What users are saying about
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Top Rated
134 Ratings
Top Rated
640 Ratings

ChurnZero

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Top Rated
134 Ratings
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Score 8.1 out of 100
Top Rated
640 Ratings
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Score 7.8 out of 100

Likelihood to Recommend

ChurnZero

ChurnZero simplifies many of the client journeys, like Onboarding and Renewal processes. It is also a great home for all [the] data about a specific client. It is also [well] suited for repetitive emails [and] tasks, as it can automate them for team members. ChurnZero can also alert you of upcoming events within your account or recent account changes. It [...] also [helps] you track anticipated churn or account growth.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

All told, if it hadn't been for the fact that we were testing it with both employees who knew CRM lingo and those who were new, we wouldn't have found such an issue. The program itself can be very useful for people who already manage CRMs, who know how to use them, who know how to run and manage employees on them, namely because of the "one-stop-shop" concept in data visibility. When it came down to it though, if you have high-turnover, then this product will devolve into only being used for it's base components. Down the middle, we found that the people who'd been in marketing for 4-5 years fell into the product easily because of the way it was written. Everyone before that, with novice experience, thought it was written like a textbook for a graduate class - little to no leeway if you don't happen to know one specific term
Patrick Stephens | TrustRadius Reviewer

Feature Rating Comparison

Security

ChurnZero
8.2
Microsoft Dynamics 365
8.9
Role-based user permissions
ChurnZero
8.2
Microsoft Dynamics 365
8.8
Single sign-on capability
ChurnZero
Microsoft Dynamics 365
8.9

Platform & Infrastructure

ChurnZero
8.5
Microsoft Dynamics 365
API
ChurnZero
8.5
Microsoft Dynamics 365
Integration with Salesforce.com
ChurnZero
8.4
Microsoft Dynamics 365

Customer Data Extraction / Integration

ChurnZero
8.2
Microsoft Dynamics 365
Product usage
ChurnZero
8.3
Microsoft Dynamics 365
Help desk / support tickets
ChurnZero
8.2
Microsoft Dynamics 365

Customer Success Management

ChurnZero
8.2
Microsoft Dynamics 365
NPS surveys
ChurnZero
8.5
Microsoft Dynamics 365
Sponsor tracking
ChurnZero
7.4
Microsoft Dynamics 365
Customer profiles
ChurnZero
8.2
Microsoft Dynamics 365
Automated workflow
ChurnZero
8.6
Microsoft Dynamics 365
Internal collaboration
ChurnZero
7.5
Microsoft Dynamics 365
Customer health scoring
ChurnZero
8.6
Microsoft Dynamics 365
Customer segmentation
ChurnZero
8.8
Microsoft Dynamics 365

CSM Reporting & Analytics

ChurnZero
8.1
Microsoft Dynamics 365
Customer health trends
ChurnZero
8.3
Microsoft Dynamics 365
Engagement analytics
ChurnZero
8.2
Microsoft Dynamics 365
Dashboards
ChurnZero
7.6
Microsoft Dynamics 365

Sales Force Automation

ChurnZero
Microsoft Dynamics 365
8.1
Customer data management / contact management
ChurnZero
Microsoft Dynamics 365
8.6
Workflow management
ChurnZero
Microsoft Dynamics 365
8.0
Territory management
ChurnZero
Microsoft Dynamics 365
7.9
Opportunity management
ChurnZero
Microsoft Dynamics 365
8.6
Integration with email client (e.g., Outlook or Gmail)
ChurnZero
Microsoft Dynamics 365
8.3
Contract management
ChurnZero
Microsoft Dynamics 365
7.7
Quote & order management
ChurnZero
Microsoft Dynamics 365
7.8
Interaction tracking
ChurnZero
Microsoft Dynamics 365
8.1
Channel / partner relationship management
ChurnZero
Microsoft Dynamics 365
7.8

Customer Service & Support

ChurnZero
Microsoft Dynamics 365
8.5
Case management
ChurnZero
Microsoft Dynamics 365
8.7
Call center management
ChurnZero
Microsoft Dynamics 365
8.2
Help desk management
ChurnZero
Microsoft Dynamics 365
8.5

Marketing Automation

ChurnZero
Microsoft Dynamics 365
7.7
Lead management
ChurnZero
Microsoft Dynamics 365
8.2
Email marketing
ChurnZero
Microsoft Dynamics 365
7.2

CRM Project Management

ChurnZero
Microsoft Dynamics 365
8.2
Task management
ChurnZero
Microsoft Dynamics 365
8.5
Billing and invoicing management
ChurnZero
Microsoft Dynamics 365
8.2
Reporting
ChurnZero
Microsoft Dynamics 365
7.9

CRM Reporting & Analytics

ChurnZero
Microsoft Dynamics 365
8.1
Forecasting
ChurnZero
Microsoft Dynamics 365
8.0
Pipeline visualization
ChurnZero
Microsoft Dynamics 365
8.4
Customizable reports
ChurnZero
Microsoft Dynamics 365
7.8

