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SuccessBoard Logo

Customer success tool for handling retention & satisfaction

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SuccessBoard - 2026 Pricing, Features, Reviews & Alternatives

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SuccessBoard overview

What is SuccessBoard?

SuccessBoard offers a customer 360 view, providing proactive risk identification, real-time insights, and bridging the gap between businesses and customers It streamlines customer communication with Journey Designer, eliminating repetitive tasks and revolutionizing data-driven messaging to boost renewals.

Professionals can use custom metrics to track customer health and make data-driven decisions for proactive issue resolution. Organizations can streamline communication and collaboration with customers through a collaborative feature, Report Card.

Starting price


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SuccessBoard’s user interface

Ease of use rating:

SuccessBoard reviews

Overall rating

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Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

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SuccessBoard's features

Account alerts
Account Management
Activity dashboard
Activity tracking
AI/Machine learning
Alerts/Notifications
Behavior analytics
Behavior tracking
Behavioral targeting
Campaign analytics
Campaign management
Campaign Personalization
Campaign planning
Churn management
Client portal
Collaboration tools
Configurable workflow
Contact management
Customer accounts
Customer activity tracking
Customer communication
Customer data management
Customer engagement
Customer experience management
Customer history
Customer journey mapping
Customer management
Customer portal
Customer profiles
Customer segmentation
Customer surveys
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Dashboard
Data visualization
Drag & drop
Email campaign management
Email management
Email marketing
Engagement tracking
Event triggered actions
Feedback management
Generative ai
Health score
Knowledge base management
Knowledge management
Lifecycle management
Marketing automation
Messaging
Monitoring
Multi-Campaign
Multi-Channel communication
Multi-Channel data collection
NPS of customers
NPS survey structure
Onboarding
Performance metrics
Personalization
Predictive analytics
Process/Workflow automation
Real-time alerts
Real-Time analytics
Real-Time data
Real-Time notifications
Real-Time reporting
Renewal management
Reporting & statistics
Reporting/Analytics
Retention tracking
Revenue management
Sentiment analysis
Survey/Poll management
Surveys & feedback
Task management
Text analysis
Third-Party integrations
Trend analysis
Usage tracking/analytics
User onboarding
Visual analytics
Win/Loss analysis
Workflow management

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SuccessBoard pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Starter

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No pricing info

Features included:

  • Customer 360
  • Playbooks

Pro

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No pricing info

Features included:

  • Customer Health Scores

Enterprise

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No pricing info

Features included:

  • AI Email and Surveys
  • Dedicated CSM

User opinions about SuccessBoard price and value

Value for money rating:

SuccessBoard support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base

Training options

Documentation
Videos
Live Online
Webinars

SuccessBoard FAQs

Q. What type of pricing plans does SuccessBoard offer?

SuccessBoard has the following pricing plans:
Pricing model: Free, Subscription

These products have better value for money


Q. Who are the typical users of SuccessBoard?

SuccessBoard has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does SuccessBoard support?

SuccessBoard supports the following languages:
English


Q. Does SuccessBoard offer an API?

Yes, SuccessBoard has an API available for use.


Q. What other apps does SuccessBoard integrate with?

SuccessBoard integrates with the following applications:
Rocketlane, Recurly, Metabase, Stripe, Zoho Billing, Slack, Stripe Billing, Mixpanel, Chargebee, Salesforce and Jira Connector, HubSpot CRM, Intercom, Snowflake, Zendesk Suite


Q. What level of support does SuccessBoard offer?

SuccessBoard offers the following support options:
Email/Help Desk, Knowledge Base

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