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About CustomerSuccessBox

CustomerSuccessBox is a customer success platform built for B2B SaaS which helps deliver success across all customer lifecycle stages. It empowers every CSM to manage hundreds of accounts while growing a multi-million dollar portfolio, lowering the cost of delivering success per customer. Thereby enabling customers even with lower ARPA to enjoy the benefits of a customer success program. Leading customer-centric enterprises such as XebiaLabs, Raken, Zedonk, Headset, Hiver and Locus use CustomerSuccessBox to drive product adoption, retention, and expansion.

Founded in 2016 by Puneet Kataria and Amritpal Singh, CustomerSuccessBox raised $1Mn in 2018 in a Pre Series A round of funding led by pi Ventures and Axilor Ventures.


  • API
  • Calendar Management
  • Chat
  • Contact Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Supplier Management
  • Click-to-Dial
  • SAP Integration
  • Net Promoter Score


  • Run Onboarding Playbooks, Drive Upsell and achieve up to 130% MRR retention.

  • Monitor health, set up risk alerts and reduce logo churn by up to 50%

  • Automate your customer success journey touchpoints to drive product adoption and success.

  • Lower your cost of Customer Success per Account by improving operational efficiency by up to 5X.

  • Reduce onboarding time by half and increase product stickiness.


    What is this service generally used for?
  • Used mainly for customer success management and customer intelligence.

  • What platforms does this service support?
  • CustomerSuccessBox is a web-based platform.

  • Does this service integrate with any other apps?
  • CustomerSuccessBox integrates with platforms like Salesforce, Pipedrive, HubSpot, Intercom, Segment, Chargebee, Zendesk, Zoho, Stripe and many more.

  • Who are the main user groups of this service?
  • Main user groups would be customer success teams at mid-market and enterprise B2B SaaS companies.

  • Does this service offer guides, tutorials and or customer support?
  • CustomerSuccessBox offers support via email, chat, call and support documentation/guides.

  • What are some applications this service is commonly used in tandem with?
  • Used in tandem with CRM and Support platforms.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service offer an API?
  • Integrate with our Rest APIs to send existing product data or use our Javascript library to capture data directly from your product.

Vendor Information

Based in:


Who uses CustomerSuccessBox
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Regional Restrictions:
No restrictions.
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