SuccessBoard 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

SuccessBoard

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Pricing

Pricing available upon request

About SuccessBoard

SuccessBoard offers a customer 360 view feature that helps businesses streamline customer satisfaction operations by providing proactive risk identification and resolution capabilities. With real-time insights and an understanding of customers, businesses can cultivate enduring relationships and enhance loyalty.

Journey Designer streamlines customer communication by automating repetitive tasks and enabling data-driven messaging. The Wizard, powered by Generative AI, facilitates personalized customer communications by generating tailored emails and surveys in real-time, leading to increased engagement and communication. Custom metrics enable businesses to track various aspects of customer health, ensuring data-driven decisions and proactive issue resolution. Communication and collaboration with customers are facilitated through the collaborative feature, report card, promoting shared ownership.

SuccessBoard Screenshots

SuccessBoard Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Starter

Pricing available upon request

Plan includes:

Customer 360
Playbooks

Pro

Pricing available upon request

Plan includes:

Customer Health Scores

Enterprise

Pricing available upon request

Plan includes:

AI Email and Surveys
Dedicated CSM

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SuccessBoard Features

Popular features found in Customer Success
Customer Engagement
Onboarding
Reporting/Analytics
Usage Tracking/Analytics
More features of SuccessBoard
Account Alerts
Account Management
Activity Dashboard
Activity Tracking
AI/Machine Learning
Alerts/Notifications
Behavioral Targeting
Behavior Analytics
Behavior Tracking
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 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
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
Retention Tracking
Revenue Management
Sentiment Analysis
Survey/Poll Management
Surveys & Feedback
Task Management
Text Analysis
Third-Party Integrations
Trend Analysis
User Onboarding
Visual Analytics
Win/Loss Analysis
Workflow Management