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.

CZ is my command center, and I use it to proactively manage account health, track engagement, and prioritize where I can drive the most impact. I appreciate how CZ keeps all my notes, call recaps, and touchpoints tidy and centralized, providing a clear, reliable history of what's happened and what’s next. What I like most about ChurnZero is that it gives me a single, centralized view of my entire book of business. I also really like the dashboards! Review collected by and hosted on G2.com.

I would like if there were dedicated tabs for 'History' separating Support tickets, touchpoints and opportunity signal. Review collected by and hosted on G2.com.

I use ChurnZero to monitor, manage, and communicate across our customer base effectively. I appreciate the visibility and analytics it provides, helping me prioritize work and ensure customers gain value from our product. ChurnZero allows me to design reporting that fits our needs, offering preconfigured dashboards as well as the flexibility to create reports specific to our use cases. I love that it enables me to monitor and manage the customer lifecycle all in one place, making it convenient to oversee everything. I also frequently recommend ChurnZero, giving it a 10 out of 10 for its performance. Review collected by and hosted on G2.com.

Coming into ChurnZero having already been configured two years prior, I wish there were more prescriptive ways to monitor Churn, NPS, CSAT that could have enabled this team to operate better sooner. The person who implemented was new to CS and could have used more guidance and less flexibility. Review collected by and hosted on G2.com.

I really appreciate how I can create segments, plays, and journeys tailored to both accounts and contacts. This functionality makes it incredibly easy to automate sending emails, update account information without manual work, and share details with external parties, all with little effort once everything is set up. ChurnZero has empowered us to nearly double our customer base without needing to add more team members, since it handles so many tasks for us. Also, there is a good amount of resources and articles to self-serve when you are trying out a new workflow. And if that doesn't work, I know I can rely on their customer support team and our CSM (shoutout Alex!!). Review collected by and hosted on G2.com.

My main concern with ChurnZero is the limited flexibility in how ChurnScores are calculated. While I understand the reasoning and intention behind their approach, I find the process less intuitive than I would like. Review collected by and hosted on G2.com.