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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ChurnZero

    Score9.6 out of 10
    N/AChurnZero 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,…N/A

    ClientSuccess

    Score8.4 out of 10
    N/AClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.N/A
    Pricing
    ChurnZeroClientSuccess
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    ChurnZeroClientSuccess
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    ChurnZeroClientSuccess
    Considered Both Products
    ChurnZero
    Chose ChurnZero
    While ClientSuccess has a more intuitive UI and account health scoring model, I believe that ChurnZero is the more powerful and capable tool overall.
    Incentivized
    Chose ChurnZero
    We selected ChurnZero as while the other platforms (not limited to those listed here, just some aren't options on TrustRadius), ChurnZero matched my concept for what I wanted to provide my team. Until I tried ChurnZero in a demo site, I was completely sold on ClientSuccess, but …
    Incentivized
    Chose ChurnZero
    CZ has everything in just one tool, it is better organized and has a lot more of automatizations to configure. But for sure, the breaking point for us to change was the customer care, CZ has a very well-prepared staff to be with you all the steps on the way and we really …
    Incentivized
    Chose ChurnZero
    The in-app messaging based on certain segments was the key differentiator. Also, while they are growing as an organization and expanding their portfolio of customers, they are extremely receptive to product suggestions, most of our suggestions we have given them have been …
    Incentivized
    Chose ChurnZero
    Better value and easier implementation.
    Incentivized
    Chose ChurnZero
    ChurnZero's interface is very easy to use. Additionally, seems that ChurnZero has more reports available.
    Incentivized
    Chose ChurnZero
    ChurnZero was a good starting point for us. We’re not a traditional SaaS company, so we needed something that was moldable to fit our needs. ChurnZero did that.
    Incentivized
    Chose ChurnZero
    Good bang for your buck in terms of spend vs feature set, not too expensive, but has all the key features. ChurnZero's high-touch on-boarding process was a big reason why I selected them, I suspected (and this proved true in implementation) that having a dedicated CSM to help …
    Incentivized
    Chose ChurnZero
    We used Amity and Churnzero has direct integration with Quickbooks, very helpful. I evaluated client success but the functionality of ChurnZero was by far more robust. Lastly, the client success process itself of Churnzero puts them head and shoulders above the competition.
    Incentivized
    Chose ChurnZero
    ChurnZero allows for the ability to fully customize all information you are looking for an need. Very little manual work is required. It is also very cost effective for the functionality it allows you.
    Incentivized
    ClientSuccess
    Chose ClientSuccess
    ClientSuccess has less amount of features and less "horsepower," however that simplicity is something that has helped us in our early days.
    Incentivized
    Key User Insights
    Would buy again
    96%
    Would buy again
    133 Answers
    No answers on this topic
    Delivers good value for the price
    99%
    Delivers good value for the price
    104 Answers
    No answers on this topic
    Happy with the feature set
    95%
    Happy with the feature set
    131 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    99%
    Lived up to sales and marketing promises
    74 Answers
    No answers on this topic
    Implementation went as expected
    90%
    Implementation went as expected
    80 Answers
    No answers on this topic
    Features
    ChurnZeroClientSuccess
    Security
    Comparison of Security features of ChurnZero and ClientSuccess
    Feature
    ChurnZero
    9.8
    191 Ratings
    10% above category average
    ClientSuccess
    8.2
    15 Ratings
    8% below category average
    Role-based user permissions9.8191 Ratings8.215 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of ChurnZero and ClientSuccess
    Feature
    ChurnZero
    9.7
    203 Ratings
    11% above category average
    ClientSuccess
    8.4
    13 Ratings
    3% below category average
    API9.6165 Ratings10.010 Ratings
    Integration with Salesforce.com9.8169 Ratings9.012 Ratings
    Integration with Marketo00 Ratings7.32 Ratings
    Integration with Eloqua00 Ratings7.32 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of ChurnZero and ClientSuccess
    Feature
    ChurnZero
    9.8
    219 Ratings
    10% above category average
    ClientSuccess
    8.9
    16 Ratings
    0% above category average
    Product usage9.6216 Ratings8.414 Ratings
    Help desk / support tickets9.9175 Ratings9.412 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of ChurnZero and ClientSuccess
    Feature
    ChurnZero
    9.2
    224 Ratings
    6% above category average
    ClientSuccess
    8.6
    17 Ratings
    1% below category average
    NPS surveys9.9196 Ratings7.09 Ratings
    Sponsor tracking6.177 Ratings9.411 Ratings
    Customer profiles9.5209 Ratings9.017 Ratings
    Automated workflow9.7216 Ratings8.917 Ratings
    Internal collaboration9.8183 Ratings7.716 Ratings
    Customer health scoring9.7221 Ratings9.017 Ratings
