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ChurnZero

ChurnZero

Overview

What is ChurnZero?

ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences. ChurnZero helps Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Its automation and personalization, in-app communications, and Customer Success…

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Recent Reviews

ChurnZero is AWESOME!

10 out of 10
April 01, 2024
Incentivized
I love using ChurnZero because it really tracks the clients progress and helps with being able to save clients! It shows you a breakdown …
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ChurnZero Review

10 out of 10
March 04, 2024
Incentivized
We use ChurnZero for our implementation and client success teams. ChurnZero has allowed us to build scalable processes for both functions …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 16 features
  • Automated workflow (215)
    8.0
    80%
  • Product usage (215)
    8.0
    80%
  • Customer health scoring (220)
    7.9
    79%
  • Dashboards (217)
    7.1
    71%

Reviewer Pros & Cons

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Pricing

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N/A
Unavailable

What is ChurnZero?

ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences.…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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What is Gainsight CS?

Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses…

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Features

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.7
Avg 8.7

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

8.2
Avg 8.6

Customer Data Extraction / Integration

Customer data extraction / integration

7.9
Avg 8.7

Customer Success Management

Customer Success Management

7.5
Avg 8.3

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

7.2
Avg 8.2
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Product Details

What is ChurnZero?

ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences.

ChurnZero helps Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Its automation and personalization, in-app communications, and Customer Success AI™ support engagement with customers and lead them to value. The platform offers journeys, health scores, survey tools, segmentation, plays, reporting, real-time alerts, walkthroughs, collaboration centers and more, and integrates with the user's CRM and tech stack.

ChurnZero Features

Customer Data Extraction / Integration Features

  • Supported: Product usage
  • Supported: Help desk / support tickets
  • Supported: Online customer community
  • Supported: Billing
  • Supported: Marketing emails

Customer Success Management Features

  • Supported: NPS surveys
  • Supported: Sponsor tracking
  • Supported: Customer profiles
  • Supported: Automated workflow
  • Supported: Internal collaboration
  • Supported: Customer health scoring
  • Supported: Customer segmentation

CSM Reporting & Analytics Features

  • Supported: Customer health trends
  • Supported: Engagement analytics
  • Supported: Revenue forecasting
  • Supported: Dashboards
  • Supported: Customer lifetime value
  • Supported: Churn rate

Security Features

  • Supported: Role-based user permissions

Platform & Infrastructure Features

  • Supported: API
  • Supported: Integration with Salesforce.com

ChurnZero Screenshots

Screenshot of A control room built for CS leaders to manage every detail of the customer journey while simultaneously providing an overview of everything in progress.Screenshot of Custom Dashboards, to collect, analyze and turn customer data into actionable insights.Screenshot of SuccessCenters, to reach customers when and where they need it most is within the tools themselves.Screenshot of Playbooks make it possible to scale without sacrificing the high-touch service customers expect.Screenshot of Account Insights for both internal and external teams. ChurnZero's collaboration feature makes it possible to keep all groups in the loop. ​

ChurnZero Videos

ChurnZero helps subscription businesses fight churn. The platform is designed to help Customer Success teams intimately understand their customers.
How ChurnZero is helping Untappd improve its onboarding and customer engagement while helping increase customer retention.
How ChurnZero is helping FiscalNote to improve their customer retention quarter over quarter.
The Churn Monsters introduces a “churn monster” (a common #customerchurn risk) that hides in customer accounts and scares #SaaS businesses. This video shows how #CustomerSuccess teams use ChurnZero to slay these destructive monsters and grow customer retention. This episode d...
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In Customer Success, creating and ideating on new content, strategies and engagements is key to building relationships and driving results. But it's a time-consuming task—which is why ChurnZero has launched Customer Success AI™. Now, ChurnZero can be asked for content or ideas...
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ChurnZero Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Gainsight CS, Totango, and ClientSuccess are common alternatives for ChurnZero.

