--- title: ChurnZero Reviews meta\_title: 'ChurnZero Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1608 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: 1608 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- ### ChurnZero Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users find ChurnZero to be **intuitive and easy to use** , enhancing their onboarding and daily tasks effectively. [(139 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1221165&qs=pros-and-cons#reviews) Users appreciate the **user-friendly interface and efficient client engagement tools** of ChurnZero, enhancing productivity and teamwork. [(95 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1220132&qs=pros-and-cons#reviews) Users value ChurnZero's **automation capabilities** , which streamline workflows and enhance engagement through efficient task management. [(86 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1220517&qs=pros-and-cons#reviews) Users value the **fantastic and responsive customer support** from ChurnZero, enhancing their data management and workflow efficiency. [(78 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1226333&qs=pros-and-cons#reviews) Users value ChurnZero's **efficiency** in streamlining workflows and organizing customer data for targeted success initiatives. [(76 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1221330&qs=pros-and-cons#reviews) Users find the **learning curve challenging** , as navigating the interface and setup can be time-consuming. [(54 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1223817&qs=pros-and-cons#reviews) Users find the **complexity** of ChurnZero's interface challenging, especially when seeking specific options or reports. [(41 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1222938&qs=pros-and-cons#reviews) Users find the platform **not intuitive** , often feeling overwhelmed and facing a steep learning curve initially. [(39 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1225271&qs=pros-and-cons#reviews) Users express frustration over **missing automation and paywalled features** , complicating their workflow and increasing costs. [(34 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1224756&qs=pros-and-cons#reviews) Users highlight a **steep learning curve** for ChurnZero, finding it challenging to navigate segmentation and available options. [(33 mentions)](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1226438&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of ChurnZero ##### 1. Ease of Use Users find ChurnZero to be **intuitive and easy to use** , enhancing their onboarding and daily tasks effectively. [ See 139 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1221165&qs=pros-and-cons#reviews) See Related User Reviews JN Janet N. Mid-Market (51-1000 emp.) 5.0/5 "Everything in One Place—No Extra Research Needed" What do you like about ChurnZero? The portal has almost everything in one place. I only tiny fix would be the contract dates. Maybe that is at a integration level but it pulls the date ![Alice T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alice T.") AT Alice T. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Automation and Customer Journey Tracking with ChurnZero" What do you like about ChurnZero? Being able to easily automize our platform with CZ (Creating segmentation, playbooks, in-app messages, etc.) We use it every day to keep track of our ##### 2. Helpful Users appreciate the **user-friendly interface and efficient client engagement tools** of ChurnZero, enhancing productivity and teamwork. [ See 95 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1220132&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Great Segments That Make Targeting Easy" What do you like about ChurnZero? Segments are great, being able to pull information quickly is helpful. Especially upcoming renewal segments the opertaions team builds ![Jessica T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica T.") JT Jessica T. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Customer Management with Room for Improvement" What do you like about ChurnZero? I use ChurnZero to manage my customers effectively. It helps me avoid being disorganized and ensures I don't miss check-ins or specific customer infor ##### 3. Automation Users value ChurnZero's **automation capabilities** , which streamline workflows and enhance engagement through efficient task management. [ See 86 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1220517&qs=pros-and-cons#reviews) See Related User Reviews ![Alice T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alice T.") AT Alice T. Mid-Market (51-1000 emp.) 5.0/5 "Effortless Automation and Customer Journey Tracking with ChurnZero" What do you like about ChurnZero? Being able to easily automize our platform with CZ (Creating segmentation, playbooks, in-app messages, etc.) We use it every day to keep track of our ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 5.0/5 "One of the best tools for CSM and AMs" What do you like about ChurnZero? The new functionalities related to Agentic AI and integrations are the latest offerings and huge help for the CSMs. ##### 4. Customer Support Users value the **fantastic and responsive customer support** from ChurnZero, enhancing their data management and workflow efficiency. [ See 78 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1226333&qs=pros-and-cons#reviews) See Related User Reviews ![Amanda F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amanda F.") AF Amanda F. Mid-Market (51-1000 emp.) 5.0/5 "Streamlined Success Management with ChurnZero" What do you like about ChurnZero? I use ChurnZero to empower our CS team with insights on client data, and it has solved multiple problems for us. It integrates information from variou ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 5.0/5 "Great tool for Account Managers!" What do you like about ChurnZero? I love that we have been able to sync different CRM's with our ChurnZero instance. We now have Jira service desk tickets in there and we are updated i ##### 5. Efficiency Users value ChurnZero's **efficiency** in streamlining workflows and organizing customer data for targeted success initiatives. [ See 76 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1221330&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Great Segments That Make Targeting Easy" What do you like about ChurnZero? Segments are great, being able to pull information quickly is helpful. Especially upcoming renewal segments the opertaions team builds ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.5/5 "The best software we use!" What do you like about ChurnZero? The AI Snapshot is a great tool for quickly understanding the status of a customer. I use it to prep for QBRs all the time. ### 5 Cons or Disadvantages of ChurnZero ##### 1. Learning Curve Users find the **learning curve challenging** , as navigating the interface and setup can be time-consuming. [ See 54 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1223817&qs=pros-and-cons#reviews) See Related User Reviews ![Camila T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Camila