    Customer segmentation9.7215 Ratings9.016 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of ChurnZero and ClientSuccess
    Feature
    ChurnZero
    9.5
    224 Ratings
    9% above category average
    ClientSuccess
    8.4
    17 Ratings
    3% below category average
    Customer health trends9.7213 Ratings9.015 Ratings
    Engagement analytics9.6208 Ratings8.113 Ratings
    Revenue forecasting9.370 Ratings7.614 Ratings
    Dashboards9.4218 Ratings9.017 Ratings
    User Ratings
    ChurnZeroClientSuccess
    Likelihood to Recommend
    9.9
    (227 ratings)
    7.6
    (18 ratings)
    Likelihood to Renew
    8.2
    (5 ratings)
    -
    (0 ratings)
    Usability
    7.3
    (131 ratings)
    -
    (0 ratings)
    Availability
    9.1
    (1 ratings)
    -
    (0 ratings)
    Performance
    6.4
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    6.5
    (122 ratings)
    10.0
    (1 ratings)
    In-Person Training
    6.4
    (1 ratings)
    -
    (0 ratings)
    Online Training
    7.3
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    8.3
    (3 ratings)
    -
    (0 ratings)
    Configurability
    6.4
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    7.3
    (1 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    Vendor post-sale
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    ChurnZeroClientSuccess
    Likelihood to Recommend
    ChurnZero
    If you are a SaaS business with a high volume of customers, having ChurnZero is a must. If you have a subscription based business and a customer success or account management function in your company, I would highly recommend ChurnZero.
    Read full review
    ClientSuccess
    Client Success is well suited to both growing and established companies who know what they want and need to track for their clients. With the broad ability to support numerous accounts, have multiple users, and its custom success cycles to map a clients progress, it would be a great solution for any Client Success team. I think that teams that are unaware of what they need to track wouldn't find Client Success as useful, and organizations that require a large number of custom client descriptions and variables would find certain limitations a barrier to successfully using this tool.
    Incentivized
    Read full review
    Pros
    ChurnZero
    • ChurnZero has excellent customer success! They worked very hard to ensure a successful implementation and launch.
    • The CZ platform gives a detailed view of customer usage. We know exactly how clients are using our platform which allows us to provide excellent customer success services. This allows helps our product team understand the needs of clients and the success of new features.
    • We are able to create plays based on usage which provides a customized and personal experience for each user. CZ makes it possible to give our clients what they need when they need it.
    Incentivized
    Read full review
    ClientSuccess
    • ClientSuccess makes it easy for our customer success managers to manage their workflows and provides excellent visibility into our company's customer activity and engagement. We're able to log into CS and regularly check segments of our customers that need to be engaged with on a daily basis, log customer health, and be aware of approaching subscription renewals in order to pay appropriate attention to the right customers.
    • The user interface is easy to use, friendly in design, and quick to learn. They make it look attractive with bright color schemes without overdoing it too much.
    • As a customer success manager myself, I am appreciative of how this tool has kickstarted our fairly-new Customer Success department and made us much more organized and knowledgeable as a customer-facing entity.
    • Their customer success/support teams are excellent as well - which is to be expected. We've felt very well taken care of since we became customers of ClientSuccess.
    Incentivized
    Read full review
    Cons
    ChurnZero
    • When composing an email out of segments, the ability to save it as a draft to review later would be awesome, instead of needing to set up a Play
    • In the admin section, I love that we can have a color palate - but we'd like the color palete to be applied in other areas so CZ has more of our companies branding
    • The content templates can be hard to stylize if you don't know html
    • Add the Merge Fields functionality to tasks, especially tasks made by playbooks
    Incentivized
    Read full review
    ClientSuccess
    • The support view takes a few steps to get to the meat and potatoes.
    • The success score model can be improved to include smaller one-off campaigns. Success score is good for a campaign that has existed for a while but not for the one-off projects.
    Incentivized
    Read full review
    Likelihood to Renew
    ChurnZero
    Our team is very happy with the product after evaluating multiple vendors, including Gainsight, Totango and Planhat. We like the additional functionality that CZ offers on its enterprise version. We were strongly considering other products if the price was right and functionality worked, but the change management would have been too heavy and taken too long. The ChurnZero team has been a good partner to rely on and allowed us to free up our time and resources to focus on more pressing matters
    Incentivized
