Product Overview
The ultimate AI-powered customer success platform to grow & retain customers
CS Intelligence
The power of AI and ML to drive prescriptive success for all stages of customer lifecycle
Solutions
Features
Integrations
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Automation
Customer Success automation at scale
Upsells
Increase Upsell with targeted playbooks and alerts
Customer Retention
Retain your clients with AI generated smart recommendation
Customer Onboarding
Guided playbooks and milestones to deliver early value
Account Health
The holistic measure of value delivered to your customer
Automated Customer Emails
Share high value action steps over automated emails
Automated CSM Alerts
High value alerts for CSM for proactive intervention
Upsell Signals
Get a forecast of when to upsell to which account
Customer Success Risk Alerts
AI powered risk alerts for proactive intervention
Customer Success Account Relationship
Track and monitor every touchpoint to gauge account relationship
Product Adoption Software
Track product usage at all levels
Guided Onboarding
Planned onboarding journey to deliver early value
Product Adoption Milestone
Track key feature adoption milestones to drive product adoption
Business Outcome Management
Track business outcomes at account level to for prescriptive guidnace
CSM Intervention
Built in actionability right within the platform
CSM Portfolio Tracking
View status of all accounts in the CSM portfolio in one glance
CSM Day Plan
Track of all activities/tasks in order of importance for the day
Account Success Plan
Know the status of the business Outcome of all the accounts
Account Service Quality Health
Track all service tickets to calculate service health
Account Relationship Health
Track all customer touchpoints to calculate relationship health
Account Financial Health
Track all financial signals to calculate financial health
Product Adoption Health
Track all product signals to calculate the product health
Account Risk Tracking
Auto generate risk alerts for accounts for CSM intervention
AI Retention Probability
Knowing which customers are going to renew is easier
AI Insights
Real time relevant insights of the account for proactive intervention
AI Recommendation
Proactive AI powered smart recommendations to drive retention
Customer Success Dashboard
Get view of all customer accounts in your portfolio
Net Promoter Score (NPS)
Measure, analyze and grow your customer base with NPS
Customer Segmentation
Segment accounts for driving customer success at scale
Automated Onboarding
Guided playbooks and milestone for faster time to value
Salesforce
CustomerSuccessBox is Salesforce # 1 alternative
Planhat
CustomerSuccessBox is the #1 Planhat Alternative
Churnzero
CustomerSuccessbox is #1 alternative to Churnzero
Totango
CustomerSuccessBox is best alternative
Gainsight
CustomerSuccessBox is Gainsight # 1 alternative
Health Score 3
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Health Score
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Blogs
Guides
Templates
E-books
Webinars
Newsletters
Trainings
The 3 Quarterly Business Review Examples
Top 10 Customer Success Certifications
10 Customer Success KPIs every SaaS company should track
Gross Retention Rate or Net Retention Rate- Which is the key customer retention metrics to track
6 Key Responsibilities of a Customer Success Manager in a SaaS Company
Top Customer Success Events in 2022
6 Key Traits of a CSM
Customer Success Manager (CSM): Responsibilities, Compensation and salary trends in 2022
Customer Success Manager vs Account Manager – What is the difference between them?
Do you have a definite customer success org structure?
Top Customer Success Conferences in 2021
Guide to Creating a Playbook
Designing a Customer Onboarding Framework for B2B SaaS
Top 10 trends shaping the future of Customer Success in 2021
Customer Success Statistics in 2021
4 customer onboarding metrics for SaaS companies
The Effective way to Sales, Customer Success, and Implementation Handoff
Customer Success Defining Trends in the year 2022
Attention CSMs : How to carpe your diem!
How to Maximise Net Revenue Retention
A Comprehensive Guide to Chief Product Officer
The Ultimate guide to Customer Onboarding
Net Promoter Score(NPS) benchmark for the year 2021
How to do customer health score in 2022?
Top 50 resources for customer success
The Ultimate Guide on Customer Journey Mapping
How to start a Customer Success department?
The Ultimate Renewal Playbook
The Ultimate Guide on Customer Success Operations
The Ultimate Guide to Customer Retention
Laying Down your Customer Success Tech Stack
The Ultimate Guide to Being a Customer Success Manager
A Comprehensive Guide to Customer Marketing for SaaS
The essential guide to Quarterly Business Reviews (QBR)
A Guide to Customer Advocacy and Driving Value Through it
The Ultimate guide to top tools in Customer Success
The Ultimate Guide to Churn Rate
Customer Success Budget Template
Customer Success Interview Template
Customer (User) Journey Template
Customer Exit Interview Template
Successful kickoff partnership template
Customer Advocacy Template
Cheat Sheet for Evaluating a Customer Success (CS) Platform
Customer HealthScore Template
Churn Analysis Template
Upsell Opportunity Template
The Ultimate Cheat Sheet to Customer Success
Customer Onboarding Template
Renewal Template
90 Day Customer Success Plan Template
Quarterly Business Review Template
The Case Study Template
How to build a scalable customer success team
How to be a Rockstar Customer Success Manager
Customer Success strategies to reduce churn in 90 days
The Customer Success Leader’s 30 60 90 Day Plan
Open Source Customer Success at Red Hat
How to start a career in Customer Success
Playbook: Delivering Customer Success to Fortune 500 Companies
Company Success vs Customer Success
The Ultimate Guide to Building a Customer Success Team
How Apptio defines Customer Success Metrics
Best Practices for a Customer Success team
Customer Success Automation: To automate or Not to automate
Is my SaaS ready for customer success technology?
Deepdive: Impact of Internal Customer Success
Customer Success playbook for an economic crisis
Dos and Don'ts for Customer Success in 2020
Get to 125% ARR Retention FASTER with AI
How to do Churn analysis
How to Onboard Customers Remotely
Customer Success newsletter I Feb edition
Customer Success newsletter I Dec edition
Customer Success newsletter I Nov edition
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
Why a CRM is not sufficient for your Customer Success function?
View All

Looking for a better Planhat alternative?

