SuccessBoard Overview

SuccessBoard is a customer success software designed to help businesses enhance their customer relationships by providing actionable insights into customer health, satisfaction, and engagement. The platform offers a comprehensive view of each customer’s journey, from onboarding to ongoing support, enabling businesses to track important metrics such as churn risk, product usage, and customer satisfaction. SuccessBoard also includes tools for managing customer success teams, setting goals, and measuring the impact of customer success initiatives. By proactively identifying at-risk customers and driving targeted engagement strategies, SuccessBoard helps businesses reduce churn and improve customer loyalty, ultimately fostering long-term growth and success.

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SuccessBoard Screenshot & Video

Contact Details

  • Vendor Name SUCCESSGUARDIAN AI
  • Founded
  • Location India

Support

  • Email Email
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Financial Services, Information Technology & Services

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SuccessBoard Features

  • Arrow Icon Churn Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Email Management
  • Arrow Icon Social Media Integration
  • Arrow Icon CRM
  • Arrow Icon Multi-Language
  • Arrow Icon Real Time Analytics
  • Arrow Icon Campaign Management
  • Arrow Icon Content Management
  • Arrow Icon Event Triggered Actions
  • Arrow Icon Feedback Management
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Customer Database
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Customer Experience Management
  • Arrow Icon Communication Management
  • Arrow Icon Live Chat
  • Arrow Icon Customer Segmentation
  • Arrow Icon Visual Analytics
  • Arrow Icon Customer History
  • Arrow Icon Customer Portal
  • Arrow Icon Sentiment Analysis
  • Arrow Icon Trend Analysis
  • Arrow Icon Survey/Poll Management
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Chat/Messaging
  • Arrow Icon CRM
  • Arrow Icon Feedback Management
  • Arrow Icon Customer Segmentation
  • Arrow Icon Customer Database
  • Arrow Icon SMS Messaging
  • Arrow Icon Visual Analytics
  • Arrow Icon Email Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Complaint Monitoring
  • Arrow Icon Customer Experience Management
  • Arrow Icon Sentiment Analysis
  • Arrow Icon Performance Metrics
  • Arrow Icon Social Media Integration
  • Arrow Icon Customer Journey Mapping
  • Arrow Icon NPS Survey
  • Arrow Icon CES Survey
  • Arrow Icon CSAT Survey
  • Arrow Icon Social Engagement
  • Arrow Icon Advocate Management
  • Arrow Icon Community Management
  • Arrow Icon Gamification
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Campaign Management
  • Arrow Icon Communication Management
  • Arrow Icon Referral Tracking
  • Arrow Icon Rewards Program
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Dashboard
  • Arrow Icon Data Visualization
  • Arrow Icon Text Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Customer Segmentation
  • Arrow Icon Negative Feedback Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Real-Time Notifications
  • Arrow Icon Knowledge Management
  • Arrow Icon Customizable Templates
  • Arrow Icon Customizable Fields
  • Arrow Icon Survey/Poll Management
  • Arrow Icon Feedback Management
  • Arrow Icon Customizable Forms
  • Arrow Icon Multi-Channel Data Collection
  • Arrow Icon NPS Survey Structure
  • Arrow Icon Referral Tracking
  • Arrow Icon Member Portal
  • Arrow Icon Social Promotion
  • Arrow Icon Gift Card Management
  • Arrow Icon Loyalty Program
  • Arrow Icon Customer Activity Tracking
  • Arrow Icon Customer Surveys
  • Arrow Icon Loyalty Cards
  • Arrow Icon Rewards Management
  • Arrow Icon CRM
  • Arrow Icon Engagement Tracking
  • Arrow Icon Membership Management
  • Arrow Icon Promotions Management
  • Arrow Icon Survey/Poll Management
  • Arrow Icon Campaign Management
  • Arrow Icon Multi-Channel Marketing
  • Arrow Icon Gamification
  • Arrow Icon eCommerce Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Feedback Management
  • Arrow Icon Customer Communication
  • Arrow Icon Engagement Tracking
  • Arrow Icon Customer Journey Mapping
  • Arrow Icon Churn Management
  • Arrow Icon Retention Tracking
  • Arrow Icon Customer Segmentation
  • Arrow Icon Customer Data Management
  • Arrow Icon Personalization
  • Arrow Icon Health Score
  • Arrow Icon Customer Engagement
  • Arrow Icon Onboarding
  • Arrow Icon Collaboration Tools
  • Arrow Icon Health Score
  • Arrow Icon Account Alerts
  • Arrow Icon Account Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Revenue Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon Customer Engagement
  • Arrow Icon Activity Tracking
  • Arrow Icon Task Management
  • Arrow Icon NPS of Customers

SuccessBoard Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • NA

SuccessBoard FAQs

SuccessBoard is a customer success software designed to help businesses enhance their customer relationships by providing actionable insights into customer health, satisfaction, and engagement. The platform offers a comprehensive view of each customer’s journey, from onboarding to ongoing support, enabling businesses to track important metrics such as churn risk, product usage, and customer satisfaction. SuccessBoard also includes tools for managing customer success teams, setting goals, and measuring the impact of customer success initiatives. By proactively identifying at-risk customers and driving targeted engagement strategies, SuccessBoard helps businesses reduce churn and improve customer loyalty, ultimately fostering long-term growth and success.

  • Yes, SuccessBoard offers a free version.

  • Yes, SuccessBoard offers a free trial.

  • No, Credit Card details are not required for the SuccessBoard trial.

  • No, SuccessBoard does not offer an API.

  • SuccessBoard offers support with the following options:
    • Email , Knowledge Base

  • SuccessBoard offers training with the following options:
    • Live Online , Documentation , Videos

  • SuccessBoard supports the following languages:
    • English

  • Following are the typical users of the SuccessBoard:
    • Self-Employed , Small-Business , Midsize-Business

  • SuccessBoard supports the following deployment:
    • Cloud Hosted

  • SuccessBoard supports the following devices and operating systems:
    • Web-Based