Customer success dashboards
ChurnZero’s keeps your team organized with clear to-dos, a calendar, and health score (ChurnScore) changes all on one screen.
“I the Command Center. It has all of my important tasks and to-dos, my agenda for the day, and a breakout of custom segments that helps me keep an eye on support ticket lead times, review my upcoming client renewals, etc.” — Mile L.
All your data all in one place
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.
Standard reporting also provides the insight you need to manage your customers.
Account dashboard
Events dashboard
Daily dashboard
ChurnScore changes
Calendar view
“I LOVE the ! As a manager, being able to see my team’s to-do’s and where they are falling behind is key. The segments section allow me to quickly access groups of similar districts to work on targeted strategy, and I being able to identify at-risk accounts quickly. ” – Megan K.
Immediate access to important customer data
Centralized data
Access important data, log tasks, get alerts, and see customer health scores.
Complete visibility
Learn immediately which customers are at risk.
Why customer success teams love ChurnZero’s customer success dashboards
“Just visiting the , a CSM can check to see what meetings they have coming up, mark off tasks that have been completed, review emails that need to be sent to client,s and make updates as needed. This really keeps our CSMs on track and on task at all times.” — Megan L.
Customer success leaders
can get a quick understanding of the customer base and team activity.
CSMs/CS management
can manage their book of business from a single screen.
Customers
get immediate attention when they need it.
Learn about all the features of ChurnZero customer success software
Core customer success features
Segment customers create automated plays and journeys, get detailed reporting, and a better understanding of the health of your customer base.
Digital engagement tools
Everything you need to create personalized, automated communications with your customers, right within your product.
ChurnZero power tools
ChurnZero offers a suite of tools to increase your efficiency and elevate your customer success, including:
- Customer Success AI™
- Launchpad, our best-practices template library
- Predictive CS analytics
- Detailed renewal and forecasting
- Advanced reporting tools
- Learning management system integration
