CustomerSuccessBox Reviews in June 2025: User Ratings, Pros & Cons

DISCONTINUED

"I love this tool to manage my customers"

What do you like best about CustomerSuccessBox? I am able to manage my tasks. I am also able to set up alerts for my customers. They have recently launched the Artificial Intelligence model, which gives recommendations that helps me to plan my next action with my customers.

"Good tool to send Advocacy campaign to power users"

What do you like best about CustomerSuccessBox? We can identify power users from the tool. Our definition of power users is the user which uses our software daily. We have automated a process where we sent out advocacy campaigns, case studies etc from CustomerSuccessBox.

"Great tool for proactive portfolio customer management"

What do you like best about CustomerSuccessBox? When I start my day, I get to see the real time health of my customers. Also, I get notified, when customer usage drops. It also helps me to manage my tasks and daily to dos.

"It's a great tool to manage customer journey, their history of communications, calls , tickets etc"

What do you like best about CustomerSuccessBox? The task management and managing customer journeys What do you dislike about CustomerSuccessBox?

"The best tool for Customer Success Team"

What do you like best about CustomerSuccessBox? As Customer Success team grows, it gets difficult to manage and track health of the customers. CSB has helped us a lot in it. We need to just explore and make most out of it.

"Very effective for Account Management Team"

What do you like best about CustomerSuccessBox? I get to see my portfolio of Accounts & what's the health of my accounts. Since this tool is used by my Customer Success team, I am able to see what conversation my CS team is having with customers.

"Best product for cs task and alert tracking"

What do you like best about CustomerSuccessBox? I use task board a lot to manage my work, customer todos and most importantly the proactive risk alerts that i received everyday.

"Very effective for Account Management Team"

What do you like best about CustomerSuccessBox? I get to see my portfolio of Accounts & what's the health of my accounts. Since this tool is used by my Customer Success team, I am able to see what conversation my CS team is having with customers.

"Best product for cs task and alert tracking"

What do you like best about CustomerSuccessBox? I use task board a lot to manage my work, customer todos and most importantly the proactive risk alerts that i received everyday.

"Company that adapts to their client needs"

What do you like best about CustomerSuccessBox? The company listens to their client's feedback and suggestions. The main functions of the software is easy to use. Customer support is very responsive.