CustomerSuccessBox Reviews & Product Details

- Ability to integrate multiple data points. Review collected by and hosted on G2.com.

- Clunky UI

- Outdated design

- AI recommendations is not great and needs a ton of improvement. Review collected by and hosted on G2.com.

The AI feature which was introduced was helpful Review collected by and hosted on G2.com.

Dashboard view can be improved and given option to customise. Review collected by and hosted on G2.com.

Priority notification that are generated Review collected by and hosted on G2.com.

Sometimes sync gets delayed to some extent Review collected by and hosted on G2.com.

A fast, complete view of all accounts helps in maintaining a good relationship with clients and lets you know the status of the account on a daily, weekly, monthly basis. Review collected by and hosted on G2.com.

Alerts need to be set frequently; alerts cause disturbance. Review collected by and hosted on G2.com.

- Ability to automate workflows based on the type of customer with automatic notifications

- Flexibility in adding new attributes on a personalized level

- BI dashboard to see the status of updates, action items Review collected by and hosted on G2.com.

I wouldn't say that I dislike something in the product. Ui/Ux interface could be made more interactive Review collected by and hosted on G2.com.

By using the customer success box, we can have a complete eye on the relationship with the client and the status of the account on a daily, weekly, monthly basis, so in turn, there will be a fruitful relationship Review collected by and hosted on G2.com.

Till now, nothing to dislike about it need more flexible and dynamic option Review collected by and hosted on G2.com.

Every day alerts which help to make a plan for my day to day task. Task to do list allow us to plan my team performance. Review collected by and hosted on G2.com.

Everything is nice, I don't find any thig which is useless. Review collected by and hosted on G2.com.

Generating tasks before their time duration expires. Review collected by and hosted on G2.com.

Nothing as such, it is very good in reminders. Review collected by and hosted on G2.com.

The best feature, in my opinion, would be the report and dashboards. Review collected by and hosted on G2.com.

The feature I feel that requires more development would be the task. The task feature needs an alert part in addition—a reminder of when the task is due. Review collected by and hosted on G2.com.

Simple and Powerful UI. Tasks and Alerts. 360-degree view of the account. Review collected by and hosted on G2.com.

I would appreciate more graphical representations. Review collected by and hosted on G2.com.