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Create your own Customer Success Dashboards with CustomerSuccessBox

Actionable platform built for B2B SaaS Customer Success teams.

The CustomerSuccessBox dashboards are customized to display reports for stakeholders, including individual CSMs, managers, executives, and boards of directors.

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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

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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

Why monitor only one health score when you can measure four signals of account health and even add a fifth one?

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customer success software account health

Use our smart playbooks to drive true product adoption. Reduce onboarding time by half and increase product stickiness.

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customer success software onboarding playbook

A CSM can’t deliver success to all hundreds of accounts in the same way. Segment accounts to drive renewals.

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customer success software segments
+ Monitor Account Health

Why monitor only one health score when you can measure four signals of account health and even add a fifth one?

Learn more

customer success software account health
+ Customer Onboarding

Use our smart playbooks to drive true product adoption. Reduce onboarding time by half and increase product stickiness.

Learn more

customer success software onboarding playbook
+ Customer Retention

A CSM can’t deliver success to all hundreds of accounts in the same way. Segment accounts to drive renewals.

Learn more

customer success software segments

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.

CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances.

Ready to start building your dashboards ?

See how CustomerSuccessBox can help you build powerful CSM dashboards >>

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