ChurnZero Reviews & Product Details

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.

ChurnZero has been a huge help in getting my technical team focused on actual customer-facing work instead of digging through dashboards all day. We leaned heavily on Plays, which made it really clear what needed attention and let my team spend their time doing the work rather than interpreting metrics.

It also gave us visibility into our active projects without anyone feeling like they were being micromanaged or forced to update the same information in a dozen different places. For a team juggling a lot of moving parts, that mattered. Review collected by and hosted on G2.com.

On the downside, the no-code reporting can get pretty heavy if you have complex or layered requirements. And when my board wanted raw data exported into Excel to blend with other systems, it was harder than it should be to get something clean and reliable. It sounds like some of the newer AI-driven outbound connections may solve that, but it wasn’t quite there yet when we needed it. Review collected by and hosted on G2.com.

I like ChurnZero's email automation functionality, especially how easy it is to build emails and the depth of customer segmentation. The email automation allows us to create workflows consisting of an email series with informative content that educates customers and empowers them to use our products more effectively. The customer segmentation sophistication is impressive as it permits a lot of customization and parsing of customer profiles based on different variables, like plan type, length of time as a customer, and our features' use. Review collected by and hosted on G2.com.

The UI could be improved for sure; it feels a bit outdated and hard to navigate at times. Specifically, the use of 'playbooks' doesn't automatically connect in my mind with what this tab actually is, i.e. automated email workflows and one-offs. It feels like the platform opted for fancy sounding names over readily understood ones that any user could grasp. Review collected by and hosted on G2.com.

I really like the visibility that ChurnZero provides. It's super helpful to see customer health scores, usage data, and engagement all in one place instead of digging through different tools like we did before. Review collected by and hosted on G2.com.

The setup and customization of ChurnZero can be a bit overwhelming. There are so many features, but it definitely takes time to configure everything properly and make sure the health scores and playbooks are actually meaningful. The initial setup was moderately easy, with the basics being straightforward, but getting everything fully set up took time, even for our engineers. Review collected by and hosted on G2.com.

I really appreciate that ChurnZero is a very diverse platform. There are a lot of tools available that make it work well for me. It helps with organization, tracking accounts in specific stages of their partnership, and seeing their health based on criteria I set. Although it is time consuming to learn because there is so much to learn, it isn't difficult. Review collected by and hosted on G2.com.

I wish there were a way to create a CSAT survey link that can be manually sent, rather than only through a segment trigger. It's also time-consuming to learn because there is so much to learn, but it's not difficult. Review collected by and hosted on G2.com.

CZ has been helping a lot with all the information that I need from the accounts I'm handling -- specifically regarding the usage report. One big part as well is the integration with SF and email, I can easily point out the payment status and the email exchanges from the entire account.

Lastly, the custom tables, I like it that it remembers that I don't want all headers to load and that I prefer some collapsed ones. Review collected by and hosted on G2.com.

Nothing really much after the recent update. Review collected by and hosted on G2.com.

I like ChurnZero because I can literally customize everything I need within the tool. I also find the service from our account manager exceptional. The initial setup was very smooth, and their follow-up is done closely. Additionally, I can have a very complete view of the company's customer portfolio and the history of all customers' journeys, as well as manage information globally and specifically by company. I also like being able to automate simple tasks that take up time. Today we can have analyses that were previously missing in the system we used before. Review collected by and hosted on G2.com.

I think it's a system that has so many features, presents so many possibilities, that end users sometimes get confused with so many possibilities and screens. Review collected by and hosted on G2.com.

I like the customer account management database in ChurnZero. It's accessible and provides crucial information related to the accounts, reporting, and serves as a tool to identify areas where we're lagging, like renewals and incident tickets. I appreciate the customizable reporting feature which lets me adjust reports to my needs, including Segments, account growth, and Account health score. This keeps us in control and helps us prioritize our actions for specific accounts. The initial setup was easy, which was a plus for my team. Review collected by and hosted on G2.com.

Sometimes there's a sync failure with the integrated solution or tool, like Salesforce. Some fields or information still don't reflect the changes when done. Review collected by and hosted on G2.com.

There is a lot to appreciate here. The user interface is clean and intuitive, making it easy to navigate. As admins, we find it simple to use, which helps us work efficiently and spend less time on configuration, allowing us to focus on other projects and initiatives. The platform provides a comprehensive view of the customer and integrates well with our existing tech stack. Additionally, the rapidly evolving roadmap consistently delivers new, useful features and enhancements that are almost entirely free of bugs. Review collected by and hosted on G2.com.

At times, there are limitations on certain features that render them unusable for our needs. For instance, the default 'my dashboard' isn't accurate for us because it relies on fields that we don't utilize. It would be much more helpful if we could configure this feature to better suit our business and make it truly useful. Review collected by and hosted on G2.com.