Reduce Churn
No more guessing on who will renew by monitoring real-time Account Health
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.
Alerts
Set up predefined triggers to notify your success managers when a milestone is achieved. Take proactive actions to retain customers.
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.
Portfolio
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.
Taskboard
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.
Testimonials
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.
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.
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.
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.
