Millions of events logged & 100,000+ Accounts monitored Daily!
Built for B2B SaaS
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.
The All-in-One Customer Success Software
CustomerSuccessBox integrates with all your existing systems including CRM, Support Desk, Billing, NPS, and Analytics to provide a 360 degree view of your customers.
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
Before we begin working on customer churn, we need to start by understanding what is causing the churn. And to get a clear answer to this question we need to dig into historical data.
Segment customers based on reason for Churn
We use the understanding of why each customer left and put them in a different bucket. This will form the basis of our strategy to reduce customer churn.
Specific strategies to reduce churn
What are some quick strategies that can provide quick tactical wins? And also offer a baseline for a long-term strategic initiative?