CustomerSuccessBox
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Lead Capture at any Source
- Facebook Integration
- WhatsApp Integration
- Scan Business Cards
- Digital Enquiry Form – Completely Customized
- Locate leads near you in Google map
- Lead level file attachment
- Instant Response (Auto-generated Email & SMS)
- Qualify Leads
- Set Reminders for follow-up
- Recurring follow-up
- Keep a record of customer conversation history
- Assign multiple leads to team members
- Team Monitoring
- Updates on lead addition and follow-ups
- Mark Area of Interest
- Add Notes/Tags
- Multiple Devices
- Lead Analytics
- Sales team performance tracking
- Sales report generation
- API Integration
- Clone Lead
- Google calendar integration
- Custom analytics
- Instant Estimate/Invoice
Pricing Info
Pricing Info
Starting price:
$5 to $10 per month per user
(Pls check HelloLeads CRM website for current plans & exact prices)
Free trial: Available
Free version: Available
Integrations
Integrations
HelloLeads integrates with the following apps:
- Google Calendar
- Other ERPs using API
- Email Integration
- Jotform
- Pabbly
- Tik Tok
- Typeform
- Wordpress
- Zapier
- Exotel
- ContactForm7
- Twilio
- Msg91
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Emerson, Rajwada Group, The Clinics, Swelects, Happy Minds Solutions
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
HelloLeads is smart lead management solution helping you to acquire, track and manage each lead that you meet with in an event or expo.
Company Email
support@helloleads.io
Contact No.
Company's Address
HelloLeads
3422 Old Capitol Trail, Suite 15
Wilmington, DE 19808
USA
HelloLeads Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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
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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Please keep in mind that while both HelloLeads and CustomerSuccessBox may have a reliable array of features every product might be aimed at a different business size. If you are analyzing various solutions you may want to focus on a company size they are catering to. Specific features might scale up with no problem for large enterprises but if you own a small or medium company it’s usually better to refrain paying for advanced features that you might never actually use.
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