Get to 125%+ MRR Retention
Next Gen AI powered Customer Success Platform for B2B SaaS
Drive faster onboarding, monitor real time Account health and intervene proactively with AI generated recommendations and alerts for CSMs to retain and grow customers. Improve NRR, LTV and reduce Churn with CustomerSuccessBox.
Integrates in a few clicks with
Billions of events logged. 250,000+ Accounts and 1 million+ Users monitored Daily!
Top Rated Customer Success Software
Proud to be awarded 🏆 by G2 in 2020 and again in 2021. More than 85% of our customers have rated us five star ⭐️⭐️⭐️⭐️⭐️.
We strive to deliver the most innovative and best Customer Success Management Software in the world.
Thank you for your trust. The journey has begun!
Excellent platform to keep track of your customer relationships and improve internal processes
Christine W
Designed from the ground up for the needs of Customer Success and not just and upgraded CRM platform
Antony Lipman
Ease of Use
Customer Success Category Average: 8.6
Quality of Support
Customer Success Category Average: 8.9
Ease of Setup
Customer Success Category Average: 8.4
Hit your Net Retention Rate (NRR) target every quarter.
Acting when it’s already too late? Don’t know which account to focus? Few CSMs succeed while most miss?
Only 10% of SaaS business ever get past 125% NRR rate. Be in that 10%
HOW?
Teams powered by CustomerSuccessBox rely on leading indicators and know what actions to take proactively. They act on the right account at the right time, reducing missed opportunities.
Takes the guess work out. Put your SaaS on a predictable path to 125% MRR Retention.
CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances.
We chose CustomerSuccessBox because it streamlined our Onboarding process and now we exactly know which account is at what stage in their Onboarding journey and also identify early warning signs for proactive support. After implementing the CustomerSuccessBox, the CSM:Account ratio increased by 25% in 6 months.
CustomerSuccessBox provides a 360-degree customer view and end-to-end customer success management. Without having to switch platforms, we now have instant insights on account health, product adoption, plus risk alerts and upsell triggers. The platform enables us to automate customer success at scale without losing the human touch.
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.
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.
Why CustomerSuccessBox?
Retain customers with multi-dimension Real time Account Health. Not averages.
Get ahead of churn with segment specific Real-time Account Health. Don’t let averages mislead you. Track health across all dimensions i.e Product adoption, Relationship, Service and financial dimensions.
Know everything, while watching nothing, with our AI powered automatic anomaly detection. Never let churn surprise you with proactive Risk Alerts.
Stop early churn and lower time-to-value by 50%
‘Remote touch’ is the new normal in the post pandemic world even for your top tier customers. Our guided onboarding playbooks built for delivering the white glove service your key customers expect.
With CustomerSuccessBox create repeatable success plans, manage CSMs activities, track progress, monitor product adoption milestones and measure business outcomes delivered all from one place.
Scale Customer Success with Tech touch
Scale with automation for low tier ACV customers. While keeping CSM intervention as a ‘fail-safe’ when self serve is not able to drive product adoption.
Automate repeatable lifecycle engagements and internal system updates.
Deliver more success per CSM!
Convert CSMs to Super CSMs with AI.
CustomerSuccessBox AI learns from your past renewals and the actions that lead to renewals. AI recommends the next-best action that drives retention. Make even the new CSMs effective from day one.
AI ability to self learn from your past renewals off loads you from the burden of the configuring rule and thresholds manually. One less step means you get to negative churn even faster.
- + Retain Customers
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Retain customers with multi-dimension Real time Account Health.
Not averages.Get ahead of churn with segment specific Real-time Account Health. Don’t let averages mislead you. Track health across all dimensions i.e Product adoption, Relationship, Service and financial dimensions.
Know everything, while watching nothing, with our AI powered automatic anomaly detection. Never let churn surprise you with proactive Risk Alerts.
- + Onboard Customers
-
Stop early churn and lower time-to-value by 50%
‘Remote touch’ is the new normal in the post pandemic world even for your top tier customers. Our guided onboarding playbooks built for delivering the white glove service your key customers expect.
With CustomerSuccessBox create repeatable success plans, manage CSMs activities, track progress, monitor product adoption milestones and measure business outcomes delivered all from one place.
- + Scale with Automation
-
Scale Customer Success with Tech touch
Scale with automation for low tier ACV customers. While keeping CSM intervention as a ‘fail-safe’ when self serve is not able to drive product adoption.
Automate repeatable lifecycle engagements and internal system updates.
Deliver more success per CSM!
- + AI Powered
-
Convert CSMs to Super CSMs with AI.
CustomerSuccessBox AI learns from your past renewals and the actions that lead to renewals. AI recommends the next-best action that drives retention. Make even the new CSMs effective from day one.
AI ability to self learn from your past renewals off loads you from the burden of the configuring rule and thresholds manually. One less step means you get to negative churn even faster.
Get up-and-running lightning fast
Start syncing data from your favorite SaaS apps in minutes, not weeks or months
Account & Users:
Product Adoption:
Support Tickets & Chats:
Subscription and Invoice:
Communication:
Tasks, Notes and Events:
Key Features
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.
Playbooks
Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.
Segmentation
Apply segment specific strategies. Segment accounts and users 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 Analytics, CRM, Helpdesk, and Billing systems to get a 360 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 & Automation
Send campaigns to customers based on pre-defined triggers. Reach out to retain or expand the right account at the right moment.
Resources
Learn everything about Customer Success to improve your processes!
Ebook
The Customer Success Leader’s 30-60-90 Day Plan
This ebook will help in making the first 90 days plan when you are hired as the first Customer Success Leader in a company.
Webinar
How to do Churn analysis
Listen & Understand, Plan, Execute
Reduce Churn & drive retention.
Blog
SaaS customer retention best practices to maximize renewals
Without a high customer retention rate, a SaaS company will shut down, no matter how great the other metrics are.