ChurnZero Reviews & Product Details

I truly appreciate how ChurnZero thinks about how we drive true Customer Success within our customer partners. They are on the forefront of developing technology and playbooks which help drive insights and automation to help scale our teams. The UX is intuitive and we look forward to implementing AI within ChurnZero. Review collected by and hosted on G2.com.

We don't have much negative feedback in terms of ChurnZero. The Customer Success Team at CZ has been helpful in understanding and assisting with our business model. Review collected by and hosted on G2.com.

The health scoring metrics and flexibility to integrate usage statistics within our platform into the overall health evaluation of our customers are fantastic and not something i had access to in my old role. This ability has meant aggregating customers is far easier, streamlined and scalable. Review collected by and hosted on G2.com.

The health scoring between parents and children accounts is tricky to navigate and to ensure the system shows a correct churnscore.

Specifically, when averaging a churnscore across child churnscore across multiple children, excluding the parent from this average churnscore is quite unhelpful. Review collected by and hosted on G2.com.

I love how ChurnZero has all the data together, building blocks for me to gain bigger insights into my customers. We pull in data from our CRM, Gmail, and a bit of Teams, allowing us to combine all those emails and turn them into sentiment analysis. It's really helpful in figuring out customer signals and understanding churn. I love going to an account and seeing everything that's happening from sales to support, post-sale services, and marketing. The initial setup was easier than I expected. Review collected by and hosted on G2.com.

I think trying to integrate all of our sources is a bit of a challenge. It has something to do with our CRM. We have Zoho in several different places and can't always get all the data fields I want into ChurnZero and to get them coherent. Also, the more you put in there, the more it costs, so it can be a little bit challenging as well. Review collected by and hosted on G2.com.

I love using ChurnZero to track engagements with my clients and identify potential risks and advocates. The Flexible Healthscore feature is particularly helpful in identifying clients at risk so I can engage and try to save them. The AI-generated follow-up emails save me time by creating emails based on meeting transcriptions, and I can quickly see my follow-up tasks. The amazing customer support is a lifesaver—rather than spending time with documentation, I shoot off a support ticket and get quick responses. The onboarding team was also amazing; everything was well thought out, which made our initial setup smooth. Review collected by and hosted on G2.com.

Creating some complex segments can get tricky, but again, support is always there to help Review collected by and hosted on G2.com.

One new thing I really like about ChurnZero is the enhanced visibility across the entire customer journey. The improved reporting and health score customization make it much easier to proactively identify risks and opportunities, allowing us to act faster and more strategically. Review collected by and hosted on G2.com.

An area for improvement would be the search bar functionality. Making it more intuitive, faster, and better at delivering accurate results would significantly improve the overall user experience, especially when trying to quickly locate specific accounts or information. Review collected by and hosted on G2.com.

I love the overall interface of ChurnZero and how easy it is to learn and use the platform. The various filters to create segments helped me a lot when I was new to ChurnZero, especially in creating my own segments. The initial setup was not hard at all, as it was easy to understand and use. I also like that I've integrated ChurnZero with Outlook and Calendar. Review collected by and hosted on G2.com.

Well the ChurnScore aspect of an account can be better, on what bases the ChurnScore can be calculated. Review collected by and hosted on G2.com.

Because it's a CS tool built by CS experts, it's structured to be useful and intuitive to those in the role. For a fledgling CS team, this has been invaluable in guiding us down the right path. Our assigned CSM on the CZ side has been a tremendous resource as well, using his experience with the tool and his years in the software industry and customer success in general to help us make the right decisions for our organization. Our CSM ensured that the implementation was seamless and easy for the team, that training was completed, and continues to assist regularly when we have questions or concerns. This connection and reliability means that our CS team lives and breathes in CZ and are in the application every day. Review collected by and hosted on G2.com.

From an operations perspective, I find that the reporting is not very intuitive, and I often have to create multiple dashboards to get the data I want. I love the in-built Salesforce integration but would love more plug-and-play connections to some of our other tools, like monday.com, Clockify, and even Slack. Review collected by and hosted on G2.com.

I appreciate the automation, user-friendly interface, and the convenience of having all my account information accessible in a single dashboard. The playbooks have been especially helpful for managing recurring communications. ChurnZero has become the tool I rely on most for my daily tasks. Our Success Manager, Elise, is excellent at providing education and solving problems. I genuinely enjoy our interactions, and I always leave each call with actionable to-dos and real solutions. Review collected by and hosted on G2.com.

I would love to see more reporting functions available within our plan. I am looking to integrate my Fireflies AI into the notes section and our internal product feedback tool to help inform overall customer sentiment. Review collected by and hosted on G2.com.

I use ChurnZero to empower our CS team with insights on client data, and it has solved multiple problems for us. It integrates information from various systems into a single view, and its health scoring helps in understanding renewal risk. Our CSM, Mark, is fantastic. He is a true strategic partner who understands our needs and helps find the right solutions, showing genuine care for us as clients. ChurnZero provides insights that we previously lacked and helps us move good ideas into action while holding the team accountable. Its custom dashboards, ChurnScores, and playbooks have made a substantial impact. The platform also seamlessly integrates with existing tools, and the initial setup was very easy, thanks to a strong implementation process and team. Review collected by and hosted on G2.com.

We could use additional customization on certain platform features. For example, the Success Plan functionality works great for our needs. We use that functionality to power Save Plans, too. Unfortunately, we can't rename Success Plans to just 'Plans'. Accordingly, we see the term 'Success Plan' when we're looking at 'Save Plans' creating some confusion. Review collected by and hosted on G2.com.

ChurnZero has really worked hard over the last few years to update the UI and reorganize to make usability even easier. I love the addition of the Success Center. Always a happy CZ customer! Review collected by and hosted on G2.com.

I would love if you could custom emails a little better in-app instead of having to use styling templates. It needs better padding options, style, etc. to help make emails look nicer. Review collected by and hosted on G2.com.