--- title: ChurnZero Reviews meta_title: 'ChurnZero Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1604 reviews by the users' company size, role or industry to find out how ChurnZero works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 1604 scale: '5' date_modified: '2026-07-17' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # ChurnZero Reviews **Vendor:** ChurnZero **Category:** [Customer Success Software](https://www.g2.com/categories/customer-success) **Average Rating:** 4.7/5.0 **Total Reviews:** 1,604 ## About ChurnZero ChurnZero is the AI platform and partner for customer growth. Customer teams use ChurnZero to drive revenue and retention, work more efficiently, and deliver the best possible customer experience. The platform unifies your customer data, team expertise, and AI into a single system engineered to elevate customer success. It provides clear insight into what customers need and helps you deliver it, making it easy to scale onboarding, adoption, renewal, and expansion programs as your customer base grows. ChurnZero’s AI agents are purpose-built for the specific needs of customer teams. They interpret customer data, embed seamlessly into your existing workflows, and are flexible by design. You decide how much you want AI to do, and where and when it does it, so you’re always in control. ChurnZero is more than software. Our CS, implementation, and support teams are true partners who ensure your team succeeds at scale. ## ChurnZero Pros & Cons **What users like:** - Users find ChurnZero to be **intuitive and easy to use** , enhancing their onboarding and daily tasks effectively. (139 reviews) - Users appreciate the **user-friendly interface and efficient client engagement tools** of ChurnZero, enhancing productivity and teamwork. (95 reviews) - Users value ChurnZero's **automation capabilities** , which streamline workflows and enhance engagement through efficient task management. (86 reviews) - Users value the **fantastic and responsive customer support** from ChurnZero, enhancing their data management and workflow efficiency. (78 reviews) - Users value ChurnZero's **efficiency** in streamlining workflows and organizing customer data for targeted success initiatives. (76 reviews) - Users value the **customizable integrations** of ChurnZero, enhancing their ability to manage customer data efficiently. (69 reviews) - Customization (58 reviews) - Intuitive (54 reviews) - Visibility (51 reviews) - Time-saving (50 reviews) **What users dislike:** - Users find the **learning curve challenging** , as navigating the interface and setup can be time-consuming. (54 reviews) - Users find the **complexity** of ChurnZero's interface challenging, especially when seeking specific options or reports. (41 reviews) - Users find the platform **not intuitive** , often feeling overwhelmed and facing a steep learning curve initially. (39 reviews) - Users express frustration over **missing automation and paywalled features** , complicating their workflow and increasing costs. (34 reviews) - Users highlight a **steep learning curve** for ChurnZero, finding it challenging to navigate segmentation and available options. (33 reviews) - Limitations (27 reviews) - Missing Functionality (24 reviews) - Integration Issues (23 reviews) - Difficult Navigation (21 reviews) - Limited Customization (21 reviews) ## ChurnZero Reviews ### 1. Useful Client Profile Data with Customizable Fields **Rating:** 5.0/5.0 stars **Reviewed by:** John E. | Training Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about ChurnZero?** Useful data drawn from client profiles and customizable fields. **What do you dislike about ChurnZero?** Not much honestly. If it were easier to access and utilize API stuff I would be happier. **What problems is ChurnZero solving and how is that benefiting you?** It helps me figure out trained/untrained churn and how to remedy that. ### 2. Proactive Account Management with ChurnZero **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher B. | Senior Director, Customer Success **Reviewed Date:** January 15, 2026 **What do you like best about ChurnZero?** I like how ChurnZero helps me enable proactive, data-driven customer success at scale. The combination of real-time health scores, automation, and visibility into accounts allows us to focus on the right accounts at the right time. It provides me with visibility into where to intervene and helps centralize data, health scoring, and workflows which allows CS leaders and CSMs to prioritize the right action across accounts at the right time. **What do you dislike about ChurnZero?** I find the deeper automation between account level data and success plans lacking. Right now, account-level fields can't be automatically populated into Success Plans, which means I have to do manual work. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to manage account health and monitor usage, providing me visibility to intervene. It centralizes data for CS leaders and CSMs to prioritize actions, enabling proactive, data-driven CS at scale with real-time health scores and automation. ### 3. I use this tool all day - every day **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea K. | Senior Manager, Customer Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2023 **What do you like best about ChurnZero?** ChurnZero - One of the Most Actionable and Powerful Tools in My Day-to-Day Workflow I absolutely love ChurnZero! It’s one of the most actionable and powerful tools I use daily. The platform allows me to build incredibly rich, specific customer segments based on application usage, which is a game changer for targeting outreach efforts. The ability to set success goals and track customer engagement has made it much easier to understand the direct impact of our outreach. Whether it's preventing churn or driving adoption, ChurnZero gives us the insights and tools needed to take meaningful action. Another major highlight is the support and services team at ChurnZero – they’re always responsive, knowledgeable, and a pleasure to work with! Their dedication to helping us maximize the platform's potential makes the experience even more valuable. Overall, ChurnZero has been an essential tool in driving customer success and I highly recommend it to anyone looking for a solution to truly understand and engage with their customers. **What do you dislike about ChurnZero?** I would love the ability to auto delete tasks in a workflow. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero is solving key challenges around both proactive and reactive churn management within our organization. On the proactive side, it helps us track product engagement, identify early signs of disengagement, and take targeted action to prevent churn. By monitoring how customers are using our product, we can engage them in a timely manner, ensuring they derive maximum value and remain loyal. On the reactive side, ChurnZero allows us to quickly address churn risks with personalized, data-driven outreach. It provides detailed insights into customer behavior and health, which ensures our team can prioritize accounts and intervene before issues escalate. Additionally, ChurnZero is a key part of our onboarding process, helping us manage the journey from the first touchpoint through to full product adoption. With its segmentation capabilities, we can tailor our outreach and measure progress toward new product adoption goals. This ensures our customers are not only onboarded successfully but also empowered to use our product to its full potential. Overall, ChurnZero’s comprehensive toolset is helping us drive customer success, reduce churn, and achieve higher levels of product adoption. **Official Response from Maureen Rice:** > Hi Chelsea, thank you so much for your review! I'm Maureen Rice, ChurnZero's customer marketing manager, and I am SO happy to hear about your experience with ChurnZero so far. If you're willing, feel free to email me about your deleting task use case, and I'll log it as product feedback ASAP. My email is mrice@churnzero.net. Thanks again! ### 4. Centralized Command for Seamless Account Management **Rating:** 5.0/5.0 stars **Reviewed by:** Madeline S. | Customer Success Manager **Reviewed Date:** February 09, 2026 **What do you like best about ChurnZero?** CZ is my command center, and I use it to proactively manage account health, track engagement, and prioritize where I can drive the most impact. I appreciate how CZ keeps all my notes, call recaps, and touchpoints tidy and centralized, providing a clear, reliable history of what's happened and what’s next. What I like most about ChurnZero is that it gives me a single, centralized view of my entire book of business. I also really like the dashboards! **What do you dislike about ChurnZero?** I would like if there were dedicated tabs for 'History' separating Support tickets, touchpoints and opportunity signal. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to manage account health, track engagement, and prioritize tasks. It centralizes all my notes, calls, and touchpoints, giving me a clear, reliable history of activities for my business. ### 5. Comprehensive Customer Monitoring with Custom Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Ellie G. | Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2025 **What do you like best about ChurnZero?