Why Customer Success Software

About Us

Our Story

Welcome to the Subscription Economy. Everything is now available at $/month and the way we do business has fundamentally changed. The customer expects measurable business impact and trackable ROI. So, the traditional practices of customer acquisition and reactive support are not enough anymore.

For SaaS companies, 95%-80% of the LTV is locked in recurring revenue. So the secret to SaaS growth is to retain and upsell to customers. Grow Fast or Die Slow. Businesses don’t know who will Renew, Buy more or is at Risk until it’s too late!

While existing customer success solutions provided a ton of information, they did not enable actionability. Customer Success managers kept juggling between multiple software windows, making the job highly inefficient. Thus, there was a clear need for a solution to engage with the customers from the same platform.

From that vision we built the all-in-one solution for customer success that goes beyond health scores and viewing portfolios – CustomerSuccessBox. An Actionable Customer Success Platform for B2B SaaS businesses, it enables every Customer Success Manager to manage hundreds of accounts while growing a multi million dollar portfolio. We want to lower the cost of extending success programs. Thereby enabling customers even with lower ARPA or ACV to enjoy the benefits of a success program



Managing End User


Logging Events

1000+ per minute

Having Fun


Our Culture

We have created a product that B2B SaaS companies love and drives a customer success manager’s efficiency up by 2X. This has come about through a passion to make every customer successful and deliver predictable recurring revenue growth.

Everyone at CustomerSuccessBox is encouraged to focus on ideas that have an impact for each customer. We offer a fun atmosphere where anything goes as long as you’re getting work done.

CSB Team
CSB Team

Join Our Team

At CustomerSuccessBox, you will have the opportunity to experience the second wave of customer success software via an all-in-one actionable platform for B2B SaaS companies.

If you are passionate about making customers happy and successful, get in touch with us today.


Puneet Kataria

Puneet Kataria

CEO & Founder

Puneet leads CustomerSuccessBox. Prior to this he was VP of Sales & Marketing at a SaaS company. In 16 years of professional career, he has been a sales leader at ThoughtWorks, IBM, Telelogic and an Engineer with Honeywell Aerospace.

Puneet has completed an Executive General Management Program from IIM-Bangalore. He has a Masters and Bachelors degree in Computer Science.


Amritpal Singh

CTO & Co-Founder

Amrit leads technology and engineering at CustomerSuccessBox. Prior to this, Amrit developed four other platforms from scratch. He has worked at Droom, Kayako and has been a co-founder of a healthcare startup. He is a regular open source contributor.

Amrit has an Engineering degree from GND University (ranked among the top 25 in India).

Our Team


Nilesh Surana

Marketing Head


Nitish Thakur

Software Developer


Mandeep Singh



Nitika Mittal

Quality Analyst

Get in touch…

Customer Success 2.0 is here!

What you’ll get in the live demo

  • 1:1 product walkthrough
  • Account health configuration
  • Learn how to set up milestones and alerts
  • Create segments and playbooks