed video. Right now we are just able to add link of videos. **Recommendations to others considering CustomerSuccessBox:** Consider this when you want to send automated emails to the existing customer & attribute that in the Relationship Health **What problems is CustomerSuccessBox solving and how is that benefiting you?** We are automating workflows for our customers with customersuccessbox based on the usage of the product. We have recently been able to activate our Inactive users with the help of automated messages. ### 18. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about CustomerSuccessBox?** Tracking renewals and understanding product adoption **What do you dislike about CustomerSuccessBox?** The UI is not complete. Many features need to be fixed **What problems is CustomerSuccessBox solving and how is that benefiting you?** Keeping a track of renewals ### 19. Must have tool to boost PRODUCTIVITY **Rating:** 5.0/5.0 stars **Reviewed by:** Sachidanand C. | Assistant Manager- Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2021 **What do you like best about CustomerSuccessBox?** 1. Minimalistic UI, with awesome layout filled with just selective color pallete. 2. You can customize approx everything according to your workflow. 3. Ample amount of Filters to just maintain the focus. 4. Integration of G-Suite and VOIP is just like giving extra hands to the productivity 5. Good Support **What do you dislike about CustomerSuccessBox?** No cons as of now, Just perfect for me. I have using CSBox for 3 months. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Maintaining CRM Dashboard, to optimize tasks and update the info trail. ### 20. Efficient Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2022 **What do you like best about CustomerSuccessBox?** It shows the touchpoints, product health, and financial health all under one tab which helps for easy viewing. **What do you dislike about CustomerSuccessBox?** sometimes the data doest get updated on time. **What problems is CustomerSuccessBox solving and how is that benefiting you?** everything ### 21. I love this tool to manage my customers **Rating:** 5.0/5.0 stars **Reviewed by:** Jayant K. | Regional Growth Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** I am able to manage my tasks. I am also able to set up alerts for my customers. They have recently launched the Artificial Intelligence model, which gives recommendations that helps me to plan my next action with my customers. I like Task Management & AI engine **What do you dislike about CustomerSuccessBox?** user interface can be sometimes clumsy. it can be improved **Recommendations to others considering CustomerSuccessBox:** I would like to recommend if you want to manage the customer accounts in an effective way. Their actionability is very strong, you can literally track email send, email received, meeting done etc. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We are solving Reducing churn & manage CustomerSuccess Operations & set up of playbooks ### 22. CustomerSuccessBox review, regular user from SaaS firm **Rating:** 4.5/5.0 stars **Reviewed by:** Rohan D. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2021 **What do you like best about CustomerSuccessBox?** It is a holistic platform and quite effective for any customer success team member. From emails to invoices to account health, it tracks every detail. **What do you dislike about CustomerSuccessBox?** The UI could be made simpler; product adoption becomes a challenge with a complex UI. **Recommendations to others considering CustomerSuccessBox:** The support team is terrific, the team irons out production adoption challenges, Integration is quite easy and the documentation is brilliant. Highly recommended. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Tracking KPIs, playbooks & journeys ### 23. Good tool to send Advocacy campaign to power users **Rating:** 5.0/5.0 stars **Reviewed by:** Nikhil S. | Product Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** We can identify power users from the tool. Our definition of power users is the user which uses our software daily. We have automated a process where we sent out advocacy campaigns, case studies etc from CustomerSuccessBox. This helps us in scaling our customer marketing efforts. **What do you dislike about CustomerSuccessBox?** It would be great if we can embed video especially loom videos in the email templates. **Recommendations to others considering CustomerSuccessBox:** It's a great tool if you want to integrate your marketing & Customer Success function. I use it specifically for running advocacy campaigns like asking for Online reviews. The best part of this is , we can set up automation & workflows for this. I would recommend it people who want to create a great customer marketing team/efforts. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We are running automated advocacy campaign based on the Accounts & Users which are using our software (our customers) ### 24. Excellent Platform for a CSM! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2021 **What do you like best about CustomerSuccessBox?** The fact that i'm able to manage my portfolio of clients with utmost ease, monitoring their health and keeping track of my tasks and action pointers. Single View of your customer, Single window update of all your meetings, Single window Volume tracker, Dashboard **What do you dislike about CustomerSuccessBox?** The product seems a little complex with multiple modules and aspects, which takes some time to get used to. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Client Portfolio Management Health monitoring Ability to see the single view of all customers Tracking of Key success Metrics ### 25. Multifunctional and informative Software **Rating:** 4.5/5.0 stars **Reviewed by:** Manvendra s. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** All Accounts can be tracked on a single page where I can manage all my customer information along with the product adoption It's easy to understand which customer health is at risk and which is in good health **What do you dislike about CustomerSuccessBox?** Nothing as such we would love to see more implementation of our business use case where we can use this can use tool for all our daily operations **Recommendations to others considering CustomerSuccessBox:** A more Industry based standardized setup will provide you more customers **What problems is CustomerSuccessBox solving and how is that benefiting you?** The entire customer lifecycle is being managed from CSB Onboarding >> Adoption >> Renewal or Churn ### 26. Best and Organic way to retain Customers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** October 06, 2021 **What do you like best about CustomerSuccessBox?** It's like maintaining a dairy for CSM's. You are aware of your next steps. The process, the way it functions, step-wise tasks assigned. Tracking them **What do you dislike about CustomerSuccessBox?** It needs some more UI-related changes for a more friendly approach. **What problems is CustomerSuccessBox solving and how is that benefiting you?** It helped in tracking product adoption and training. When and whom to be approached. Reduced time needed for onboarding. ### 27. Good experience and layout of data, but could use a little imporvement in managing tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Gavin T. | Intern - Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2021 **What do you like best about CustomerSuccessBox?** The account health and data accesibility **What do you dislike about CustomerSuccessBox?** Tasks module - automatic tasks being assigned for the same account, low usage, low product adoption, etc. This results in congestion of tasks. Suggestion - one task per account with all the different reason stated in the same. **Recommendations to others considering CustomerSuccessBox:** Study the tool and it can greatly help in effortless handling of large number of accounts **What problems is CustomerSuccessBox solving and how is that benefiting you?** Effective Account Analysis. Getting everything organized in one place for quick access and action ### 28. Single Panel View For Your Retention Key Accounts - Actionable Customer Success Box Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Divya S. | Assistant Vice President Customer Amazement Team, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2021 **What do you like best about CustomerSuccessBox?** All Customer Key Performance Tracking Parameters important for overall health status check **What do you dislike about CustomerSuccessBox?** Still exploring as per the roadmap requirements for the team **What problems is CustomerSuccessBox solving and how is that benefiting you?** Overall Accounts Volume Monitoring & Performance Trend Reports Dashboard Customer Alerts Tasks Custom Engagement ### 29. Unified Platform for Customer Journey **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2021 **What do you like best about CustomerSuccessBox?** UI is simpler where non-tech savvy users can also have a hands-on in few days. Also, it is very easy to track the complete customer journey throughout from onboarding to complete success. **What do you dislike about CustomerSuccessBox?** We can definitely make certain changes in the UI as per the different sectors or industry across so that they can have a customized screen view. **What problems is CustomerSuccessBox solving and how is that benefiting you?** We get reminders of every task where we don't have to keep an eye on every time or track manually. Also, you can keep a record of clients and their entities on a single platform. It also gives you customer unified view and past details. ### 30. Clear visibility of key metrics at one place **Rating:** 5.0/5.0 stars **Reviewed by:** Akshay B. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2021 **What do you like best about CustomerSuccessBox?** Clear visibility of usage, health of the accounts. Calling feature wherein you can call directly from web to your clients and same gets logged. **What do you dislike about CustomerSuccessBox?** Nothing as such, taking notes can be a challenging task in CSB. **What problems is CustomerSuccessBox solving and how is that benefiting you?** As the organization grows, account-level visibility at the central level is important. CSB is helping with the same. Getting timely alerts in case product usage drops. Playbooks for EBR and renewals. Central visibility with playbooks. ### 31. CSB- ONE STOP DATA CENTRE **Rating:** 5.0/5.0 stars **Reviewed by:** Aman Kumar J. | Marketing and Sales Automation Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2021 **What do you like best about CustomerSuccessBox?** Data of customer interaction and user behaviour **What do you dislike about CustomerSuccessBox?** There is no such point which is not useful. **Recommendations to others considering CustomerSuccessBox:** Try it once , it will help you to monitor the user experience and will definitely help you to increase and retain customer. **What problems is CustomerSuccessBox solving and how is that benefiting you?** The customer interaction dropped due to some reason, we were able to identify that and able to retain and increase more number of user than before. ### 32. Best product for cs task and alert tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Arpit C. | Head Of Technical Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** I use task board a lot to manage my work, customer todos and most importantly the proactive risk alerts that i received everyday. **What do you dislike about CustomerSuccessBox?