** I use ChurnZero to monitor, manage, and communicate across our customer base effectively. I appreciate the visibility and analytics it provides, helping me prioritize work and ensure customers gain value from our product. ChurnZero allows me to design reporting that fits our needs, offering preconfigured dashboards as well as the flexibility to create reports specific to our use cases. I love that it enables me to monitor and manage the customer lifecycle all in one place, making it convenient to oversee everything. I also frequently recommend ChurnZero, giving it a 10 out of 10 for its performance. **What do you dislike about ChurnZero?** Coming into ChurnZero having already been configured two years prior, I wish there were more prescriptive ways to monitor Churn, NPS, CSAT that could have enabled this team to operate better sooner. The person who implemented was new to CS and could have used more guidance and less flexibility. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to monitor, manage, and communicate across our customers, helping me get visibility and analytics for prioritizing work and ensuring customer value. It centralizes customer lifecycle monitoring and allows me to design tailored reporting. ### 6. A Workflow Automation Dream for Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Sultaan S. | Customer Success Specialist II, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about ChurnZero?** I really appreciate how I can create segments, plays, and journeys tailored to both accounts and contacts. This functionality makes it incredibly easy to automate sending emails, update account information without manual work, and share details with external parties, all with little effort once everything is set up. ChurnZero has empowered us to nearly double our customer base without needing to add more team members, since it handles so many tasks for us. Also, there is a good amount of resources and articles to self-serve when you are trying out a new workflow. And if that doesn't work, I know I can rely on their customer support team and our CSM (shoutout Alex!!). **What do you dislike about ChurnZero?** My main concern with ChurnZero is the limited flexibility in how ChurnScores are calculated. While I understand the reasoning and intention behind their approach, I find the process less intuitive than I would like. **What problems is ChurnZero solving and how is that benefiting you?** As a startup, our priority is achieving sustainable scalability as we expand. This approach allows us to avoid hiring additional team members every time we reach a new milestone in customer growth. We truly appreciate how ChurnZero helps us minimize manual tasks by enabling us to create automations and tools that boost our productivity and even eliminate certain responsibilities entirely. ### 7. Innovative Tool with Seamless Account Management **Rating:** 5.0/5.0 stars **Reviewed by:** Anastasiya V. | Onboarding Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about ChurnZero?** I really enjoy that ChurnZero keeps innovating and putting out new features. There's always something new and exciting, which I love. The commitment to innovation that ChurnZero has is not unnoticed. It's clear they continue to try and make a better product for their customers. **What do you dislike about ChurnZero?** Just minor things here and there like, the ability to access some information requires extra clicks. Sometimes you have to click around a little bit. Initial setup was a little tricky, and definitely a team effort. It was not easy, but we had great support to ask questions and help out weekly for when we had questions. **What problems is ChurnZero solving and how is that benefiting you?** I can easily manage all of my accounts in one place, see who has had reach outs previously, track renewals, and identify who needs extra attention. I also love that I can see their usage in our software. ### 8. Excellent Customer Data, Segmentation **Rating:** 4.5/5.0 stars **Reviewed by:** Hayley C. | Senior Marketing Manager, Customer Marketing, Enterprise (> 1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about ChurnZero?** I really love the detailed customer data and segmentation that ChurnZero offers. As a customer marketer, I rely on ChurnZero to connect with our software customers through in-app messages. It’s also super helpful for rolling out in-app guides and product walkthroughs, which support product adoption and awareness. One of my favourite aspects is gathering insights on customer communication and behaviour. I can track customer engagement on the platform, satisfaction levels, email CTRs, and in-app notifications views. Definitely a valuable tool for our team. **What do you dislike about ChurnZero?** Wish there were more customizable features for in-app communications, such as linking pop-ups to specific features in the platform or on specific solution pages, or more complex, multi-step and visually pleasing notification designs. **What problems is ChurnZero solving and how is that benefiting you?** Offers an all-in-one solution for our business for managing client relationships, driving feature adoption and communicating with customers. ### 9. Lots of Improvements Needed **Rating:** 1.0/5.0 stars **Reviewed by:** Dayna M. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 08, 2025 **What do you like best about ChurnZero?** The best part about ChurnZero is that all my emails are sent instantly. **What do you dislike about ChurnZero?** Formatting emails is very difficult, creating a Playbook takes a long time (relative to other vendors), not being able to duplicate other user's playbooks is inefficient, the system can only process 3 plays at a time which is not efficient for a large organization, we are only able to send 99 emails at a time if we want the emails to show up in our sent box, the CSMs for ChurnZero are not helpful (often times I get better service/responses from their support team). **What problems is ChurnZero solving and how is that benefiting you?** The only problem that ChurnZero is currently solving is how quickly they are able to send out mass emails to clients. I do like that they send instantaneously, however this speediness of the emails being sent does not make up for all the other issues that ChurnZero gives us. ### 10. Intuitive design and clear data with very useful filters **Rating:** 4.5/5.0 stars **Reviewed by:** Luisa R. | B2B Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2026 **What do you like best about ChurnZero?** Its design is very easy to understand. The way it is visually organized makes the data very clear; furthermore, it provides facilities to apply filters according to the search needs. **What do you dislike about ChurnZero?** It may happen that, when changing the date of a task, it eventually reverts to the original, and the system acts as if the change was overlooked. **What problems is ChurnZero solving and how is that benefiting you?** The ease with which information is found makes it much simpler to understand and, in that way, focus on those accounts that require more attention. ### 11. Easy to use and great support! **Rating:** 5.0/5.0 stars **Reviewed by:** Brianda T. | Digital Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2025 **What do you like best about ChurnZero?** I really like the look and feel of the platform — it’s clean, easy to use, and intuitive. When I need to learn something new, the knowledge base and the active community are excellent resources. As the admin, I’ve found it straightforward to implement new processes and share them with my team. The ChurnZero support team is also a big plus. It’s easy to hop on a call, screen share, and work through any challenges quickly. **What do you dislike about ChurnZero?** The one thing that throws me off is the naming convention for “Segments.” I understand the function, but when I’m explaining ChurnZero to colleagues who aren’t users, it feels odd to say “run a Segment” instead of “run a report.” It’s a small thing, but it can be confusing when I’m walking others through the tool. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero helps me manage a very large customer portfolio without letting accounts slip through the cracks. The platform gives me visibility into customer health, renewals, and engagement so I can be proactive instead of reactive. The automation and playbooks save time and create consistency across my team. Having surveys and account insights all in one place makes it easier to spot risks and opportunities, which ultimately drives retention and growth. ### 12. Efficient and Intuitive Customer Success Platform with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa S. **Reviewed Date:** December 09, 2025 **What do you like best about ChurnZero?