Reviewers rate Role-based user permissions highest, with a score of 8.7.

The most common users of ChurnZero are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(305)

Attribute Ratings

Reviews

(26-50 of 226)
Companies can't remove reviews or game the system. Here's why
Brad Falvey | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Ability to create ChurnScores per product to give a snapshot of their health.
  • Fully customizable solution that allows us to pick, choose, and build our interface to fit our needs (aka not standardized).
  • Support! Their support team is incredible and fast.
  • The ability for admin users to delete and edit custom fields.
  • Ability to have users have multiple direct reports (e.g.: for creating alerts in your domain).
  • Ability to update contact level and account level information between each other (e.g.: if you select a contact as a SPOC on the account level, then it updates the user on the contact level).
August 30, 2023

ChurnZero is Awesome!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Product usage data
  • Customer communication
  • Advanced segmentation/reporting
  • I'd like the ability to sync data back and forth between Salesforce on the Task level. I think this is probably a pretty specific use case, though.
  • I'd like the ability to export plays (to include emails in the play) in one file for reference
  • Email editor with more advanced functionality.
Holly Maddox, Ed.S | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Talks to Slack to post feedback in Slack channel for visibility.
  • Reminds me when a specific email template needs to be sent.
  • Talks to Salesforce to log when calls and other tasks are completed.
  • I wish ChurnZero talked to Front so that when I sent an email to Front, it would auto-tag it and know the task was completed.
  • I wish you could mark an email as sent and not have to delete it if you choose not to send it through churn.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Ease of use. It is very easy to search literally anything on a customer.
  • Ease of learning the software. Working in the industry Caliber does, and the adult element in general, people don't adapt to change well and are resistent to change. CZ made the change from our previous system super easy and the staff at CZ are always available to help.
  • Integration with other software is awesome. From our support tickets, to billing, to contact management, making changes to keep data accurate and the data flowing back and forth between all software makes ChurnZero a must have.
  • They need a phone app. Often times, I am out in the field traveling and trying to access some of ChurnZero on a phone Web browser can prove to be rather difficult and getting a laptop out may not be feasible.
  • Uploading documentatoin could be a little easier. I am a note taker in OneNote, I wish it was a little easier to add a PDF copy of the note to the account.
  • More accurate alerts. This I think maybe a user thing, but fine tuning alerts and the times they came. I used to get alerts for customer changes at 1 am and would get them in bulk. They would come to me three ways, text, email, and TEAMS so I was definitley clear and awake on the alert.
July 07, 2023

Love ChurnZero!

David Jensen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Automating touch points
  • Aggregating data
  • Identifying customer needs
  • Could be better with true e-mail templates
  • Ability to reply to e-mails from a inbox like page would be huge
  • The visuals are a bit outdated
Hilarie G. Williams | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Easy to use command center for CSMs
  • Raw Usage Data with details - easy to read and for customers to understand
  • Accurate Health Scores based on the attributes that matter most to your business
  • Would love an inbox connection - when using Plays, unless we CC/BCC ourselves, we can never find the message again in our email
  • Would like a scheduling functionality added
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • ChurnZero's segments are a game changer for sending out meaningful customer interactions.
  • ChurnZero provide exceptional customer success support for customer success teams!
  • ChurnZero's platform allows for an incredible amount of customization in the health score tracking, customer journeys, and account information.
  • Some of ChurnZero's features don't directly align with education / EdTech customer lifecycles, however our CSM has been incredibly helpful in finding alternative solutions with the product to support us.
  • The navigation and viewing abilities can be challenging. For example the timeline for accounts and contacts is small and hard to see. However, all of the information is available, which is great.
  • Customer surveys are not customizable at all purchasing levels.
May 29, 2023

