I really appreciate the flexibility of the program. It's easy to develop processes that mirror what we do and make adjustments as we go. Having all the data in one system with the ability to create segments eliminates double entry and as new reports are needed, either one time or reoccurring, they can easily be created. Review collected by and hosted on G2.com.

I have found a few restrictions or limitations but typically these can be worked around. Review collected by and hosted on G2.com.

I appreciate how ChurnZero automates numerous processes, which enhances my productivity significantly. The ability to customize my view to concentrate on the essentials for starting my day is incredibly useful. The software is intuitive, making it easy to navigate and use efficiently. I am particularly impressed by the automation and AI features of ChurnZero, which are a considerable advantage in my daily tasks. The AI assistant is incredibly helpful, as it crafts swift follow-ups and notes from recent calls, saving me a substantial amount of time and effort. Furthermore, the CS AI and the snapshot AI are excellent features, providing a summarized version of account history while highlighting the critical parts I need to know, which significantly aids in managing client relationships effectively. The initial setup of ChurnZero was pretty easy and straightforward thanks to my team, making the transition smooth. Overall, ChurnZero integrates seamlessly with Salesforce, enhancing my workflow without any friction. Review collected by and hosted on G2.com.

Haven't come across anything yet Review collected by and hosted on G2.com.

I like ChurnZero for its simplicity in searching, which makes navigating through client data a hassle-free experience. The great graphs and visualization of client data are highly appreciated as they provide clear insights at a glance. I love the Churn Score feature, which offers a straightforward method to assess client status and identify which clients require the most attention, enabling a focused approach to client management. Furthermore, the initial setup process was simple, with excellent support received from our ChurnZero account representatives, making the transition to using the tool smooth and efficient. Review collected by and hosted on G2.com.

I wish ChurnZero had better integrations with ServiceNow and TDX. Review collected by and hosted on G2.com.

I like the way we can keep a pulse on our customers usage of our platform and also track what add-on products they're using Review collected by and hosted on G2.com.

I don't love the manual process of adding in meetings, we are integrated with Zoom/GCal but still ahve to manually edit/add meetings Review collected by and hosted on G2.com.

Segments are great, being able to pull information quickly is helpful. Especially upcoming renewal segments the opertaions team builds Review collected by and hosted on G2.com.

The formatting in the email ability can be off. Font size, formatting, signatures, user experience is tough Review collected by and hosted on G2.com.

I like how ChurnZero centralizes customer health, product usage, and engagement in one platform, making it easy to prioritize accounts and take proactive action. Review collected by and hosted on G2.com.

Some workflows and configurations have a learning curve, especially when first setting up segments, journeys, and health scores. Review collected by and hosted on G2.com.

What I like best about ChurnZero is the Playbook feature. I really appreciate how it allows me to create and customize playbooks that align with my daily workflow. It helps me stay organized by setting reminders for each task, ensuring I stay on top of my priorities and execute them efficiently. Review collected by and hosted on G2.com.

So far, I don’t have any dislikes about ChurnZero. It’s been a great tool that helps me stay organized and on top of my tasks. Review collected by and hosted on G2.com.

I use ChurnZero to manage my book of business and it keeps me organized. I like that it is user-friendly and appreciate the ability to see metrics, create reports, and manage tasks, among other things. Review collected by and hosted on G2.com.

I think ChurnZero could make more use of AI. It would be great if it could read account data and suggest next steps. Review collected by and hosted on G2.com.

I really like the ways I can segment my views, the dashboards are great for looking across different segments, and I love the AI-generated follow-up emails that ensure I never miss sending an email to a customer after a meeting. ChurnZero provides great resources and support, which helps get things set up exactly how you like it. Review collected by and hosted on G2.com.

The only thing that I think could really use improvement for ChurnZero is the UI and also maybe the terminology used can sometimes be confusing such as "segments" - it could be called a "filtered view". Review collected by and hosted on G2.com.

I love how easy it is to complete tasks within the platform. I have been using CZ for over a year now and the platform makes it simple to stay connected with clients, get them the information they need quickly and on a mass level if needed. I also like that I can create future tasks for myself to stay on track (I have over 750 customers and even more location accounts to keep track of). I really like the new updates to the look and feel and usability. I also like the ability to segment my accounts so that I can see specific accounts based on specific criteria (makes it seamless when I need to set up customer visits in a particular city). Overall, love that the platform meets my needs with ensuring I get my accounts what they need, when they need it. Review collected by and hosted on G2.com.

I wish that I could easily see when a specific contact is linked to multiple child accounts when sending emails. I know my company uses CZ in a pretty unique way but sometimes, I am afraid that I am sending a contact the same email multiple times when I run a play on diff child accounts (sometimes the child account has the same primary contact and sometimes it has a diff primary contact. This is very nitpicky and I can still get the answer, just takes a little more work. Review collected by and hosted on G2.com.