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Actionable Customer Success Software for B2B SaaS

Deliver Success, because software is not enough.

  • Convert    |
  • Onboard    |
  • Retain    |
  • Upsell

Millions of events logged & 100,000+ Accounts monitored Daily!

Deliver Desired Outcome

Customer Success Lifecycle

The only All-in-One Actionable Customer Success Software

50% of the churn happens in the first 90 days.

Onboard customers with a well-defined time-bound process.

Track not just process, but also watch expected product adoption at each stage using patent-pending technology.

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customer onboarding playbook

No more guessing on who will renew by monitoring real-time Account health.

Coupled with customer billing and CRM data, you will know when value delivery stops for a given customer.

Allow CSMs to engage proactively without waiting for the renewal date.

Learn More

customer success software to reduce churn

Grow your portfolio by listening for Up-sell Signals.

Know who is ready to move to the next plan and give them the nudge at the right moment.

Increase up-sells and drive expansion.

Learn More

customer success platform to convert trials to acquisitions

No more guessing which accounts are doing good and which need help.

Monitor every account’s product adoption and key parameters that add up to a simple health indicator of Good, Average and Poor.

Learn More

customer success software to monitor account health

Not just an information tool or a task manager, CustomerSuccessBox is an actionable customer success software.

No more juggling between tools, get all customer communication in one place.

Learn More

actionable customer success software
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Onboard

50% of the churn happens in the first 90 days.

Onboard customers with a well-defined time-bound process.

Track not just process, but also watch expected product adoption at each stage using patent-pending technology.

Learn More

customer onboarding playbook
+
Reduce Churn

No more guessing on who will renew by monitoring real-time Account health.

Coupled with customer billing and CRM data, you will know when value delivery stops for a given customer.

Allow CSMs to engage proactively without waiting for the renewal date.

Learn More

customer success software to reduce churn
+
Up-sell

Grow your portfolio by listening for Up-sell Signals.

Know who is ready to move to the next plan and give them the nudge at the right moment.

Increase up-sells and drive expansion.

Learn More

customer success platform to convert trials to acquisitions
+
Monitor Health

No more guessing which accounts are doing good and which need help.

Monitor every account’s product adoption and key parameters that add up to a simple health indicator of Good, Average and Poor.

Learn More

customer success software to monitor account health
+
Engage

Not just an information tool or a task manager, CustomerSuccessBox is an actionable customer success software.

No more juggling between tools, get all customer communication in one place.

Learn More

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.

Account Health Monitoring

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.

Portfolios

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.

Testimonials

What our customers have to say about CustomerSuccessBox

Jayesh Gopalan

CEO, Classpro

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.

Enrique Novomisky

Co-founder, WoowUp

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.

Vivek Saini

Head of Customer Success, QDC

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.

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