# ChurnZero Reviews
**Vendor:** ChurnZero  
**Category:** [Customer Success Software](https://www.g2.com/categories/customer-success)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 1,587
## 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** , facilitating growth and efficient customer engagement. (165 reviews)
- Users value the **helpful support** from ChurnZero, which enhances their workflow and improves client engagement tracking. (110 reviews)
- Users love the **automation capabilities** of ChurnZero, simplifying task management and improving client organization. (96 reviews)
- Users praise the **fantastic customer support** from ChurnZero, enabling efficient problem-solving and effective data management. (93 reviews)
- Users value ChurnZero's **efficiency** in organizing data and streamlining workflows, enhancing customer success management significantly. (89 reviews)
- Users value the **customizable integrations** of ChurnZero, enhancing their ability to manage customer data efficiently. (75 reviews)
- Customization (63 reviews)
- Intuitive (61 reviews)
- Time-saving (58 reviews)
- Reporting (56 reviews)

**What users dislike:**

- Users find the **learning curve steep** , requiring time and effort to become proficient with ChurnZero. (58 reviews)
- Users find **navigating report creation** in ChurnZero challenging due to its complexity and numerous interconnected components. (44 reviews)
- Users find ChurnZero **not intuitive** , struggling with its complex interface and cumbersome editing processes for messages and segments. (44 reviews)
- Users find the **missing features** of ChurnZero frustrating, impacting their efficiency and customization needs. (41 reviews)
- Users face a **steep learning curve** when using ChurnZero, requiring time and support to become proficient. (35 reviews)
- Limitations (30 reviews)
- Missing Functionality (29 reviews)
- Integration Issues (26 reviews)
- Difficult Reporting (25 reviews)
- Limited Customization (25 reviews)

## ChurnZero Reviews
  ### 1. Keeps track of customers without much fuss.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Roman R. | Software Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 17, 2025

**What do you like best about ChurnZero?**

The best thing about ChurnZero is how it consolidates all customer information in one spot. It’s easy to check up on renewal dates and health scores without jumping between different tools. Automating some of the reminders also saves time and keeps follow-ups from falling through the cracks.

**What do you dislike about ChurnZero?**

The interface can feel a little cluttered, especially with all the tabs and options. Sometimes it takes a minute to find precisely what I’m looking for. The learning curve is present, and some reports require a bit of setup before they become instrumental. It would be nice if things were a bit more streamlined.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero helps keep track of which customers are at risk of leaving and makes it easier to follow up with them before it’s too late. It reduces the manual tracking and guesswork typically associated with managing renewals and engagement. Basically, it helps make customer retention more organized and less of a scramble.

  ### 2. Insightful data that helps me plan my day

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Industrial Automation | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 21, 2023

**What do you like best about ChurnZero?**

The software provides red flags for customer issues that could be flaring up, allowing my team to be proactive in addressing them. Multiple teams - CS, AM - have access and can collaborate on next steps.

**What do you dislike about ChurnZero?**

I sometimes wish there was a way to update custom filters when looking through alerts

**What problems is ChurnZero solving and how is that benefiting you?**

I manage 140 customers, so knowing which ones need my attention (good or bad) is essential in prioritizing my day.

  ### 3. Granular Data Insights That Empower Our Client Success Team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joseph C. P. | Client Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 07, 2026

**What do you like best about ChurnZero?**

Churnzero's ability to get extremely granualur with data in both segments and dashboards has been extremely helpful in managing our client success team

**What do you dislike about ChurnZero?**

Some setup can be a little complex but I've always gotten the support I needed.

**What problems is ChurnZero solving and how is that benefiting you?**

CZ gives me the ability to see our users usage and create segments and dashboards based on that.

  ### 4. Streamlined CSM Workflow with Intuitive UI

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marley W.

**Reviewed Date:** January 07, 2026

**What do you like best about ChurnZero?**

I love the ease of the UI in ChurnZero. So much of the functionality is self-explanatory, and I don't need a full-time engineer on my team to administer the platform. It's simple and intuitive to set up, use, and continue to iterate in.

**What do you dislike about ChurnZero?**

I'd like to see expanded support channels from them - like live chat (rather than tickets only) for support needs.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero gives CSMs a single place to manage their day, eliminates manual work by automating tasks and customer communication, and provides better visibility on team performance and retention forecasting.

  ### 5. Time saver !

**Rating:** 4.0/5.0 stars

**Reviewed by:** Morgane T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 02, 2023

**What do you like best about ChurnZero?**

The new dashboard is great, makes my day2day easier to manage !

**What do you dislike about ChurnZero?**

Steps for plays and if/or options seems to be unavailable or to complicated for a simple play.

**What problems is ChurnZero solving and how is that benefiting you?**

Organizing !

  ### 6. Great sYstem

**Rating:** 5.0/5.0 stars

**Reviewed by:** Casey B. | Customer Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about ChurnZero?**

Still super easy to use, still identifies growth areas

**What do you dislike about ChurnZero?**

i'm much happier using churnzero now than i was before, which i didn't think was possible

**What problems is ChurnZero solving and how is that benefiting you?**

Managing churn and customer health

  ### 7. Streamlined Customer Insights and Targeted Communication

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luci L.

**Reviewed Date:** December 05, 2025

**What do you like best about ChurnZero?**

I like that all the customer data is in one place for quick referencing. Creating specific segments to target communication is helpful. I also appreciate that it is linked to my Outlook email and calendar, which is nice. The initial setup was very easy.

**What do you dislike about ChurnZero?**

We are still working on making sure all our data is properly importing to ChurnZero.

**What problems is ChurnZero solving and how is that benefiting you?**

I use ChurnZero to collect customer data and send targeted emails. It solves knowing who uses the product, how they feel, and allows targeted communication. I like having all customer data in one place and creating specific segments, plus it's linked to my Outlook email and calendar.

