The ChurnZero Platform

Features

Customer Success features that help Customer Success teams save time, personalize interactions, and measure success at each stage of the customer lifecycle. See how our Customer Success product can help your SaaS business.

Platform Tour

ChurnZero features in action

The ChurnZero platform is full of product features that are designed to help Customer Success teams intimately understand their customers. It’s got everything you want to know – all in one place. Learn how ChurnZero can help your business fight churn today.

Customer Success technology
built for growing teams.

Customer Success teams have a lot on their to-do lists. Explore the Customer Success features of the ChurnZero platform and how they work together to scale your team, reduce customer churn, and increase product adoption.

Command Center:
The Customer Success Command Center is the first thing you see when you open the ChurnZero app, and it’s the perfect place to start your day as a Customer Success Manager. In the Command Center, you have a comprehensive view o
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Command Center:

The Command Center is the first thing you see when you open the ChurnZero app, and it’s the perfect place to start your day as a Customer Success Manager. Organize your entire day – and make more time in it – by managing your accounts, calendar, to-dos, and notes from a single page to keep your work in sight, in mind, and in control. The Command Center allows you to view key information and tackle your daily tasks so you can focus more of your time on strategic customer engagements.

Get a crystal-clear picture of your customers’ health and renewal likelihood – summed up in a succinct yet data-packed ChurnScore.

    Customer Health Scores:

    Get a crystal-clear picture of your customers’ health and renewal likelihood – summed up in a succinct yet data-packed customer health score called a ChurnScore. With ChurnScores, you’ll get a deeper understanding of your customer’s health and have the important information you need to proactively engage your customers to support their overall satisfaction and retention with your product or service before they head too far down a wrong path.

    Make your outreach more precise, purposeful, and powerful by targeting customers based on firmographics, lifecycle, product usage, and behavioral data.

      Customer Segmentation:

      Use ChurnZero’s segmentation tool to proactively manage your book of business. Make your outreach more precise, purposeful, and powerful by targeting customers based on firmographics, lifecycle, product usage, and behavioral data. By truly understanding your customers, you can create the best possible experiences for them while giving your team the knowledge they need to effectively reach their goals. Your ability to segment customers is unlimited.

      Rescue rogue accounts and take control of your customer lifecycle by guiding customers through their desired experience to build long-term loyalty.

        Customer Journeys:

        ChurnZero Journeys allow you to guide your customers through important processes to achieve key goals and milestones. Whether you are guiding your customers through onboarding, product adoption, renewals, or advocacy, Journeys allow you to effectively manage the customer lifecycle. You can also rescue rogue accounts by quickly identifying a “behind” or “stuck customer, isolating the cause, and course-correcting using real-time Journey insights.

        Make your outreach more precise, purposeful, and powerful by targeting customers based on firmographics, lifecycle, product usage, and behavioral data.

          Account Insights:

          Think of ChurnZero Account Insights as custom dashboards, but at the individual account level, rather than aggregating information across all accounts. This feature will allow you to create visual dashboards that help you understand how your customer is using your product. You can also give them access to the report to involve them in their own success and easily see their adoption and usage across their team, so they know where they need to improve to get the most value.

          Be your customer’s biggest supporter and get alerted the moment a significant event happens – from usage drops to milestone celebrations.

            Real-Time Alerts:

            Be your customer’s biggest supporter and get alerted the moment a significant event happens – from usage drops to milestone celebrations. With real-time Alerts to your customer-facing teams, you will have the information you need to stay informed and proactively engage customers at the ideal time to keep on top of critical customer actions. These notifications can be delivered through a variety of channels – including within ChurnZero, email, Slack, Teams, or via text message.

            Make automation personable to playbooks. Command outreach and process consistency, efficiency, and measurability – without sacrificing the human element – across your entire Customer Success team.

              Plays & Automation:

              Make automation personable with playbooks. ChurnZero Plays empowers you to proactively engage with your contacts and accounts at the right times based on a wide variety of factors including their product usage, their overall health, or their point in the customer lifecycle. Command outreach and process consistency, efficiency, and measurability – without sacrificing the human element. Teams can use their newfound time to service the right customers and still make all their customers feel valued.

              Whether it’s getting in front of a hard-to-reach customer or announcing a feature, drive customer response and action by delivering messages when they’re most engaged – in your app.

                In-App Communications:

                Don’t find yourself stuck with only the phone or email for customer communications. In-app messaging lives within your native application and allows you to deliver targeted messages to your customers at the ideal time. Whether it’s getting in front of a hard-to-reach customer or announcing a new product feature, eliminate friction in your communications and drive customer response and action by delivering messages when they’re most engaged – in your app.

