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Scaling Customer Success

Reduce churn, drive product adoption and grow revenue for your B2B SaaS with the only Outcome Driven Customer Success Software.

Integrates with

Millions of events logged & 200,000+ Accounts monitored Daily!

Achieve Business Success

B2B SaaS businesses use CustomerSuccessBox to reduce onboarding time, increase recurring revenue and increase operational efficiency.

130%  up

MRR Retention

Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achieve better MRR retention.

50%  up

Reduce Logo Churn

Do not let churn surprise you. Monitor Health, set up Risk Alerts and reduce logo churn by up to 50%.

2X-5X  up

Accounts :: CSM Ratio

Deliver more success for less. Lower your cost of Success per Account by improving operational efficiency.

Why CustomerSuccessBox?

automated customer success journey

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.

Traditional customer success software vs CustomerSuccessBox
Traditional customer success software vs CustomerSuccessBox

6 months IT Project

Requires expensive

Implementation partners

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.

Key Features

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.

Monitor Health

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

Without CustomerSuccessBox, we were managing things through our CRM or spreadsheets and that was not dynamic. CustomerSuccessBox allowed us to see exactly what the customers are doing and how often they were logging in. On top of having the visibility, we could create alerts or automate playbooks to guide the customers.

Thiago Nascimento Director of Customer Success

We chose CustomerSuccessBox primarily because it covers all the use cases that we needed for our Customer Success. Customer success affects the expansion of our business and customer satisfaction.

Sergey Sundukovskiy CTO/CPO, Co-founder

Before CustomerSuccessBox, we had little awareness of which customer needed our help and who was happy. With CustomerSuccessBox’s custom account health and smart playbooks, we are no longer on the defensive. It helps our success managers take proactive actions to retain customers and reduce churn.

Enrique Novomisky Co-founder, WoowUp
Enrique Novomisky

Customer Success Plan Ebook

For first time Customer Success Leaders & future leaders to set up result oriented Customer Success Processes.

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

Start making an impact and show Positive ROI by implementing this 90 days
Actionable plan for B2B SaaS

  • Monthly focus items & goals
  • Why to learn, What to plan, How to execute
  • Common mistakes Customer Success Leaders make

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