Customer profile dashboard

Get a history of each customer’s interactions, engagement, and health, all in one place.

Everything you need to know, all in one place

With ChurnZero, you don’t just see your accounts—you understand them.

ChurnZero’s customer profiles deliver a complete, real-time view of each account, including usage summaries, health trends, contact details, account history, and overall account information. It’s your one-stop hub for understanding and managing every relationship.

Customer profiles become even more powerful when you combine them with Snapshot AI, an AI-powered summarization tool that analyzes health scores, call notes, surveys, and usage data to create actionable account summaries in seconds, and Engagement AI, which delivers unprecedented insight into your customer relationships, down to the individual level.

Customer profile dashboard screenshot - ChurnZero

Want to learn more?

” ChurnZero is helping us obtain that single view of the customer profile. (It gives us) great insight into the customer’s health score, survey responses (NPS, CSAT), automation of tasks, and outreach based on product usage or drop-off. – Mike B., via G2

Why customer success teams love ChurnZero’s customer profiles

Customer revenue leaders

understand everything they need to know about every customer account including health, product usage, and financial history.

Customer success leaders

get a quick overview of the overall state of any account.

CSMs

can track every customer’s progress, analyze metrics and trends, plan engagements and to-dos, execute day-to-day and strategic tasks, and use CS AI to summarize notes.

Spend more time on what matters most.

ChurnZero provides clear, immediate insight into what customers need and why—and our AI agents automate the follow-through—so your CS team can spend more time on strategy and relationships, and drive more recurring revenue.

Get all your customer data in one place with ChurnZero’s customer profiles