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Actionable Customer Success Software for B2B SaaS

Deliver Successbecause software is not enough.

Integrates with

Customer Success Software Portfolio Dashboard

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

High Effort, High Churn

Deliver Outcomes, Maximum Retention

Are you ready to move to smart ?

Show me the smart way
Customer success software account view

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

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.

What our customers have to say

Resources

Learn from our collection of blogs, ebooks and guides or listen to our webinars with customer success leaders.

Ebook

5 Customer Success Strategies to Reduce Customer Churn in 90 days

Customer Success Webinar with Maranda Dziekonski

Webinar

How to Start a Career in Customer Success

Blog

How to improve renewals by reducing the onboarding time?

In the News

Help your B2B SaaS predict churn

Discover the best way for your Customer Success Managers to deliver proactive success.

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