CustomerSuccessBox
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- The Bridge
- Company Milestones
- Bookmarks
- Data Mash
- Business Snapshots
- Business Impact Center
- To-do List Management
- Financial Ratio Analysis
- Industry Comparisons
Pricing Info
Pricing Info
Path by Simplex offers four pricing packages for users to choose from. Since the platform is designed for SMBs, no enterprise pricing is available. See more details below.
Starter Plan – $9/month/company
- Unlimited Users
- Build Custom Dashboards
- Create Custom Calculations
- Company Milestones
- Alerts and Notifications
Pro Plan – $39/month/company
- Everything in the Starter Plan
- Business Snapshot
- Financial Ratio Analysis
- Industry Comparisons
Expert Plan – $59/month/company
- Everything in the Pro Plan
- To-do List Management
- Expert AI-Suggestions for Improvement
- To-Do List Management
- Business Impact Center
- Customer & Vendor Management
- Financial Impact Calculations
- Cash Conversion Cycle
- Cash Leak Map
- Short-term & Long-term Debt Calculation
Trusted Advisors – $129/month
- Includes 3 Companies (Add $15 for 4-10 Companies, $10 for 11-25 Companies, $5 for 26-100 Companies)
- Everything in the Expert Plan
Integrations
Integrations
Path by Simplex is integrated with the following accounting solution:
- QuickBooks Online
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Path is an easy-to-use collaboration dashboard that integrates with QuickBooks Online® so you can create customized dashboards, metrics, and KPI's for businesses to collaborate more effectively.
Company Email
info@simplexfinancials.com
Contact No.
Company's Address
Simplex Financials, Inc.
2115 Stephens Pl, Suite 410-D, New Braunfels, TX 78130
USA
Path by Simplex 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
CustomerSuccessBox Comparisons
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