Get all your revenue related data in one place

Speak to our Chargebee Integration expert

Drawing actionable insights from your subscription data is easy

Create lifecycle stages based on revenue. Set risk alerts to ensure recurring revenue stays on track. For example, you can set an alert for occurance of any overdue /unpaid invoices. You can trigger a series of automated emails or create an Human intervention task till the status comes backs to normal. This can be done even for your failed transactions .

See Integration in action

Driving Business Outcome becomes easier

Create accounts in CustomerSuccessBox
Create, manage Accounts and Subscriptions, Invoices in CustomerSuccessBox from Chargebee
View Financial metrics from Chargebee
Calculate your monthly recurring revenue based on the last payment data from Chargebee
Configure Risk alerts
Calculate the financial health of the customer and set up risk alerts based on your invoice data
List account in CustomerSuccessBox
List your accounts based on your subscription data- MRR, failed payment status

Get all insights related to financial health

  • Set up financial health based on your subscription data from Chargebee. Set risk score based on number of invoices overdue, transaction failed status
  • Create tasks and alerts for any failed payments or for next billing date.For example- you can create a task to remind you 20 days before the next billing date
  • Calculate your Monthly Recurring Revenue(MRR)  based on the last payment received .segments accounts based on MRR, billing cycle, invoice status for better visibility and outreach
Glyn Trott
Managing Director
AgentOS
We went with CustomerSuccessBox because we wanted to move to a proactive way of communicating with clients. We wanted our entire team to be working proactively and CustomerSuccessBox was the first step to achieve that and embed that in our Customer Success Team’s culture.
We went with CustomerSuccessBox because we wanted to move to a proactive way of communicating with clients. We wanted our entire team to be working proactively and CustomerSuccessBox was the first step to achieve that and embed that in our Customer Success Team’s culture.
- Glyn Trott
Managing Director

Segment your customers based on financial data

  • Now , you can segment your customers based on financial data like - failed payment or MRR and create specific playbooks
  • Set alerts for all unpaid payments to ensure recurring revenue stays on track

Grow your recurring revenue engine with Chargebee and CustomerSuccessBox Integration

See Customer Success platform in Action

FAQs

Heading

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Ready to integrate with CustomerSuccessBox

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