Automated Customer Emails

Customer Success automation to grow your multi-million dollar portfolio

See Customer Success platform in action

Don't ever miss a touchpoint

Never miss a touchpoint with customer success automation for any lifecycle event, be it renewal, upsell or an executive business review.

See Platform in action

Send automated emails

  • Send Educational emails to new users to start their Onboarding
  • Send emails to feature users to expose them to new features
  • Alert users when their usage drops off for a particular feature

Drive Product adoption with automated emails

  • Share high value action steps with a new user over a self-onboarding drip
  • Reach out if new user faces challenges in using the product
We pride ourselves for being the #1 Customer Success software


Learn more about CustomerSuccessBox Features

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Automated Onboarding
Guided playbooks and milestone for faster time to value
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Product Adoption Milestone
Track key feature adoption milestones to drive product adoption
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CSM Day Plan
Track of all activities/tasks in order of importance for the day
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Deliver world class Customer Success at scale

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