Customization

ChurnZero
Microsoft Dynamics 365
8.0
Custom fields
ChurnZero
Microsoft Dynamics 365
8.4
Custom objects
ChurnZero
Microsoft Dynamics 365
7.9
Scripting environment
ChurnZero
Microsoft Dynamics 365
7.7
API for custom integration
ChurnZero
Microsoft Dynamics 365
7.8

Social CRM

ChurnZero
Microsoft Dynamics 365
7.7
Social data
ChurnZero
Microsoft Dynamics 365
7.5
Social engagement
ChurnZero
Microsoft Dynamics 365
7.8

Integrations with 3rd-party Software

ChurnZero
Microsoft Dynamics 365
7.8
Marketing automation
ChurnZero
Microsoft Dynamics 365
7.9
Compensation management
ChurnZero
Microsoft Dynamics 365
7.6

Platform

ChurnZero
Microsoft Dynamics 365
6.9
Mobile access
ChurnZero
Microsoft Dynamics 365
6.9

Pros

ChurnZero

  • Mass communication: ChurnZero helps us quickly and efficiently communicate important information to all of our accounts at once without making it seem like it's coming from some generic marketing team (all love to my marketing friends out there!)
  • Usage data: By being able to sync our customer's product usage with ChurnZero, it allows the customer success team to be proactive with accounts that may be declining in app usage to try and re-engage. Or it can help us identify who is really using our product well and reach out to them to hopefully gain a reference or case study.
  • Note-taking and activity logging: ChurnZero has made it super easy to take notes and log activities for the many accounts we manage. It seems like on nearly every page within the app, there is a function to quickly add a note or create a task for follow up. This allows to really live within the product and easily access notes from past meetings and follow up on tasks that are due soon for our customers.
James O'Neal | TrustRadius Reviewer

Microsoft Dynamics 365

  • Some useful out-of-the-box features, like mass uploads of Leads from trade shows or when qualifying a Lead, CRM automatically creates the Opportunity, Contact, and Account for you, etc.
  • Really powerful customizations through the user interface to improve user experience. Things like Business Rules, for example, if Field A = 1, then Field B = 2 and Field C = 2, if Field A = 2, then Field B and Field C don't apply, so automatically hide them.
  • Or other functionality that improves user experience, like Business Process Flows. These walk users step by step through our business process, helping them know when certain actions should take place, and at what point other data is now required. We've used this extensively with our Lead to Opportunity to Quote to Order process, helping users understand the business process each step of the way.
  • Customizations built on top of the platform now called model-driven PowerApps. You can have connections to "typical" data, like Accounts, Contacts, or Opportunities, for example, but then connect that data to custom entities, records that only apply to your specific business. This is all done through the user interface and allows you to customize and automate specific line-of-business applications for your specific needs.
  • Behind the scenes, D365 CE is built on SQL. So the data conforms to industry standards and makes it much easier to interact with. Your developers and IT team will thank you.
Anonymous | TrustRadius Reviewer

Cons

ChurnZero

  • Too much functionality; the system is very robust and requires some time and playing around to get used to.
  • We would love to see user data on a more granular level, but this is a feature that we have not enabled yet.
  • We took a long time to implement ChurnZero, but this was a failure on our organization, not on ChurnZero's side.
  • Our first CSM was okay, but not the greatest, he was replaced before we went live with our new CSM, Chase, who is fantastic!
Greg Watkins | TrustRadius Reviewer

Microsoft Dynamics 365

  • Microsoft Dynamics 365 storage & license cost can prohibit some large deployments or even cost-sensitive small projects from using the platform (although I'm certain most deployments would realize a positive ROI if implemented correctly with process automation).
  • The cost and licensing document for Dynamics 365 is 61 pages and will take a rocket scientist to understand it. It's better to just have your Microsoft help estimate the cost if they are willing to help you that.
  • The documentation on how to first fully understand the Out of the Box default solution and settings is lacking or even non-existing. This has the potential to derail Dynamic 365 launches and implementations from the gitgo. Want to use an out of the box entity?.. well it's probably related to 5 other entities that require configuration and full understanding of it to successful implement. And you ask where is the laymen guide or instructions?... User groups and forums. In Summary, Microsoft can up its game in deployment training and supporting documentation.
  • Microsoft needs to incentivize more external platforms to build app connectors for easy integration, such as ZenDesk, Slack, Tableau, etc. Even the current connector apps such as Salesforce, MailChimp, Docusign are useless or don't work at all.
  • Several limitations inhibit successful Dynamics 365 deployments such as: limited number of Rollup field calculations (summarizing fields on child/related records), limited number rows that can exported to Excel via advanced find, Dynamics 365 files, log and database storage size limit is extremely small and will always require purchasing additional storage (for Online deployments).
  • New user buy-in or acceptance or system platform changes can be difficult if a solid change management plan isn't enacted.
  • Don't expect much help from Microsoft on implementation or solutions unless it's a technical flaw with the platform. Microsoft relies on their MVP partner network to consult for implementations at a hefty cost. Hiring a knowledgeable and savvy Dynamics 365 System Administrator can reduce the need for consultant support; of course, this is dependant upon many many variables.
Justin Pink | TrustRadius Reviewer