  ### 8. Customizable and Automated for Targeted Success

**Rating:** 4.5/5.0 stars

**Reviewed by:** Angie N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2026

**What do you like best about ChurnZero?**

I really appreciate ChurnZero's customization and filtering abilities, which are incredibly effective for identifying the right segments to deliver personalized and targeted communication. I also like the templates and automation features that it offers.

**What do you dislike about ChurnZero?**

I find there is a longer learning curve with ChurnZero because it is fairly robust.

**What problems is ChurnZero solving and how is that benefiting you?**

I use ChurnZero for customization, filtering, and manipulating data to identify segments and deliver personalized communication effectively.

  ### 9. HUGE Time Saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2022

**What do you like best about ChurnZero?**

I love using Churn Zero to gather Account information at glance, like usage stats, and which admin uses the tool the most. This helps me know who to reach out to with important account-related questions or upsell opportunities.

**What do you dislike about ChurnZero?**

It's not necessarily a dislike, but I wish the account plays were easier to run. If there was an option to run an account play and then decide who I want to send it to, this would be easier than having to remember to find the contact and then run an account play. For some reason, my brain does not want to do this and each time I have to sit and think before I remember how to run an account play if I haven't done it in a while.

**What problems is ChurnZero solving and how is that benefiting you?**

It's solving the most important thing of all for me as a CSM which is Time Management. It is simplifying processes like sending out reminders when a contract is coming to an end or running plays to initiate revenue, like notifying clients about our beta programs or early bird pricing!

  ### 10. Effortless Account Management and Customer Insights

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rodrigo L. | Security Architect, Enterprise (> 1000 emp.)

**Reviewed Date:** December 08, 2025

**What do you like best about ChurnZero?**

The platform makes it simple to create new accounts and opportunities, as well as to track license usage for our customers. It also allows us to follow up on all customer feedback and pinpoint areas where we can make improvements.

**What do you dislike about ChurnZero?**

The alerting feature does provide the necessary information, but I find that setting up alerts for low usage and potential contract churn is not very intuitive at this point.

**What problems is ChurnZero solving and how is that benefiting you?**

Tracking license usage and monitoring indicators that reveal whether the product is meaningful for a customer, as well as identifying when customers are not satisfied with the product, are important aspects to consider.

  ### 11. Exceptional Platform for Customer Success Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2022

**What do you like best about ChurnZero?**

As a Customer Success Manager, I cannot emphasize enough how much I love using ChurnZero. The platform is robust, intuitive, and incredibly user-friendly. With ChurnZero, I'm able to effectively manage my customer portfolio and make data-driven decisions that help improve customer retention.

The real-time analytics and customer health scores are particularly impressive, providing valuable insights into customer behavior and usage patterns. This allows me to identify at-risk accounts and proactively address issues before they escalate.

The automation features help me streamline my workflow and improve efficiency. I can easily set up automated actions based on certain triggers, freeing up more time for me to focus on customer interactions.

**What do you dislike about ChurnZero?**

There is nothing that I dislike about the platform :)

**What problems is ChurnZero solving and how is that benefiting you?**

- Effectively manage my day
- Reminders of upcoming renewals
- Automotive plays - Huge plus for me as we can automate almost everything
- View of the health of my customers
- Put it this way - I can't live without it!

  ### 12. Amazing useful tool for day to day interaction

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alejandra C. | Sr. Client Relationship Owner - Loyalty, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 13, 2025

**What do you like best about ChurnZero?**

The level of detail it provides from users, events, dates, attributes, everything you need to track the usage trends and find opportunities to improve the engagement. The access to surveys responses that allows to understand better where strengths and gaps might be. And everything being registered and available in real time. The pre-built dashboards are very useful and oriented to main needs but the flexibility to build your own really allows to customize every single detail based on your own definitions and objectives. It is very intuitive for start using it by your own. It is definitely a tool that I as a CSM use on a daily basis for several activities in my role.

**What do you dislike about ChurnZero?**

I wish there could be more detailed tutorials in video for basic, intermediate and advanced settings or users. I feel like the reference guides are very detailed but when you have a specific question it can be hard to find the answer you need in the moment.

**What problems is ChurnZero solving and how is that benefiting you?**

I currently track usage for more than 50 accounts and over 1,000 users so it helps to easily access and consolidate data, trends, catch blank spaces, benchmark between accounts or even type of users. It enables me to be the direct owner of all the metrics instead of having to ask for it through a different team and depend on their own timings.
It also allows to have a real time tracking of the NPS and other satisfaction surveys sent and answered by users so we can develop strategic actions in the moment rather than be reactive and wait until the wave is over and analyzed by other team to deliver the results.

  ### 13. Data Driven Decisions Impacting Customer Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steven V. | Director of Customer Onboarding, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 12, 2025

**What do you like best about ChurnZero?**

ChurnZero has given us to tools to accurately track our customer sentiments both objectively and subjectively. As an Admin, I have gleaned a wealth of data from creating custom dashboards, enabling me to make informed decisions that impact our customers and team members. I am by no means a professional data analyst, but you do not have to be to organize and collect your data into meaningful dashboards and visual representations of your current state, using Churn Zero. 

Additionally, the automation of customer playbooks and the customizability for each situation are so robust and easy to use. If there were any roadblocks or barriers, our Account Manager, Jeff, or ChurnZero Support were quick to respond and offer some help or a solution.

I have grown in my role because of a product like ChurnZero. I have been able to be an informed and impactful leader partly due to having this tool.

**What do you dislike about ChurnZero?**

The UI updates have been less intuative as more iterations have come out which has affected my teams experience overall.

**What problems is ChurnZero solving and how is that benefiting you?**

Effectively onbarding customers, tracking their engagement/experience, and visibility into performance and efficiency of employees.

