Prithvi E.
PE
Prithvi E.
Customer Success Manager
Information Technology and Services
Enterprise (> 1000 emp.)
"Needs improvement"
2.5/5
What do you like best about CustomerSuccessBox?

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

What do you dislike about CustomerSuccessBox?

- Clunky UI

- Outdated design

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

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Good platform for engaging with Customers"
4/5
What do you like best about CustomerSuccessBox?

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

What do you dislike about CustomerSuccessBox?

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

Samiran H.
SH
Samiran H.
Client Success Specialist
Mid-Market (51-1000 emp.)
"It is a great platform to manage your accounts and keep a track of the progress and actions."
5/5
What do you like best about CustomerSuccessBox?

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

What do you dislike about CustomerSuccessBox?

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

Verified User in Information Technology and Services
CI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"Customer Success Box: User-Friendly and Dynamic"
5/5
What do you like best about CustomerSuccessBox?

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.

What do you dislike about CustomerSuccessBox?

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

Vaijanth M.
VM
Vaijanth M.
Manager, Customer Success
Mid-Market (51-1000 emp.)
"Experience with CSB"
4/5
What do you like best about CustomerSuccessBox?

- 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.

What do you dislike about CustomerSuccessBox?

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.

Verified User in Logistics and Supply Chain
UL
Verified User in Logistics and Supply Chain
Mid-Market (51-1000 emp.)
"Dynamic and User Friendly software"
4.5/5
What do you like best about CustomerSuccessBox?

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.

What do you dislike about CustomerSuccessBox?

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

Puja K.
PK
Puja K.
Customer Support Team Lead
Small-Business (50 or fewer emp.)
"I am able to view the high risk client of my team, which helped us to reduce the churn."
5/5
What do you like best about CustomerSuccessBox?

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.

What do you dislike about CustomerSuccessBox?

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

Shalini J.
SJ
Shalini J.
CRM
Mid-Market (51-1000 emp.)
"CsBox helps me alot to manage a clients and proper reminder and tasks helps to followups."
5/5
What do you like best about CustomerSuccessBox?

Generating task before its time duration expired Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

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

Shrinidhi S.
SS
Shrinidhi S.
Event Manager
Mid-Market (51-1000 emp.)
"Gene in a white box."
5/5
What do you like best about CustomerSuccessBox?

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

What do you dislike about CustomerSuccessBox?

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.

Nitin A.
NA
Nitin A.
Associate Director - Key Accounts
Mid-Market (51-1000 emp.)
"CSB - Simple & Powerful"
4.5/5
What do you like best about CustomerSuccessBox?

Simple and Powerful UI.

Tasks and Alerts.

360-degree view of the account. Review collected by and hosted on G2.com.

What do you dislike about CustomerSuccessBox?

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