ChurnZero Reviews & Product Details

I use ChurnZero for maintaining client-related important information and managing a weekly tracker for clinic health. I find it crucial because it helps me keep all mandatory information in one place, saving me time. I like the features such as the weekly tracker, client profile, and credit request maintenance because they are essential for managing client information, tracking clinic health, and raising credit requests in case an invoice is incorrectly generated by the finance team. The initial setup was great, thanks to the necessary details provided by our leadership team and the training videos. Review collected by and hosted on G2.com.

Everything looks good Review collected by and hosted on G2.com.

It's a really clear and intuitive tool built around all the core concepts of customer success and account management. The team there use clear language throughout their comms and in person, they're responsive and I feel will get us to where we need to be with embedding the tool.

We've been able to integrate with our custom software and we're gathering more data than ever on how our clients are using our products .

The AI features look excellent though we're not quite ready to try them yet. Review collected by and hosted on G2.com.

The only downside so far is the lack of clarity on the license model. We want to get more people using it but it's not really clear what each license type can do. We have asked for help and apparently it is coming! Review collected by and hosted on G2.com.

Churn Zero helps capture relevant customer data, tasks, and activities. As a result, we are able to pull accurate customer data. We also use Journeys extensively to track customer transitions and onboarding. Dashboards are easy to create and help save 2-3 hours a week. We have created dashboards for the team that provide a single source of truth and help drive meeting agendas, bringing focus to important customer aspects. Review collected by and hosted on G2.com.

It's difficult to create trend analysis. Areas like Journeys and Success Factors start to feel rigid at some point. Review collected by and hosted on G2.com.

It is relatively straightforward to use once trained on it and it integrates well with Salesforce. The reporting is nice and easy to use. Review collected by and hosted on G2.com.

I often copy and paste content from drafts elsewhere and formatting can be a bit of a pain. Sometimes changes don't stick, even after saving, formatting can revert. Copying and pasting buttons can make them visually smaller and they need to be remade. Review collected by and hosted on G2.com.

Lots of capabilities and modules. Your ability to know the customer status at any moment Review collected by and hosted on G2.com.

UI - not updated. Note module - I would like to see them in the customer profile, not in a report Review collected by and hosted on G2.com.

ChurnZero is a tool built FOR CSMs. It's nice to have a tool tailored to your needs, rather than making something that was clearly built for Sales "work". It's also great to have the plugins available (like Teams, for example). Review collected by and hosted on G2.com.

It can be a bit slow from time to time, but that's hardly a negative considering the massive amounts of data it has to consider when doing things like creating & running segments. Review collected by and hosted on G2.com.

Being able to see what Tasks I have set for myself or on my behalf, day to day. Review collected by and hosted on G2.com.

Sometime I struggle with how to find information efficiently but that could be because I am a new member of staff. I have not yet learnt how to utilise the product to its full potential and insteaDd I have been using the product to get from day to day. Review collected by and hosted on G2.com.

I like that ChurnZero integrates well with a lot of different solutions, which helps to ensure downstream systems are set up for success and can truly understand the ask from one to the other. The initial setup was fairly easy, and even when we couldn't start with robust integrations, it was flexible enough to allow the work to get done more manually as we built the integration timeline. Also, ChurnZero's resources were fabulous and easy to work with. Review collected by and hosted on G2.com.

I find it difficult to capture detailed, moment-specific information due to the lack of flexibility in discreet, one-off reporting, which feels too narrative-based. Review collected by and hosted on G2.com.

I love that CZ is a place that you can get all your information in a one stop shop. You can check the health of a customer, find the primary contact, put in your notes, etc. Everything is at the touch of your fingertips Review collected by and hosted on G2.com.

There honestly isn't really much that I don't like about CZ. I wish that the AI would periodically have "did you know about this feature" and a click through demo with different features that are offered that I may not know about. Review collected by and hosted on G2.com.

I like having all our accounts under one umbrella and finding account information and contract copies in one place instead of across different paths. I find the segments and alerts useful. I use ChurnZero to track customer health and action items, and to quickly identify which clients need attention based on engagement. The initial setup was easy. Review collected by and hosted on G2.com.

I’d like the account health score to be more customizable and actionable. It would be more helpful if it provided a clear explanation. Review collected by and hosted on G2.com.