  ### 14. Recommend ChurnZero for Customer Success Teams

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laura W. | Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 07, 2025

**What do you like best about ChurnZero?**

ChurnZero is a SaaS-based platform, which makes deployment straightforward. Its configuration options are flexible and can be tailored to fit our team's specific metrics. Most importantly, ChurnZero automates many of the manual tasks I used to handle myself, and I can already see that this will save me hours each week as I prepare for tasks and customer meetings. Additionally, Elise, our CSM, has been extremely helpful and knowledgeable.

**What do you dislike about ChurnZero?**

Some of ChurnZero's default terminology does not match our internal terminology for journeys and onboarding.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurZero addresses the issue of manual work.

  ### 15. Simple, Easy Way to Add Customer Information

**Rating:** 5.0/5.0 stars

**Reviewed by:** andre i. | Senior Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 02, 2026

**What do you like best about ChurnZero?**

It’s simple and easy to use for adding customer information.

**What do you dislike about ChurnZero?**

I’m not able to assign the account on my own.

**What problems is ChurnZero solving and how is that benefiting you?**

It helps me document the customer lifecycle clearly and keep everything organized.

  ### 16. Great Platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 09, 2025

**What do you like best about ChurnZero?**

The platform helps track customer health, automate tasks, and engage customers in a personalized way.  The interface is simple and intuitive.  ChurnZero’s customer support is fantastic. What I love most is how easy it is to use. The platform helps track customer health and automate tasks.  The customizable dashboards are also a big plus, letting me access important data without the hassle. I can easily group customers by factors like usage, account size, or churn risk, and create targeted campaigns to keep them engaged.

**What do you dislike about ChurnZero?**

I am hoping for additional features to be added for the specific CRM integration that we have.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero solves the problem of customer churn and disengagement by providing businesses with the tools to track, understand, and proactively manage customer relationships.

  ### 17. Great product which enables our team to deliver enhanced value to our customers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2024

**What do you like best about ChurnZero?**

It enables us to be more efficient and deliver our customers enhanced value due to the functionality available. I particularly value the journey, playbook, reporting, alerting and general customer management functionality. 

The deployment was easy and quick, and the CS team, implementation team and customer support are second to none. I enjoy using the product, and frequently give myself little "ChurnZero projects" to complete due to the satisfaction I get from using the tool.

**What do you dislike about ChurnZero?**

Nothing, ChurnZero as a product and a company are great to partner with! If I had to pick something, the success plan functionality could be stronger, and I am excited for the upcoming imminent releases in this area which will improve this part of the platform.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero has helped us become more efficient as a team. It is a massive benefit having all the data in one place with the integrations to our CRM and product for usage analytics. We can better monitor our customer usage, enabling us to increase our revenue collection where required. Additionally, my own stress levels have decreased and I can spend much more time on customer success as opposed to customer ops or reporting.

The automation functionality is invaluable, and allows us to do true tech touch with some of our accounts. Collecting customer feedback has become much easier, and we can be proactive to both opportunities and risks.

  ### 18. On the integration side, CZ is super easy to work with!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Abey T. | Jr Data Engineer at Solid Professor., Mid-Market (51-1000 emp.)

**Reviewed Date:** July 09, 2025

**What do you like best about ChurnZero?**

One thing I really like is how intuitive it is to connect it with different SAAS tools like Snowflake.

**What do you dislike about ChurnZero?**

I wish there were more logging capabilities in CZ. For example, something we struggle with is figuring out how some accounts and users are created. The Dev console is somewhat helpful here, but it would be nice if it was a bit more granular when logging, and that log is shared with the CZ designated admin.

**What problems is ChurnZero solving and how is that benefiting you?**

Looking through the lens of CS, I believe CZ is helping us in reaching out to a wide variety of audiences for different purposes. Some examples would be to help the end user in their coursework with a bit of encouragement, or targeting an audience that is off their learning path when viewing SolidProfessor content.

  ### 19. ChurnZero is a best Tool to Improve my Job. Highly recommended!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Francisco E. | Global Leader of Customer Success, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 28, 2025

**What do you like best about ChurnZero?**

- Alerts for each segment created
- Ability to segment accounts by any possible metric
- Being able to take endless factors into account to create a Churn score for each account 
- A number that calculates the probability to churn.
-CZ integrations with other platforms are very useful for me
- gives us automation to our workflow to our CS Team
 - Customer Journey is great.
- Survey about CSAT and NPS
-Health Score
- Email Marketing
 -To-Do List
-  Better understanding of which clients are high/medium/low risk of churning
- I can stay more in touch with all of my accounts and it takes much less time
-Custom Dashboards

**What do you dislike about ChurnZero?**

We must spend a lot of time to configure it since it has many possibilities and although the system is user-friendly, it sometimes takes its time.
If I edit my name it modifies all the segments to which I am associated
CZ is constantly improving so I always see possibilities for them to add functionality.
it's hard to find negatives to the product.

**What problems is ChurnZero solving and how is that benefiting you?**

CZ helps us improve our tracking of account behavior and predicts us about account changes and health. We can also segment and create alerts when the parameters evaluated in the segments are met. It really helps us fight churn.
We're helping provide more customers with greater value by looking at their activity through ChurnZero before having conversations to see usage data and figure out who isn't getting the full use out of the platform and may need additional help.
I can keep track of the accounts of each member of our team in order to organize the tasks of each member of the customer success team

  ### 20. The best software we use!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2022

**What do you like best 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. 

**What do you dislike about ChurnZero?**

Managing PPH tasks for children accounts is time consuming. I wish there was a way to easily round up the tasks and close them out on the parent once they have been completed. 

**What problems is ChurnZero solving and how is that benefiting you?**

Easily organizing my day to day as a CSM. When I log in I know exactly what needs to be accomplished and have a clear path on how to do it.

