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Customer Success Management Tool for B2B SaaS

Actionable platform built for Inside Customer Success teams

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SaaS Companies delivering Success with CustomerSuccessBox

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 All-in-One Customer Success Tool for Salesforce Users


Key Features

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

Milestones & Alerts

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


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


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.


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.


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

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See how our Customer Success Management Tool can help reduce churn in 90 days

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