CustomerSuccessBox Reviews

Himanshi G.Customer Success Manager

4.0

The product's direct call option is a helpful way to connect with customers without switching apps. It also records the call so tracking past conversations become super easy. Review collected by and hosted on G2.com.

Deep P.Partner Experience Manager

4.5

I can now easily manage all my assigned tasks and also keep an eye on the summary with the client. Integration with the calendar is also one of the best things to manage call logs. The activity of the client is also measured like health. Review collected by and hosted on G2.com.

Verified User in Events ServicesSmall-Business(50 or fewer emp.)

4.0

One of the best things about CS Box is the amount of data collection points that they have in their platform. Really makes it easy for CSMs to get capture and note information about client acocunts. Review collected by and hosted on G2.com.

Verified User in Marketing and AdvertisingMid-Market(51-1000 emp.)

1.0

Customization of reports is not very friendly Review collected by and hosted on G2.com.

Verified User in Computer SoftwareMid-Market(51-1000 emp.)

2.0

Not much to be honest, a little interactive UI would be nice to have feature Review collected by and hosted on G2.com.

Verified User in Consumer ServicesMid-Market(51-1000 emp.)

2.5

There are lots of bugs and we need some of the tutorials Review collected by and hosted on G2.com.

Anonymous ReviewerBroadcast Media

5.0

The way it seamlessly connects multiple accounts and their issues in one location and manages to give alerts at the right time is really effective.

Anonymous ReviewerComputer Software

5.0

One View dashboards to have a check on overall client health including Adoption,financial,support and relationship scores

Anonymous ReviewerComputer Software

5.0

I liked the tasks notification feature , you no longer need to remember the next day follow ups with your customer. I also really like the feature where you get to know how much meetings and calls happened on that particular day or week, It will help to calculate the productivity. Email Sync is also a very good and useful feature.

Anonymous ReviewerInformation Technology and Services

3.0

It's hard to search keyword of notes/ communication flow/ emails.

Manvendra S.Education Management

4.0

1) Integration with G-suit is required and of now we cannot do that in our system

Pushpendra P.Logistics and Supply Chain

4.0

Many times, there is a delay in health aggregation, especially product and relationship health. Initially, it happened at midnight but now it mostly happened at noon(12 pm). And due to this, in our morning meeting call, we do not have the latest health data, so we need to present two days ago data to our team.

Sooraj Subramanian P MCustomer Success Executive

10.0

CustomerSuccessBox is widely used by the entire Customer Success Team and few other departments where client relations need to be tracked and mapped accordingly. It solves the purpose of keeping complete track of the customer lifecycle. We are able to track the usage relationship service and other parameters of a customer so that we as Customer Success Managers can prepare for our calls and take notes of the minutes of our meetings.
Product Adoption Financial Scores Relationship with Clients Invoices & Subscription Tracking

Verified UserEmployee

10.0

CustomerSuccsessBox is used by different teams like the customer success team [and the] Sales team. It helps to view the product usage pattern of our clients with the help of which we can plan our day and minimize the risk of clients getting churned. CustomerSuccsessBOX gives the user-level data where we can have a check which user is not using the product and can reach out to the client with the data for more product visibility. This had helped to bridge the Gap. On the finance part as well we are able to get the data of the renewal, pending invoices. The relationship part helps us the last connection done with the client. Also gives the analysis of the past product usage history and based on which we can pitch the customer new ideas to improve the product usage. This helps in building a good relationship with the client
Product Adoption Financial Health Relationship Services Logs Task Management Journey

Karthik JairamDemand Generation Specialist

10.0

We use CustomerSuccessBox as a tool to retain our MRR. It helps me manage my portfolio and be super proactive. We use this software company-wide, not just in the customer success department but also in account management and marketing. For account managers, we get to see the health of the existing accounts and also potential threats. For marketing, it helps in finding out referenceable customers and users.
to monitor the health of accounts to identify potential threats to find out upselling opportunities for quick on-boarding

Sachin A.Verified LinkedIn UserSenior Business Analyst

4.0

Overall: Overall, it's a great tool to manage all Client portfolios and Account related information in a single platform. It has eased our various complex processes of tracking Client related activities. This has helped us tremendously in tracking Health metrics for our Clients and take proactive actions. The Support which we are getting from the CSB Team be it on side of bug resolution or product enhancement, always exceptional.

Verified ReviewerVerified LinkedIn UserCustomer success manager

5.0

Overall: Using CSB for quite a while now, its good to keep a track of your day to day productivity, pop up's of Reminders on tasks, renewals, follow up. Also it finely calculates and shows the customer usage percentage so accordingly you can prepare an action plan on your follow ups and business stragtegies.

Sooraj Subramanian P.Verified LinkedIn UserCustomer Success Executive

5.0

Overall: I have had a wonderful experience using the CustomerSuccessBox since it helps me track every aspect of my customer.

Karthik J.Verified LinkedIn UserAccount Manager

5.0

Overall: We're trying to retail our customers and increase the adoption of the product.

Pushpendra P.Verified LinkedIn UserData Analyst

4.0

"Torchbearer for CSM"

Verified ReviewerVerified LinkedIn UserCustomer Success Manager

3.0

"CSB - easy to use "