  ### 21. User-Friendly and AI-Powered for Effortless Email Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** September C. | Senior Customer Success Manager - APJ, Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2025

**What do you like best about ChurnZero?**

I like that it is very user friendly, and that it incorporates AI so that email tasks can delivered effectively.

**What do you dislike about ChurnZero?**

None that I can think of for now. It is a must have CS tool.

**What problems is ChurnZero solving and how is that benefiting you?**

It helps us easily identify at-risk accounts and the data it supplies help us navigate through customer challenges. It is a very effective tool in mitigating churn risks.

  ### 22. Elite Software and Exceptional Support—ChurnZero Exceeds Expectations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 24, 2025

**What do you like best about ChurnZero?**

The software works in exactly the way we need it to, capturing all the rich information that we value as an organisation. As well as the standard options we have various customisation and configuration that we need. Beyond the software, the staff are amazing. Every person we've interacted with at ChurnZero has been nothing short of flawless. The team is always available and go above and beyond with each request. We work with many software vendors and ChurnZero is at the elite end of the pile. The product continually evolves and we're loving the updates and direction of travel.

**What do you dislike about ChurnZero?**

I really can't think of anything at this stage, as mentioned, our experience has been flawless.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero gives us rich insights into how clients use our platform, which enables us to drive value to our clients and ensure they're usage is optimised for their business. We're also able to better handle renewal, meetings, and notes. We have direct integration with multiple platforms that saves us hours per week in not needing to conduct manual work, meaning we can focus on value add tasks.

  ### 23. Organize Client Management with Ease

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sheridan T.

**Reviewed Date:** January 05, 2026

**What do you like best about ChurnZero?**

I like how ChurnZero helps me keep track of clients and manage my to-do lists. I find the Journeys feature particularly valuable for organizing tasks effectively. The initial setup of ChurnZero was easy, and I appreciate how it integrates with tools like Salesforce and Outlook.

**What do you dislike about ChurnZero?**

I find the Playbooks in ChurnZero can be clunky and confusing.

**What problems is ChurnZero solving and how is that benefiting you?**

I use ChurnZero for tracking clients, solving the problem of not staying organized, and keeping track of to-do lists.

  ### 24. Great Integration and Usability, but Data Handling Needs Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Edino D. | Technical Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2025

**What do you like best about ChurnZero?**

I enjoy that it integrates with Outlook and Salesforce. This helps a lot in creating dashboards to visualize the data. Churnozero is easy to use and understand; it makes the life of the user easy as you can easily have all the data you need in front of you if you know what you need.

**What do you dislike about ChurnZero?**

Churnzero is not that smart when it comes to ingesting data and recognizing it. For example, after ingesting assets, the stored database won't remove the assets that don't exist and cause confusion when analyzing the data. I was doing a health check for a customer and questioned them about some assets that were showing up but in reality those assets had been decommissioned, the database Churnzero ingested data from had that information already updated however Churnzero itself still kept it as a manual action needed to be taken to get the assets list updated. Another thing I dislike is the inability of editing the emails it reads from outlook, instead of displaying the data as a regular task or activity you log, it shows that data as a read-only field that does not give you the ability of logging the time spent on that activity for example, so you will need to log an activity separated for that same email which is double work in my opinion.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero is helping streamline workflows by integrating with tools like Outlook and Salesforce, which makes it easier for me to visualize and access important customer data in one place. This integration saves time and improves efficiency by allowing you to build dashboards and monitor customer health without switching between platforms. It also provides better visibility into customer interactions and helps track engagement more effectively, ultimately supporting proactive customer management and retention efforts.

  ### 25. Hugely impactful, creates efficiencies, and drives action at the right time.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Charlie K. | Director, Client Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about ChurnZero?**

We've designed our ChurnZero deployment to ensure our CSMs are as efficient as possible with their time.  ChurnZero ensures our team is engaging with the right clients at the right times.  Our ability to acutely dial in our client health scores has allowed us to ensure that when a client is in need of attention we are aware...sometimes even before they are.  The integrations available to our CRM, our call recording platform, and our finance system are invaluable.  The ChurnZero team is always willing and able to assist, their support (to include Cassidy, our CSM) have been awesome to work with.

**What do you dislike about ChurnZero?**

It isn't as intuitive as some other platforms, it does take some time to become proficient.   We are lucky to have a very technical team member who serves as our SysAdmin, which is essential for us.  Report generation is sometimes slow, as well.

**What problems is ChurnZero solving and how is that benefiting you?**

Maximizing our investment in our CSM staff.  Ensuring our actions are data-driven, ensuring compliance with our engagement model, and ensuring service consistency.

  ### 26. Effortless Data Access and Impressive AI Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Xiomara C. | Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 04, 2025

**What do you like best about ChurnZero?**

I really appreciate how easily accessible the data is, as well as the wide range of AI features available.

**What do you dislike about ChurnZero?**

I wish there were an option to filter tasks using tags.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero makes it easier for me to identify potential risks and quickly review the status of all my accounts in one place.

  ### 27. Great Tool For The Customer Success Workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Manny G. | Junior Sales Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** September 30, 2025

**What do you like best about ChurnZero?**

Personally I really enjoyed the level of automation possible with ChurnZero. It saved me hours a week that I used to waste pulling new user lists or digging through our CRM data. The timeliness and quality of my onboarding process and customer journey improved a ton.

**What do you dislike about ChurnZero?**

There is a few limitations that i think could be easily fixed. Like the inability to saved subject lines in email templates, copy pasting from outside the platform being really funky and a big emphasis on ChurnScores. The CSM's at my company don't handle renewals so they aren't really needed.

**What problems is ChurnZero solving and how is that benefiting you?**

It was a huge time saver for me. It didn't solve problems as much as it just made everything a lot more automated and smoother.

