# SuccessBoard Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about SuccessBoard Software - reviews, pricing plans, popular comparisons to other Customer Success products and more.

Source: https://www.capterra.com/p/10015269/SuccessBoard

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# 

 SuccessBoard Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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

Capterra Shortlist charts the highest-rated and most popular products...

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Our "Best of" badge program showcases products with the highest ratings...

Do you work for SuccessBoard?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.successguardian.in&name=SuccessBoard)

## 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 (1,753)](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 (1,733)

Value For Money

0.0 (0)

Value For Money

4.6 (1,487)

Customer Service

0.0 (0)

Customer Service

4.7 (1,506)

## SuccessBoard alternatives

[4.6 (99)](https://www.capterra.com/p/132914/Survicate/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.7 (260)](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

Highest Rated

[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 (4,070)](https://www.capterra.com/p/164283/Zendesk/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Informs of any account changes and notifications

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and analyze user behavior within a system or network

Track visitors'/audience's responses across web pages and other optimized content

Display advertising and marketing messages to users based on their browsing history and preferences

Track and interpret campaign performance metrics

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Plan and strategize marketing campaigns

Identify customers at risk of migration and activate strategies to retain them

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Record customer information, purchase history, and other notes

A report showing what actions customers perform

Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.

Searchable repository of information about clients

Initiate interactions with customers by proactively starting conversations or providing informational content

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Access previous interactions or concerns to maintain customer relationships

Visualize and analyze customer experience across all touchpoints and channels

Store and organize information about customers and previous interactions

A website or login for customers to access information

Record customer information, purchase history, and other notes

Process of dividing customers into groups based on common characteristics

Tool to send questionnaires to customers to gauge feedback

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Graphical representation of data

Assemble applications and processes by dragging over and arranging pre-built components

Plan, execute, and analyze email marketing campaigns

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Tracks metrics that provide insight into how a user interacts with any interface or product

Predefined actions automatically performed on the occurance of specific events

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Use AI to generate content in the form of text, images, videos, etc.

Calculate a company, client account or person's health via a scoring system

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Automate workflows and trigger campaigns based on customer actions

Communicate using messages within the system

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage multiple campaigns in one system

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Collect information from multiple sources

Calculate NPS of customers

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Predict future data based on historical data sets

Streamlining repetitive tasks and activities through automated and predefined workflows

Receive notification of issues as soon as they occur

Analyze and gain insights into data in real-time

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Measures the retention rate and satisfaction of customers.

Monitor sales and make necessary adjustment in order to increase demand and revenue

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Create and administer polls and surveys

Gauge satisfaction and receive information for improvement and success

Create, manage and track all task activities and progression

Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc

Set up connections to third-party platforms to improve business processes

Review data from past periods to reveal recurring tendencies and predict future performance

Track and interpret metrics on the usage of company resources

Guide new users to understand and become proficient in using a product or service

Interact with data visualization elements, such as charts and graphs, to drill down into data

Analyze lost and won opportunities

Create, design and manage workflows for repetitive tasks

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## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
available

## 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/)[

Intercom](https://www.capterra.com/p/134347/Intercom/)[

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/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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