Great tool that allows myself and my team to organize our book of business.

The one thing I really like about this software is the e-mail stream that it displays for each client account.

I really like the ability to tell when/if/how often my clients are using our software.

The ability to create customized plans to engage with customers manually or automatically using any and all data that is integrated into Churnzero is invaluable.

We faced a problem of having a lot of data points and a lot of customers with no way to monitor and analyze that information at scale.

The organization and integrations with ChurnZero make it so easy to manage all customer accounts. The marketing emails are great too.

The simplicity of integrating ChurnZero to other tools used in our business has been wonderful.

No proper and understandable Dashboard of Team activities.

Their customer support and customer success team are incredible and are very dedicated to helping your needs.

This software feels cumbersome and is not intuitive at all. It's difficult to navigate and figure out where to click.

Unfortunately, this occurred quite a few times with little to no recourse.

Our ChurnZero CSM has been amazingly helpful, our onboarding specialist helped us navigate the hellscape that was our system previously, and the support team have been quick and excellent.

Very simple to to use when we compared it with competitors, integration to other software like SalesForce and Zendesk was smooth.

Managing Customer Accounts is Easy with ChurnZero.

ChurnZero does a great job helping track client sentiment through a variety of factors.

Great customer service! my main contract is always happy to help. Great way to keep track of client usage/adoption.

Overall, my experience has been great using ChurnZero. It's easy to manage accounts, send bulk emails, and get a grasp on how all my accounts are doing without having to dive deep into each account.

There is no way to customize how many accounts appear in their lists (known as Segments) meaning only 10 accounts can be viewed at a time (a big pain points for CSMs skimming their account list).

Love the customer service provided by the Success Management team.

I have few if any complaints for ChurnZero, other than what you'd run into with any Account Management software (setup takes too long, etc).

ChurnZero provides detailed information on who, what and when specific activities occur, allowing me to quickly understand how I can best help each user.

Data is pushed in 1 day after it occurs. Lack of time of day activity is occurring reporting, only total for the day.

Having the quick insight into usage data helps me know which clients I need to contact and address an issue with, which helps me save revenue or build a more accurate forecast.

They have robust functionality, filtering, and integrations. I can use it to find the right clients to conduct user research with.

Intuitive platform coupled with great support.

Churnzero's easy implementation and integration with Salesforce is great. Having these datapoints in the tool makes it easy to analyze and set up actions accordingly.

Well supported throughout, clean, easy to use software that presents powerful account information.

Overall this product gives the customer success team the information they need to see. It is simple for them to see aggregate NPS Score, Revenue, etc of all their accounts.

Identify up sell opportunities (generate new revenue for my company).

Difficulty of setting up, requires lot of customer service intervention.

Building the plans and connecting preceding tasks is difficult. Also cumbersome when need to change multiple dates.

I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.

It was implemented at work and I like it very much, it was easy to use. Support is great and very helpful online team.

And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly.

I really like the templates and reporting ability. Being able to auto assign tasks  out to individuals on the opportunity team based on roles gives each member a good indication of their to do list.

Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.

Taskfeed has been a great help to our team. It helps us keep projects on-schedule by clearly showing completed and outstanding tasks.

It helps us get a quick glimpse into a project's status – which phase it's in, whether it's on-schedule, and time until completion.

Great project management tool that integrates flawlessly with Salesforce.

Reduce email back-and-forth with this excellent, collaborative onboarding solution.

It holds stakeholders accountable to completing the tasks they're responsible for. It helps us keep projects on-schedule.

Their customizable templates allow us to quickly spin up excellent instances for various scenarios. The drag-and-drop functionality is really great & makes using Taskfeed simple.

US Dollar

ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand their product reception among customers, predict the likelihood of subscription renewals and automate the processes of enhancing customer experience through relevant touch-points such as improvising in-app content.


Key features of ChurnZero include account alerts, account management, communication management, customer engagement, lifecycle management, health score, onboarding, revenue management, usage tracking/analytics and win/loss analysis. Well-suited for small to large enterprises, it aims to deliver personalized experiences to customers across all products and services.   


ChurnZero integrates with Salesforce, NetSuite, Intercom, HubSpot, HelpScout, Gmail, Zoho CRM, QuickBooks, Teamwork Desk, Freshsales, and more. Support is extended via phone, documentation and an online help desk, and pricing is available via annual subscription.



LongDescription

Engagement Tracking

Surveys & Feedback

Text Analysis

Activity Tracking

Customer Segmentation

Sentiment Analysis

Knowledge Management

Communication Management

Customer Database

Churn Management

Win/Loss Analysis

Account Alerts

Customer Experience Management

Email Marketing

Multi-Channel Data Collection

Survey/Poll Management

Real Time Data

Real-Time Notifications

Revenue Management

Activity Dashboard

Alerts/Notifications

Predictive Analytics

Segmentation

Account Management

Chat/Messaging

Customer Management

Interaction Tracking

Dashboard

Customer Engagement

Reporting/Analytics

Usage Tracking/Analytics

Feedback Management

Client Management

Negative Feedback Management

Customer History

Content Creation

Third-Party Integrations

Onboarding

Task Management

Health Score

Sales Pipeline Management

Contact Management

Lead Management

For iPad Devices

Commenting/Notes

Real Time Analytics

Forecasting

Internal Chat Integration

Time Tracking

Customizable Reports

Access Controls/Permissions

Leaderboards

Templates

Single Sign On

Client Database

Calendar/Reminder System

Gantt/Timeline View

Pipeline Management

NPS of Customers

Call Logging

NPS Survey Structure

Calendar Management

Customizable Fields

Collaboration Tools

Sales Trend Analysis

Client Tracking

Data Import/Export

Process/Workflow Automation

Email Templates

Audit Trail

Self Service Tools

Opportunity Management

Configurable Workflow

Performance Metrics

Data Security

Multi-Channel Communication

Role-Based Permissions

Workflow Management

Email Management

Event Triggered Actions

Visual Analytics

Reporting & Statistics

Data Visualization

Reminders

Customizable Templates

Calendar Sync

Renewal Management

Customer Journey Mapping

Real Time Reporting

Customizable Branding

Behavior Tracking

To-Do List

Goal Setting/Tracking

Contact Database

Widgets

Monitoring

Trend Analysis

Ad hoc Analysis

Contact ChurnZero directly for accurate pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

ChurnZero

In Person

Live Online

Webinars

Documentation

Videos

Precursive OBX is a customer success and client onboarding platform. It features playbooks, collaboration, and analytics to help onboard customers quicker and more effectively. 

ChurnZero vs Precursive OBX

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons