CustomerSuccessBox
NOAWARDS
YET
Pricing:
Starting from $499
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Proactive Customer Retention
- Account Health Monitoring
- Churn Risk Analysis
- Multiple Perspectives
- Automated CSM Workflows
- Playbooks
- AI Digital Assistant
- Product Adoption
- Produce Usage Behavior
- Anomaly Detection
- Customer Relationship
- Upsell Opportunity Tracking
- Customer Onboarding
- CSM Portfolio Management
- Customer Segmentation
- Task Management
- Alerts
- SaaS Integrations
Pricing Info
Pricing Info
CustomerSuccessBox provides three plans for users to choose from, including an enterprise pricing plan for SaaS businesses that want to improve customer success effort across multiple teams and products. Here are the details:
Grow – $499/month
- Designed for SaaS businesses having a small CSM team
- 1 SaaS product
- Customer communications
- Account health tracking
- Customer onboarding & CSM workflows
- CSM’s portfolio management
- Tasks & alerts
- Customer success journeys
- Predictive account analytics
- Revenue forecasts
- Standard SaaS system integrations
- Support via email
Business – by quote
- Suitable for SaaS businesses with a large CSM team and mature CSM practices
- All features in Grow Plan, Plus:
- Standard SaaS system integrations + customizable rules
- Support via live chat
Enterprise – by quote
- A CSM solution for SaaS businesses with a wide range of teams and products
- All features in Business Plan, Plus:
- Standard SaaS system integrations + customizable rules & two-way sync
- Multiple SaaS products
- Support via phone
Integrations
Integrations
CustomerSuccessBox integrates with:
- Pipedrive
- Chargebee
- Infusionsoft
- Salesforce
- Salesforce Desk
- Zuora
- Chargify
- Microsft Dynamics CRM
- Zoho
- Stripe
- Braintree
- Capsule
- Jira
- WOOTRIC
- Close.io
- Nicereply
- AmoCRM
- Freshsales
- Freshdesk
- Promoter
- Ask Nicely
- Intercom
- GoCardless
- Uservoice
- 3Scale
- SalesforceIQ
- Zendesk
- GoToMeeting
- ChatMogul
- Capsule
- Kayako
- Segment
- Help Scout
- Recurly
- Intacct
- Insightly
- Zendesk
- Mixpanel
- Delighted
- Gmail
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pipedrive, Hiver, Raken
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
CustomerSuccessBox is a customer success platform designed for SaaS CSM managers and teams to quickly and smartly solve issues in customer and revenue retention and churn.
Company Email
sales@customersuccessbox.com
Contact No.
Company's Address
Promoto, Inc.
44 Tehama St, San Francisco, California 94105
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Integrated project and file management
- Automated presentation generation
- Interactive authoring and storytelling
- Simplified tracking of longitudinal studies
- Dynamic user access and role management
- Native PowerPoint and Excel components
- Data-bound charts and presentations
- Dynamic data filtering algorithms
- Rich statistical analysis tools
- Robust sorting and grouping rules
- Comprehensive and intuitive interface
- Reveal new patterns and regularities
- Intuitive data manipulation tools
- Smart set of Association Mining tools
- Industry-standard editing and designing functions
Pricing Info
For Individuals
Community – Free Trial (Up to 60 days)
- Ideal for students, educators, nonprofits, or individuals to explore Chartrics risk-free.
- Hosted on Community Cloud
- Up to 5 active reports
- Data storage limited to 1 GB
- Access to online resources: Help Center, articles, videos
Professional – $99/month ($986/year)
- Hosted on shared Chartrics Cloud
- Up to 20 active reports with total data limit of 5GB
- No limits on software functionalities/features
- Technical Support including onboarding training
For Teams
Teams – $1,290/month ($12,848/year)
- On-premises or dedicated cloud hosting
- Full collaboration reports with role-based security
- No limits on project storage (within hosting limits)
- Dedicated Customer Support
Enterprise – By Quote
- Dedicated instance of software on cloud or on-premises, fully isolated
- Everything from Teams plan and integration with proprietary 3rd-party software
- You own instance of source code with no limits
- Dedicated team of Developers, QA, and Account Manager
Integrations
Chartrics integrates with the following business systems and applications:
- Microsoft Excel
- Microsoft PowerPoint
- UTab
- WinCross
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Added Value Group, Andrew Kassel, One Step Hire
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Chartrics is a PowerPoint automation tool that streamlines the market research reporting process by allowing users to transform raw Excel and SPSS data into professional, automatically updated slide decks without manual data entry.
Company Email
sales@chartrics.com
Contact No.
Company's Address
Margasoft Corp.
290 E Verdugo Ave., Suite 207, Burbank, CA 91502
USA
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Please pay attention to the fact that even though both CustomerSuccessBox and Chartrics may offer a reliable set of features every service might be created for a different business size. If you are analyzing various solutions you may want to give some attention to a business type they are catering to. Certain elements might scale up with no problem for huge enterprises but if you have a small or mid-sized business it’s frequently more sensible to refrain paying for complex functionalities that you might never use.
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