  ### 28. Great CX Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 03, 2024

**What do you like best about ChurnZero?**

Lots of UX changes that keep things modern. They seem to want to incorporate AI and a more updated look to go along the new way of appearance and monochromatic themes. Still a great tool that I use on a daily basis and the new Command Center easily outlines my day-to-day tasks.

**What do you dislike about ChurnZero?**

Lots of updates that can also include terminology changes. Especailly with the last 2 or so updates, the terms when making plays and segments have changed slightly, which caused the wrong information to show. 
Not sure if this was done intentionally but as someone who has used the tool for over a year, these abrupt changes took some getting used to. 

**What problems is ChurnZero solving and how is that benefiting you?**

CZ has really helped find the areas of focus for targetting my customers as a CSM that were hard to find in salesforce or other systems. It is updated frequently and provides great info.

  ### 29. Incredible tool with infinite possibilities

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sara V. | Renewal Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 04, 2025

**What do you like best about ChurnZero?**

The possibilities! As a CSM, I can set up emails and send them in bulk to my customers. I can also track engagement and create reports and reminders to guide when it is time to engage with those customers. 

Churnzero is a powerhouse for CSMs when you learn how to use it.

**What do you dislike about ChurnZero?**

The implementation and training can be a bit lengthy; however, it is worth it... But since there are many possibilities, it is hard to learn them all; it takes time.

**What problems is ChurnZero solving and how is that benefiting you?**

Churnzero is a great tool to track engagement and to manage a longtail portfolio, you can better vizualize your book of business and take action within churnzero.

  ### 30. Superb Customer Insights with Excellent Customization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Zachary P.

**Reviewed Date:** December 15, 2025

**What do you like best about ChurnZero?**

I like the ChurnScores tab and how it shows details. I love all the customization that ChurnZero allows. Having something consistently tracking my customers without my eyes having to be glued to the screen is priceless.

**What do you dislike about ChurnZero?**

There are so many features that I could use a more streamlined training into the deeper features.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero helps me track customer usage, understand health scores, and manage clients without constantly monitoring. The churnscores tab and customization save time by automating customer tracking.

  ### 31. A powerful platform with fantastic usability and ease of access

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 23, 2025

**What do you like best about ChurnZero?**

The layout of this platform is incredibly intuitive and allows for all the most important data to be easily visible. The task and communication management features make it easy to review previous account activity, determine their current status and set follow-up actions with only a few clicks. The churn and usage reporting features are also an absolute godsend and are presented in a colourful and distinct format which helps a lot when identifying trends and issues within customer accounts. The platform also has great tools for segmentation of accounts and is very easy to navigate.

**What do you dislike about ChurnZero?**

Really not much to add here. Sometimes older communication or tasks wouldn't be visible in the account history but this may be down to company settings rather than a feature of the platform itself. Occasional there would be sync issues with emails from Outlook or updates to contacts populating in the account history but this has been a rare occurence in my experience.

**What problems is ChurnZero solving and how is that benefiting you?**

My primary focus as a CSM is to reduce churn as much as possible. ChurnZero has given me the tools to segment customer accounts, view all the information that I need to be able to have impactful conversations with my customers about their usage and trends. The data available and the layout in which it is presented has empowered me to include value in every interaction I have with customers and I can react quickly to any queries or issues they may bring up.

  ### 32. Streamlined Segmentation and Intuitive UI

**Rating:** 5.0/5.0 stars

**Reviewed by:** Grace A. | Customer Marketing Specialist

**Reviewed Date:** October 15, 2025

**What do you like best about ChurnZero?**

I appreciate how user-friendly and intuitive the interface is, making the onboarding process seamless. The robust yet simple filtering criteria and smooth playbook automation stood out. The software significantly speeds up audience segmentation, research, and email reporting. It also centralizes client communication effectively.

**What do you dislike about ChurnZero?**

I find it challenging to upload just a raw CSV file or a list of emails into a play or an email send. It would be more convenient if I could copy and paste data directly from an Excel sheet to set that up.

**What problems is ChurnZero solving and how is that benefiting you?**

I find ChurnZero speeds up audience segmentation and research, streamlines email reporting, and centralizes client communication, enhancing our team's efficiency.

  ### 33. Powerful tool for driving customer success at scale

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 17, 2025

**What do you like best about ChurnZero?**

ChurnZero gives Customer Success teams a clear view into customer health, usage trends, and engagement activity, all in one place. The platform makes it easy to operationalize proactive workflows, automate playbooks, and segment customers. Integrations with tools like Salesforce, Slack, and Zendesk help to create a seamless workflow for CSMs. I also really appreciate the flexibility in building dashboards and alerts, which allows me to focus on what matters most.

**What do you dislike about ChurnZero?**

While ChurnZero is extremely powerful, the learning curve can be steep without proper onboarding and internal change management. The platform's flexibility is a strength, but it can also lead to inconsistencies in configuration if not governed properly.

**What problems is ChurnZero solving and how is that benefiting you?**

Before ChurnZero, it was difficult to get a centralized view of customer engagement, product adoption, and customer focused reporting as everything was scattered across different tools2. With ChurnZero, we now have a unified platform to track health scores, automate outreach, and trigger alerts for churn risks.

