CustomerSuccessBox Reviews & Product Details

This is an amazing platform where we can easily identify the accounts' current status and we can easily build relationships with clients by CSB platform Review collected by and hosted on G2.com.

Report should be available for each and every account Review collected by and hosted on G2.com.

CSB helps us monitor our key accounts on a daily/weekly/monthly basis on various important metrics and parameters. Account health, payments, usage, and communications can be recorded and tracked for better business productivity. Review collected by and hosted on G2.com.

Nothing as specific. But improvements and updates would be welcomed. Expect more reports and custom dashboard views to prioritize the account-related information. Review collected by and hosted on G2.com.

Tracking of all activities, the overall health of a client (financial, product adoption), easy access of alerts and tasks, checking of tickets. It's like a one-stop platform to see overall activities happening around for a client Review collected by and hosted on G2.com.

The user interface can be upgraded, not very user friendly. Review collected by and hosted on G2.com.

We can easily see the relationship of our clients in one go along with the feasibility to mend our relationship status. Review collected by and hosted on G2.com.

When a task is generated and left untreated the tasks keep on generating which created repetitive tasks for the same client with different statuses. Review collected by and hosted on G2.com.

Customer reminders and emails touchbase creation. Easy to manage customers and last touch points and their future plans. Review collected by and hosted on G2.com.

Site is quite slow, pages take time to load. Review collected by and hosted on G2.com.

Task parts I liked most and also client relationship status also liked most and product adoption in detail we have checked that's very useful to analyze everything Review collected by and hosted on G2.com.

Nothing for me because all the things I liked most in Customer Success Box. I don't think having any problem to using quite very easy to learn so there is no problem Review collected by and hosted on G2.com.

We can easily track product adoption from CS Box. We can also track the modules and features in that module that the client is using in the last 15 days. This helps in analyzing and understanding the core needs of the client. It also helps in ensuring that we can introduce new modules and work dynamically on the active adoption of other modules as well. Review collected by and hosted on G2.com.

I have faced times when there are false notifications, and despite adding call log information, it takes more than the TAT time to update the relationship health. But, the support team is dynamic and has always helped in resolving all issues. Review collected by and hosted on G2.com.

All Customer Account information. Metrics about Product usage, Financial health. Email sync is a great feature. Logs creation is very helpful to convey the account information to other users. Attachments and invoice is very asset. No need to switch between platforms if CSB is used. Review collected by and hosted on G2.com.

No dislikes about the product. Custom time logs can be helpful. Review collected by and hosted on G2.com.

1. Email sync with your official ID

2. We can integrate invoices with third-party portals.

3. Task creation to remind us.

4. Dashboard - Super Simplified data as per need Review collected by and hosted on G2.com.

Client account list should not be put into frame and scroll. That isn't very pleasant. Review collected by and hosted on G2.com.

The client's relationship status is the one I liked most. Review collected by and hosted on G2.com.

The tool doesn't showcase the accurate financial health of a client. Review collected by and hosted on G2.com.