Interface, which is very user-friendly. Review collected by and hosted on G2.com.
The most common problem is un-updated data. Review collected by and hosted on G2.com.
It is a good tool when it comes to understanding what the usage has been historically and which customers need attention for retention. Review collected by and hosted on G2.com.
The user interface could be improved a lot. It takes a good learning curve to understand how to use the tool. Review collected by and hosted on G2.com.
I get to see my portfolio of Accounts & what's the health of my accounts. Since this tool is used by my Customer Success team, I am able to see what conversation my CS team is having with customers. I also get to see the Renewals and upsell forecasts which is very important for me. Review collected by and hosted on G2.com.
Nothing in particular as I do not use the tool everyday. It would be great if my upsell deals will be created in my CRM from CustomerSuccessBox. Review collected by and hosted on G2.com.
Easy to operate and simple algorithm already given to track employee and client engagement day to day basis with perfect data Review collected by and hosted on G2.com.
Need a crisp version in mobile also all time its very tough to operate via laptop or desktop for field executives Review collected by and hosted on G2.com.
360 degree view of client's performance and activities and it helped me with my CS work. I truely enjoy their recommendations generated by their AI model- Sheldon. It analyses all the communication i do with my accounts as well as the product usage of my customers and exactly tell me what i am suppose to do with my account next. it is quite revolutionary. Review collected by and hosted on G2.com.
sometimes when i search for more than 100 accounts..it is bit slow Review collected by and hosted on G2.com.
Easy to use, have standard features, some essential integration Review collected by and hosted on G2.com.
Not many integrations yet, the UI needs some improvement Review collected by and hosted on G2.com.
I can send bulk email to customers on the triggers of Health & product usage. The details of the email get saved to each customer timeline & we are able to automate the communication to our customers. The email sent have been used as a reference by our cs team Review collected by and hosted on G2.com.
It would be great if we can embed video. Right now we are just able to add link of videos. Review collected by and hosted on G2.com.
Tracking renewals and understanding product adoption Review collected by and hosted on G2.com.
The UI is not complete. Many features need to be fixed Review collected by and hosted on G2.com.
1. Minimalistic UI, with awesome layout filled with just selective color palette. 2. You can customize approx everything according to your workflow. 3. Ample amount of Filters to just maintain the focus. 4. Integration of G-Suite and VOIP is just like giving extra hands to the productivity 5. Good Support Review collected by and hosted on G2.com.
No cons as of now, Just perfect for me. I have using CSBox for 3 months. Review collected by and hosted on G2.com.
It shows the touchpoints, product health, and financial health all under one tab which helps for easy viewing. Review collected by and hosted on G2.com.
sometimes the data doest get updated on time. Review collected by and hosted on G2.com.
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what is best use of this CSB in CRM industry
Averages based on real user reviews.
2 months
16 months