  ### 34. Good tool for keeping track of clients and account notes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.)

**Reviewed Date:** February 10, 2026

**What do you like best about ChurnZero?**

Open task reminders, reporting, ability to segment

**What do you dislike about ChurnZero?**

integration with SF has some gaps; would like option to add hyperlinks and images easily to variety of fields

**What problems is ChurnZero solving and how is that benefiting you?**

understanding account base as a whole; easy to identify at risk customers and those who need additional touch point

  ### 35. Fantastic Product for Complex Processes!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rachel P. | Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about ChurnZero?**

ChurnZero has supported our Customer Success Team's ability to add a new segment to our operations: a Rotational CSM model. As the developer of this new model, I've been able to use ChurnZero's automated playbooks that support our ability to run the Round Robin setting to assign tasks to different CSMs in our team daily. Pulling contact and account segments into those plays has offered us the level of detail we need to target accounts that might need more support in different areas of our own product. We have seen an increase in communication from historically non responsive customers by 10% since using the tools in ChurnZero. We have also easily integrated ChurnZero with our CRM, HubSpot, for constant communication with our Account Managers and the rest of the sales organization.

**What do you dislike about ChurnZero?**

The only challenges we have faced is making sure that new features, like the Success Plans, are understood by the team and running properly. Sometimes, it can be challenging to find exactly what we're looking for in the Knowledge Base, but through reading articles and looking at the ChurnZero community, we've been able to figure it out for our business processes.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero is our primary tool for managing and mitigating our churn risk with our customers. We're able to import our support tickets into a custom table, which helps us to identify training and product gaps for our customers easily without having to leave the software. I'm able to quickly see which customers need a check in and when the last time they had a check in was. Once we identify areas of improvement in the customer experience, I can segment my accounts and run playbooks to touch base, show our customers that we are there to support them, and we can increase our customers' satisfaction.

  ### 36. Brilliant CRM

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sofia N. | Customer Success Team Leader, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 21, 2025

**What do you like best about ChurnZero?**

I like the layout, I like what type of information it provides me, and what information I can store on it. It's easy to use

**What do you dislike about ChurnZero?**

I don't like the new bright look. I also don't like that you can't view each day's tasks as easily as you used to - now you have to filter the due date every day, and I haven't been able to filter by priority list

**What problems is ChurnZero solving and how is that benefiting you?**

It's allowing our business to see the overall health of the customer - historic and present. We're able to log all of our communications, and have full transparency on customers' usage, feedback, emails, and important account details.

  ### 37. Client support is a winner!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Liz M. | Partner Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2025

**What do you like best about ChurnZero?**

I love how ChurnZero allows us to see insights about our product usage based on individual users. Also, I like how plays allow for mass outreach with minimal effort. The Academy is helpful and makes learning independently on my own time possible. Our meetings with our success manager have been invaluable for getting assistance with specific project needs and questions!

**What do you dislike about ChurnZero?**

Implementation took a long time, but most of that was due to our internal teams. Journey concepts were difficult for our team to comprehend and implement. We still are probably not using this to the full extent that we could be, mostly due to time restraints of configuring.

**What problems is ChurnZero solving and how is that benefiting you?**

We have very little insight into our product usage per user, and ChurnZero allows us to track this.

  ### 38. So good I bought it twice!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kristal P. | Senior Director, Client Services & Support, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about ChurnZero?**

I've used several other products, including Totango and Gainsight, among others. I purchased ChurnZero several years ago at a previous company and loved my experience so much that I purchased it again at my current company.

When you first sign with ChurnZero, you're placed into a first-class onboarding experience, with a robust team of experienced employees who help set up your instance, build your data, create initial customizations, and brainstorm with you on how to achieve things. ChurnZero integrates with numerous products and allows you to customize most aspects, including individual user dashboards and spaces, reporting dashboards, completely customized playbooks and automations, and health scores. We've been able to bring in Salesforce contract and customer data, Intercom support data, other customer support data, our product usage, and more, to create comprehensive and customized reporting and health scores.

Also, once you're up and running, you're not left alone to your devices, but meet regularly with your account owner to have check-ins on what else you may need or are trying to accomplish. We're always trying to build something new, and it's been great to have access to experts. But beyond our account owner, their Support team is quick to respond to any requests, so I know I can always get help when I need it. 

We had a competitor's software for 2 years before switching to ChurnZero. Our account teams refused to use the other software - it was difficult to use, not intuitive, and the language just didn't make sense. It was also incredibly limited in what we could do. We've been fully integrated with ChurnZero for nearly 5 months, and I no longer have to chase account managers to update their accounts or log meetings. Everything is done automatically, and they are in their ChurnZero accounts all day, every day, without fuss.

**What do you dislike about ChurnZero?**

There's very little I dislike about ChurnZero. If you're looking for a fully customizable option, this isn't for you. While it is an off-the-shelf software, it does offer some customization, although not 100%. 

For instance, we calculate survey results differently than ChurnZero does, and there isn't a way for us to manually create a formula in the dashboards to calculate it our way. Therefore, I have to export survey results and calculate them in Excel or Google Sheets. 

You can create custom dashboards for reporting, which I have built several for executive and board needs. However, they are not visually appealing, and there are limitations to how you can design them. But they work.

Overall, these are minor annoyances, but not enough to make us unhappy or to even say we dislike it.

**What problems is ChurnZero solving and how is that benefiting you?**

Our main problem is understanding overall health and engagement. With ChurnZero, we have proper email and meeting tracking, we can log texts and random phone calls, customer chats and support cases, contracts and negotiations, detailed product usage, NPS and other survey scores, professional services/consulting projects, service hour banks, perceived sentiment and risk, and so much more, to create a comprehensive view of how our customers engage with us digitally and personally.

  ### 39. Awesome company that is growing with us and really is a partner for success.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kristin B. | VP, Customer Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 03, 2023

**What do you like best about ChurnZero?**

Support, focus, thought leadership, willingness to coach outside of just the platform.  More than a software, a true business partner.  Our CSM Triana is a true trusted advisor, looking out for our best interests.

**What do you dislike about ChurnZero?**

Some of the logic to set up plays can be a bit tricky, but our CSM is always there to help.

**What problems is ChurnZero solving and how is that benefiting you?**

efficiency, ability to manage lots of accounts, ability to automate customer comms, account health metrics, surveying.

