Actionable Customer Success Software for B2B SaaS
Deliver Success, because software is not enough.
Integrates with
Millions of events logged & 100,000+ Accounts monitored Daily!
The only All-in-One Actionable Customer Success Software
Data Integrations
CustomerSuccessBox integrates with all your existing systems including CRM, Support Desk, Billing, NPS, and Analytics to provide a 360 degree view of your customers.
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.
Playbooks
Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.
Segmentation
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
Never miss out on key events. Auto generate alerts to draw a success manager’s attention.
Portfolios
Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.
Communication & Tasks
Apply segment specific strategies. Segment by use case, location, industry, revenue, product usage.
Campaigns & Feedback
Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.
What our customers have to say
CustomerSuccessBox is built for modern ‘Inside’ success managers who mostly manage their customers remotely. It gives our CSMs a 360 degree view of their accounts and allows them to take action from within the platform instead of switching between tools. On top of that, the success playbooks have helped us reduce onboarding time to about 30 days.
Jayesh Gopalan
CEO, Classpro
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
Within weeks of implementing CustomerSuccessBox, we were able to foresee potential account churns by monitoring Account Health Scores. Warning came in early enough for our customer success team to engage in time. In most cases we were successful in retaining the customer. With this pace we are going to reduce the churn rate by 50% by end of the year.
Vivek Saini
Founder, QDC
Resources
Learn from our collection of blogs, ebooks and guides or listen to our webinars with customer success leaders.
In the News
Help your B2B SaaS predict churn
Discover the best way for your Customer Success Managers to deliver proactive success.