** It would be great if i can personalise some notifications **Recommendations to others considering CustomerSuccessBox:** You should purchase this tool if you want to manage proactive risks for customers and you are thinking to scale up your team **What problems is CustomerSuccessBox solving and how is that benefiting you?** We are solving problem of portfolio management and proactive task management and risk identification ### 33. It's been really helpful for tracking my clients and following up with them. **Rating:** 5.0/5.0 stars **Reviewed by:** Sooraj Subramanian P. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2021 **What do you like best about CustomerSuccessBox?** The adoption scores helps with what efforts that I need to take with the client so that they get maximum use of our product. **What do you dislike about CustomerSuccessBox?** There is nothing that I dislike in csb. It's very helpful overall. **What problems is CustomerSuccessBox solving and how is that benefiting you?** The financials scores, how product is used, and the relationship with my clients, help me identifies areas that I have deal with then ### 34. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** PraveenKumar B. | Senior Customer Success Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2021 **What do you like best about CustomerSuccessBox?** Data analysis and the health score of the Product are great. **What do you dislike about CustomerSuccessBox?** The slowness of the Product sometimes which creates some lag **What problems is CustomerSuccessBox solving and how is that benefiting you?** Benfits of having all the data of customer usage. ### 35. Great tool for proactive portfolio customer management **Rating:** 5.0/5.0 stars **Reviewed by:** Nitin J. | Lead Customer Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** When I start my day, I get to see the real time health of my customers. Also, I get notified, when customer usage drops. It also helps me to manage my tasks and daily to dos. **What do you dislike about CustomerSuccessBox?** User Interface can be improved. Also, they do not have mobile app. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Portfolio Management, Proactive customer risk management. It helps to automation few process using Playbooks and Journey. ### 36. A very good platform that enhances your efforts to provide customers with wow services. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 01, 2021 **What do you like best about CustomerSuccessBox?** Alerts that can be set up. Segment variations that can be created. **What do you dislike about CustomerSuccessBox?** A little time for pages to load. Can be optimized, I feel. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Tell me the product acceptance of my customers. Alert me whenever I haven't connected with a customer for a certain duration. Keep a track of the business volumes for my clients. ### 37. A must product for any B2B SaaS company!! **Rating:** 5.0/5.0 stars **Reviewed by:** Aditya S. | Customer success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about CustomerSuccessBox?** Everything is properly analysed and you get awesome visualizations. **What do you dislike about CustomerSuccessBox?** I don't see any downside of using this product as it's a obvious value addition to any Customer success department. For any customer success to be efficient and successful, you need CSB. **What problems is CustomerSuccessBox solving and how is that benefiting you?** 1.Efficiancy in the team 2.Track your account properly 3. Proper analysis/Insights based on the numbers ### 38. Good platform with great support **Rating:** 4.0/5.0 stars **Reviewed by:** Zoe T. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2020 **What do you like best about CustomerSuccessBox?** Support is hands-on; weekly calls to help go through all questions and assist in the ongoing setup. Where some requests cannot yet be completed, alternative suggestions are given. **What do you dislike about CustomerSuccessBox?** Layout can be confusing to find what you need - different sections for viewing and editing segments. Playbook steps cannot be automated which limits our use for them. Product development, although ongoing, is slower than we would like. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Tracking client health by 4 different segments help show a more in-depth overview and highlight areas to target more specifically. Mass automated emails for increased engagement with clients. ### 39. All in one insights for a customer success manager **Rating:** 5.0/5.0 stars **Reviewed by:** Ankur P. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2021 **What do you like best about CustomerSuccessBox?** Sheldon AI has great insights and alerts to let me know what my customers are doing **What do you dislike about CustomerSuccessBox?** Personal task lists are not there, would be a great feature to have, as i use CSB everyday **Recommendations to others considering CustomerSuccessBox:** Great UI, great representation of data and AI engine is very insightful **What problems is CustomerSuccessBox solving and how is that benefiting you?** Integrating all my customers in one view ### 40. i recommend it to all bcz of its ease to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2021 **What do you like best about CustomerSuccessBox?** its informative dashboard and easy to use layout **What do you dislike about CustomerSuccessBox?** there is nothing all are good all things are in systematic way **Recommendations to others considering CustomerSuccessBox:** PLEASE USE IT ONCE YOU LIKE IT ALOT **What problems is CustomerSuccessBox solving and how is that benefiting you?