    Read full review
    ClientSuccess
    No answers on this topic
    Usability
    ChurnZero
    ChurnZero makes my work life a complete game changer. I say it all the time ChurnZero is a one stop shop for data! I don't fumble through numerous different programs, try to remember different passwords, I literally login to CZ and it is right there in front of me
    Incentivized
    Read full review
    ClientSuccess
    No answers on this topic
    Reliability and Availability
    ChurnZero
    Quick response by the CZ team.
    Incentivized
    Read full review
    ClientSuccess
    No answers on this topic
    Support Rating
    ChurnZero
    I recently had the opportunity to interact with ChurnZero's customer support team, and I must say, I am thoroughly impressed. Their responsiveness and willingness to solve problems are exemplary. From the moment I reached out, their team displayed a level of professionalism and dedication that truly stood out.
    Incentivized
    Read full review
    ClientSuccess
    They are SUPER responsive...even for late night inquiries.
    Incentivized
    Read full review
    Online Training
    ChurnZero
    The training and onboarding have been very helpful. Since I was not a part of the team when ChurnZero was implemented, it was important to get brought up to speed as quickly as possible and our CSM has been incredibly receptive in that regard.
    Incentivized
    Read full review
    ClientSuccess
    No answers on this topic
    Implementation Rating
    ChurnZero
    I implemented CZ in 4 months. When I look back, this is not a long time where I needed to get to know CZ by myself (as I did not have knowledge of it at all..) study the Academy, playing around in the test environment and setting up in live environment.
    Incentivized
    Read full review
    ClientSuccess
    No answers on this topic
    Alternatives Considered
    ChurnZero
    Gainsight CS - you need a team to manage this tool; not intuitive to use, and you're not able to be as agile once configured GUIDEcx - One of my favorites in the space, and so easy to set up, configure, customize, and scale. Able to connect onboarding milestones to SFDC cases, and share out as a customer portal. Mixmax has been purchased in past companies to help fill in gaps of other tools (gives us scheduling links, in-inbox email templates, SFDC lead/contact and task management)
    Incentivized
    Read full review
    ClientSuccess
    HubSpot is excellent as it was an easy expansion from the sales and marketing work we were using it for. It meets our needs but isn't entirely as geared towards customer success like ClientSuccess. ClientSuccess has more bells and whistles that are out of the box vs. HubSpot, where the capabilities may exist but require a little more leg work.
    Incentivized
    Read full review
    Scalability
    ChurnZero
    Easy to escalate.
    Incentivized
    Read full review
    ClientSuccess
    No answers on this topic
    Return on Investment
    ChurnZero
    • ChurnZero has transformed our NPS strategy, helping us get in front of unhappy customers faster
    • ChurnZero has reduced confusion and data cleanliness issues across our CS org
    • Their customer support has helped us implement and get up and running with Churnzero in excellent time.
    Incentivized
    Read full review
    ClientSuccess
    • Within the first week, leadership was able to have more visibility into the lifestage and health score of each client
    • We needed to become more proactive as an organization and this platform has allowed us to do so with real-time metrics and reporting.
    • We needed to find a way to scale our approach, especially as our Client Success organization continues to grow, and this is already helping.
    Read full review
    ScreenShots

    ChurnZero Screenshots

    Screenshot of an overview of ChurnZero's customer success AI. It is used to automate content creation, turn scattered data into clear insights, and track customer sentiment. The tools offer deeper visibility, better engagement, and more time to focus on building lasting customer relationships.Screenshot of an overview of ChurnZero's customer insights, which provide a real-time, 360° view of every customer. These are used to track engagement, monitor health, and drive action without guesswork.Screenshot of an overview of how ChurnZero guides customers through key milestones, providing real-time visibility into their progress, and collaboration on personalized success strategies.Screenshot of how ChurnZero keeps customers informed and engaged. With in-app communications, WalkThroughs, and Success Centers, customer success agents can deliver targeted messages, guide users through key features, and provide on-demand resources—all without disrupting their workflow.Screenshot of how ChurnZero defines Data-driven automation = The right actions, for the right customers, at the right time. ChurnZero helps automate key touchpoints, jumpstart engagement with templates, and stay informed with instant updates.Screenshot of how ChurnZero helps to predict risks, seize opportunities, and drive revenue growth. ChurnZero provides real-time insights to identify at-risk accounts, track key trends, and forecast revenue with precision. This helps agents to proactively manage churn, uncover expansion opportunities, and make data-driven decisions that fuel long-term success.