T.") CT Camila T. Small-Business (50 or fewer emp.) 4.5/5 "Visibility Powerhouse with a Setup Challenge" What do you dislike about ChurnZero? The setup and customization of ChurnZero can be a bit overwhelming. There are so many features, but it definitely takes time to configure everything p AN Angie N. Small-Business (50 or fewer emp.) 4.5/5 "Customizable and Automated for Targeted Success" What do you dislike about ChurnZero? I find there is a longer learning curve with ChurnZero because it is fairly robust. ##### 2. Complexity Users find the **complexity** of ChurnZero's interface challenging, especially when seeking specific options or reports. [ See 41 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1222938&qs=pros-and-cons#reviews) See Related User Reviews ![Jessica T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jessica T.") JT Jessica T. Small-Business (50 or fewer emp.) 5.0/5 "Effortless Customer Management with Room for Improvement" What do you dislike about ChurnZero? Integration with other platforms, particularly with Zoho. ![Camila T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Camila T.") CT Camila T. Small-Business (50 or fewer emp.) 4.5/5 "Visibility Powerhouse with a Setup Challenge" What do you dislike about ChurnZero? The setup and customization of ChurnZero can be a bit overwhelming. There are so many features, but it definitely takes time to configure everything p ##### 3. Not Intuitive Users find the platform **not intuitive** , often feeling overwhelmed and facing a steep learning curve initially. [ See 39 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1225271&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "Great Segments That Make Targeting Easy" What do you dislike about ChurnZero? The formatting in the email ability can be off. Font size, formatting, signatures, user experience is tough ![Natalia K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Natalia K.") NK Natalia K. Mid-Market (51-1000 emp.) 4.5/5 "Transformative Customer Retention Solution" What do you dislike about ChurnZero? An area for improvement would be the search bar functionality. Making it more intuitive, faster, and better at delivering accurate results would signi ##### 4. Missing Features Users express frustration over **missing automation and paywalled features** , complicating their workflow and increasing costs. [ See 34 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1224756&qs=pros-and-cons#reviews) See Related User Reviews ![Morgane T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morgane T.") MT Morgane T. Mid-Market (51-1000 emp.) 4.0/5 "Time saver !" What do you dislike about ChurnZero? Steps for plays and if/or options seems to be unavailable or to complicated for a simple play. ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Mid-Market (51-1000 emp.) 4.0/5 "Insightful data that helps me plan my day" What do you dislike about ChurnZero? I sometimes wish there was a way to update custom filters when looking through alerts ##### 5. Steep Learning Curve Users highlight a **steep learning curve** for ChurnZero, finding it challenging to navigate segmentation and available options. [ See 33 mentions ](https://www.g2.com/products/churnzero/reviews?filters%5Bsentiment_snippet%5D=1226438&qs=pros-and-cons#reviews) See Related User Reviews ![Camila T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Camila T.") CT Camila T. Small-Business (50 or fewer emp.) 4.5/5 "Visibility Powerhouse with a Setup Challenge" What do you dislike about ChurnZero? The setup and customization of ChurnZero can be a bit overwhelming. There are so many features, but it definitely takes time to configure everything p AN Angie N. Small-Business (50 or fewer emp.) 4.5/5 "Customizable and Automated for Targeted Success" What do you dislike about ChurnZero? I find there is a longer learning curve with ChurnZero because it is fairly robust. RT Richard T. 12/5/2025 "Maximized Customer Retention with Powerful AI Tools" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite KD Kelly D. 12/3/2025 "Highly Customizable Tool for Customer Success" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Kanwal R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kanwal R.") KR Kanwal R. implementation consultant Mid-Market (51-1000 emp.) 5/28/2026 "Organized, Clear Navigation, fast" 5/5 What do you like best about ChurnZero? i think it very organized and clear to navigate Review collected by and hosted on G2.com. What do you dislike about ChurnZero? sometimes, it can take a while to load and cause strain Review collected by and hosted on G2.com. What problems is ChurnZero solving and how is that benefiting you? merchant account information readily avalible Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 12/1/2025 "All-in-One Solution for Client Success Management" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Keoni V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Keoni V.") KV Keoni V. Agency Channel Coordinator Enterprise (\> 1000 emp.) 12/8/2025 "Enhances Customer Management and Streamlines Workflow" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about ChurnZero? Honestly, I have not seen any downside and find nothing to dislike about it. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Parker B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Parker B.") PB Parker B. Manager of Customer Success Enterprise (\> 1000 emp.) 5/22/2024 "Fantastic Customer Success Tool" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 9/15/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Edilber A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Edilber A.") EA Edilber A. Customer Success Mid-Market (51-1000 emp.) 4/1/2026 "Easy-to-use tool that boosts account management and the points system" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about ChurnZero? The fact that sometimes tasks tend to be untimely Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller inviteAI Translated ![Zachary P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zachary P.") ZP Zachary P. Senior Customer Success Manager Mid-Market (51-1000 emp.) 4/9/2026 Guest users or non-business users of the software, not included in G2 scores. "Automatic Journeys and Tasks That Keep Me on Track" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about ChurnZero? I wish the connection with zendesk was better Review collected by and hosted on G2.com. What problems is ChurnZero solving and how is that benefiting you? tracking customer health scores, tasks, priorities, communications and marketing outreaches. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jackson M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jackson M.") JM Jackson M. 11/21/2025 "Transformative for Customer Data Management" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Brandon O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brandon O.") BO Brandon O. Client Education Manager Mid-Market (51-1000 emp.) 11/18/2025 "Great Product that Has Potential" 3/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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