** I find ChurnZero's ease of use and accessibility to be a big differentiator. The data model and table structure are very easy to understand, and the design is quite intuitive. I particularly appreciate the visual workflows and the way segments and dashboards are built, which allow my team to manage and adapt our processes without needing specialized training. This improves our team's efficiency and reduces the risk of failure when implementing changes. Additionally, the ability to automate customer engagement and workflows, especially with AI functionality and Playbooks, is a significant advantage. This feature has helped us automate complete workflows and scale our operations more quickly. **What do you dislike about ChurnZero?** Nothing! The team is great about addressing any challenges we face and providing consultative work arounds when we have unique requirements. We haven't run into any blockers or issues that couldn't be resolved. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero centralizes customer data in an easy-to-understand way, allowing us to automate workflows and tasks. This creates more efficiency within our CS team and ultimately provides a better customer experience. ### 13. Easy to Use, Clear Daily Task and Account Prioritization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2026 **What do you like best about ChurnZero?** It is so easy to use. I love that I can clearly see what my tasks are for the day and which of my accounts need attention the most. **What do you dislike about ChurnZero?** Only simple little enhancements would make it better. For example, the ability to hit enter after typing the site number to bring up an account. **What problems is ChurnZero solving and how is that benefiting you?** With our old software, I could not easily see the last time a MSM touch was made. With CZ, I can add this column to my segment and then start with the ones that haven't been touched the longest. ### 14. Transforms Customer Experience with Seamless Tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Mike P. **Reviewed Date:** December 08, 2025 **What do you like best about ChurnZero?** I really like the visibility across all accounts with ChurnZero, enabling real-time reporting and keeping track of status updates for each account. It's very effective and efficient when used actively, helping teams track client services and information effectively. This ensures we deliver great client experiences. The setup process was very user-friendly, making it easy to configure reporting and information on a weekly, monthly, and quarterly basis. I find ChurnZero extremely useful for tracking all information within one tool and for easily pushing out communications. It's a fantastic tool that helps keep teams on track with meeting goals, setting success plans, and identifying customer journeys. **What do you dislike about ChurnZero?** Nothing found at this time. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero frees up my time by storing everything in a common place, serving as a source of truth for client information. It allows me to track my team's progress through meetings and success plans, enhancing customer experience with user and account customizations. ### 15. Major Insight to Customer Trends **Rating:** 5.0/5.0 stars **Reviewed by:** Beth M. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about ChurnZero?** The AI Summary is great for time saving on reports! We just started using the Signals feature and I think this is going to be really helpful in getting in front of customer churn. **What do you dislike about ChurnZero?** I wish there were a way to reorder Open Task. Like a drag and drop so I could easily arrange my to-do list for the day. **What problems is ChurnZero solving and how is that benefiting you?** Automating processes to give me more time with customer customers. ### 16. Maximized Customer Retention with Powerful AI Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Richard T. **Reviewed Date:** December 05, 2025 **What do you like best about ChurnZero?** I really like the AI tools in ChurnZero, especially the AI summary; it's really nice. But what I like most is the task system that allows us to set up and follow a very long process for specific customers. It's also quite helpful in sending bulk emails to specific groups of customers I'm targeting, which is a lot easier than sending individual emails. It helps me view and manage customer health effectively, giving us the oversight we didn't have before. **What do you dislike about ChurnZero?** I encounter an internal data integrity problem most. We just don't have super clean data, which makes it difficult to use ChurnZero. Also, the initial setup was not super easy, mainly because of the way our systems work, like with parent-child relations, and we didn't have super clean data, which was a challenge. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to ensure customers churn less. It helps keep up with tasks, manage customer requests, send bulk emails to target groups, and provides oversight on customer health, which we lacked before. ### 17. Highly Customizable Tool for Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly D. **Reviewed Date:** December 03, 2025 **What do you like best about ChurnZero?** I love ChurnZero for its high level of customization, which allows us to tailor dashboards, alerts, and workflows to meet our specific needs. This flexibility is particularly valuable because we serve first responders and public safety officials, who have unique requirements. ChurnZero enables us to customize how we manage these accounts, set up alerts, and create customer-specific fields, which streamlines customer management, centralizes customer insights, and improves customer communication. My teammate speaks highly of the onboarding process, and we continue to implement and enhance our use of the application. Overall, ChurnZero significantly contributes to making our customer success management more efficient and effective. **What do you dislike about ChurnZero?** I use a ticket management system for our helpdesk (TeamSupport), and while there is some integration, I would like to see more data analytics or insight from our support tickets. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to streamline customer management, centralize customer insights, and improve communication. Its customization helps tailor dashboards and workflows to fit unique needs, especially for serving first responders and public safety officials. ### 18. Organized, Clear Navigation, fast **Rating:** 5.0/5.0 stars **Reviewed by:** Kanwal R. | implementation consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2026 **What do you like best about ChurnZero?** i think it very organized and clear to navigate **What do you dislike about ChurnZero?** sometimes, it can take a while to load and cause strain **What problems is ChurnZero solving and how is that benefiting you?** merchant account information readily avalible ### 19. All-in-One Solution for Client Success Management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2025 **What do you like best about ChurnZero?** As a Client Success Manager, Churn Zero acts as a one stop shop for all of my reporting and documentation needs on a daily basis. It allows me to easily track client engagements and document detailed notes about those engagements in easily visible places throughout the platform. Additionally, I can easily track tasks that help me action on our client engagement model so things don't get left behind. I also appreciate how Churn Zero integrates with Salesforce for accurate and automated tracking. **What do you dislike about ChurnZero?** Sometimes I find it difficult to navigate creating and running reports in the platform. However, this is not something I'm doing often and may just be due to limited use. **What problems is ChurnZero solving and how is that benefiting you?** Churn Zero is solves all of my task management needs by automating tasks based on customer journeys. Churn Zero helps me track my client engagements so that I can stay organized and on track. It also shows me important usage metrics for my clients which helps me understand the health of each client. Based on these metrics, I can easily determine how I need to approach each client in their adoption of our platform. ### 20. Enhances Customer Management and Streamlines Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Keoni V. | Agency Channel Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2025 **What do you like best about ChurnZero?** It helps me to manage customer relationships and enhance my overall workflow. The better I learn how to use it the better improvement I have in my ability to track customer engagement and satisfaction. **What do you dislike about ChurnZero?** Honestly, I have not seen any downside and find nothing to dislike about it. **What problems is ChurnZero solving and how is that benefiting you?** The dashboard tool dashboard helps provide a comprehensive overview of my customer health scores. This way I can proactively address any potential issues before they escalate, and this helps make sure that my clients feel valued and supported. The real-time insights and analytics also help me to make data-driven decisions, ultimately leading to higher retention rates and increased customer loyalty. ### 21. Fantastic Customer Success Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Parker B. | Manager of Customer Success, Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2024 **What do you like best about ChurnZero?