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Outcome Driven Customer Success Software

Maximize retention, drive product adoption and grow revenue for your B2B SaaS

Integrates with

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

Built for B2B SaaS

B2B SaaS businesses use CustomerSuccessBox to monitor health scores, reduce onboarding time and increase recurring revenue.

130%

MRR Retention

Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achive better MRR retention.

50%

Reduce Logo Churn

Do not let churn surprise you. Monitor Health, set up Risk Alerts and reduce logo churn by up to 50%.

2X-5X

Accounts :: CSM Ratio

Deliver more success for less. Lower your cost of Success per Account by improving operational efficiency.

The All-in-One Customer Success Software

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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

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.

Thiago Nascimento Director of Customer Success

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.

Sergey Sundukovskiy CTO/CPO, Co-founder

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
Enrique Novomisky

Customer Success Playbook

Let our strategies improve your customer success practice. However complex your customer journey is, our customer success strategies will help you improve a stage, be it onboarding, renewal or upsell.

Customer Success Strategies to Reduce Customer Churn in 90 days

Whether you have teams of customer success managers for a few months or even years, these strategies will be valuable in reducing customer churn.
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Analyze 7 types of Customer Churn

Before we begin working on customer churn, we need to start by understanding what is causing the churn. And to get a clear answer to this question we need to dig into historical data.

Segment customers based on reason for Churn

We use the understanding of why each customer left and put them in a different bucket. This will form the basis of our strategy to reduce customer churn.

Specific strategies to reduce churn

What are some quick strategies that can provide quick tactical wins? And also offer a baseline for a long-term strategic initiative?

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