ChurnZero review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Customer churn: Churn is a major problem for subscription businesses. ChurnZero helps businesses to identify and prevent churn by providing real-time insights into customer usage and engagement.
  • Customer expansion: ChurnZero also helps businesses to expand their customer base by identifying customers who are likely to renew or upgrade their subscriptions.
  • the 'Or ' functionality for plays
Andrew Mooney | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Plays
  • Health Score Customization
  • Large number of features but more user friendly than its competition
  • Professional Edition does not include decision trees in plays
  • Pushing data to Salesforce from ChurnZero costs extra
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Journeys - standardisation of delivery to customers
  • Alerting on key customer behaviour
  • Plays for automation
  • CRM for customer accounts and contacts
  • Slackbot integration - allowing a wider audience access to customer information
  • Reporting - I understand the reporting functionality is an add on, but for a smaller start up like us, better reporting would allow us to demonstrate the value more easily within Panaseer and expose the benefits of ChurnZero more easily to a wider stakeholder group across the executive LT
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Customer behavior predictive factors and monitoring
  • Automated plays to better engage unresponsive customers
  • CS AI to craft the perfect customer email to get the response you are seeking
  • Some of the CS AI prompts aren't as in-depth as I would like but they are a good start to create your own prompt from
  • Some of our Salesforce fields have mapped over a bit awkwardly but that may have been due to implementation from our managers instead of the product capabilities
  • The segments menu can be a bit difficult to sort through but that could be due to my user permissions and not the capabilities of the product
Kalyn Thorne | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Task Mangement
  • Segments for Data
  • Platform Ease
  • Sync with Email and Calendar
  • On demand client reporting
  • Syncing with other CRM's
  • High level account notes easily accessible
  • Segments can be complicated to set up if youre just getting started
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Task automation
  • Segmenting - Filter which customers want to focus on based on criteria
  • Build out automated journeys, based on the rules you set
  • Timeline of events would make it easier to review all interactions with a customer (this is being developed by CZ currently, so they are listening to feedback!!)
  • True reporting - Segments allows you to filter down and focus on select customers but it isn't a full reporting functionality
Score 9 out of 10
Vetted Review
Verified User
  • NPS Reviews backlog
  • Utilization and Engagement metrics
  • UX/UI is great! very intuitive
  • Flexibility around reporting
  • Filtering and configuration around survey data
March 06, 2023

Great Product

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • How comprehensive the platform is and the insights it provides.
  • Integration with Salesforce
  • Ability to track activities with clients
  • Ability to create templates and plan next steps
  • The Salesforce Integration took a long time, so it would have been great for it to have been done sooner
  • My team would have greatly benefited from additional trainings
  • The ability to set up plays could be made easier
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • CZ has a diverse feature set
  • The UI/UX is easy to use and is constantly being enhanced to work better
  • Excellent usage metrics and tracking capabilities
  • Branding controls for customer facing communications (pop-ups, walk throughs, notifications, etc.) is very comprehensive
  • I often cannot find answers to what I'm looking for in the knowledge base or academy. Although I will say when I reach out to support I usually get an answer quickly.
  • The Email HTML "Branding Templates" often do not maintain formatting and are not that robust.
  • Testing the above formatting (for emails) is not always reliable.
  • There are so many filters to factor in to segmenting content in CZ it is almost impossible to know them all. This honestly could be a positive, but when you search to segment something and cannot find the forest through the trees it can be frustrating.
February 15, 2023

CSM Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Plays-automated comms
  • Dashboards
  • integrations
  • I would love to see more flexibility in journeys
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Presenting all the information of a client in one place
  • Automatizing the tasks around the client management in a very easy way
  • The customer care they have is the best, I am always advised by my CSM on how to do things better.
  • They have very great tools that are available for more money, and probably they need to think is this very small companies that need them the most.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Churnscores - giving you the chance to tailor the things that are important for your business into understanding if a customer is likely to churn
  • NPS - surveys directly set up from plays through CZ
  • Usage - stats on who is the best and what they are using
  • incorporate more api's
  • support system - include live chat bots etc..
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