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 based on oldest renewal and if the contract is month to month, I would love that is leaves the contract dates blank. As it is now, I cannot change that but I can add the tags to the customer.

I like that ChurnZero integrates well with a lot of different solutions, which helps to ensure downstream systems are set up for success and can truly understand the ask from one to the other. The initial setup was fairly easy, and even when we couldn't start with robust integrations, it was flexible enough to allow the work to get done more manually as we built the integration timeline. Also, ChurnZero's resources were fabulous and easy to work with.

The most helpful thing about ChurnZero is that, as a CS, it gives me the most useful information I need about my accounts all in one easily accessible place. It’s also very easy to enter information about my accounts so I can review it later. One of the best features is the AI tool that sends a follow-up email after I add a transcript. It’s super helpful, and it even fills in the recipients’ email addresses for me based on who was in the meeting. It’s a real life- and time-saver.