                Lead customers straight to value with multi-step, guided product tours to onboard users, demo new features, or highlight functions related to individual use cases, trainings, or needs.

                  WalkThroughs:

                  Lead customers straight to value with multi-step, guided product tours to onboard users, demo new features, or highlight functions related to individual use cases, trainings, or needs. Because ChurnZero is integrated with the systems that contain your customer data, it has a very deep understanding of your users’ behavior and engagement. This makes product WalkThroughs smarter and more targeted – and therefore more relevant to your customers.

                  Gauge customer sentiment, satisfaction, and feedback through today’s most popular surveys: Customer Satisfaction (CSAT), Net Promoter Score® (NPS), and Customer Effort Score (CES), as well as custom surveys.

                    Surveys:

                    Use the power of customer feedback to improve your product and customer experience using ChurnZero’s integrated surveys. Gauge customer sentiment, satisfaction, and feedback through today’s most popular survey types including Customer Satisfaction (CSAT), Net Promoter Score® (NPS), Customer Effort Score (CES), as well as your own custom surveys. Surveys can be delivered through email or in-app communications so you can maximize customer engagement.

                    Build your own reporting dashboards with customizable widgets using data from account and contact attributes, segment results, events, and account or contact metrics.

                      Custom Dashboards:

                      Reporting serves as your company’s control panel to help you determine what’s working and what’s not, so you can optimize your Customer Success engagements, operations, and strategies. Use ChurnZero to build entirely customizable, intuitive dashboards in minutes to answer even your most complex or vexing questions. Preview your data in real-time and easily change chart types with a single click to visualize your data exactly how you want it.

                      Our reports’ easy-to-consume summaries provide a 360-degree view of your customer base. With the added functionality of Live Exports, you can share customer insights across your whole company.

                        Reporting:

                        Drive effective change across critical touch points by tracking team and customer performance with our report templates and dashboards within ChurnZero. Make better sense of customer trends, product usage, and account health across your entire customer base with roll-up reports, or drill down into an individual book of business or account for more detail so your Customer Success team can take action where needed.

                        Get need-to-know account and contact information on the go, using quick look-up commands in Slack or Microsoft Teams, such as: “Tell me about my account”.

                          Collaboration Chatbots:

                          Get one-click access to ChurnZero on the go using our Slack or Microsoft Teams integration. Our Collaboration Chatbots draw from the wealth of data that lives in your ChurnZero ecosystem using quick look-up commands, such as: “Tell me about the account MarketingPony.” Whether you’re on a customer call or in a boardroom meeting, customer data is never more than a click away. Details like usage and engagement patterns are always accessible, no matter where you are.

                          Enable your organization to streamline operations through seamless sharing of data directly from your ChurnZero instance into the rest of your company’s tech stack.

                            Rest API:

                            Integrate your customer data from ChurnZero directly into other systems and processes within your organization, such as Tableau, Power BI, Microsoft Excel, homegrown internal systems, and any application ChurnZero does not natively integrate with. By streamlining operations with seamless data sharing, your organization will realize increased productivity as well as higher customer satisfaction by allowing other teams to access customer insights inside their own systems of record.

                            Customer Success Solutions for Growing Teams

                            THE PROACTIVE EDGE THAT KEEPS YOU AHEAD

                            More interactions with customers doesn’t have to mean manual, repetitive activities that slow productivity. Customer Success technology like automating to-do lists, calendars, customer journeys, and plays based on key events and behaviors can boost personalization and performance.

                            THE ROADMAP THAT HELPS YOU GROW

                            Help your team focus their time on what really matters. With access to the data that helps them drive more strategic customer conversations, your team can scale more effectively and still interact with customers on a personal level.                                   

                            Scale your team more effectively

                            Drive more strategic customer conversations

                            Better understand your customers’ usage, account health, and unique experience.

                            Boost team productivity

                            Manage more customers with greater precision and personalization without manual, repetitive activities.

                            Ready to Fight Churn?

                            Give your team the proactive edge they need with the Customer Success platform that helps them focus on what matters most.

                            Case Studies

                            See how we’ve helped other companies reduce churn

                            INTEGRATIONS

                            The business applications you use, all in one place

                            EDITIONS

                            Explore Professional and Enterprise editions

                            Reach out to schedule a one on one demo.

                            We’re dedicated to helping subscription businesses fight customer churn. Better understand how customers use your product and how to best interact with them at every stage of the customer lifecycle. We’re customer obsessed just like you.