ChurnZero Features
Customer Information (7)
Customer Health Scores
Based on 1007 ChurnZero reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer.
Customer Monitoring
Based on 987 ChurnZero reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team
Customer Profiles
Based on 982 ChurnZero reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.
Playbooks
Based on 942 ChurnZero reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments
Based on 1003 ChurnZero reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.
Product Engagement
Based on 923 ChurnZero reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.
Surveys
Based on 827 ChurnZero reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.
Predictions (4)
Churn Risk
Based on 969 ChurnZero reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service.
Upsell Opportunities
Based on 743 ChurnZero reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.
Custom Triggers
Based on 831 ChurnZero reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.
Machine Learning
Based on 638 ChurnZero reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.
Platform (10)
Reporting & Dashboards
Based on 991 ChurnZero reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing
API & Integrations
Based on 893 ChurnZero reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported.
Data Import & Export Tools
Based on 869 ChurnZero reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file.
Workflow Capability
Based on 903 ChurnZero reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes.
Notifications
Based on 967 ChurnZero reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.
Customization
Based on 935 ChurnZero reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
Scalability
Based on 902 ChurnZero reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.
Data Security
Based on 838 ChurnZero reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.
Performance & Reliability
Based on 960 ChurnZero reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.
User, Role, and Access Management
Based on 917 ChurnZero reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
User Analysis (2)
Survey Implementation
Based on 125 ChurnZero reviews. Allows you to deploy NPS surveys to users.
Data Analysis
Analyzes user survey responses and information in the application. This feature was mentioned in 133 ChurnZero reviews.
User Support (3)
User Segmentation
Organizes users into predefined groups and provides different responses based on group. This feature was mentioned in 138 ChurnZero reviews.
Multi-Language Support
As reported in 71 ChurnZero reviews. Supports multiple languages.
Behavior-responsive Messaging
Provides responses based on user behavior and feedback. 98 reviewers of ChurnZero have provided feedback on this feature.
Walkthrough Type (2)
Audio-visual Walkthroughs
Based on 91 ChurnZero reviews. Supports audio and video-based walkthroughs.
Text Bubble Walkthroughs
As reported in 85 ChurnZero reviews. Supports text bubble walkthroughs.
Sales Team (3)
Flexible Sales Process
As reported in 84 ChurnZero reviews. Can operate under at least two distinct sales methodologies
Training Mode
Based on 83 ChurnZero reviews. Includes recording and review capabilities to train new salespeople or review old deals
Playbooks
Creates and stores multiple playbooks for sales 99 reviewers of ChurnZero have provided feedback on this feature.
Intelligence (3)
Opportunity Identification
Based on 93 ChurnZero reviews. Highlights cross-sell, upsell, and white space opportunities
Zero-touch Renewals
Based on 86 ChurnZero reviews. Can fully automate the deal renewal process
Smart Content
Suggests content appropriate to stage and tone of the deal This feature was mentioned in 84 ChurnZero reviews.
Mapping (2)
Multiple Org Charts
Allows multiple relationship maps for each account and opportunity This feature was mentioned in 82 ChurnZero reviews.
Stakeholder Roles
Includes explicit definitions of stakeholder roles 87 reviewers of ChurnZero have provided feedback on this feature.
Platform Basics (7)
Templates
Provide templates for customer journey mapping to jumpstart the process. This feature was mentioned in 159 ChurnZero reviews.
Exporting
Ability to export customer journey maps in a variety of formats to present and analyze. This feature was mentioned in 162 ChurnZero reviews.
Multi-user Access and Collaboration
Allow team members to invite others to collaborate on journey maps and make direct changes. 147 reviewers of ChurnZero have provided feedback on this feature.
Multiple Personas
Provide the ability to compare the experiences of multiple personas in one journey map. 140 reviewers of ChurnZero have provided feedback on this feature.
Data Analytics
Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. 153 reviewers of ChurnZero have provided feedback on this feature.
Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). 181 reviewers of ChurnZero have provided feedback on this feature.
Journey Optimization
As reported in 188 ChurnZero reviews. Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
Journey Reporting
Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). This feature was mentioned in 190 ChurnZero reviews.
Trends Reporting
Ability to measure product usage by feature, campaign performance by source, and other trending metrics. This feature was mentioned in 181 ChurnZero reviews.
Dashboards
As reported in 200 ChurnZero reviews. Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
Advanced Data Filtering
As reported in 182 ChurnZero reviews. Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data.
Platform Additional Functionality (3)
Journey Mapping
As reported in 180 ChurnZero reviews. Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data.
Integrations
Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. 190 reviewers of ChurnZero have provided feedback on this feature.
Automated Alerts
As reported in 186 ChurnZero reviews. Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements.
Analytics (4)
Net Promoter Score (NPS)
As reported in 213 ChurnZero reviews. Calculates net promoter score (NPS) using customer feedback data.
