Before CustomerSuccessBox, we had little awareness of which customer needed our help and who was happy. With CustomerSuccessBox’s custom account health and smart playbooks, we are no longer on the defensive. It helps our success managers take proactive actions to retain customers and reduce churn.
Enrique Novomisky
Co-founder, WoowUp
Need a platform to monitor customer health scores?
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Grow
For businesses who want to start with the customer success initiative with a small success team
Standard Integrations
Single Product
Email Support
Business
For businesses with mature customer success practices and a large success team
Standard integrations with custom rules
Single Product
Live Chat Support
Enterprise
For businesses who want to extend with the customer success initiative across a range of products and teams
Standard integrations with custom rules and two way sync
Multi Product
Phone Support
Grow Includes
- All Customer Communication
- Account Health Monitoring
- Onboarding & Workflows
- Portfolio Management
- Alerts & Tasks
- Campaigns
- Predictive Account Forecast
- Revenue Forecasting
Business Includes
All Grow Features…
- All Customer Communication
- Account Health Monitoring
- Onboarding & Workflows
- Portfolio Management
- Alerts & Tasks
- Campaigns
- Predictive Account Forecast
- Revenue Forecasting
Enterprise Includes
All Business Features…
- All Customer Communication
- Account Health Monitoring
- Onboarding & Workflows
- Portfolio Management
- Alerts & Tasks
- Campaigns
- Predictive Account Forecast
- Revenue Forecasting
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| Included | |||
|---|---|---|---|
| Product | Single Product | Single Product | Multi Product |
| Engagement | |||
| Calling time* Outgoing calls to US/Canada and 100+ countries included | 300/minutes/user | 500/minutes/user | 1000/minutes/user |
| Data and Integrations | |||
| Offered Integrations | Standard | Standard integrations with custom rules | Standard integrations with custom rules and two way sync |
| Gmail Sync | |||
| APIs | |||
| Events limit | 5M/events/month | 20M/events/month | Upto 1B events per month |
| Addtional Events | – | – | – |
| Events RetentionAvailable Integrations | 3 months | 1 year | Custom |
| CRMfrom $49/month | Custom rules | Two way | |
| Subscription Managementfrom $49/month | |||
| Support / Chatfrom $49/month | |||
| Analyticsfrom $49/month | |||
| Support and Success | |||
| Support9am – 5pm EST | Live Chat | Phone | |
| Success Manager | Onboarding manager for 90 days | Named Success manager for life of subscription | Quarterly Business Reviews |
| Technical Integration Manager | – | – | |
| Success Manager lead Onboarding | |||
| Training | One time user training | Quarterly user training Quarterly business training |
OnDemand user training |
Frequently Asked Questions
Is there an Onboarding fee?
- There may be a small one-time fee charged for Onboarding. It depends on the size and scope of the Onboarding process.
What is the standard Onboarding time?
- 4-8 weeks
What is covered under onboarding?
- Onboarding process
- Product training
- Hand holding during integration
- Workshops for setting up the right milestones and health scoring
- Playbook creation workshops
Is there an extra fee for support?
- Standard Email and Chat support is included in the pricing for the duration of the platform subscription.
- Support timings: 8:00 am – 5:00 pm EDT, 5 Days a week. Off on holidays.
- Limited phone support for any major blocking issues.
Is there any Integration Fee?
- A small fee starting from $49/month/Integration
- Integration via APIs – Free
- Gmail (G Suite) – Free
What about Custom Integrations, if the product I want to integrate is not listed?
- We are constantly adding new integrations. Write to us for any integrations that you’d like.
- As an alternative, API is always a great way to bring in data from a homegrown or a non-integrated platform. There is no extra charge for API based integration.
