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 on blank on month to month. As it is now, I cannot change that but I can add the tags to the customer.

Being able to see what Tasks I have set for myself or on my behalf, day to day.

We moved from managing customer information across Salesforce and Excel spreadsheets to ChurnZero, and having everything in one place has made a huge difference. Being able to create reports and segments based on almost any field gives us much better visibility into our customers and makes managing a book of business significantly easier. As both a CSM and a ChurnZero admin, one of my favorite things is the flexibility. I’ve been able to create custom fields, segments, and processes that I had always wished we had as CSMs. We can customize ChurnZero around what our CS team actually needs rather than being limited by what is already available. The UI is very user-friendly and intuitive. ChurnZero is one of those platforms where you can start using it without needing weeks of training. Even with all the capabilities it offers, it is surprisingly easy to learn and navigate. It integrates will all of our other softwares so this is a big +. I have been using it for over 2 years, it has never crashed, I never needed to open a support ticekt for a bug...this is HUGE. The price is reasonable compare to other CSM products in the market. Their support team is excellent and responds very quickly. When you are an admin and need an answer to keep something moving, having responsive support makes a huge difference. Tina, our previous ChurnZero CSM, was top-notch. She was knowledgeable, responsive, and genuinely invested in helping us get more value from the platform. We are still a long way from using everything ChurnZero is capable of, which actually speaks to how much the platform offers. There is so much more we can continue to build, automate, and improve as our CS organization evolves. For me, ChurnZero has become a must-have tool for a Customer Success team.