** Certainly! Here's a concise review for you: ChurnZero's customizable fields are incredibly useful. The user-friendly interface empowers our CSMs to adapt quickly to changes and address health-related inquiries. Overall, it's a fantastic tool that continuously improves with excellent customer support and feedback. **What do you dislike about ChurnZero?** While there are very few things that I dislike about ChurnZero, I do believe that adding a playbooks tab directly in an account view would be very beneficial for tracking timeline progress specific to an account. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero solves several problems for our organization. It helps organize and keep all relevant information for CSMs in one place. Not only is this information in one place, it's easy to see and use. We also use this to help determine customer health and risk. With any risk associated, we have utilized ChurnZero to help track customer journeys and created playbooks to determine a CSMs next move for accounts. ### 22. Easy-to-use tool that boosts account management and the points system **Rating:** 4.5/5.0 stars **Reviewed by:** Edilber A. | Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2026 **What do you like best about ChurnZero?** It is an easy-to-use tool, it greatly helps with your account management, and the point system helps a lot. **What do you dislike about ChurnZero?** The fact that sometimes tasks tend to be untimely **What problems is ChurnZero solving and how is that benefiting you?** I can solve problems related to the accounts I manage easily and effectively just by doing my tasks. ### 23. Automatic Journeys and Tasks That Keep Me on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Zachary P. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about ChurnZero?** The most helpful part about churnzero is being able to set up automatic journeys and plays then also have tasks associated so I never miss anything **What do you dislike about ChurnZero?** I wish the connection with zendesk was better **What problems is ChurnZero solving and how is that benefiting you?** tracking customer health scores, tasks, priorities, communications and marketing outreaches. ### 24. Transformative for Customer Data Management **Rating:** 4.5/5.0 stars **Reviewed by:** Jackson M. **Reviewed Date:** November 21, 2025 **What do you like best about ChurnZero?** I love ChurnZero's high-level details view and the depth of data it offers, which provides comprehensive insights into customer usage, user roles, and company details. The automation features are impressive, facilitating seamless task management by integrating with tools like Fathom.ai and HubSpot, and automatically providing action items from calls. Furthermore, ChurnZero's integration with external systems like HubSpot, Slack, and DocuSign enhances its utility, enabling a streamlined workflow across tools. The setup process was very easy, which made the initial adoption smooth and hassle-free, contributing to a reliable operational experience. **What do you dislike about ChurnZero?** I don't think we've found a great way to leave post call notes, specifically Quarterly Business Reviews (QBRs). We meet with hundreds of customers per quarter on QBRs, and our current workflow is to 'create account note' at the meeting field, but that account note does not automatically populate in the main details view I mentioned earlier. This results in our internal workflow requiring us to copy that field over into the notes section, which is a manual and duplicate effort. Furthermore, it is hard to access that information after the fact. We may not be using the software optimally, but that's definitely a downside. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to track customer usage, manage renewals, and enhance efficiency through automation and integrations, saving time and reducing manual efforts. ### 25. Great Product that Has Potential **Rating:** 3.0/5.0 stars **Reviewed by:** Brandon O. | Client Education Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2025 **What do you like best about ChurnZero?** The interface is straightforward and easy to navigate, which I really appreciate. I’m impressed by the idea of gathering data from various sources and having it all available in a single location. The automation features are also appealing—when set up properly and used as intended, this tool could significantly save time for anyone managing a book of business. **What do you dislike about ChurnZero?** Setting up our ChurnZero instance has involved a significant amount of manual administration. The data transfer from our CRM to Salesforce is not straightforward, which has forced us to create numerous workarounds. As a result, the tool hasn't delivered the time savings we were hoping for. Additionally, the default dashboard metrics lack flexibility, cross-segment search capabilities are quite limited, and there are several restrictions when it comes to reporting. **What problems is ChurnZero solving and how is that benefiting you?** We were searching for a CSP and a solution that would enable our CSMs to manage their book of business more effectively within our organization. ### 26. Essential Tool for Tracking Metrics and Outstanding Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about ChurnZero?** It displays the important metrics for a customer to help me quickly identify any churn risks. Being able to slice and dice my data in segments according to the team's needs is also very helpful. The customer support and succcess team is also very responsive and helpful despite the time difference ( i am in Australia), so that actually helps me feel confident in using Churnzero. It's an integral tab in my browsers everyday! **What do you dislike about ChurnZero?** It sometimes feels like there are too many moving pieces and it's hard to remember how I have set a play or an alert up. If all the components (especially segments and plays) be displayed together instead of individually? eg to find out which segment is being used in which alert or play, i have to go to the segment and 'save' it to find where it has been attached to if it's not used as an entry criteria for a play. When editing message reviews in play, it doesn't scroll seamlessly. Even if I have enlarged the message window, but my content is further down the window, I have to scroll back up to access the tool bar to insert a link etc. That's pretty cumbersome. **What problems is ChurnZero solving and how is that benefiting you?** It's helping us to track activity on our platform. Ausmed's product is a SAAS LMS, therefore activities and usage is an important metric for us to track and CZ has helped us to keep an eye on it before it's to late. ### 27. Efficient Task Management with Customization **Rating:** 4.5/5.0 stars **Reviewed by:** Will D. **Reviewed Date:** November 17, 2025 **What do you like best about ChurnZero?** I appreciate ChurnZero for its balanced blend of pre-built features align with best practices, coupled with the adaptability to customize workflows tailored to our business needs. Its segmentation functionality is particularly impressive, efficiently organizing the extensive book of business, enabling us to pinpoint specific customers with precise needs, such as correcting negative behaviors or identifying upsell opportunities. I value the Playbooks feature, which streamlines the creation and management of structured processes, helping our Customer Success Managers consistently address issues and maintain effective workflows, such as during customer onboarding. Furthermore, ChurnZero integrates seamlessly with Salesforce, enhancing our ability to make our salesforce data actionable. The simplicity of the initial setup also adds to the positive experience, making adoption straightforward without unnecessary complications. **What do you dislike about ChurnZero?** My experience has been very positive. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to organize daily tasks for Customer Success Managers, helping to prioritize outreach to 150-200 customers efficiently. The segmentation and customizable playbooks streamline workflows and improve our team's consistency in delivering outcomes. ### 28. Easy to Use with Exceptional Customer Support **Rating:** 4.5/5.0 stars **Reviewed by:** Clara T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2026 **What do you like best about ChurnZero?** I use ChurnZero to manage our nonprofit customer base, and I really appreciate its ease of use. The software provides visibility and churn prevention, which are crucial for our operations. I also think the great customer service is a standout feature. Additionally, the initial setup of ChurnZero was easy, which was a plus for us. **What do you dislike about ChurnZero?