  ### 40. gets better and better with new functionality

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 07, 2022

**What do you like best about ChurnZero?**

We've had ChurnZero for three years now. It has had a huge impact on how we communicate and manage our customers at scale. The custom dashboards and account insights reporting feature have provided a lot of value both internally and externally, and I love how ChurnZero has prioritized adding GenAI features to the application that are extremely valuable and help CS teams scale. Our CSM and Customer Support are fantastic. Our CSMs use this software daily. We've been able to easily integrate with many of our other tools and systems.

**What do you dislike about ChurnZero?**

The reports / dashboards could offer more advanced graphing techniques, they are fairly basic compared to other business intelligence tools, but get the job done.

**Recommendations to others considering ChurnZero:**

ChurnZero is great for organizations like ours that do not have a dedicated CS Ops team and are looking for a powerful tool that doesn't require a full-time employee to manage day-to-day. It is effortless to implement and makes a significant impact in just a short time.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero is gathering information that used to live in many different systems and places and bringing it together to tell one story about our Customers to help the CSMs engage with customers more proactively. It has been instrumental in driving appropriate engagement through the customer journey with Customers, based on segment, and has automated a lot of previously manual processes.

  ### 41. Everything in one place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Simon L. | Head of Customer Success - Insights, Enterprise (> 1000 emp.)

**Reviewed Date:** April 22, 2025

**What do you like best about ChurnZero?**

The biggest benefit of using ChurnZero so far is its ability to efficiently monitor client data and keep everything in one place. It helps in creating tasks and maintaining focus, which is crucial for a healthy customer base.
We have been using ChurnZero for 1 year and have integrated it with Netsuite. We have plans to integrate with other platforms. 
I've found the learning academy and knowledge base have been excellent and these supplement the support from our Customer Success Manager and technical experts at ChurnZero.
The customer success managers use ChurnZero everyday.

**What do you dislike about ChurnZero?**

Like any software that you start to use, it won't always fit your existing ways of working. Reporting is a good example because with ChurnZero, we can report on various metrics in real-time but some of the reporting doesn't directly replace what we've had in the past. So managing change, stakeholder management and communication are all things to consider when implementing ChurnZero.
Users will take longer to gain benefit of using ChurnZero if they're not used to working in a process driven way or are less comfortable with technology. Consider additional support for them.
I don't think there are any downsides of using ChurnZero. We didn't have Customer Success software before so implementing ChurnZero so the biggest challenge has been changes to ways of working and ditching Excel, One Note and various other places that information was recorded.

**What problems is ChurnZero solving and how is that benefiting you?**

Visibility: Consolidating the primary activities that our Customer Success Managers undertake into one system so they and their managers can see how they are performing and where actions are needed.
Churn risk: Measuring risk of churn via Churn Scores so there is a central view
Efficiency: Through ditching other tools (eg: lists in Excel) and automation of via journey and alerts.

  ### 42. Excellent for Tracking Customer Loyalty and Risk

**Rating:** 4.5/5.0 stars

**Reviewed by:** Corey H. | Implementation Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2025

**What do you like best about ChurnZero?**

Allow us to keep track of our most loyal customer and the most high risk so we can attack them with a good strategy to keep them happy.

**What do you dislike about ChurnZero?**

Not the simplest tool the use and could be a bit more robust

**What problems is ChurnZero solving and how is that benefiting you?**

Allows us to assign scores to customers and when we do that we can put them in different buckets so we know who to prioritize and why.

  ### 43. 👍💯💯👍

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrea H. | Director of Customer Success & Implementation, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2022

**What do you like best about ChurnZero?**

The automation possibilities and the ease of building that out. We can be alerted of almost any change to an account, in real time, with custom tasks created based on the change.

**What do you dislike about ChurnZero?**

The Salesforce integration could be a bit easier to use.

**What problems is ChurnZero solving and how is that benefiting you?**

Digitalizing common every day tasks to free up the team for other items. Proactive reach outs to customers, based on their live activity.

  ### 44. Great experience with Churnzero

**Rating:** 5.0/5.0 stars

**Reviewed by:** Trapti A. | Customer support specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** October 06, 2025

**What do you like best about ChurnZero?**

What I appreciate most is that all the client information is conveniently stored in one place.

**What do you dislike about ChurnZero?**

I haven't found anything to dislike about ChurnZero so far.

**What problems is ChurnZero solving and how is that benefiting you?**

Churnzero makes it easier for me to identify the correct client name along with the package they have purchased, their contacts, account manager information, annual ARR, and many other details. All of this helps me investigate client information more thoroughly.

  ### 45. Less complicated than Gainsight and more capable than most others.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Darien A. | Senior Customer Success Advisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 03, 2025

**What do you like best about ChurnZero?**

There has been thought put into many different aspects of the product that are simple, yet very helpful and valuable.  It works as advertised and can help beyond large-scale automations for onboarding or renewals.  The conditional logic in automated plays (could be emails/tasks/field updates) is very flexible and has reduced the number of automations that need to be built and also how many steps we need to build into them.

It has a bit of a learning curve to it but once you get the hang of things, it's very easy to use and very efficient.

The Composite Churnscores are being explored and are exciting, it's a potential answer to using conditional logic in the churnscore.

**What do you dislike about ChurnZero?**

An automated meeting recorder that can record meetings, attendees, do a summary with action items like Gong or Chorus, and then draft a follow up email to all attendees based on that summary for the CSM to review and send would be game-changing.  Without the content generation and automated meeting/activity recording in CZ, the current sequence of steps and other processes can only get "so close" to breaking a lot of adoption barriers.

Current limitations around data manipulation with custom tables can be frustrating when trying to absorb greater data reporting functions from other tools.

