I love that I can see my calendar, all of my notes (which can be filtered to make it easier) and any emails that I have sent to my clients. I can send emails directly through churnzero, eliminating the need for me to create my note then open an outside email to follow up. I am currently working on journey which will allow my to automate a lot of my work, freeing me up to focus on my clients. It's fabulous.

Different fields pertaining to a specific account where everything will be available to understand the current status.

Love that we can automate mundane tasks that provide little to no value to more administrative clients such as data entry and updates to profiles without manual effort. I also love that the platform allows us to pull an incredible amount of client data to help with conversations and focus more on the outcomes that the customer is striving for aligning both data, story, and outcome within a single platform. This platform is extremely powerful and has already helped with productivity and ensuring we are focusing on the right clients.