CustomerSuccessBox integrates with customer data to give a complete 360 degree view of your customers. Do not just import data but use it to trigger alerts and influence account health.
Get account, contact, and opportunity information, purchase history, and even custom fields from all major CRM systems.
Capture all ticket information along with the entire conversation, ticket type, ticket status, escalations, and resolutions.
Billing & Payment
Collect key subscription and financial data such as contract length, renewals, discounts, invoices and payments.
Two-way email sync enables you to communicate with your customers without leaving your success platform.
Import chat details so that success managers have all communication in one place.
CoInclude Net Promoter Scores (NPS) to influence account health and trigger alerts.
Integrate with our Rest APIs to send existing product data
Already using Segment, Mixpanel or other analytics? We directly collect data from these services.