** Nothing! **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero for managing our nonprofit customer base, solving visibility and churn prevention issues. ### 29. AI-Driven Insights Boost Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Brittany G. | Senior Director, Customer Success Operations **Reviewed Date:** November 14, 2025 **What do you like best about ChurnZero?** I really enjoy using ChurnZero's custom dashboards; they allow me to showcase all the beautiful, blended data from various sources, including CRM, financial, and technical data. This comprehensive and visual representation is easily accessible without the hassle of digging through vast amounts of data manually. The platform provides immediate updates, which is incredibly useful in painting a story of our customer success both internally and to our customers. Additionally, working with the new AI Agents is very exciting and gives me hope for enhanced scalability. It supports the idea of doing more with less, emphasizing working smarter, not harder. The prospect of efficiency gains through these AI features is promising, allowing us to potentially grow and expand on accounts in innovative ways. ChurnZero helps us monitor key indicators for customer retention, providing alerts before issues arise and helping us tell success stories, which is valuable for leadership and departmental communication. **What do you dislike about ChurnZero?** I would like to see the relationship map from Engagement AI have more flexibility and function. Also, wishing for an AI Agent that prescribes playbooks, as playbooks seem to be the most daunting part of automation and segmentation. Also AI widgets for the custom dashboards would be beneficial to leverage AI data summaries effectively. The initial setup of ChurnZero was challenging, primarily due to internal development and technical blockers, taking over a year to complete our success center build. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to monitor customer health, preventing churn, and providing alerts for key issues. It aids in showcasing success stories via informative dashboards and AI agents help optimize account strategies, promising scalability and efficiency. ### 30. I use it every day to review the health status of my team's accounts! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2023 **What do you like best about ChurnZero?** Churnzero brings together data from our product, Salesforce, Tableau and other tools, allowing me to review account status and health all in one place. I got familiarized with its layout quickly, and I am able to glance at what a client is doing in a matter of minutes before joining an executive sync, for example. **What do you dislike about ChurnZero?** I wish the filters were collapsable to allow for more useful page space for relevant metrics that I want to see at once. Being able to lock the first column on segments (which I use for account names) would also make my life easier as I am analyzing multiple accounts status at once. **What problems is ChurnZero solving and how is that benefiting you?** Centralizing client indicators for management ### 31. Intuitive Platform That Enhances Advocacy Programs **Rating:** 5.0/5.0 stars **Reviewed by:** Kristine D. | Director, Market Intelligence & Analyst Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about ChurnZero?** I find ChurnZero to be incredibly valuable for managing our advocacy program because it provides a straightforward, easy-to-use interface. The software acts as a critical source of truth, ensuring full transparency and alignment within our team regarding which clients are advocates and their activities, as well as their membership on our advisory board. Additionally, ChurnZero excels in delivering a comprehensive view, allowing us to document, report, and stay aligned on customer activities. It significantly facilitates our ability to identify and track advocate engagement, ensuring proper acknowledgment of their participation. The transparency into customer accounts that ChurnZero provides is unmatched, which is crucial for closing the loop on our interactions with advocates. Moreover, the support from the ChurnZero community and instructional documentation is immensely helpful during setup, further enhancing the overall experience. The integration with our Salesforce instance adds to its utility, streamlining our workflow. **What do you dislike about ChurnZero?** Initially, I had a little bit of issue with creating segmentation reports because it wasn't as easy to do. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero as a source of truth for our advocacy programs, offering transparency and documentation, helping manage advocate activities, and ensuring acknowledgement of their participation. ### 32. User-Friendly Tool with Excellent Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** John K. | Mid Market Customer Relationship Manager **Reviewed Date:** November 12, 2025 **What do you like best about ChurnZero?** I find ChurnZero incredibly valuable for managing my book of business as a customer success manager. The software's user-friendliness stands out, making it easy to navigate and utilize its many tools effectively. I particularly appreciate the segment tools for creating customer lists to deliver messaging at scale. These tools streamline tracking customer interactions, which is essential for my role. Additionally, the responsiveness of their Customer Success Managers and support teams enhances my experience by ensuring any issues are promptly addressed. ChurnZero's configurability and ease of management also influenced our decision to switch from our previous solution, offering more adaptability to our needs. Furthermore, even though I wasn't involved in the initial setup, I found it easy to learn how to use ChurnZero for my role, which speaks volumes about its intuitive design. Overall, ChurnZero exceeds my expectations in delivering efficient solutions to manage customer success processes. **What do you dislike about ChurnZero?** I would like to see an easier way to manage permissions in the system. There is a lot of granularity in terms of who is allowed to do what within the system, and it's sometimes hard to know what permission grants what functionality. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to manage customer relations, track their usage, and deliver communications efficiently. It is user-friendly, offers valuable segmentation tools, and simplifies account management. ### 33. ChurnZero Survey - CSM **Rating:** 4.5/5.0 stars **Reviewed by:** Santiago M. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2025 **What do you like best about ChurnZero?** Its's extremely user friendly, since the last update a lot of colors changed and look way better. It's way better to use and implement rather than have to use Salesforce, as an example. Is very easy to use, has a lot of useful information. Way easy to create segment, folders, success plans, very user friendly on terms of submitted tasks. It's one of my daily tools, literally I use it everyday, also very easy to just do 2 clicks and you can download a report, comes on a spreadsheet and is very useful. Very easy to get information in terms of licenses, expiration dates and cases (sometimes). Overall is a great tool to help customers, have information up to date, know how many portal users do they have. Integration of CZ with other tools like Outlook, Salesforce, and Gmail are pretty cool, I don't have to go to every account and create a task for an email sent. The fact that I could be more in touch with my customers. Specially based on the alerts of support cases, new opportunities among other things is great. **What do you dislike about ChurnZero?** Since CZ is linked to SalesForce, usually the information displayed in CZ is not accurate or very outdated. The IA Snapshot doesn't get updated automatically, everytime you haved to there and refresh it manually. I don't like tghe fact that unless you have admin rights, you cannot do a "bulk upload" such as change a lilst of accounts to my name or viceversa. In terms of alerts, usually takes a lot of time to get them, and sometimes I get notifications that are old, that creates confusion to be able to help my customers. Sometimes if there's a customer with a typo or a different email address, CZ wouldn't recognize that contact, and will not include any emails, communications or even meetings from it. Depending on needs, but CZ for me is not that good on customer support, since we don't have a way to know usage of tools. **What problems is ChurnZero solving and how is that benefiting you?** CZ helps with automatization on processes, also CZ is a great tool to centralize all information needed from customer, alerts, cases, upcoming renewals. This is the ways specifically my company uses CZ in a better way. ### 34. Game-Changer for Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole H. **Reviewed Date:** November 12, 2025 **What do you like best about ChurnZero?