Automated CSM Alerts

Automate your customer success process with alerts

See Customer Success platform in action

Never ever miss a touch point

Create and manage CSM alerts to achieve customer goals for each account.

See Platform in action

Take Customers through planned Onboarding Journey

  • Create and manage tasks to achieve customer onboarding goals for each account.

Monitor and generate high value signals

  • Monitor and generate high value alerts for CSM for accounts that need CSM attention, and it is used to cover use cases such as  Risk, Upselling, and Renewal.
We pride ourselves for being the #1 Customer Success software


Learn more about CustomerSuccessBox Features

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Product Adoption Milestone
Track key feature adoption milestones to drive product adoption
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CSM Portfolio Tracking
View status of all accounts in the CSM portfolio in one glance
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Account Success Plan
Know the status of the business Outcome of all the accounts
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Deliver world class Customer Success at scale

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