Customer expansion and renewal
ChurnZero helps customer success and account management teams forecast more accurately, reduce renewal surprises, and spot upsell and cross-sell potential earlier by connecting customer data, digital engagement, automation, and AI agents in one platform.
Systematically track upcoming renewals
With Command Center, you get a clear calendar view of scheduled renewal meetings and upcoming renewals. Segments and alerts track renewal windows across your book of business, keeping priorities aligned on what needs attention this week—not just what’s on one CSM’s calendar. As renewal risk surfaces, AI agents add context by highlighting sentiment shifts, stakeholder changes, and recommended next steps, making it easier to focus effort where it matters first.
Use health scores to gauge likelihood of renewal
ChurnZero’s ChurnScores and Relationship Scores measure engagement, satisfaction, sentiment, and topic trends to indicate renewal strength—or early risk—before it becomes a surprise. AI agents monitor these scores, summarize what shifted (for example, sentiment changes, reduced adoption, or key stakeholder activity), and suggest next steps based on patterns in the account.
Automate renewal activities
Timely engagement around renewal management is critical. ChurnZero can automate tasks and communications around renewals using automated plays and Dynamic Slides to auto-generate customer presentations, so your customers can get a high-touch experience without your customer success managers having to do any of the legwork. AI agents add lift where teams usually lose time: drafting renewal outreach, producing meeting recaps with clear action items, and keeping next steps visible between touchpoints.
AI agents that support retention and growth
ChurnZero AI agents act as digital teammates across the renewal and expansion cycle, surfacing risks and opportunities, clarifying what changed, and driving action with the level of autonomy you choose.
- Vibes — Tracks sentiment shifts and relationship momentum
- Pulse — Clarifies roles, influence, and decision dynamics
- Harbinger — Flags early risk patterns while there’s still time to recover
- Beacon — Detects buying intent and expansion signals
- Spotlight — Captures outcomes and proof of value for renewals and growth conversations
Easily identify expansion opportunities
Expansion is often visible in the data before it shows up in a conversation. ChurnZero monitors usage, license utilization, adoption patterns, and engagement signals to reveal where additional value is likely, and where an upsell or cross-sell conversation is timely. AI agents strengthen this picture by surfacing intent signals from everyday interactions and helping prioritize accounts that show both readiness and momentum.
Increase in-app upsell conversions
Keep your customers informed and engaged. Targeted in-app messages can introduce relevant add-ons at the moment they fit the user’s workflow, while WalkThroughs guide customers from interest to adoption with step-by-step experiences. AI agents help keep messaging relevant at scale by using customer signals to recommend the right prompt, audience, and timing, and by supporting follow-up content.