CustomerSuccessBox
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customizable Virtual Workspace
- Project, Task, & Email Management
- Task & Email Reminders
- Email Sharing
- Chat
- Kanban boards
- Table & Spreadsheet Views
- Calendar Integration
- Sales & CRM
- Follow-Ups
- Deadlines
- Deal & Lead Pipelines
- Workflow Designing
- Custom Statuses
- Mobile Apps
Pricing Info
Pricing Info
Sortd offers three enterprise pricing plans for users to choose from. Here are the details of each plan:
Starter – $0/user/month
- Task & email management
- Customizable boards
- Scheduler
- Deadlines & Reminders
- Next Steps & Follow-Ups
- Email grouping
Essentials -$10/user/month ($8/user/month, if billed annually)
- All features in Starter Plan, Plus:
- Core productivity features
- 20 boards
- Collaboration for 20 team members
- Email sharing & monitoring
- Basic custom statutes & attributes
- 10 Automations
- Shared mailboxes with automation features
- Table & Date views
- Calendar integration
- Google Drive integration
Business -$15/user/month ($12/user/month, if billed annually)
- All features in Essentials Plan, Plus:
- Business workflow management
- Unlimted boards
- Collaboration for unlimited team members
- Unlimited email sharing & synchronization
- Unlimited custom statutes & attributes
- Unlimited automations
- Shared mailboxes with automation features
- CRM, sales boards, and reports
- Team-based contact manager
- Zapier integrations
Integrations
Integrations
Sortd integrates with the following systems:
- G-Suite apps
- Zapier
- Calendar systems
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Uber, Hotsuite, Wix
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
Sortd is a workspace tool that allows teams to add CRM and sales, project, workflow, task, email, and team management capabilities to Gmail.
Company Email
Company's Address
Sortd, Inc.
2035 Sunset Lake RoadSuite B-2, Newark, Delaware, 19702
USA
Sortd Comparisons
Popular Sortd Alternatives
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
Contact No.
Company's Address
Promoto, Inc.
44 Tehama St, San Francisco, California 94105
USA
CustomerSuccessBox Comparisons
Popular CustomerSuccessBox Alternatives
If you continue having doubts about which solution will perform best for your company it may be a sound idea to examine each service’s social metrics. Such metrics are usually a sign of how popular each product is and how large is its online presence.For instance, if you check Sortd LinkedIn page you’ll find out that they are followed by 47 users. In case of CustomerSuccessBox the amount of followers on their LinkedIn page is 4423.
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