Wednesday, February 25, 2026

What G2’s 2026 Skilled Survey Discovered


Decreasing buyer churn has at all times been a precedence for subscription companies. For SaaS leaders, even a small uptick in churn can undercut growth, inflate CAC, and destabilize income forecasts. Retention is not only a buyer success KPI. It’s a board-level progress lever, and more and more, AI in churn discount is turning into central to that technique.

As you propose for 2026, the dialog has shifted from reacting to cancellations to stopping them altogether. The actual query isn’t whether or not you may calculate a churn rating. It’s whether or not your crew can see threat early sufficient, perceive what’s driving it, and take assured motion earlier than income walks out the door. That is the place AI in churn discount strikes from experimentation to operational necessity.

For determination makers evaluating AI-driven retention platforms, prediction and execution collectively are the differentiators. Can the system unify product utilization, sentiment, billing indicators, and relationship context into one thing your crew truly trusts? Can it prioritize accounts, set off the suitable playbooks, and create measurable impression — not simply extra dashboards?

To know how ready organizations actually are, G2 surveyed 4 buyer success and subscription administration platforms, Custify, ChurnZero, Chargebee, and Velari, that are actively constructing AI-driven churn and retention capabilities. The insights replicate what these platforms are observing throughout their buyer bases, what’s working as we speak, and what nonetheless limits churn discount efforts.

The insights that observe are grounded in direct enter from platforms constructing and deploying churn-focused AI in manufacturing environments as we speak. This context helps clarify not simply what is feasible with AI, however what’s proving sensible at scale.

Methodology: How I gathered these insights

G2 performed a structured survey with 4 buyer success and subscription administration platforms — Custify, ChurnZero, Chargebee, and Velaris — to grasp how AI is being utilized to churn discount as we speak and the way these capabilities are evolving towards 2026.

 

The survey consisted of 25 questions spanning seven areas:

    • AI functionality maturity
    • Churn indicators and retention drivers
    • Knowledge and infrastructure
    • Retention workflows
    • ROI measurement
    • Trade and lifecycle tendencies
    • Qualitative views from product groups

The findings on this report are based totally on these survey responses, supplemented by related business context the place acceptable to border broader tendencies in AI adoption and retention technique. Platform descriptions replicate publicly accessible positioning and class presence on G2.

Earlier than diving into the findings, it’s essential to grasp who contributed insights to this survey and why their views matter. Every participant represents a platform that works carefully with customer-facing groups and observes churn patterns throughout lots of of real-world accounts.

Meet the 4 innovators behind this analysis

To seize a well-rounded view of AI-driven churn discount, the survey included 4 platforms serving subscription and buyer success groups throughout SaaS and adjoining industries. Every brings a definite perspective formed by its product focus and buyer base.

  • Custify (G2 score: 4.7/5) is targeted on serving to groups monitor buyer well being, perceive sentiment, and automate retention workflows. Its AI capabilities emphasize contextual insights, conversational interfaces, and playbook-driven execution that help proactive buyer engagement.
  • ChurnZero (G2 score: 4.7/5) is designed to assist organizations scale back churn and drive growth at scale. Its AI initiatives concentrate on autonomous brokers that analyze engagement, product utilization, relationship dynamics, and broader buyer context to floor threat and growth indicators with really helpful subsequent finest actions, serving to groups act early and constantly.
  • Chargebee (G2 score: 4.4/5) helps recurring income companies. Its method to churn discount leverages historic billing information, fee information, buyer profiles, and utilization conduct to establish threat, optimize renewal methods, and enhance retention outcomes tied carefully to income operations.
  • Velaris (G2 score: 4.7/5) emphasizes explainable, actionable AI throughout buyer portfolios. Its AI capabilities assist groups interpret qualitative and quantitative indicators, prioritize threat and alternative, and embed churn prevention immediately into on a regular basis workflows.

What defines AI maturity in churn discount platforms?

Over the previous few years, AI in buyer success has advanced from experimental dashboards to embedded intelligence layers inside core workflows. As we speak, it’s constructed immediately into the instruments groups use every single day. This evolution displays a broader shift in how organizations are investing in AI in churn discount as a core progress technique. Trendy churn platforms convey collectively product utilization, help tickets, buyer sentiment, and billing information into one clear, contextual view of account well being. As an alternative of sending static alerts, they assist groups perceive what’s taking place, prioritize actual dangers, and counsel sensible subsequent steps.

