CustomerSuccessBox Reviews & Product Details

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.

Seller

CustomerSuccessBox

Discussions

CustomerSuccessBox Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Swagata Kumar

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

16 months

View More Pricing Information

Top-Rated Alternatives

Gainsight Customer Success

4.5/5(1,773)

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User Insights

Average based on 134 real user reviews.

Implementation Time

2 months

Perceived Cost

$$$$$

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Verified User in Computer Software

Mid-Market (51-1000 emp.)

Originally submitted 5/6/2021

"CSbox - Understanding CS & Customer Relation"

4.5/5

What do you like best about CustomerSuccessBox?

Account health distinction and to do task to improve the same. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Tons of options for a small task. Remove additional options for a small task. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

1/10/2022

"CSB is a Magic box for any Customer success manager!"

4.5/5

What do you like best about CustomerSuccessBox?

It seamlessly integrates with all our ticketing, invoicing systems, and our platform! Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

The interface could be a bit clutter-free. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

1/5/2022

"Best CS tool"

5/5

What do you like best about CustomerSuccessBox?

Playbook and product adoption features are best to monitor the progress and to analyze the adoption. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

detailed report of step duration in the playbook section. Review collected by and hosted on G2.com.

Shweta D.

Customer Success Manager

Mid-Market (51-1000 emp.)

Originally submitted 3/12/2021

"Very Helpful Tool"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Didn't saw any downside yet. It's a wonderful tool. Review collected by and hosted on G2.com.

Recommendations to others considering CustomerSuccessBox:

Definitely give it a try. It's a wonderful to Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad

Small-Business (50 or fewer emp.)

12/31/2021

"It will help to build a healthy relationship between clients and account managers."

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

User Interface and accessibility of the application. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

1/7/2022

"Nice informative and simple"

5/5

What do you like best about CustomerSuccessBox?

Analytics reports. Entering of logs is also great. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

invoices should be downloadable and any upsell should be shown. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

Originally submitted 4/8/2021

"An overall good tool to understand the health of SaaS product and usage pattern of end users"

4/5

What do you like best about CustomerSuccessBox?

We can retrieve usage details on a granular level

Shows upcoming payments and overall MRR details Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

Customizations that are product specific would be better Review collected by and hosted on G2.com.

Ashish N.

Founder

Small-Business (50 or fewer emp.)

2/24/2021

"good tool for setting up customer engagement & health check-up"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

updating info in the customersuccessbox can be sometimes troublesome. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

2/18/2022

"Great tool for managing accounts, crisp & clear view of all the details of the accounts"

4.5/5

What do you like best about CustomerSuccessBox?

The one view of the accounts that are visible on the dashboard. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.