Powerful, scalable tool after enduring tricky backend configuration with outside CRMs.
June 11, 2022

Powerful, scalable tool after enduring tricky backend configuration with outside CRMs.

Chris Williams | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ChurnZero

ChurnZero is a crucial part of my team's everyday software stack and acts as the primary home 'hub' for most of the activities we conduct each and every day. It allows us to monitor the health and wellbeing of our growing customer base at scale, as well as automate communications, log meetings, develop custom scoring models, and more. Given our customer success team's purview of ensuring the satisfaction and well-being of our customers, ChurnZero is an indispensable tool for us.
  • Automated drip communication cadences
  • At-a-glance account management
  • Automated data exports
  • UI and UX have a steep learning curve
  • Churnscore model could benefit from additional complexity and flexibility.
  • Increased visibility into the health of our customer base.
  • Allows fewer CSMs to effectively manage more customer accounts.
While ClientSuccess has a more intuitive UI and account health scoring model, I believe that ChurnZero is the more powerful and capable tool overall.

Do you think ChurnZero delivers good value for the price?

Not sure

Are you happy with ChurnZero's feature set?

Yes

Did ChurnZero live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of ChurnZero go as expected?

I wasn't involved with the implementation phase

Would you buy ChurnZero again?

Yes

Once configured, ChurnZero is a very powerful and capable tool, but as a result of reliance on integration with disparate CRM platforms, usability suffers from complicated and often unintuitive backend configuration. This is not entirely ChurnZero's fault, but it's a reality of building on this platform.
We've had fantastic support from our CSMs at ChurnZero, including Bri Adams and Kerry Finley, who deserve some kudos for the great work they do.
ChurnZero is a fantastic tool that's tailor-made for Customer Success teams, but it's fairly narrowly targeted at that niche. It's optimized for post-sales customer account management and that alone. ChurnZero is especially valuable for managing larger books of business at scale and less optimal for smaller, higher-touch BoBs for which automation is less critical.

ChurnZero Feature Ratings

Product usage
8
Help desk / support tickets
Not Rated
NPS surveys
9
Sponsor tracking
Not Rated
Customer profiles
Not Rated
Automated workflow
9
Internal collaboration
Not Rated
Customer health scoring
7
Customer segmentation
Not Rated
Customer health trends
7
Engagement analytics
Not Rated
Revenue forecasting
Not Rated
Dashboards
Not Rated
Not Rated
Role-based user permissions
Not Rated
API
Not Rated
Integration with Salesforce.com
7