Get all your revenue related metrics in one place

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The ultimate customer success + subscription data integration

You can create lifecycle stages based on revenue and also ensure your recurring revenue stays on track with risk and alerts. For example, you can set an alert or a followup task for any overdue /unpaid invoice. Run playbook based on transaction status. For example- if its a failed transaction, a play book with series of followup emails and Human intervention tasks can be created

See Integration in action

Driving Customer Success Outcome becomes easier

Create or Manage accounts in CustomerSuccessBox
Create Accounts and Subscriptions in CustomerSuccessBox from Quickbooks
View Financial metrics
View all invoices or calculate MRR based on the subscription data from quickbooks .
Configure Risk alerts
You can calculate your health-score and set up risk alerts based on your invoice data
Segment account in CustomerSuccessBox
Segment your customers based on data like failed payment or MRR

Get a Grip on your Financial health

  • Set up financial health based on your revenue metrics data- invoice  due, total amount due, transaction status and take proactive intervention. Set the risk score
  • 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 based on the last payment amount received and segment account based on the data for personalised outreach and success plans
Karen
Chief Customer Success Officer
jacando
We chose CustomerSuccessBox because it streamlined our Onboarding process and now we exactly know which account is at what stage in their Onboarding journey and also identify early warning signs for proactive support. After implementing CustomerSuccessBox, the CSM:Account ratio increased by 25% in 6 months
We chose CustomerSuccessBox because it streamlined our Onboarding process and now we exactly know which account is at what stage in their Onboarding journey and also identify early warning signs for proactive support. After implementing CustomerSuccessBox, the CSM:Account ratio increased by 25% in 6 months
- Karen
Chief Customer Success Officer

Enhance customer info with Quickbooks integration

  • Segment your customers based on data such as failed payments or value of account in MRR.
  • Build customer success playbooks based on transaction status (e.g., “failed payment”) or next billing date
  • Send series of emails if the transaction status is "failed" till status changes

Fuel your recurring revenue engine with Quickbooks 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.

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