The level of organization it allows me to have is a huge win. Since I’m balancing software implementations, customer support, and my responsibilities as a CSM, I haven’t had the time to fully set up CZ the way I envision yet. My goal is to eventually take full advantage of its automation capabilities—automated emails, proactive reminders to reach out to clients, and continuing to build on our ChurnScores.

Even without having everything set up, the features I’m using right now—notes, contacts, journeys, and some playbooks—have already made my life 1,000 times easier. I’m excited to keep building out the system and finding more ways to use it to stay organized, work more efficiently, and stay proactive with my clients. Review collected by and hosted on G2.com.

I just don’t have enough time to build it out further so it can better assist me with my work. Review collected by and hosted on G2.com.