** I got all my task and accounts in one place so easy to use ### 41. Highly recommended tool to enable the Customer Success in your team. **Rating:** 5.0/5.0 stars **Reviewed by:** Deepak C. | Head - Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2021 **What do you like best about CustomerSuccessBox?** I personally liked the team readiness. Able to deliver the solution to complex problems **What do you dislike about CustomerSuccessBox?** Few features could have been more better & easy to understand. **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. ### 42. Amiable **Rating:** 4.5/5.0 stars **Reviewed by:** SyedAdnanAli R. | Senior Content Writer, Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2021 **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. **What do you dislike about CustomerSuccessBox?** The loading speed is a bit slow at times. **Recommendations to others considering CustomerSuccessBox:** Do not hesitate in opting for this. The best CS platform for all the Success Managers out there **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. ### 43. This is a very useful tool for the customer success managers and it eases your work. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2021 **What do you like best about CustomerSuccessBox?** The deep segmentation and covering all the aspect **What do you dislike about CustomerSuccessBox?** The learning of the system can be improved. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Tracking my tasks with respect to priorities. Keep all the information related to accounts under one umbrella and not be reliable on multiple sheets. ### 44. It's a great tool to manage customer journey, their history of communications, calls , tickets etc **Rating:** 5.0/5.0 stars **Reviewed by:** Chandni B. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about CustomerSuccessBox?** The task management and managing customer journeys **What do you dislike about CustomerSuccessBox?** There should be attach document option in add task feature. **Recommendations to others considering CustomerSuccessBox:** I would definitely recommend **What problems is CustomerSuccessBox solving and how is that benefiting you?** I manage to track my customers on CSB. As customer increases we loose track of following up or talking to each one of them atleast 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. ### 45. Growing Customer Success Solution **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?** 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 **What do you dislike about CustomerSuccessBox?** Integration delays, better playbook UI, improved customer journey logic could be a plus **What problems is CustomerSuccessBox solving and how is that benefiting you?** Customer journey, early warning system to CSMs, Single data source for multiple teams, Reports for different internal teams, product usage tracking. ### 46. Need a bit improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 30, 2021 **What do you like best about CustomerSuccessBox?** User Interface for the customer Success box is good. **What do you dislike about CustomerSuccessBox?** There are lots of bugs and we need some of the tutorials **Recommendations to others considering CustomerSuccessBox:** keep this easy to use and need a good support channel. **What problems is CustomerSuccessBox solving and how is that benefiting you?** I am keeping track of my clients properly **Official Response from Swagata Kumar:** > 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 ### 47. A very compact and easy to use tool for retention. Actionable data for any customer success . **Rating:** 4.0/5.0 stars **Reviewed by:** Anand M. | Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2021 **What do you like best about CustomerSuccessBox?** The one view functionality is very effective **What do you dislike about CustomerSuccessBox?** Still exploring, there are some minor shortcomings. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Retention activities are much easier. Can manage multiple clients with ease. Client services have improved. ### 48. Quite Efficient and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2021 **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. **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. **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. **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. ### 49. Company that adapts to their client needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2020 **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. **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. **Recommendations to others considering CustomerSuccessBox:** You have to make sure you constantly add new users to the platform to avoid losing data. **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. ### 50. Keeps me a step ahead! **Rating:** 5.0/5.0 stars **Reviewed by:** Remi S. | Account Director, Mid-Market (51-1000 emp.) **Reviewed Date:** March 11, 2021 **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:) **What do you dislike about CustomerSuccessBox?** So far I have not experienced anything that I dislike **What problems is CustomerSuccessBox solving and how is that benefiting you?** It keeps my portfolio very organized ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+14%3A52%3A25+-0500&secure%5Bsession_id%5D=20515960-d638-4735-aa25-b04030375e58&secure%5Btoken%5D=ffe28f2f8514ab36cbb92604e68cc6774cfbf0ecb4cf8f69414b2f6b74e8618c&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 (1,592 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 (1,718 reviews)