Likelihood to Renew

ChurnZero

ChurnZero 9.1
Based on 2 answers
It's a great software and tool specialized in helping the company know its customers and prevent them from leaving. It also helps data analysis and automation.
Samuel Hewstone | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 7.9
Based on 19 answers
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place.We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade.We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Chris Jensen | TrustRadius Reviewer

Usability

ChurnZero

ChurnZero 8.0
Based on 21 answers
ChurnZero has a massive variety of features, but it takes time and dedication in setting up the platform. Fortunately, ChurnZero's support model is very helpful in setting everything up.Once the platform is part of the process and everyone on board understands it, it adds great value to our CS work.
Maximilian Celebi | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 8.5
Based on 12 answers
As told before in the review, Microsoft Dynamics 365 is a one-stop solution for the overall business, it involves all departments in the organization, and makes business functionalities smooth by timely follow-ups, customer retention, customer engagements, and helps in maintaining a good relationship between customers and the businesses.
Vijayalakshmi G K | TrustRadius Reviewer

Reliability and Availability

ChurnZero

ChurnZero 9.1
Based on 1 answer
Quick response by the CZ team.
Beatriz de Rosa Soares | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Support Rating

ChurnZero

ChurnZero 8.8
Based on 21 answers
Their customer success team and implementation team are fantastic, and always happy to help.I've not had the best responses from their support team, but I've also not asked the most of them so far. I can't judge their entire team based on the interactions with them that I've had so far
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 9.3
Based on 5 answers
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
Todd Jankowski | TrustRadius Reviewer

Online Training

ChurnZero

ChurnZero 7.5
Based on 2 answers
The training and onboarding have been very helpful. Since I was not a part of the team when ChurnZero was implemented, it was important to get brought up to speed as quickly as possible and our CSM has been incredibly receptive in that regard.
Ben Butler | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 7.5
Based on 2 answers
No answer on this topic is available.

Implementation Rating

ChurnZero

ChurnZero 6.4
Based on 1 answer
Sometimes, it can be hard to implement other systems to CZ.
Beatriz de Rosa Soares | TrustRadius Reviewer

Microsoft Dynamics 365

Microsoft Dynamics 365 9.2
Based on 4 answers
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
Sara Tsoodle | TrustRadius Reviewer

Alternatives Considered

ChurnZero

The in-app messaging based on certain segments was the key differentiator. Also, while they are growing as an organization and expanding their portfolio of customers, they are extremely receptive to product suggestions, most of our suggestions we have given them have been implemented and prioritized to the best of their ability.
Anonymous | TrustRadius Reviewer

Microsoft Dynamics 365

Salesforce has more desirable functions than Microsoft Dynamics 365, at a competitive price. Its user interface is far more superior, it has more customization, easier customization, and out of the box it is more pleasing to the eye and to the end user. If the client doesn't have a deep-rooted connection with Microsoft I wouldn't leap to Dynamics 365.
Alexander Cooper | TrustRadius Reviewer

Scalability

ChurnZero

ChurnZero 9.1
Based on 1 answer
Easy to escalate.
Beatriz de Rosa Soares | TrustRadius Reviewer

Microsoft Dynamics 365

No score
No answers yet
No answers on this topic

Return on Investment

ChurnZero

  • Health scores allowed us to measure accounts health and fix issues with accounts at risk due to low usage.
  • Our product team is able to use the activities/events reports to prioritize dev tasks in an efficient way, focusing on features that drive more value and therefore to allocate resources while managing the efforts and costs associated.
tal horovits | TrustRadius Reviewer

Microsoft Dynamics 365

  • It is hard to say, the reason why we are using Microsoft Dynamics CRM is because it is provided to us for free.
  • It could be worthwhile to investigate whether an alternative CRM (even though paid) can be used to boost the ROI
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

ChurnZero

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Microsoft Dynamics 365

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

ChurnZero
8.6
Microsoft Dynamics 365
8.3

Likelihood to Renew

ChurnZero
9.1
Microsoft Dynamics 365
7.9

Usability

ChurnZero
8.0
Microsoft Dynamics 365
8.5

Reliability and Availability

ChurnZero
9.1
Microsoft Dynamics 365

Performance

ChurnZero
6.4
Microsoft Dynamics 365

Support Rating

ChurnZero
8.8
Microsoft Dynamics 365
9.3

In-Person Training

ChurnZero
6.4
Microsoft Dynamics 365

Online Training

ChurnZero
7.5
Microsoft Dynamics 365
7.5

Implementation Rating

ChurnZero
6.4
Microsoft Dynamics 365
9.2

Scalability

ChurnZero
9.1
Microsoft Dynamics 365

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