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Innovative Customer Success Platform for Remote success teams at B2B SaaS

Drive product adoption, engage with the right customer at the right time and deliver business outcomes to reduce churn, increase upsells and grow subscription revenue.

Integrates in a flash with

Tens of Millions of events logged. 500,000+ Accounts and 2 million+ Users monitored Daily!

Achieve Business Success

B2B SaaS businesses use CustomerSuccessBox to reduce onboarding time, increase recurring revenue and increase operational efficiency.

130%  up

MRR Retention

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

50%  up

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  up

Increase Accounts per CSM

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

Why CustomerSuccessBox?

automated customer success journey

Customer Spotlight

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.

Gustavo Bianco Head of Customer Success

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

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.


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.

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.


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.

Customer Success Plan Ebook

For first time Customer Success Leaders & future leaders to set up result oriented Customer Success Processes.

Guide to Building The Customer Success Leader’s 30-60-90 Day Plan

Start making an impact and show Positive ROI by implementing this 90 days
Actionable plan for B2B SaaS

  • Monthly focus items & goals
  • Why to learn, What to plan, How to execute
  • Common mistakes Customer Success Leaders make

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