Next-Generation Customer Success Software for B2B SaaS skip to Main Content

Get to 125%+ MRR Retention

Next Gen AI powered Customer Success Platform for B2B SaaS

Drive faster onboarding, monitor real time Account health and intervene proactively with AI generated recommendations and alerts for CSMs to retain and grow customers. Improve NRR, LTV and reduce Churn with CustomerSuccessBox.

Integrates in a few clicks with

Billions of events logged. 250,000+ Accounts and  1 million+ Users monitored Daily!

Top Rated Customer Success Software

G2 Crowd Reviews

Proud to be awarded 🏆 by G2 in 2020 and again in 2021. More than 85% of our customers have rated us five star ⭐️⭐️⭐️⭐️⭐️.

We strive to deliver the most innovative and best Customer Success Management Software in the world.

Thank you for your trust. The journey has begun!

Excellent platform to keep track of your customer relationships and improve internal processes

Christine W

Designed from the ground up for the needs of Customer Success and not just and upgraded CRM platform

Antony Lipman

Ease of Use

Customer Success Category Average: 8.6

Quality of Support

Customer Success Category Average: 8.9

Ease of Setup

Customer Success Category Average: 8.4

Hit your Net Retention Rate (NRR) target every quarter.

Acting when it’s already too late? Don’t know which account to focus? Few CSMs succeed while most miss?

Only 10% of SaaS business ever get past 125% NRR rate. Be in that 10%

SPEAK TO A NRR EXPERT

HOW?

Teams powered by CustomerSuccessBox rely on leading indicators and know what actions to take. They act on the right account at the right time, reducing missed opportunities.

No more guessing of what leads to retention. AI learns from past action to know what leads to retention and make specific success plan for each account putting your SaaS on a predictable path to 125% MRR Retention.

Why CustomerSuccessBox?

Retain customers with multi-dimension Real time Account Health. Not averages.

Get ahead of churn with segment specific Real-time Account Health. Don’t let averages mislead you. Track health across all dimensions i.e Product adoption, Relationship, Service and financial dimensions.

Know everything, while watching nothing, with our AI powered automatic anomaly detection. Never let churn surprise you with proactive Risk Alerts.

customer success software account health

Stop early churn and lower time-to-value by 50%

‘Remote touch’ is the new normal in the post pandemic world even for your top tier customers. Our guided onboarding playbooks built for delivering the white glove service your key customers expect.

With CustomerSuccessBox create repeatable success plans, manage CSMs activities, track progress, monitor product adoption milestones and measure business outcomes delivered all from one place.

Scale Customer Success with Tech touch

Scale with automation for low tier ACV customers. While keeping CSM intervention as a ‘fail-safe’ when self serve is not able to drive product adoption.

Automate repeatable lifecycle engagements and internal system updates.

Deliver more success per CSM!

Automated Customer Success Journey

Convert CSMs to Super CSMs with AI.

CustomerSuccessBox AI learns from your past renewals and the actions that lead to renewals. AI recommends the next-best action that drives retention. Make even the new CSMs effective from day one.

AI ability to self learn from your past renewals off loads you from the burden of the configuring rule and thresholds manually. One less step means you get to negative churn even faster.

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Retain Customers

Retain customers with multi-dimension Real time Account Health. Not averages.

Get ahead of churn with segment specific Real-time Account Health. Don’t let averages mislead you. Track health across all dimensions i.e Product adoption, Relationship, Service and financial dimensions.

Know everything, while watching nothing, with our AI powered automatic anomaly detection. Never let churn surprise you with proactive Risk Alerts.

customer success software account health
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Onboard Customers

Stop early churn and lower time-to-value by 50%

‘Remote touch’ is the new normal in the post pandemic world even for your top tier customers. Our guided onboarding playbooks built for delivering the white glove service your key customers expect.

With CustomerSuccessBox create repeatable success plans, manage CSMs activities, track progress, monitor product adoption milestones and measure business outcomes delivered all from one place.

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Scale with Automation

Scale Customer Success with Tech touch

Scale with automation for low tier ACV customers. While keeping CSM intervention as a ‘fail-safe’ when self serve is not able to drive product adoption.

Automate repeatable lifecycle engagements and internal system updates.

Deliver more success per CSM!

Automated Customer Success Journey
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AI Powered

Convert CSMs to Super CSMs with AI.

CustomerSuccessBox AI learns from your past renewals and the actions that lead to renewals. AI recommends the next-best action that drives retention. Make even the new CSMs effective from day one.

AI ability to self learn from your past renewals off loads you from the burden of the configuring rule and thresholds manually. One less step means you get to negative churn even faster.

 

Get up-and-running lightning fast

Start syncing data from your favorite SaaS apps in minutes, not weeks or months

Account & Users:

Product Adoption:

Support Tickets & Chats:

Subscription and Invoice:

Communication:

Tasks, Notes and Events:

Key Features

Empower your customer success team with the best in class customer success software to grow multi-million dollar portfolios

INTERESTED? TALK TO US

Milestones & Alerts

Truly understand Product Adoption. Auto generate risk and upsell alerts to draw a success manager’s attention.

Playbooks

Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.

Segmentation

Apply segment specific strategies. Segment accounts and users by use case, location, industry, revenue, product usage.

Monitor Health

Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.

360 degree view

Connect Analytics, CRM, Helpdesk, and Billing systems to get a 360 view of each account.

Portfolios

Get the big picture of every CSM’s portfolio. Track portfolio growth, retention rate and engagement.

Communication & Tasks

E-mail, make calls and manage tasks all from within a single platform to boost productivity by 2X.

Campaigns & Automation

Send campaigns to customers based on pre-defined triggers. Reach out to retain or expand the right account at the right moment.

Resources

Learn everything about Customer Success to improve your processes!

customer success strategy

Ebook

The Customer Success Leader’s 30-60-90 Day Plan

This ebook will help in making the first 90 days plan when you are hired as the first Customer Success Leader in a company.


Download Ebook

On-demand Webinar

Deepdive: Impact of Internal Customer Success

Understand the similarities between external and internal customer success. Framework to visualize the impact.


Register Now

Blog

SaaS customer retention best practices to maximize renewals

Without a high customer retention rate, a SaaS company will shut down, no matter how great the other metrics are.


Read more

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