See CustomerSuccessBox in action

Move beyond analytics tools built for expensive field success operations

CustomerSuccessBox is built for managing $5K-$100K/year SaaS products built to solve complex problems which require strategic human intervention and handholding to keep product adoption on track.

Quick Onboarding
CustomerSuccessBox tracks product adoption milestones that reduces Onboarding time by 50%
Easy implementation
CustomerSuccessBox takes weeks to deploy. Lower your cost of Success per Account by improving operational efficiency.
Product adoption cycle
CustomerSuccessBox does not require any external partners to deploy and has elevated their level by tracking Product Adoption (Milestones) and Outcomes

Modern teams run hybrid customer success operations

  • Modern teams run hybrid customer success operations. 80% inside | 20% outside. Manage hundreds of accounts per success manager with CustomerSuccessBox.
  • Know which workflow was successful and which needs a customer success manager’s attention.
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.
Download Case StudyWatch video
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
Download Case StudyWatch video

No more shuffling between tools

  • Write emails, make phone calls, manage tasks, log activities from within the platform.
We pride ourselves for being #1 customer success software

The Outcome driven customer success platform

See CustomerSuccessBox in action

CustomerSuccessBox Vs Planhat

CustomerSuccessBox is a self-managed and self-administered customer success platform built specifically for B2B SaaS

Start free TrialRequest Demo
Feature Comparison
Built for Inside CSMs
Write E-mail
Make phone calls
Task Management
Smart Playbooks
Campaigns
Download Case Study

FAQs

Which features are unique to CustomerSuccessBox and not available in Planhat?

1. Actionability- CustomerSuccessBox customers can send emails, make phone calls right from the platform. Whereas Planhat does not facilitate that.  

2. Hybrid Customer Success operations- CustomerSuccessBox allows you to handle hundreds of accounts per CSM. Determine which workflows were successful and which require the attention of a customer success manager.

3. CustomerSuccessBox is designed to manage $5K-$100K/year SaaS products that solve complex problems and require smart human intervention and handholding to ensure product adoption.

Is CustomerSuccessBox an alternative to Planhat?

Ready to integrate with CustomerSuccessBox

Get StartedGo to all Integrations
Popular Guides
Guide to Chief Product Officer
Customer Onboarding
Net Promoter Score benchmark
Customer Health Scoring
Top 50 resources for CS
Customer Journey Mapping
How to start CS department
Renewal Playbook guide
Customer Success operations
Customer Retention Guide
Customer Success tech stack
Guide to Chief Product Officer
Customer Onboarding
Net Promoter Score benchmark
Customer Health Scoring
Top 50 resources for CS
Customer Journey Mapping
How to start CS department
Renewal Playbook guide
Customer Success operations
Customer Retention Guide
Customer Success tech stack
Customer Success Manager
Customer Marketing guide
Quarterly Business Review
Customer Advocacy Guide
Top tools in CS
Guide to Churn Rate
View All
Popular Templates
Customer Success Budget Template
Customer Success Interview
Customer Journey template
Customer Exit Interview
Kickoff Partnership template
Customer Advocacy template
Evaluating CS platform
Customer Healthscore template
Churn Analysis template
Upsell Opportunity
Cheat Sheet to CS
Customer Success Budget Template
Customer Success Interview
Customer Journey template
Customer Exit Interview
Kickoff Partnership template
Customer Advocacy template
Evaluating CS platform
Customer Healthscore template
Churn Analysis template
Upsell Opportunity
Cheat Sheet to CS
Customer Onboarding template
Renewal template
90 day Customer Success plan
Quarterly Business Review
The Case study
View All
Popular Guides
Customer Success Tools
Customer Onboarding
Customer Technology Stack
Customer Success jbo
Quarterlsiness Review
Chieuct Officer
Customer Health Scoring
Customer Success Manager
NPS Industry trends 2021
Customer Health etheh hr. rhrg
Star
NPS Industry t 2021
View all
#SuccessBound Monthly Newsletter
#SuccessBound- February
#SuccessBound- December
#SuccessBound-November
Platform
Automated Onboarding
Account Success Plan
Customer Success Risk Alerts
Upsell Signals
Account Health
Integrations
Solutions
Automation
Upsells
Customer Retention
Customer Onboarding
Resources
Blogs
[E-book]-Scaling up a customer success team
[E-book]-Rockstar Customer Success Manager
[E-book]-Reduce Churn in 90 days
[E-book]-Customer Success leader 30-60-90 days
Webinars
Customer Success Manager Certification
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