What is CustomerSuccessBox?

CustomerSuccessBox is a leading Customer Success Platform which enables B2B SaaS businesses to reduce churn, drive product adoption and grow recurring revenue.

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.

CustomerSuccessBox Awards

CustomerSuccessBox currently scores 88/100 in the Customer Service category. This is based on user satisfaction (90/100), press buzz (42/100), recent user trends (falling), and other relevant information on CustomerSuccessBox gathered from around the web.

The score for this software has improved over the past month. What is this?

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Customer Service Market Radar

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CustomerSuccessBox Product Overview

  • 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.

Languages Supported: English

Customer Service Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select Customer Service software for business. Published in August 2022.

Not all companies require a complete overhaul of their customer service. Simple changes like sending automated acknowledgement emails or creating a knowledge base for self service can go a long way to wow the customers. You need to compare and choose the ri...


CustomerSuccessBox Features

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

CustomerSuccessBox FAQs

What is CustomerSuccessBox generally used for?

Used mainly for customer success management and customer intelligence.

What platforms does CustomerSuccessBox support?

CustomerSuccessBox is a web-based platform.

Does CustomerSuccessBox 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 CustomerSuccessBox?

Main user groups would be customer success teams at mid-market and enterprise B2B SaaS companies.

Does CustomerSuccessBox offer guides, tutorials and or customer support?

CustomerSuccessBox offers support via email, chat, call and support documentation/guides.

What are some applications CustomerSuccessBox is commonly used in tandem with?

Used in tandem with CRM and Support platforms.

Does CustomerSuccessBox offer multi-user capability (e.g. teams)?


Does CustomerSuccessBox 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.

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