Customer Retention for B2B SaaS | CustomerSuccessBox skip to Main Content

Reduce Churn

No more guessing on who will renew by monitoring real-time Account Health

Customer Success Platform

Customer Retention for B2B SaaS

Coupled with customer billing, CRM, support and product usage data, you will have all the data to increase customer retention.


Set up predefined triggers to notify your success managers when a milestone is achieved. Take proactive actions to retain customers.

customer retention alert email
monitor health to know who will renew

Monitor Health

Every account, within the segment is unique in its own right. Monitor account health for each account based upon properties of each individual account.


Manage your customer portfolio from one place. Know who is ready to renew and nudge them at the right moment. Reduce churn and grow recurring revenue.

monitor renewal dates and increase customer retention
assign tasks to achieve customer retention goals


Monitor all tasks in one place as your customer success team works on them to achieve customer retention goals. Create new tasks for each account and assign them to CSMs.


What our customers have to say about CustomerSuccessBox

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
Back To Top