** I find ChurnZero to be a game changer for our organization, offering exceptional capabilities in managing client accounts efficiently. The software simplifies the process of reviewing data from Salesforce and helps us handle client-specific segments and subgroup messages with ease. I love how it automates processes, eliminating the need for manual effort, such as mail merging, which saves us time and increases our productivity. The ability to create and schedule Plays enhances workflow management significantly. ChurnZero helps us stay organized by automating several processes, ensuring all clients consistently receive the same messaging and high level of care. The product’s data manipulation feature is particularly user-friendly, making it easy to sort crucial information about our clients or product lines within their subscriptions. Plays and segments are among the features I value the most, as they enable intuitive sorting of information and allow for granular messaging management. The facility to send plays by territory or customize verbiage to suit specific territories empowers us to maintain personalized and efficient client communication. ChurnZero’s integration with Salesforce is seamless, improving the overall experience. I appreciate the responsive attitude of the ChurnZero team in considering our feedback and the anticipation of new feature implementations in future updates. **What do you dislike about ChurnZero?** I find some of the interfaces a little bit wonky. I have suggested improvements, such as having a more robust text editor when sending out account insights. Additionally, I requested better reporting and segment capabilities to easily see who is accessing account insights, which currently doesn't appear in the history. I also wish there was a master report of all Salesforce/Churn fields being used in each segment so we can easily determine if a Play is wrong due to a Segment breaking because of a Salesforce field change. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to manage client accounts efficiently, automate processes, and ensure consistent client communication. It provides seamless data integration from Salesforce and simplifies custom messaging, saving us time and enhancing organizational growth. ### 35. Automates My Day and Keeps Support Tasks Proactive **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony B. | eCommerce Performance Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2026 **What do you like best about ChurnZero?** It really automates your day. The integration keeps my task up to date, it keeps me proactive vs reactive to my customer support tasks. **What do you dislike about ChurnZero?** I have no complaints as of yet. If anything, it would nice to have it replace my CRM lol **What problems is ChurnZero solving and how is that benefiting you?** I am in CS for an eCommerce company, it has created default tasks for alerts to aid in assisting customers and being proactive vs reactive. ### 36. Streamlines Forecast and Health Management **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole J. **Reviewed Date:** November 10, 2025 **What do you like best about ChurnZero?** I really appreciate ChurnZero’s ability to track everything in one area, which simplifies the task of managing customer health and forecast management. The system’s ability to utilize various campaigns as a determinant of customer health is particularly beneficial. It effectively eliminates redundancies across the organization, saving time and ensuring that all necessary customer information is centralized and easily accessible. This centralization means we no longer have to search through multiple areas for critical information. Furthermore, the robust support during the onboarding process, including the assistance from the implementation team and our Customer Success Manager (CSM), made the setup fairly easy, which I found very helpful. This level of support reflects positively on the overall user experience and ease of integration with our workflow. **What do you dislike about ChurnZero?** I find the churn score calculation in ChurnZero to be confusing. It can be difficult to explain to others, and it sometimes lacks clarity because the standard is not intuitive. For instance, understanding whether a higher or lower score indicates better customer health is not immediately apparent, which makes it harder for others to grasp the concept. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero for better managing forecasts and account health, providing organizational insight, tracking customer health in one area, eliminating redundancies, and saving time. ### 37. Flexible, User-Friendly Platform That Adapts to Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Teague M. | Manager, Customer Success Implementation, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2025 **What do you like best about ChurnZero?** I really appreciate the flexibility of the program. It's easy to develop processes that mirror what we do and make adjustments as we go. Having all the data in one system with the ability to create segments eliminates double entry and as new reports are needed, either one time or reoccurring, they can easily be created. **What do you dislike about ChurnZero?** I have found a few restrictions or limitations but typically these can be worked around. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero provides a single source of records allowing stakeholders from multiple departments to collaborate in real time. We have a process that is easy to follow ensuring our employees are provided a path to success and nothing is missed during customer onboarding. ### 38. AI-Powered Automation Streamlines My Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Blake C. **Reviewed Date:** November 07, 2025 **What do you like best about ChurnZero?** I appreciate how ChurnZero automates numerous processes, which enhances my productivity significantly. The ability to customize my view to concentrate on the essentials for starting my day is incredibly useful. The software is intuitive, making it easy to navigate and use efficiently. I am particularly impressed by the automation and AI features of ChurnZero, which are a considerable advantage in my daily tasks. The AI assistant is incredibly helpful, as it crafts swift follow-ups and notes from recent calls, saving me a substantial amount of time and effort. Furthermore, the CS AI and the snapshot AI are excellent features, providing a summarized version of account history while highlighting the critical parts I need to know, which significantly aids in managing client relationships effectively. The initial setup of ChurnZero was pretty easy and straightforward thanks to my team, making the transition smooth. Overall, ChurnZero integrates seamlessly with Salesforce, enhancing my workflow without any friction. **What do you dislike about ChurnZero?** Haven't come across anything yet **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero automates my tasks, customizes my daily view, and its AI efficiently crafts follow-ups and highlights account histories, enhancing my productivity. ### 39. Simplified Client Management with Top-notch Support **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor B. | Senior Customer Support Representative, Enterprise (> 1000 emp.) **Reviewed Date:** December 03, 2025 **What do you like best about ChurnZero?** I like ChurnZero for its simplicity in searching, which makes navigating through client data a hassle-free experience. The great graphs and visualization of client data are highly appreciated as they provide clear insights at a glance. I love the Churn Score feature, which offers a straightforward method to assess client status and identify which clients require the most attention, enabling a focused approach to client management. Furthermore, the initial setup process was simple, with excellent support received from our ChurnZero account representatives, making the transition to using the tool smooth and efficient. **What do you dislike about ChurnZero?** I wish ChurnZero had better integrations with ServiceNow and TDX. **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero to track subscription clients, estimate renewal likelihood, and solve tracking issues throughout the sales cycle, with benefits like simple client data visualization and the Churn Score to quickly identify clients needing help. ### 40. Great Customer Usage Insights and Add-On Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about ChurnZero?** I like the way we can keep a pulse on our customers usage of our platform and also track what add-on products they're using **What do you dislike about ChurnZero?** I don't love the manual process of adding in meetings, we are integrated with Zoom/GCal but still ahve to manually edit/add meetings **What problems is ChurnZero solving and how is that benefiting you?** It it telling us when customers are in poor health so we can reach out and help prevent them from churning proactively! ### 41. Great Segments That Make Targeting Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2026 **What do you like best about ChurnZero?** Segments are great, being able to pull information quickly is helpful. Especially upcoming renewal segments the opertaions team builds **What do you dislike about ChurnZero?