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.

Verified UserConsultant

10.0

The software is being used by sales and customer support teams. It helps us to identify the adoption of our software, overdue invoices, track customer tickers and solve the same in real-time. Also using csbox we have been able to track the usage of the customers to what features are being used, etc

Sachidanand ChaudharyAssistant Manager-CS

10.0

In our organization, CustomerSuccessBox is used to manage the client and relationship data across teams (Customer Sucess, Implementation, and Support Team). It has been a great tool to manage, analyze and visualize the account health and relationship with us. It help us to provide insight to create successful strategies.
Relationship Health Account Usage Modules usage Logs Gmail sync Alert for further actions required Auto Tasks and List creation

Gajanan SonuneDesigner

10.0

CustomerSuccessBox has been used by our customer-facing team to manage customers, identify risks, and determine upsell triggers.
It helps my team see the health of customers well. As a marketing person, we have automated emails sent to our successful customers for a case study and I am able to manage that with CustomerSuccessBox. It's been used by the entire company across multiple departments like customer success, account management, customer support, and customer marketing.

Sachin A.Senior Business Analyst

4.0

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 ReviewerCustomer success manager

5.0

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.Customer Success Executive

5.0

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

Karthik J.Account Manager

5.0

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

Pushpendra P.Data Analyst

4.0

No Comments

Verified ReviewerCustomer Success Manager

3.0

No Comments