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Get to 130% MRR retention with Customer Success Software

AI powered Customer Success Software to Onboard, Retain, Upsell & drive MRR Growth for B2B SaaS.

Integrates in a few clicks with

Trusted by Customer Success teams

Billions of events logged. 250,000+ Accounts and 1 million+ Users monitored Daily!

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%

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How Customer Success technology helps

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.

#1 Customer Success Software

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.

customer success software account health

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.

onboarding playbook

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!

Automated Customer Success Journey

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.

ai powered recommendations
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Retain Customers

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.

customer success software account health
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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.

onboarding playbook
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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!

Automated Customer Success Journey
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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.

ai powered recommendations

CustomerSuccessBox Integrations

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:

Top Rated Customer Success Software

The Actionable Customer Success Software with most advanced features

Empower your customer success team with the best in class customer success software to grow multi-million dollar portfolios

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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.

Customer Success Resources

Learn everything about Customer Success to improve your processes!

customer success strategy

Ebook

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

The first 90 days plan as a Customer Success Leader in a company.

Webinar

How to Onboard Customers Remotely

Learn strategies and guidance to be used for Onboarding customers

Blog

SaaS customer retention best practices to maximize renewals

Without a high customer retention rate, SaaS businesses cannot survive.

Deliver world class customer success at Scale

SPEAK TO CUSTOMER SUCCESS EXPERT
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