As subscription companies develop, groups want greater than a churn prediction quantity. They want AI that helps them act — guiding playbooks, focusing assets the place they matter most, and enabling earlier, extra assured outreach. This broader market evolution gives essential context for evaluating the place distributors stand as we speak.

Throughout the surveyed platforms, AI maturity for churn discount is not experimental. Custify, ChurnZero, and Velaris describe their AI capabilities as superior and well-developed, whereas Chargebee positions itself as reasonably mature and actively increasing its AI footprint. Regardless of variations in maturity, a typical theme emerges: churn AI has moved past easy scoring.

What stands out is not only the present function set, however the course of funding for 2026. All 4 platforms highlighted plans to enhance mannequin accuracy, develop into AI-driven growth prediction, and strengthen motion suggestions embedded immediately inside buyer success workflows. The emphasis is shifting from merely figuring out threat to enabling extra constant and well timed retention execution throughout rising buyer portfolios.

Which AI churn capabilities are gaining actual adoption?

Adoption patterns provide a helpful lens into the place AI is delivering rapid worth, particularly beneath real-world constraints like restricted time, noisy information, and huge books of enterprise. Buyer success groups are being requested to handle bigger portfolios, ship sooner time-to-value, and drive predictable renewals with out proportional will increase in headcount. On the similar time, recurring income fashions have gotten extra data-rich and extra complicated, making it tougher to manually interpret churn indicators throughout product utilization, help, and billing methods. On this atmosphere, AI is being evaluated on whether or not it improves day-to-day execution.

This shift is shaping which capabilities acquire traction out there. AI investments that scale back handbook evaluation, consolidate fragmented indicators, and floor clear subsequent steps are being adopted extra shortly than standalone dashboards or passive churn scores.

When requested which AI options have seen the best adoption over the previous yr, platforms constantly pointed to capabilities that scale back handbook evaluation and floor context shortly.

  • Custify cited buyer summaries and conversational interfaces that assist groups perceive account well being with out digging by way of uncooked information.
  • ChurnZero pointed to its Engagement AI, which analyzes buyer interactions throughout emails, conferences, help tickets, and surveys to floor sentiment, tone, and relationship dynamics.
  • Velaris highlighted its AI Copilot, an interactive layer designed to assist groups establish threat, perceive drivers, and prioritize mitigation actions throughout a whole guide of enterprise.
  • Chargebee famous robust adoption of predictive churn scoring tied to billing and utilization conduct.

The sample is obvious: AI options that match naturally into current workflows and assist groups transfer sooner are adopted extra readily than standalone dashboards or static scores.

Curiosity in AI-driven churn discount varies by business and buyer lifecycle phases. SaaS emerged because the strongest business exhibiting curiosity in AI-driven churn prediction, adopted by fintech, healthcare, and edtech, relying on the platform.

Churn threat was noticed most incessantly throughout post-onboarding activation and pre-renewal phases, although a number of platforms famous that threat varies broadly primarily based on buyer context and lifecycle complexity.

What indicators do CS platforms use to foretell buyer churn?

Buyer churn has change into extra nuanced as buyer journeys span product utilization, onboarding milestones, help interactions, and business touchpoints. A single metric not often captures the complete well being of an account. Engagement could seem secure whereas sentiment declines, or billing could stay constant whilst function adoption drops. AI methods are designed to detect when a number of tendencies start shifting concurrently, serving to groups interpret threat inside a broader behavioral context.

Regardless of variations in product focus, the platforms reported robust alignment on probably the most dependable churn indicators. Whereas implementation varies by product and buyer section, there may be robust settlement that churn threat emerges when engagement, adoption, and sentiment tendencies start to align.

Product utilization drops, function adoption decline, onboarding failures, and detrimental sentiment constantly ranked among the many strongest predictors. Assist ticket surges and billing failures additionally emerged as significant indicators, significantly for platforms with deeper monetary or help information.

