Built in Actionability. No switching between apps

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The ultimate customer success + Gmail integration

CustomerSuccessBox has built in actionability. There is no need to switch between apps to remain productive. You can sync your gmail to your CustomerSuccessBox Inbox. For CS reps who spend most of their time in CustomerSuccessBox but want to use a Gmail account to send emails. Emails are composed in CustomerSuccessBox but are sent through a connected Gmail account and Vice versa

See Integration in action

Driving Customer Success productivity becomes easier

All customer communication in one place
The 2 way sync between allows you to get all your customer communications in one place
View Relationship Health
Set up risk score and track relationship health based on the interactions that have taken place
Configure Risk alerts
Get timely alerts when there has been no communication with the customer over a period
Directly communicate with the customer
Send emails to your customer directly from CustomerSuccessBox via Gmail

Reaching out to customer become easy

  • Reach out to Users belonging to an Account directly from CustomerSuccessBox  Communicate any new update or information to your customer without having to switch between tabs
  • Get visibility of your customers right where you work, so you can efficiently keep a track of all customers accounts and deliver success to your customers directly from Gmail
  • You can take note, send attachment, assign a task to someone in your team or directly call the customer.

Reply to all your existing Gmail customers right within CustomerSuccessBox

  • The 2 way integration allows you to reply to all your Gmail customers right from CustomerSuccessBox
  • Get to view  all the conversation that has taken place so far without  depending upon your team mate
  • Can take advantage of ready to use email templates while replying to your customers

Built in Actionability with Gmail and CustomerSuccessBox Integration

See Customer Success platform in action



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.

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