--- 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 Reviews ### 1. Great tool for 360 degree view of your accounts **Rating:** 4.0/5.0 stars **Reviewed by:** Himanshi G. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2022 **What do you like best about CustomerSuccessBox?** The product's direct call option is a helpful way to connect with customers without switching apps. It also records the call so tracking past conversations become super easy. **What do you dislike about CustomerSuccessBox?** There are a few glitches in email logging that can be worked upon for better reports. Right now, though the emails are synced but it doesn't reflect in the activity report. **What problems is CustomerSuccessBox solving and how is that benefiting you?** CustomerSuccessBox provides great clarity to CSMs to track the strong and weak points of their account to take appropriate action. It makes relationship management effective with data at its core. ### 2. Nice tool to use for managing **Rating:** 4.5/5.0 stars **Reviewed by:** Deep P. | Partner Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2022 **What do you like best about CustomerSuccessBox?** I can now easily manage all my assigned tasks and also keep an eye on the summary with the client. Integration with the calendar is also one of the best things to manage call logs. The activity of the client is also measured like health. **What do you dislike about CustomerSuccessBox?** Nothing as such for now. The tool is quite good and training is provided full fledge however takes a bit of time to get into the process but is manageable. So far no major issue. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Manage assigned task, full summary of the client, health check of client and integration is allowed. Easy dashboard and overview. All the activities can be tracked easily no need of separate excel sheets to manage ### 3. Good CRM tool for the Customer Success Environment. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2022 **What do you like best about CustomerSuccessBox?** One of the best things about CS Box is the amount of data collection points that they have in their platform. Really makes it easy for CSMs to get capture and note information about client acocunts. **What do you dislike about CustomerSuccessBox?** In terms of UI the software can be made a bit better. Takes quite a lot of time and effort to understand how the dashboard works. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Maintaining a single space to record all the information about existing client accounts and track renewals. Really helps us study client accounts on a single software rather than using multiple tools. ### 4. Best tool to manage customer success metrics **Rating:** 5.0/5.0 stars **Reviewed by:** Mayank G. | Senior customer success manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2022 **What do you like best about CustomerSuccessBox?** The notification based on account usage and alerts to take action **What do you dislike about CustomerSuccessBox?** User interface can be improved and page content representation **What problems is CustomerSuccessBox solving and how is that benefiting you?** It is solving the problem of identifying business/account risk and mitigate that in return safeguarding revenue for company ### 5. Best CS tool **Rating:** 5.0/5.0 stars **Reviewed by:** Bhavna G. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 08, 2022 **What do you like best about CustomerSuccessBox?** CSB is the best tool for CS metrics and performance. Highly recommended!! **What do you dislike about CustomerSuccessBox?** Nothing everything is good. It doesn't have any bugs or issues. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Daily customer analytics and team performance Mail logs Customer account health checks Surveys Automated call call logs ### 6. I'm lovin it ! **Rating:** 5.0/5.0 stars **Reviewed by:** Anil S. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2022 **What do you like best about CustomerSuccessBox?** I like the UI and the speed of the software. And, the Customer Support team is super energetic and amazing TAT. **What do you dislike about CustomerSuccessBox?** Need to explore the platform more, since feels like a gap in the features and capability understanding. **What problems is CustomerSuccessBox solving and how is that benefiting you?** organizing all the details for our accounts in one place and helping to maintain and follow the success path for our customers. ### 7. Useful tool to Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Divyanshu S. | Assistant Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2021 **What do you like best about CustomerSuccessBox?** New Features are always welcome for any user, great to see CSB comes with strong and valuable features. Recent features like AI Retention could be a very useful. Option of tagging different team members in updates are commendable. For a product Like CS Box - The user Interface is crucial, & I must say CSBox has an excellent User Interface. CSBox runs smoothly. Different Attributes at tips to ease the work. All Account at one page and could easily get important insight for particular Account. Everyone at same page due to the same attributes. **What do you dislike about CustomerSuccessBox?** When we do email to clients, we have to keep our internal team as well in cc. Their email id should come in cc automatically when we type the initials as like Gmail Currently, every time to add any internal email id, I need to copy every time from Gmail & then have to paste in CSBox . More graphical representation can be there for different attributes like Pie Chart for Good, Average & Poor Client. **Recommendations to others considering CustomerSuccessBox:** Go for it, Every business has different models; make the most of it by mapping your requirement. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Customer Relationship Benefits - CSBox has altogether replaced Excel sheet Adding & reviewing Colums everyday to note down each & every call is a tough task. Getting all necessary details of a account at one place has really helped . Easy track of touchpoints & Product Adoption related to Login & Timespent & Product Adoption. Benefits - An account manager's performance is monitored by the performance of its account, now calculating Account's performance is not an easy task as it involves various attributes might even be interrelated, with the help of CS Box data capturing & displaying of accounts helps in such important process. Transparency in work due to the power of data collection & insights ### 8. Client's account update in one go! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2022 **What do you like best about CustomerSuccessBox?** It's a tool which helps you keep a check on your account's health, it's information all in one place. - Updating multi-platform information in a single platform - Seamless integration with different tools - Makes reporting much easier **What do you dislike about CustomerSuccessBox?** Nothing, in particular, is all good for now! **What problems is CustomerSuccessBox solving and how is that benefiting you?** It helps our team and each individual to capture multiple accounts' data in one place and get the reporting in a click to keep an active check. ### 9. Effective Tool to achieve customer happiness. **Rating:** 4.5/5.0 stars **Reviewed by:** Govind S. | Sr. Manager- Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2021 **What do you like best about CustomerSuccessBox?** I have liked the Auto task generation process in the Customer success box, It reminds me to take a continuous follow-up. The software also inculcates the Customer relationship health, Which defines our focus area and helps us in taking the right decision. The software also identifies the Product adoption health based on certain parameters Best tool for logs/notes- This is a good note-keeping tool **What do you dislike about CustomerSuccessBox?** Nothing as such except small technical challenges sometimes, very rare. Show the timeline as well with a log report, Like when does the task created and at what time it has been completed. **Recommendations to others considering CustomerSuccessBox:** It keeps improving each day, It would definitely help you to keep an eye on your customer base. An organized way to help in customer retention, improving relationship and overall management, Keep it up **What problems is CustomerSuccessBox solving and how is that benefiting you?** Following are the points which can describe the benefits: 1. Customer data logs history 2. Key account management 3. Product feature wise adoption 4. Performance indicators 5. Helping in retention 6. Helping in reducing churn % ### 10. CSB helps me to track the emails and calls history on my accounts which is super beneficial. **Rating:** 5.0/5.0 stars **Reviewed by:** Ayushi V. | Customer Success Manager - Enterprise Business, Enterprise (> 1000 emp.) **Reviewed Date:** September 12, 2022 **What do you like best about CustomerSuccessBox?** The support team is helpful. I liked their quick support. **What do you dislike about CustomerSuccessBox?** Nothing as of now. The CSB asks for logging credentials everytime. **What problems is CustomerSuccessBox solving and how is that benefiting you?** Calls and emails are getting logged. ## 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/customersuccessbox-review-4658646?section=pricing&secure%5Bexpires_at%5D=2026-07-12+19%3A19%3A19+-0500&secure%5Bsession_id%5D=b976d7b1-7c04-4439-b5c3-a118262fa49c&secure%5Btoken%5D=0a61f57b386bb2c722db68df45edb7bf4720e19d22882d4505a552da4e25f16d&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 (1,590 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 (1,713 reviews)