ChurnZero Features
Customer Information (7)
Customer Health Scores
Based on 1006 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 986 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 941 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 968 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 901 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
Allows you to deploy NPS surveys to users. 125 reviewers of ChurnZero have provided feedback on this feature.
Data Analysis
Based on 133 ChurnZero reviews. Analyzes user survey responses and information in the application.
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
Supports multiple languages. This feature was mentioned in 71 ChurnZero reviews.
Behavior-responsive Messaging
Based on 98 ChurnZero reviews. Provides responses based on user behavior and feedback.
Walkthrough Type (2)
Audio-visual Walkthroughs
Supports audio and video-based walkthroughs. This feature was mentioned in 91 ChurnZero reviews.
Text Bubble Walkthroughs
Supports text bubble walkthroughs. This feature was mentioned in 85 ChurnZero reviews.
Sales Team (3)
Flexible Sales Process
Can operate under at least two distinct sales methodologies 84 reviewers of ChurnZero have provided feedback on this feature.
Training Mode
Based on 83 ChurnZero reviews. Includes recording and review capabilities to train new salespeople or review old deals
Playbooks
Based on 99 ChurnZero reviews. Creates and stores multiple playbooks for sales
Intelligence (3)
Opportunity Identification
Highlights cross-sell, upsell, and white space opportunities 93 reviewers of ChurnZero have provided feedback on this feature.
Zero-touch Renewals
Can fully automate the deal renewal process 86 reviewers of ChurnZero have provided feedback on this feature.
Smart Content
Suggests content appropriate to stage and tone of the deal 84 reviewers of ChurnZero have provided feedback on this feature.
Mapping (2)
Multiple Org Charts
Allows multiple relationship maps for each account and opportunity 82 reviewers of ChurnZero have provided feedback on this feature.
Stakeholder Roles
Based on 87 ChurnZero reviews. Includes explicit definitions of stakeholder roles
Platform Basics (7)
Templates
As reported in 159 ChurnZero reviews. Provide templates for customer journey mapping to jumpstart the process.
Exporting
Based on 162 ChurnZero reviews. Ability to export customer journey maps in a variety of formats to present and analyze.
Multi-user Access and Collaboration
Allow team members to invite others to collaborate on journey maps and make direct changes. This feature was mentioned in 147 ChurnZero reviews.
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. This feature was mentioned in 153 ChurnZero reviews.
Dynamic Segmentation
Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). This feature was mentioned in 181 ChurnZero reviews.
Journey Optimization
As reported in 188 ChurnZero reviews. Automates the testing and optimization of customer-facing messaging and campaigns.
Platform Data (4)
Journey Reporting
Based on 190 ChurnZero reviews. Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s).
Trends Reporting
Ability to measure product usage by feature, campaign performance by source, and other trending metrics. 181 reviewers of ChurnZero have provided feedback on this feature.
Dashboards
Based on 200 ChurnZero reviews. Provides dashboards to combine and visualize quantitative and qualitive customer journey data.
Advanced Data Filtering
Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. 182 reviewers of ChurnZero have provided feedback on this feature.
Platform Additional Functionality (3)
Journey Mapping
Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. 180 reviewers of ChurnZero have provided feedback on this feature.
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
Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. 186 reviewers of ChurnZero have provided feedback on this feature.
Analytics (4)
Net Promoter Score (NPS)
Calculates net promoter score (NPS) using customer feedback data. This feature was mentioned in 213 ChurnZero reviews.
Customer Satisfaction (CSAT) Score
Calculates customer satisfaction (CSAT) score using customer feedback data. This feature was mentioned in 193 ChurnZero reviews.
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. This feature was mentioned in 156 ChurnZero reviews.
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. This feature was mentioned in 115 ChurnZero reviews.
Vertical-specific Solutions
Vendor provides industry- or role-specific experience management solutions. This feature was mentioned in 122 ChurnZero reviews.
Onboarding Setup (3)
Workflows
Provide customizable workflows for onboarding activities and tasks. This feature was mentioned in 304 ChurnZero reviews.
Templates
As reported in 292 ChurnZero reviews. Include templates for onboarding project plans and documents.
Checklists
As reported in 272 ChurnZero reviews. Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
Based on 279 ChurnZero reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.
Resources
As reported in 266 ChurnZero reviews. Allocate resources to tasks and projects, and track their costs.
Content
Based on 262 ChurnZero reviews. Manage onboarding documents, training materials, and other content.
Tasks
Based on 308 ChurnZero reviews. Assign and track onboarding tasks to internal and external stakeholders.
Optimization
Identify trends and analysis that can be used to optimize onboarding. This feature was mentioned in 269 ChurnZero reviews.
Customer Engagement (5)
Portal
Based on 261 ChurnZero reviews. Provider a portal for customers and external users to collaborate and share documents.
Engagement
As reported in 283 ChurnZero reviews. Include features to keep customers engaged such as internal communications.
Branding
As reported in 242 ChurnZero reviews. Create white-label portals by customer, product, or project.
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. This feature was mentioned in 308 ChurnZero reviews.
AI Text Generation
Based on 93 ChurnZero reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 92 ChurnZero reviews.
Platform Basics - Digital Adoption Platform (2)
Integration
Enables integration with web-based software, websites, or other software applications.
Communications
Provides cued prompts, messages, tooltips, notifications and branded tutorials. 10 reviewers of ChurnZero have provided feedback on this feature.
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
Based on 20 ChurnZero reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases 20 reviewers of ChurnZero have provided feedback on this feature.
Adaptive Learning
Improves performance based on feedback and experience 20 reviewers of ChurnZero have provided feedback on this feature.
Proactive Assistance
As reported in 20 ChurnZero reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Journey Mapping (1)
Autonomous Task Execution
Based on 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
Based on 63 ChurnZero reviews. Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 64 ChurnZero reviews. Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation 63 reviewers of ChurnZero have provided feedback on this feature.
Proactive Assistance
Based on 63 ChurnZero reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Experience Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 11 reviewers of ChurnZero have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases 11 reviewers of ChurnZero have provided feedback on this feature.
Natural Language Interaction
As reported in 11 ChurnZero reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting 11 reviewers of ChurnZero have provided feedback on this feature.
Agentic AI - Customer Revenue Optimization (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 11 ChurnZero reviews.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 12 ChurnZero reviews.
Adaptive Learning
Based on 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 This feature was mentioned in 12 ChurnZero reviews.
Decision Making
Based on 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





