---
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 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=4&section=pricing&secure%5Bexpires_at%5D=2026-08-02+18%3A13%3A57+-0500&secure%5Bsession_id%5D=540e3f08-7470-454c-8ade-437bb552fe4c&secure%5Btoken%5D=c8ae8125e430ce88c301cef9534de1c87047e1168d08ae480019c4b5b902186b&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)