CustomerSuccessBox Reviews & Product Details

The success dashboard and the activity dashboard are the best part of the software which are very useful while handling a team and tracking their activities and efforts. Review collected by and hosted on G2.com.

At present, there can be some additions to the software which can be customized as per the individual needs for the format individual wishes to see their dashboard like. Review collected by and hosted on G2.com.

There are certain points -

1. calling feature

2. Calender and gmail sync

3. Little points which makes a difference such as stage transition and based in some triggers Review collected by and hosted on G2.com.

Nothing as such is all good to me for now Review collected by and hosted on G2.com.

Usability, UI/UX, Promptness of the tool Review collected by and hosted on G2.com.

Too cluttered, sometimes the details do not match with the exact numbers. Review collected by and hosted on G2.com.

Team support

Data analyzing

user interface

Product updating on time for the user so easy use Review collected by and hosted on G2.com.

only one color coding

Data update time is late Review collected by and hosted on G2.com.

I can do automation in the CS box as per customer communication & interaction so that I can manage accounts efficiently. Also, I can easily sync my Gmail & calendar with it, which gives me effective interaction with customers. The call recording facility helps me to save my timing for writing the logs. I can quickly check up the health of all accounts so that I can set priority to interact with customers. Review collected by and hosted on G2.com.

Nothing specific as of now- working efficiently with my workload. Your team can improve more depending upon real-time business use cases. Review collected by and hosted on G2.com.

We can record our output of the meetings in the software & it can provide data for analysis. Review collected by and hosted on G2.com.

Nothing as of now. This product fulfills all the requirements. Review collected by and hosted on G2.com.

Customized Dashboard

Daily Alerts

Playbook Review collected by and hosted on G2.com.

Sometimes it slows down.

Sometimes attachment shows error while uploading any data Review collected by and hosted on G2.com.

All the information required is at one place Review collected by and hosted on G2.com.

Lacks automation and implementation could have been a bit more easier Review collected by and hosted on G2.com.

Product Usage feature, they are interactive UI Review collected by and hosted on G2.com.

They don't calculate stepwise delay in playbooks Review collected by and hosted on G2.com.

Firstly i like to appreciate the team who develop it, and it makes my daily routine very easy and also helps me in monitoring the relationship with my client daily. In this, we can also view our client's usage with grades like strong, medium & poor, which was a beneficial system for every Customer Success Manager. Review collected by and hosted on G2.com.

Mostly they are nothing like dislike, Ha but while in the mailing, we can not be able to add cc to our internal peoples if this will be added, it helps a lot Review collected by and hosted on G2.com.