Millions of events logged & 100,000+ Accounts monitored Daily!
Achieve Business Outcomes
B2B SaaS businesses use CustomerSuccessBox to monitor health scores, reduce onboarding time and increase recurring revenue.
Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achive better MRR retention.
Reduce Logo Churn
Do not let churn surprise you. Monitor Health, set up Risk Alerts and reduce logo churn by up to 50%.
Accounts :: CSM Ratio
Deliver more success for less. Lower your cost of Success per Account by improving operational efficiency.
Customer Success Software Built for B2B SaaS
Traditional Customer Success Software vs CustomerSuccessBox
Traditional customer success software lets you analyze data and decide what action to take. CustomerSuccessBox provides a fully integrated platform that not only tells you what’s broken but also allows you to take proactive actions to achieve business outcomes.
6 months IT Project
6 weeks to deploy
Fully integrated with CRM
Support, Subscription & Analytics
Customer success tech started with system of record and analytics. In 2019, data alone can’t tell you what needs to be done to achieve business outcomes. CSMs need a fully integrated platform with the ability to take proactive action.
Empower your customer success team with the best in class customer success software to grow multi-million dollar portfolios
Milestones & Alerts
Never miss out on key events. Auto generate alerts to draw a success manager’s attention.
Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.
Apply segment specific strategies. Segment by use case, location, industry, revenue, product usage.
Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.
360 degree view
Connect with CRM, helpdesk, Billing system and homegrown systems to get a 360o view of each account.
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 & Feedback
Send campaigns to customers based on pre-defined triggers. Nudge them to upgrade at the right moment.
What our customers have to say
Customer Success Playbook
Let our strategies improve your customer success practice. However complex your customer journey is, our customer success strategies will help you improve a stage, be it onboarding, renewal or upsell.
Customer Success Strategies to Reduce Customer Churn in 90 days
Whether you have teams of customer success managers for a few months or even years, these strategies will be valuable in reducing customer churn.
- Analyze 7 types of Customer Churn
- Segment customers based on reason for Churn
- Specific strategies to reduce churn