** The formatting in the email ability can be off. Font size, formatting, signatures, user experience is tough **What problems is ChurnZero solving and how is that benefiting you?** Seeing segments for upcoming renewals, noticing churn risks ahead of time, and the integration with Gong to be able to look at Gong summaries within a meeting task is great ### 42. Centralized Customer Insights Made Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Christina M. | Project Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 12, 2026 **What do you like best about ChurnZero?** I like how ChurnZero centralizes customer health, product usage, and engagement in one platform, making it easy to prioritize accounts and take proactive action. **What do you dislike about ChurnZero?** Some workflows and configurations have a learning curve, especially when first setting up segments, journeys, and health scores. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero solves the challenge of managing customer health and engagement at scale by centralizing usage data, health signals, and communication. This helps us act proactively, reduce churn risk, and prioritize our efforts more effectively. ### 43. Playbook Feature Keeps Me Organized and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffrey O. | Customer Success Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about ChurnZero?** What I like best about ChurnZero is the Playbook feature. I really appreciate how it allows me to create and customize playbooks that align with my daily workflow. It helps me stay organized by setting reminders for each task, ensuring I stay on top of my priorities and execute them efficiently. **What do you dislike about ChurnZero?** So far, I don’t have any dislikes about ChurnZero. It’s been a great tool that helps me stay organized and on top of my tasks. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero helps me stay on top of my customers’ needs by keeping all my tasks, follow-ups, and playbooks organized in one place. It also makes it easier to manage my day-to-day work and get things done more efficiently. ### 44. User-Friendly and Organized with Potential for More AI **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia W. **Reviewed Date:** April 06, 2026 **What do you like best about ChurnZero?** I use ChurnZero to manage my book of business and it keeps me organized. I like that it is user-friendly and appreciate the ability to see metrics, create reports, and manage tasks, among other things. **What do you dislike about ChurnZero?** I think ChurnZero could make more use of AI. It would be great if it could read account data and suggest next steps. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero keeps me organized while managing my book of business. ### 45. Enhances Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Katie P. **Reviewed Date:** December 08, 2025 **What do you like best about ChurnZero?** I really like the ways I can segment my views, the dashboards are great for looking across different segments, and I love the AI-generated follow-up emails that ensure I never miss sending an email to a customer after a meeting. ChurnZero provides great resources and support, which helps get things set up exactly how you like it. **What do you dislike about ChurnZero?** The only thing that I think could really use improvement for ChurnZero is the UI and also maybe the terminology used can sometimes be confusing such as "segments" - it could be called a "filtered view". **What problems is ChurnZero solving and how is that benefiting you?** I use ChurnZero for visibility into account complexities, managing my book of business, and identifying opportunities for improvement. It helps segment views, facilitates dashboards to handle segments easily, and automates follow-up emails post-meetings. ### 46. Regional Account Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Tawatha V. | Regional Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about ChurnZero?** I love how easy it is to complete tasks within the platform. I have been using CZ for over a year now and the platform makes it simple to stay connected with clients, get them the information they need quickly and on a mass level if needed. I also like that I can create future tasks for myself to stay on track (I have over 750 customers and even more location accounts to keep track of). I really like the new updates to the look and feel and usability. I also like the ability to segment my accounts so that I can see specific accounts based on specific criteria (makes it seamless when I need to set up customer visits in a particular city). Overall, love that the platform meets my needs with ensuring I get my accounts what they need, when they need it. **What do you dislike about ChurnZero?** I wish that I could easily see when a specific contact is linked to multiple child accounts when sending emails. I know my company uses CZ in a pretty unique way but sometimes, I am afraid that I am sending a contact the same email multiple times when I run a play on diff child accounts (sometimes the child account has the same primary contact and sometimes it has a diff primary contact. This is very nitpicky and I can still get the answer, just takes a little more work. **What problems is ChurnZero solving and how is that benefiting you?** At a very basic level, I use CZ to ensure that I build connections with my customers to ensure they do not churn/cancel. The platform just makes this very simple to do. I am able to see who my "problem" accounts are very easily and the platform alerts me when I should reach out to them. With the number of accounts I have this would be nearly impossible to do manually. CZ is like my little personal assistant. ### 47. Allows me to automate and track journeys to highlight risk of churn **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel K. | Vice President of Customer Experience, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2025 **What do you like best about ChurnZero?** Creating journeys, playbooks, and reports very quickly to adapt to changing needs of CX. Implementation is the fastest! I've used a ton of CSPs and nothing is easier to install and implement. Customer Support is top notch, fast, and dead on! My team and I value this software and use it hourly! Integrations are a breeze and the team at CZ is always there to provide ideas. **What do you dislike about ChurnZero?** I would like to see "or", "if then" statements in segment creation. **What problems is ChurnZero solving and how is that benefiting you?** Being able to track the entire journey allows me to repeat success, and not fall into risk and churn. It allows my CSMs to know exactly what to do, when to do it, and which path to take when risk is identified. We are able to eliminate surprises and take a path that fixes risks with the entire company aware of the action plan. ### 48. ChurnZero: Intuitive Interface and Excellent Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel T. | Customer Success Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** April 01, 2026 **What do you like best about ChurnZero?** I liked the interface and usability; ChurnZero is very useful. **What do you dislike about ChurnZero?** For my daily management, I haven't had any complaints about ChurnZero **What problems is ChurnZero solving and how is that benefiting you?** Scheduling, account verification, management, and continuous development within companies ### 49. An amazing tool for understanding your customers **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel Z. | Global Customer Marketing Manager, Telecommunications, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2024 **What do you like best about ChurnZero?** ChurnZero still remains an essential tool for understanding our customers. I work in marketing so have a slightly different use case but are seeing huge value in sending out comms via the playbooks. It's crucial for me to know where customers are in their lifecycle to tailor appropriate playbooks. The success plans are great and completely customizable allowing me to align them to the unique goals of each customer. So when important milestones like contract renewals come up we can ensure that customers have achieved their desired outcomes and are satisfied with the product. I have an amazing CSM, Lucas, who has been so helpful at making sure we are getting value from the tool. **What do you dislike about ChurnZero?** Whilst the tool is intuitive and easy to use and has had an updated UI as of late, I feel it still could benefit from some more ways to be user friendly. For example viewing all responses to a recent play is quite long winded you have to go into each contact history and view the responses that way rather than easily be able to pull a list of responses to an email. **What problems is ChurnZero solving and how is that benefiting you?