--- title: "SuccessBoard Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about SuccessBoard Software - reviews, pricing plans, popular comparisons to other Customer Success products and more." source_url: "https://www.capterra.com/p/10015269/SuccessBoard/" page_type: "product" language: "en" --- # SuccessBoard Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) SuccessBoard ## What is SuccessBoard? SuccessGuardian is a customer success platform designed to help businesses to enhance customer relationships and drive growth through AI-powered technology. It helps customer success teams to streamline workflows, track customer journeys, and automate engagement to reduce churn and increase customer satisfaction. SuccessGuardian focuses on delivering proactive customer outreach, enabling companies to save time and improve customer retention. ## What is SuccessBoard used for? [Customer Satisfaction](https://www.capterra.com/customer-satisfaction-software/)[Customer Retention](https://www.capterra.com/customer-retention-software/)[Customer Advocacy](https://www.capterra.com/customer-advocacy-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for SuccessBoard?[Manage this product listing](https://www.g2.com/products/successguardian-customer-success-platform/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### SuccessBoard 0.0 VS. [4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting Price Contact vendor Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (1,769) Value For Money 0.0 (0) Value For Money 4.6 (1,519) Customer Service 0.0 (0) Customer Service 4.7 (1,538) ## SuccessBoard alternatives [4.7 (267)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.9 (109)](https://www.capterra.com/p/78966/Preferred-Patron-Loyalty/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.4 (4,092)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars Highest Rated [4.9 (135)](https://www.capterra.com/p/190125/Custify/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars ## FAQs about SuccessBoard Overview ### What company size and specific industries is SuccessBoard built for? SuccessBoard is designed for B2B startups, SMBs, and enterprise organizations across a range of business-to-business industries. It is built for companies of different sizes that sell to other businesses and need a solution suited to startup, growing small and midsize, and large enterprise environments. Features and Usability ### What are the key features of SuccessBoard? SuccessBoard offers generative AI and messaging, plus customer success features such as account management, customer activity tracking, health scores, and churn management. It also includes workflow automation, configurable workflows, real-time alerts, dashboards, reporting and analytics, customer segmentation, surveys and feedback, and third-party integrations. Integrations ### Which third-party tools and platforms does SuccessBoard integrate with? SuccessBoard integrates with 10 third-party tools and platforms, including CRM and support apps such as HubSpot CRM, Intercom, Zendesk Suite, and Slack, plus analytics and data tools like Mixpanel, Metabase, and Snowflake. It also connects with billing and revenue systems including Chargebee, Recurly, Stripe, Stripe Billing, and Zoho Billing. Getting Started and Support ### What training and onboarding options does SuccessBoard offer? SuccessBoard provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference and step-by-step learning materials for setup and feature review. Getting Started and Support ### What customer support options does SuccessBoard offer? SuccessBoard provides email/help desk support and a knowledge base. Support resources are limited to these channels in the catalog, so users relying on help will likely work through written requests and self-service articles. No reviewer feedback about response speed, helpfulness, or common support issues is available. ## Features AI summary Based on 687 Customer Success reviews Capterra data shows that buyers of customer success software rank the following features as their top priorities: - **Customer Management** (**56%** of reviewers rated this feature as critical) - **Health Score** (**49%**) - **Reporting/Analytics** (**46%**) SuccessBoard supports all three features that reviewers rate highest: **Customer Management**, **Health Score**, and **Reporting/Analytics**. Together, these capabilities help businesses keep customer records organized, track account health over time, and measure performance with clear data, allowing teams to spot risks earlier, improve retention efforts, and make better customer success decisions. Account Alerts Informs of any account changes and notifications Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Behavioral Targeting Display advertising and marketing messages to users based on their browsing history and preferences SuccessBoard 82 features ### All Features - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Behavior Analytics: Track and analyze user behavior within a system or network - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Behavioral Targeting: Display advertising and marketing messages to users based on their browsing history and preferences - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Customer Accounts: Record customer information, purchase history, and other notes - Customer Activity Tracking: A report showing what actions customers perform - Customer Communication: Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media. - Customer Data Management: Searchable repository of information about clients - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Management: Store and organize information about customers and previous interactions - Customer Portal: A website or login for customers to access information - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Health Score: Calculate a company, client account or person's health via a scoring system - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Messaging: Communicate using messages within the system - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Data Collection: Collect information from multiple sources - NPS of Customers: Calculate NPS of customers - NPS Survey Structure: Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Predictive Analytics: Predict future data based on historical data sets - Real-time Alerts: Receive notification of issues as soon as they occur - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Retention Tracking: Measures the retention rate and satisfaction of customers. - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Onboarding: Guide new users to understand and become proficient in using a product or service - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Win/Loss Analysis: Analyze lost and won opportunities - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Version Starter Contact Vendor for Pricing It includes: - Customer 360 - Playbooks Pro Contact Vendor for Pricing It includes: - Customer Health Scores Enterprise Contact Vendor for Pricing It includes: - AI Email and Surveys - Dedicated CSM ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/)[ Mixpanel](https://www.capterra.com/p/158740/Mixpanel/)[ Rocketlane](https://www.capterra.com/p/232772/Rocketlane/)[ Chargebee](https://www.capterra.com/p/131433/Chargebee/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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