Customer Satisfaction (CSAT) Score
As reported in 193 ChurnZero reviews. Calculates customer satisfaction (CSAT) score using customer feedback data.
Customer Effort Score (CES)
As reported in 155 ChurnZero reviews. Calculates customer effort score (CES) using customer feedback data.
Gamification
As reported in 128 ChurnZero reviews. Provides gamification tools to incentivize employees to leverage customer feedback insights.
Customization (4)
Stakeholder Management
Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience. 156 reviewers of ChurnZero have provided feedback on this feature.
Multilanguage Support
Allow users to create surveys and repond to customer feedback in a variety of languages. This feature was mentioned in 116 ChurnZero reviews.
Multiple Branding Support
Allows users to deploy surveys and intake feedback data for multiple brands. 115 reviewers of ChurnZero have provided feedback on this feature.
Vertical-specific Solutions
Based on 122 ChurnZero reviews. Vendor provides industry- or role-specific experience management solutions.
Onboarding Setup (3)
Workflows
As reported in 304 ChurnZero reviews. Provide customizable workflows for onboarding activities and tasks.
Templates
Include templates for onboarding project plans and documents. This feature was mentioned in 292 ChurnZero reviews.
Checklists
As reported in 272 ChurnZero reviews. Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
As reported in 279 ChurnZero reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.
Resources
Based on 266 ChurnZero reviews. Allocate resources to tasks and projects, and track their costs.
Content
Manage onboarding documents, training materials, and other content. 262 reviewers of ChurnZero have provided feedback on this feature.
Tasks
Based on 308 ChurnZero reviews. Assign and track onboarding tasks to internal and external stakeholders.
Optimization
As reported in 269 ChurnZero reviews. Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
As reported in 261 ChurnZero reviews. Provider a portal for customers and external users to collaborate and share documents.
Engagement
Include features to keep customers engaged such as internal communications. This feature was mentioned in 283 ChurnZero reviews.
Branding
Create white-label portals by customer, product, or project. This feature was mentioned in 242 ChurnZero reviews.
Visibility
Based on 279 ChurnZero reviews. Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
As reported in 269 ChurnZero reviews. Allow internal and external users to collaborate without loging into the system.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt. 309 reviewers of ChurnZero have provided feedback on this feature.
AI Text Summarization
Condenses long documents or text into a brief summary. 308 reviewers of ChurnZero have provided feedback on this feature.
AI Text Generation
Allows users to generate text based on a text prompt. 93 reviewers of ChurnZero have provided feedback on this feature.
AI Text Summarization
As reported in 92 ChurnZero reviews. Condenses long documents or text into a brief summary.
Platform Basics - Digital Adoption Platform (2)
Integration
Enables integration with web-based software, websites, or other software applications.
Communications
As reported in 10 ChurnZero reviews. Provides cued prompts, messages, tooltips, notifications and branded tutorials.
Analytics - Digital Adoption Platform (1)
Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Functions - Digital Adoption Platform (2)
Customer self-service
Supports self-service features like troubleshooting, form completion, or knowledge base access.
In-app guidance
Provides in-app guidance on company-specific tools and workflows for onboarding.
Agentic AI - Customer Journey Analytics (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 20 ChurnZero reviews.
Cross-system Integration
Based on 20 ChurnZero reviews. Works across multiple software systems or databases
Adaptive Learning
Based on 20 ChurnZero reviews. Improves performance based on feedback and experience
Proactive Assistance
Based on 20 ChurnZero reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Journey Mapping (1)
Autonomous Task Execution
As reported in 23 ChurnZero reviews. Capability to perform complex tasks without constant human input
Agentic AI - Customer Success (5)
Autonomous Task Execution
As reported in 64 ChurnZero reviews. Capability to perform complex tasks without constant human input
Multi-step Planning
As reported in 63 ChurnZero reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases 64 reviewers of ChurnZero have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation 63 reviewers of ChurnZero have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting This feature was mentioned in 63 ChurnZero reviews.
Agentic AI - Experience Management (4)
Autonomous Task Execution
As reported in 11 ChurnZero reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 11 ChurnZero reviews.
Natural Language Interaction
As reported in 11 ChurnZero reviews. Engages in human-like conversation for task delegation
Proactive Assistance
As reported in 11 ChurnZero reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Revenue Optimization (6)
Autonomous Task Execution
As reported in 11 ChurnZero reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases 12 reviewers of ChurnZero have provided feedback on this feature.
Adaptive Learning
As reported in 12 ChurnZero reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 12 reviewers of ChurnZero have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 12 reviewers of ChurnZero have provided feedback on this feature.
Decision Making
As reported in 11 ChurnZero reviews. Makes informed choices based on available data and objectives
Agentic AI - Digital Adoption Platform (1)
Adaptive Learning
Improves performance based on feedback and experience





