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Actionable Customer Success Platform

Acquire, Onboard, Upsell and Retain Customers Forever

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Customer Success Platform


Seeds of success are sown early. Studies have found that customers that survive and thrive in the first 30, 60 and 90 days, stick on for a very long time. Take customers through a planned onboarding journey. Don’t leave onboarding to chance.  Learn more

customer success platform with playbooks

Customer Onboarding

Onboard customers with time-bound success plays. CustomerSuccessBox onboarding playbook lets you track not just process, but also monitor expected product adoption at each stage using patent-pending technology.

Segment Onboarding

Watch all new accounts during the crucial Onboarding stage. New accounts get automatically assigned to Onboarding Segments so that you’ll never drop the ball on them.

customer success platform to onboard customers


No more guessing on who will renew by monitoring real-time Account Health. Coupled with customer billing and CRM data, you will have all the data to retain customers.  Learn more

Monitor product usage with customer success platform


Monitor product usage and number of active users to determine the engagement level of an account. Customer churn will not be a surprise if you are on top of license utilization numbers.

360 degree Customer View

A fully integrated customer success platform that connects with your CRM, Helpdesks, Billing system, customer engagement system and even your homegrown systems to provide customer success managers a complete 360 degree view of each account.

See all integrations.

customer success platform with 360 degree customer view
actionable customer success software


No more juggling between tools, get all customer communication in one place. You get the ability to send emails, make calls and manage tasks from inside the customer success platform. CSMs take preemptive measures to engage with accounts with average or poor health.

User Activation

Activate real users within each account. Identify and onboard new users within old accounts. Create product champions.

Activate real users with customer success platform


Grow your portfolio by monitoring Up-sell signals. Know who is ready to upgrade and nudge them at the right moment. Increase up-sells and drive growth. Learn more


Monitor all license utilization metrics and know which account has high license usage. Utilize this segment to determine when to up-sell and to which account.

Customer success platform to determine upsells
Watch out for upgrades with customer success platform

Active User Alert

Watch out for upgrade opportunities. Create Alerts for High License utilization.

Upgrade Playbook

Everyone creates onboarding playbooks. Think beyond onboarding. CustomerSuccessBox allows you to create playbooks to determine when an account is ready for an upgrade.

customer onboarding playbook
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