Get all your Revenue metrics in one place

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The ultimate customer success and revenue metrics 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

Maximise revenue with Stripe +CustomerSuccessBox

Create or Manage accounts
Create and/or manage Accounts and Subscriptions in CustomerSuccessBox from Stripe
View Financial metrics
View all invoices or calculate MRR based on the invoice data from stripe .
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 based on this.
  • 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
Antony Lipman
Head of Customer Success
Practitest , Israel
CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances.
CustomerSuccessBox has really helped us to focus on things we needed to focus on. It has helped us to be more proactive and work on customers who are risky and as a result we had a much better 2020 than what we had expected under the circumstances.
- Antony Lipman
Head of Customer Success

Expand your revenue related customer data

  • Set alerts for unpaid invoices or if the last transaction status is failed.
  • Build customer success playbooks based on revenue or unpaid invoices. For example, if revenue drops below a certain amount, a series of messages can be sent via email or other channels.

Fuel your recurring revenue engine with Stripe 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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