Frequently Asked Questions

Yes. A card is required to start your free trial.

Yes. You can cancel your subscription at any time from your billing settings.

Your subscription starts with a free trial, then renews monthly. If you cancel, you retain access through the end of your current period.

ChurnTrack helps you proactively prevent churn by tracking client health, renewal timing, contact recency, reminders, notes, and churn reasons in one place. It surfaces at-risk accounts early so you know who needs attention and why.

A CRM is primarily for managing sales pipeline, contacts, and deal activity. ChurnTrack is focused on retention. It provides health scoring, churn risk detection, renewals visibility, and workflows that drive follow up.

Those tools can store customer data, but they typically do not give you a dedicated, opinionated retention layer with churn focused scoring and alerts out of the box. ChurnTrack complements your CRM by making who needs attention and why obvious and actionable.

You can track churn manually, but it is hard to do consistently, at scale, and early enough to change the outcome. ChurnTrack reduces blind spots by standardizing health signals and making follow ups systematic instead of reactive.

It is best for subscription or retainer businesses managing many ongoing customers and renewals where churn prevention is a constant priority. Teams that want a lightweight retention operating system without enterprise complexity benefit most.

Yes. Any business with recurring revenue, renewals, or ongoing accounts can use it. The health framework applies to SaaS, memberships, services, and B2B accounts, not just agencies.

Health is shown as Green, Yellow, or Red based on renewal timing and last contact timing. In Settings, you can choose the thresholds for each status and whether both signals must match or either one can match when both are enabled.

Yes. Scoring is most useful when it matches your business reality, so rules and thresholds are designed to be configurable. You can tune what healthy or at risk means based on your retention model.

It is only as strong as the data you keep current. ChurnTrack is designed to give you a clear, explainable signal based on renewal timing and contact recency, and it becomes more useful as your team keeps dates and follow-ups up to date.

ChurnTrack determines risk by proximity to renewal and by last contact. These settings can be easily adjusted and customized to fit your business profile.

ChurnTrack can connect to Stripe and pull eligible customers with active or trialing subscriptions into your client list. Imported records can include customer details and subscription renewal timing so you can track those accounts alongside manually added clients.

After connecting Stripe, you can use Refresh (Stripe) on the Clients page any time to pull the latest eligible customers. That gives you a simple on-demand way to keep your list current.

You can still use ChurnTrack by importing your client list with CSV or adding clients manually. You still get health scoring, reminders, notes, reports, and retention visibility. Stripe is optional.

Basic setup is typically quick. Connect data sources, import customers, and configure scoring rules. Most teams can get to a usable first version the same day, then refine over the next week.

ChurnTrack includes in-app onboarding, a User Guide, and CSV import/export tools to help you get started quickly. If you need extra help, you can contact support from inside the app.

Yes. You can import your client list with CSV. ChurnTrack provides a downloadable template so you can use the correct column headers and get started with just the required fields.

You can export your client list, the at-risk report, and each analytics chart as CSV whenever you need a spreadsheet for reporting or handoffs.

You retain access through the end of your billing period, and your data remains exportable. After cancellation, access is removed according to the plan retention policy, but you will not be locked in without a way to retrieve your data.

ChurnTrack is built with standard security practices including encrypted transport, secure storage, and restricted access. The product is designed to minimize sensitive data exposure while still enabling retention insights.

ChurnTrack does not currently support shared team workspaces, roles, or per-user permissions. Each signed-in account can only access its own data.

Not today. ChurnTrack currently works as a single-account workspace, so shared multi-user access is not available yet.

Right now ChurnTrack does not support team based access control, roles, or per user permissions.

Yes. ChurnTrack creates in-app alerts when a client becomes Red or Yellow, and you can also enable a weekly at-risk email digest. You can add reminders on client profiles for your own follow-up dates as well.

ChurnTrack includes a print-friendly at-risk report plus analytics for health distribution, upcoming renewals, contact cadence, churn reasons, churn trend, at-risk alerts versus follow-ups, and engagement score distribution.

Yes. Each analytics chart has its own CSV export option, and each export is available directly from the Reports & Analytics page.

It reduces churn by shortening the time between a risk signal appearing and the team taking action, and by making follow up consistent across all accounts. Instead of guessing who needs attention, you work a prioritized list with clear reasons and next steps.

ROI typically shows up as retained revenue with fewer cancellations and more renewals saved, and reduced labor with less manual tracking and chasing. Even saving a small number of accounts can cover the subscription cost quickly.

It is priced to be far cheaper than enterprise churn tools while still delivering real retention leverage through visibility, automation, and time savings. If it helps prevent even one churn event or saves a few hours of manual work monthly, it usually pays for itself.

You can move to a custom plan designed for larger datasets and performance needs. The goal is to keep the product fast and reliable as your account volume grows.

Those are powerful enterprise platforms with broader scope, heavier implementation, and significantly higher cost. ChurnTrack is simpler to adopt, more lightweight to operate day to day, and focused on practical churn prevention without the overhead.

It is designed to work alongside your CRM, not replace it. Your CRM remains the system of record for sales and customer data, while ChurnTrack becomes the retention focused layer.

Spreadsheets can list renewals, but they do not automatically detect risk signals, standardize health scoring, or drive consistent follow up workflows. ChurnTrack turns renewals into a living system that is prioritized, signal driven, and operational across a team.

You can submit a ticket, share feedback, request features, or report bugs using the Support button at the bottom right of any ChurnTrack page.