** ChurnZero provides me with invaluable insights into customer behavior and engagement throughout their lifecycle. This helps our team to identify at-risk customers early on, allowing us to intervene proactively and mitigate churn effectively. Moreover, ChurnZero enables us to tailor our communications and interactions with customers based on their specific needs and preferences, leading to higher levels of satisfaction and loyalty. By automating certain processes and workflows, it also streamlines our operations, saving time and resources while ensuring consistency in our approach to customer success. ### 50. A delayed decision not to select ChurnZero sooner cost us revenue and hard dollar savings **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about ChurnZero?** My organization implemented ChurnZero a little over a year ago. Since then, I have easily become a "fan girl!" It has quickly become our "client Bible" and helped us automate many of the manual tasks we've been doing. Additionally, it has given us insight we've been missing, and removed our human bias by leveraging health scoring that is data-driven versus our gut feeling. If you add in the recent AI enhancements and agents available, our experience is only going to keep evolving. My only regret is that we did not seek out ChurnZero sooner! **What do you dislike about ChurnZero?** Currently, the contacts to accounts ratio is 1:1, and does not allow for 1:many relationships. This is a major disruption to our business and an adoption barrier internally. Managed Services Providers (MSPs) are a very common service layer in our software industry, with the same contacts working across multiple clients. Not having this key functionality, you will find meetings, email messages, and tickets from one client in the wrong client due to this issue. Solve this challenge, and I think ChurnZero is near perfect! **What problems is ChurnZero solving and how is that benefiting you?** We leverage ChurnZero to automate the operational "non-value add" tasks so that our teams can focus on the more strategic areas of growing revenue and expanding our client's programs. We also use this as a way to manage our processes rather than having to look up a quick reference guide or help document - it is all built in and requires little thought, ensuring key touchpoints and activities are not missed. ## ChurnZero Discussions - [Does ChurnZero have a Customer Success blog?](https://www.g2.com/discussions/blog) - 2 comments, 2 upvotes - [Can I schedule a demo of ChurnZero?](https://www.g2.com/discussions/demo-request) - 1 comment, 2 upvotes - [Why should you choose ChurnZero?](https://www.g2.com/discussions/why-churnzero) - 1 comment, 2 upvotes - [What other products does ChurnZero integrate with?](https://www.g2.com/discussions/native-integrations-829b4a2f-3782-445a-8373-5f4d9fc31118) - 1 comment, 2 upvotes - [Best advice for not getting overwhelmed?](https://www.g2.com/discussions/36867-best-advice-for-not-getting-overwhelmed) - 1 comment, 1 upvote - [View ChurnZero pricing details and edition comparison](https://www.g2.com/products/churnzero/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+07%3A14%3A01+-0500&secure%5Bsession_id%5D=c37ad35b-8625-4982-8fb4-2aa21381b614&secure%5Btoken%5D=6502dc25b96e1656d5ed08613b0acd3300e77503f883212bf1759a1ddab9a414&format=llm_user) ## ChurnZero Integrations - [Absorb LMS](https://www.g2.com/products/absorb-software-absorb-lms/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [Amazon S3 Glacier](https://www.g2.com/products/amazon-s3-glacier/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [AskNicely](https://www.g2.com/products/asknicely/reviews) - [Azure](https://www.g2.com/products/hopem-azure/reviews) - [Chargebee](https://www.g2.com/products/chargebee/reviews) - [ChartMogul](https://www.g2.com/products/chartmogul/reviews) - [Chorus by ZoomInfo](https://www.g2.com/products/chorus-by-zoominfo/reviews) - [Close](https://www.g2.com/products/close/reviews) - [Confluence](https://www.g2.com/products/confluence/reviews) - [Copper](https://www.g2.com/products/copper/reviews) - [Databricks](https://www.g2.com/products/databricks/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [Exact](https://www.g2.com/products/exact-exact/reviews) - [Fin](https://www.g2.com/products/fin/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - [Gong](https://www.g2.com/products/gong/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Greenlight Guru Clinical](https://www.g2.com/products/greenlight-guru-clinical/reviews) - [Greenlight Guru Quality Management System](https://www.g2.com/products/greenlight-guru-quality-management-system/reviews) - [Help Scout](https://www.g2.com/products/help-scout/reviews) - [Higher Logic Vanilla](https://www.g2.com/products/higher-logic-vanilla/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [IBM Targetprocess](https://www.g2.com/products/ibm-targetprocess/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Jira Service Management](https://www.g2.com/products/jira-service-management/reviews) - [LearnUpon](https://www.g2.com/products/learnupon/reviews) - [Maxio](https://www.g2.com/products/maxio/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Mixpanel](https://www.g2.com/products/mixpanel/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [OpenQuire](https://www.g2.com/products/openquire/reviews) - [Pendo](https://www.g2.com/products/pendo-io-pendo/reviews) - [Pendo Feedback (formerly Receptive)](https://www.g2.com/products/pendo-feedback-formerly-receptive/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Recurly](https://www.g2.com/products/recurly/reviews) - [Rev.io](https://www.g2.com/products/rev-io/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce B2C Commerce](https://www.g2.com/products/salesforce-b2c-commerce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews) - [SAML Single Sign-On](https://www.g2.com/products/saml-single-sign-on/reviews) - [ServiceNow Customer Service Management](https://www.g2.com/products/servicenow-customer-service-management/reviews) - [Skilljar by Gainsight](https://www.g2.com/products/skilljar-by-gainsight/reviews) - [Skilljar Customer Education Platform](https://www.g2.com/products/skilljar-customer-education-platform/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Spiro](https://www.g2.com/products/spiro/reviews) - [Swimlane](https://www.g2.com/products/swimlane/reviews) - [Synthesia](https://www.g2.com/products/synthesia/reviews) - [Teamwork CRM](https://www.g2.com/products/teamwork-crm/reviews) - [Teamwork Desk](https://www.g2.com/products/teamwork-desk/reviews) - [Twilio Segment](https://www.g2.com/products/twilio-segment/reviews) - [Verto](https://www.g2.com/products/verto/reviews) - [Wrike](https://www.g2.com/products/wrike/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zendesk Sell](https://www.g2.com/products/zendesk-sell/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoho Desk](https://www.g2.com/products/zoho-desk/reviews) - [ZoomMate](https://www.g2.com/products/zoommate/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## ChurnZero Features **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **User Analysis** - Survey Implementation - Data Analysis **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Platform Basics** - Templates - Exporting - Multi-user Access and Collaboration - Multiple Personas - Data Analytics **Platform Basics** - Dynamic Segmentation - Journey Optimization **Analytics** - Net Promoter Score (NPS) - Customer Satisfaction (CSAT) Score - Customer Effort Score (CES) - Gamification **Onboarding Setup** - Workflows - Templates - Checklists **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **User Support** - User Segmentation - Multi-Language Support - Behavior-responsive Messaging **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Platform Data** - Journey Reporting - Trends Reporting - Dashboards - Advanced Data Filtering **Customization** - Stakeholder Management - Multilanguage Support - Multiple Branding Support - Vertical-specific Solutions **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Agentic AI - Customer Journey Mapping** - Autonomous Task Execution **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **Walkthrough Type** - Audio-visual Walkthroughs - Text Bubble Walkthroughs **Mapping** - Multiple Org Charts - Stakeholder Roles **Platform Additional Functionality** - Journey Mapping - Integrations - Automated Alerts **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation - AI Text Summarization **Platform Basics - Digital Adoption Platform** - Integration - Communications **Agentic AI - Customer Journey Analytics** - Autonomous Task Execution - Adaptive Learning - Proactive Assistance **Agentic AI - Experience Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Analytics - Digital Adoption Platform** - Analytics **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Natural Language Interaction - Proactive Assistance **Functions - Digital Adoption Platform** - Customer self-service - In-app guidance **Agentic AI - Digital Adoption Platform** - Adaptive Learning ## Top ChurnZero Alternatives - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews) - [Custify](https://www.g2.com/products/custify/reviews) - 4.7/5.0 (510 reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (935 reviews)