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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CustomerX is customer success software that allows customers to be proactive, data-driven, and focused on their success. It helps you build lasting relationships with your customers and transform your customer success area into an actual revenue driver. All your customer information can be centralized and integrated in one place. Automate routine tasks and you will have more time for your customers. Track your customer's journey, identify risk and take proactive steps. Find out how your customers are doing, and what areas need attention. You can send satisfaction surveys directly from the platform. Track your customer's journey right from the beginning. CustomerX's unique technology allows it to connect with all platforms on the market. This ensures that all information about your customer can be found in one place, in a reliable and automatic way.

Description

Key Account Management and Advisory Platform that supports both the customer and IT provider. vCIOToolbox assists MSP's to identify technology gaps and meet the requirements of small and large businesses. This will allow you to stay ahead of cyber threats, bad actors, and cyber threats. MSP's, MSSP's, and other service providers can use our consistent, repeatable, and easy process to ensure that their customers have the right technology and that it is aligned with their business goals. Cybersecurity is complex and new threats are constantly emerging. While tools can provide protection, that is only one part of the story. Customers need a Cybersecurity Sherpa. With our GRC tools MSPs and MSSPs can conduct assessments or launch a Compliance as a Service Program to help mitigate risk. This will increase revenue for the provider. You can monitor the satisfaction and performance of your services with those who matter.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autotask PSA
Blotout
ConnectWise PSA
Freshdesk
HubSpot CRM
HubSpot Customer Platform
IT Glue
Intercom
Kaseya BMS
Meltano
Mixpanel
MyGlue
Network Glue
Pipedrive
Zendesk

Integrations

Autotask PSA
Blotout
ConnectWise PSA
Freshdesk
HubSpot CRM
HubSpot Customer Platform
IT Glue
Intercom
Kaseya BMS
Meltano
Mixpanel
MyGlue
Network Glue
Pipedrive
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$129 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CustomerX

Founded

2017

Country

Brazil

Website

www.customerx.cx/

Vendor Details

Company Name

vCIOToolbox

Founded

2018

Country

United States

Website

vciotoolbox.com

Product Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Product Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Alternatives

Alternatives

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