Command Center

ChurnZero gives your customer success team a single view of daily tasks, with detailed reporting on your book of business including customer trends and product usage. It’s more than a dashboard: you can log tasks, view milestones and alerts that demand your team’s attention, and get reports on critical customer issues.

Customer Health Scores

ChurnZero’s health scores (Churn Scores) measure and monitor the health of your customer accounts using the metrics you choose. You can score a customers’ likelihood to renew or churn based on their engagement level, behavior, risks and concerns, and other factors, and intervene proactively instead of reacting to surprise churn.

Journeys

Journeys are interactive paths that guide customers from start to goal, tracking progress against a timeline. With automation, progress tracking, and conditional logic, journeys are scalable and customizable. CS teams can send customers through journeys automatically, with CSMs notified and ready to guide accounts without extra manual effort.

Playbooks

Playbooks are automated workflows that give your CS team the power to scale engagements and tasks with powerful, automated workflows. Your team can trigger, schedule, and target customer engagements, automate tasks, and send information to integrated systems. Plays use conditional logic to shift automatically based on pre-configured triggers.

Success Plans

Success Plans are shareable documents, updated in real time, that detail a customer’s unique goals and the steps to achieve them. Create and share Success Plans with customers to keep them accountable, stay informed on their progress, and lead them to value faster.