Easy to use and navigate, especially understanding the latest communications to the clients. Good at large scale plays and surveys. Good at segmenting customer info and analyzing customer base.

No issues with performance. Good integration with Salesforce. Review collected by and hosted on G2.com.

Parent/ Child accounts can be a bit challenging.

Journeys and Success Plans are a bit limiting.

Unable to link a customized survey to a churnscore. Review collected by and hosted on G2.com.

ChurnZero is a very strong Customer Success platform with a clean, intuitive UI and a lot of depth once you get under the hood. The support team is consistently responsive and knowledgeable..

One of the biggest differentiators for us is the Live Export functionality to Google Sheets, which allows us to manage and extend dashboards outside the platform without losing freshness. That flexibility is huge for our team and leadership.

The design and configuration experience is modern and easy to work with, and it’s clear the product team is staying ahead of the AI curve with new feature sets and enhancements that feel purposeful rather than gimmicky. Review collected by and hosted on G2.com.

The onboarding journeys and initial setup could benefit from some simplification, especially for more advanced use cases. While the platform is very powerful, new users can feel a bit overwhelmed early on without clear opinionated defaults.

Once you’re up and running, things click quickly, but reducing early complexity would improve time-to-value. Review collected by and hosted on G2.com.

I like ChurnZero's interface because it has been very easy to navigate to accounts and review the account history within minutes, which helps get up to speed on clients. The integration with communication channels is great too; I enjoy being able to sync with my email and having an at-a-glance view of my calendar. Review collected by and hosted on G2.com.

I'm finding it challenging to understand how segments can be created under different tabs. There seems to be a potential for duplicates because segments can be created on both a user level and a corporate/global level. Also, a user has to become familiar with the filters to know what can be created. It would be great if there was a test or training environment for users in addition to the visual aids in the training courses. Review collected by and hosted on G2.com.

I love the ability to put together Success plans that can include the customer. Another feature that excites me about ChurnZero is the Dashboard feature that allows me to present to my executive team in minutes. It helps me prepare for customer meetings much faster as all my communications are logged right there, not to mention the ability to send out automatically drafted follow-up emails to my customer after every call in mere minutes. The ability to switch from reactive to proactive mode is invaluable and our support team is absolutely remarkable. No question is ever left unanswered and all needs are addressed timely. Additionally, the initial setup was a complex process that was made easy by the skillful team at ChurnZero. Review collected by and hosted on G2.com.

The Customer success plan can be a bit more project management driven and allow for better timeline view, as well as the ability to group tasks and achievements to form a more comprehensive success plan. Review collected by and hosted on G2.com.

I like that ChurnZero is an excellent tool for managing a large client portfolio and keeping everything organized. Features like Success Plan, Journey, and Task really help us organize our daily activities and simplify our management. Additionally, I find that ChurnZero is much more comprehensive for client management. Review collected by and hosted on G2.com.

Integrations with other platforms might be smoother or able to connect with more apps within the same ecosystem. Nonetheless, it doesn't work poorly. Review collected by and hosted on G2.com.

ChurnZero enables us to manage customer engagement for multiple product lines of our business. Through the years we have experienced how responsive the product team is to frequently delivering vital enhancements that allow customers like us to improve our ability to serve our customers - from small but important quality of life improvements for our processes, to the ability to leverage AI and take advantage of integrations with our other systems. Review collected by and hosted on G2.com.

I do not have complaints at this time - everything is working great! Review collected by and hosted on G2.com.

I love that ChurnZero's core functionality is best in class. With the Devless integration, I can quickly get things set up and running, making an impact far beyond what I could achieve with any other tool. It's pretty impressive that I don't need a dedicated development team, as the DevOps integration allows me to set it up without any additional support. Another aspect I like is its seamless integration with Salesforce, which lets me automate fields and use them as trigger points, continuing to make impacts across my organization. The initial setup was super easy too. Review collected by and hosted on G2.com.

The process to manually upload data can be a little cumbersome, and there is a hypothesis that all users would be logged in the CRM given the specific nature of our business, but that's not true for us. Review collected by and hosted on G2.com.

Useful data drawn from client profiles and customizable fields. Review collected by and hosted on G2.com.

Not much honestly. If it were easier to access and utilize API stuff I would be happier. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I would love the ability to auto delete tasks in a workflow. Review collected by and hosted on G2.com.