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Customer Success CRM that works perfectly with your Sales CRM

Actionable platform built for B2B SaaS Customer Success teams that integrates with Salesforce

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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

SaaS Companies delivering Success with CustomerSuccessBox

Almabase (1)
hiver
Locus Logo

Built for B2B SaaS

B2B SaaS businesses use CustomerSuccessBox to monitor health scores, reduce onboarding time and increase recurring revenue.

130% MRR Retention

Go from Reactive to Proactive. Run Onboarding Playbooks, Drive Upsell and achive better MRR retention.

Reduce 50% Logo Churn

Do not let churn surprise you.
Monitor Health, set up Risk Alerts and stay on top of churn, always.

2X-5X Accounts::CSM Ratio

Deliver more success for less. Lower your cost of Success per Account by improving operational efficiency.

The only All-in-One Actionable Customer Success Tool

health-360

Key Features

Empower your client success team with the best in class customer success management software to grow multi-million dollar portfolios

Milestones & Alerts

Never miss out on key events. Auto generate alerts to draw a success manager’s attention.

Playbooks

Time-bound playbooks and manage tasks to on-board, increase product adoption, renewals and upsells.

Segmentation

Apply segment specific strategies. Segment by use case, location, industry, revenue, product usage.

Account Health Monitoring

Auto monitor key parameters like usage frequency, features used, etc. that add up to account health.

360 degree view

Connect with CRM, helpdesk, Billing system and homegrown systems to get a 360o view of each account.

Portfolios

Get the big picture of every CSM’s portfolio. Track portfolio growth, retention rate and engagement.

Communication & Tasks

E-mail, make calls and manage tasks all from within a single platform to boost productivity by 2X.

Campaigns & Feedback

Send campaigns to customers based on pre-defined triggers. Nudge them to upgrade at the right moment.

Testimonials

What our customers have to say about CustomerSuccessBox

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

Let’s give your CSM team a CRM that’s built for them

CustomerSuccessBox is the platform to run your customer success management process >>

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