--- title: ChurnZero Reviews meta\_title: 'ChurnZero Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1609 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: 1609 scale: '5' date\_modified: '2026-08-11' 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. ![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. Show More Validated ReviewerSource: Organic ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Mid-Market (51-1000 emp.) 11/17/2025 "Essential Tool for Tracking Metrics and Outstanding Support" 4/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Will D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Will D.") WD Will D. 11/17/2025 "Efficient Task Management with Customization" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about ChurnZero? My experience has been very positive. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Clara T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Clara T.") CT Clara T. Small-Business (50 or fewer emp.) 4/25/2026 "Easy to Use with Exceptional Customer Support" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about ChurnZero? Nothing! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Brittany G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brittany G.") BG Brittany G. Senior Director, Customer Success Operations 11/14/2025 "AI-Driven Insights Boost Customer Success" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") UI Verified User in Internet Mid-Market (51-1000 emp.) 12/18/2023 "I use it every day to review the health status of my team's accounts!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is ChurnZero solving and how is that benefiting you? Centralizing client indicators for management Review collected by and hosted on G2.com. Show More 1/28/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite KD Kristine D. Director, Market Intelligence & Analyst Relations Mid-Market (51-1000 emp.) 11/14/2025 "Intuitive Platform That Enhances Advocacy Programs" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![John K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John K.") JK John K. Mid Market Customer Relationship Manager 11/12/2025 "User-Friendly Tool with Excellent Customer Support" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Santiago M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Santiago M.") SM Santiago M. Customer Success Manager Enterprise (\> 1000 emp.) 8/28/2025 "ChurnZero Survey - CSM" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Nicole H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicole H.") NH Nicole H. 11/12/2025 "Game-Changer for Client Management" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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