I love using ChurnZero to track engagements with my clients and identify potential risks and advocates. The Flexible Healthscore feature is particularly helpful in identifying clients at risk so I can engage and try to save them. The AI-generated follow-up emails save me time by creating emails based on meeting transcriptions, and I can quickly see my follow-up tasks. The amazing customer support is a lifesaver—rather than spending time with documentation, I shoot off a support ticket and get quick responses. The onboarding team was also amazing; everything was well thought out, which made our initial setup smooth.

I like that ChurnZero is an excellent tool for managing a large client portfolio and keeping everything organized. Features like Success Plan, Journey, and Task really help us organize our daily activities and simplify our management. Additionally, I find that ChurnZero is much more comprehensive for client management.

I love the new AI features that are embedded in CZ. Snapshot AI is an incredibly helpful tool.