**What problems is ChurnZero solving and how is that benefiting you?**

The problems this solves for us are primarily 2 "buckets".  Visiblity, books of business, health, training, adoption, progress, risk factors, and Activity.  The first part is, as it always is, impacted by data quality and data hygiene practices but we are able to get valuable representations of the customers adoption current state and progress over time.  We've started using those reports in QBR and EBR's.  This has saved us a lot of time and manual effort.  It also helps us more efficiently prep for recurring calls and report on status in pipeline reviews and forecasting calls.

In action, it is helping us determine, are we talking to accounts, are we meeting enough, what all have we done for them, and soon we will be able to analyze how that influences risk and retention.  As we automate more administrative tasks, we can reinvest our time and resources into value-adding actions for our customers.

The more we see, the better decisions we make.

  ### 46. ChurnZero: Communication at Scale

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tonja B. | Engagement Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 28, 2025

**What do you like best about ChurnZero?**

ChurnZero has revolutionized our communication processes. We are now able to communicate with a large number of clients while still maintaining the feel of personalization. The customer support and training has been excellent.

**What do you dislike about ChurnZero?**

I don't actually dislike anything about Churn, but I am still learning the nuances. There are many features within the platform, so more time is needed to delve into other functionalities that are poorly used.

**What problems is ChurnZero solving and how is that benefiting you?**

Large number of clients and communicating important matters to large groups
Also, personalizing comms to smaller segments

  ### 47. New user - I'm impressed

**Rating:** 4.5/5.0 stars

**Reviewed by:** Martin S. | Digital Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 03, 2025

**What do you like best about ChurnZero?**

I've been using ChurnZero for about 2 months now.  While this isn't a long time, I've spent a considerable amount of time in the system and utilizing the resources (Knowledge Base articles, etc.) to become proficient quickly.

The top 2 items I like the most are:
1) The ability to automate a lot of manual work.  The more I learn about CZ functionality, the more I'm impressed.  We're in the process of integrating with Zoom Scheduler which will allow create automatic AI generated follow up emails after each call.  This will have a huge impact on our busy team!
2) The support from our Customer Success Manager, Lucas Farley, and the Support team.  Lucas has been incredibly helpful answering my questions and guiding me to meet the goals of my role.  I've also submitted numerous support tickets and have always received prompt and detailed responses.  It's a powerful and broad system so having supports has been incredibly valuable to me.

**What do you dislike about ChurnZero?**

Nothing so far.  This is the first CSP I've used and I can see why the system is so popular.  I've yet to find any issues or anything I believe is missing.

**What problems is ChurnZero solving and how is that benefiting you?**

Automating manual work for our busy team and allow us to identify accounts likely to churn so we can proactively reach out and support them.

  ### 48. ChurnZero is strong!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Todd N. | Manager, Client Success, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 17, 2025

**What do you like best about ChurnZero?**

ChurnZero has been an incredibly valuable tool for our Customer Success Managers. It helps us efficiently manage customer relationships, monitor customer health, and keep all engagement data centralized in one place. The platform makes it easy to segment customers and generate insightful reports, which has had a big impact on how we approach our work.

The tool becomes even more powerful when product usage data is integrated, giving our CS team a full view of the customer journey and enabling them to make informed, proactive decisions.

We've had a great experience working with our CSM, Kerry, who has consistently provided outstanding support during implementation and whenever questions or issues have come up. Our team uses ChurnZero daily, and we’ve found the implementation, training, and ongoing maintenance to be straightforward and manageable.

Overall, ChurnZero has become an essential part of our Customer Success operations.

**What do you dislike about ChurnZero?**

Custom Table records do not have the ability to tag individuals.

**What problems is ChurnZero solving and how is that benefiting you?**

client management and engagement tracking as well as tracking the health of our customers

  ### 49. Empowers Proactive Customer Success with Smart Automation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Syed Arif K. | Professional Services Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 25, 2025

**What do you like best about ChurnZero?**

ChurnZero is an excellent choice for teams aiming to proactively oversee customer health, minimize churn, and expand their customer success operations through automation.

**What do you dislike about ChurnZero?**

Certain aspects of ChurnZero can be challenging to navigate, particularly for those who are new to the platform. Additionally, setting up reports and automation may not be as intuitive as one might hope.

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero provides real-time insights into customer health and streamlines engagement, enabling teams to proactively address churn and manage their customers more efficiently.

  ### 50. The CS Bible for notes, action items, tasks, contacts and outreach

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lauren M. | Customer Success Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 31, 2025

**What do you like best about ChurnZero?**

ChurnZero helps me proactively engage and follow up with my customers through ease of use with task management, message outreach through plays, and notes to engage with follow up.

**What do you dislike about ChurnZero?**

I must add several filters to not see the upcoming tasks to complete when I have several recurring tasks for my customers that are far in the future. Ideally, I would prefer to see the open tasks in a week glance as defalt

**What problems is ChurnZero solving and how is that benefiting you?**

ChurnZero gives me the ability to accurately account for the full state of a customer's account, monitor risk, review usage, and reach out to customers.


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-05-13+09%3A29%3A04+-0500&secure%5Bsession_id%5D=051404ec-c7dc-4eaf-a481-27d56019656a&secure%5Btoken%5D=7ad64a7ee3499283e5bd04cfdfd54ff5a0e90fa4f60bbaa03ada74ea85b16c95&format=llm_user)
## ChurnZero Integrations
  - [Absorb LMS](https://www.g2.com/products/absorb-software-absorb-lms/reviews)
  - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/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)
  - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)
  - [Exact](https://www.g2.com/products/exact-exact/reviews)
  - [Fin by Intercom](https://www.g2.com/products/fin-by-intercom/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)
  - [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)
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  - [Salesforce Partner Cloud (formerly Salesforce PRM)](https://www.g2.com/products/salesforce-partner-cloud-formerly-salesforce-prm/reviews)
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## 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

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