Billions of events logged. 250,000+ Accounts and 1 million+ Users monitored Daily!
Top Rated Customer Success Software
One tool to have updated data about your accounts, easy to use and understand.
Angela, Customer Success Manager at Pipedrive
Excellent Success Platform
Barton, Customer Success Manager at Sensemetrics
Don’t leave revenue growth to chance. Never run blind again!
Customer Success Software is mission-critical to 130% MRR retention. Without it, Customer Success teams more-often-than-not can only act when it’s already too late.
What has changed?
Teams powered by CustomerSuccessBox rely on leading indicators to act on the right account at the right time, reducing missed opportunities.
Smart playbooks combined with milestones results in consistent delivery of desired outcomes, putting your SaaS on a predictable path to 130% MRR Retention.
Get up-and-running lightning fast
Start syncing data from your favorite SaaS apps in minutes, not
weeks or months
Account & Users:
Support Tickets & Chats:
Subscription and Invoice:
Tasks, Notes and Events:
Empower your customer success team with the best in class customer success software to grow multi-million dollar portfolios
Milestones & Alerts
Truly understand Product Adoption. Auto generate risk and upsell 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 accounts and users 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 Analytics, CRM, Helpdesk, and Billing systems to get a 360 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 & Automation
Send campaigns to customers based on pre-defined triggers. Reach out to retain or expand the right account at the right moment.
Learn everything about Customer Success to improve your processes!