Customer Success Dashboard

Simplify your customer success operations

See Customer Success platform in action

Get a view of all your accounts in one go

Customer Success Portfolio Dashboard acts as a compressed high-value daily review and act view for the Customer Success team.

See Platform in action

Get a high level overview of your portfolio

  • Get a high-level overview of a portfolio which can be narrowed down by specific account segments. You can understand the current status of your portfolio and the trends that can be noted.

Let you know which accounts needs your attention

  • The  Act tab shows a high-level overview of the accounts in your portfolio that needs your attention. It flashes up the most relevant set of accounts to look at for various use cases such as pending tasks, pending playbook, upcoming renewals, at risk accounts etc.
We pride ourselves for being the #1 Customer Success software


Learn more about CustomerSuccessBox Features

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Guided Onboarding
Planned onboarding journey to deliver early value
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Customer Success Account Relationship
Track and monitor every touchpoint to gauge account relationship
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AI Insights
Real time relevant insights of the account for proactive intervention
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Deliver world class Customer Success at scale

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