Nonetheless, the survey responses emphasize that no single sign tells the complete story. Churn isn’t triggered by one occasion. As an alternative, it emerges from patterns — declining engagement mixed with sentiment shifts, stalled onboarding paired with unclear worth realization, or wholesome utilization masking strategic disengagement.

  • Velari and ChurnZero each confused the significance of contextual indicators, noting that clients can seem energetic whereas quietly disengaging on the relationship or stakeholder degree.
  • Chargebee strengthened this by pointing to wholesome billing conduct mixed with sustained utilization as a powerful indicator of retention, significantly when fee strategies and engagement metrics stay secure.
  • Custify emphasised contextual well being monitoring that mixes product utilization, engagement patterns, and sentiment indicators to establish early threat. Reasonably than counting on static thresholds, its method focuses on monitoring shifts in adoption depth and buyer interplay tendencies over time.

Whereas figuring out churn indicators is essential, prediction alone doesn’t enhance outcomes. The actual impression emerges when these insights inform retention technique. Understanding what drives threat naturally results in a broader query: what behaviors and situations constantly correlate with long-term renewal? The survey responses counsel that the inverse of churn indicators will not be merely greater utilization, however clearer worth realization and stronger buyer possession.

What actually drives long-term retention?

As churn prediction fashions mature, consideration naturally shifts from figuring out threat to reinforcing renewal drivers. Throughout the SaaS market, retention technique is more and more framed round worth realization fairly than uncooked engagement. Trade-wide, organizations are recognizing that sustainable retention will not be secured by way of utilization quantity alone, however by way of clients reaching significant, measurable outcomes tied to their unique goals.

As portfolios scale and shopping for committees develop extra complicated, retention is turning into much less about exercise metrics and extra about alignment — alignment between product utilization, stakeholder expectations, and enterprise impression. Distributors are subsequently wanting past telemetry to grasp what indicators long-term dedication, not simply short-term engagement.

When requested which behaviors correlate most strongly with improved retention, the responses moved past telemetry. As an alternative of relying purely on utilization metrics, platforms pointed to buyer intent and worth realization as stronger indicators of long-term retention. Clients who perceive their targets and actively work towards measurable outcomes are constantly extra prone to renew.

  • ChurnZero emphasised buyer possession of worth — clients who clearly outline success, have interaction proactively with their vendor, and deal with the connection as a partnership fairly than a transaction. These clients make investments time, folks, and information into reaching outcomes and constantly renew because of this.
  • Custify echoed this angle, highlighting frequent touchpoints, broad adoption throughout groups, and brief time-to-value as key retention drivers.
  • Velaris pointed to sustained depth of utilization in core options tied on to buyer worth.
  • Chargebee emphasised secure billing conduct and constant product utilization as robust retention indicators, significantly when fee strategies stay energetic, and engagement patterns don’t fluctuate unexpectedly.

Throughout platforms, retention improves when clients perceive why they’re utilizing a product and may see measurable outcomes.

What outcomes CS groups obtain with AI-driven churn administration

Trade-wide, leaders are shifting conversations from “Can AI predict churn?” to “How a lot income safety and effectivity does it create?” Boards and government groups now anticipate churn AI initiatives to point out clear retention carry, sooner onboarding cycles, and improved crew leverage. Final result measurement has change into the true benchmark of AI maturity, separating experimental deployments from totally operationalized retention methods.

All 4 platforms reported tangible enhancements achieved by clients utilizing AI-driven churn options. Velaris cited churn reductions within the vary of 15% on common, together with sooner time-to-value and improved operational effectivity for buyer success groups. Chargebee reported churn reductions of as much as 25% in particular high-performing implementations, significantly amongst subscription companies with well-defined buyer segments. These outcomes had been seen the place groups had proactive retention workflows and acted shortly on threat indicators. The corporate emphasised that outcomes rely closely on how successfully mannequin outputs are operationalized. These outcomes illustrate that AI in churn discount delivers the best impression when predictive perception is tightly coupled with execution.

Key impression

Quantified efficiency outcomes had been reported by two surveyed platforms, Chargebee and Velaris, primarily based on buyer implementations of AI-driven retention capabilities.

  • As much as 25% churn discount reported by Chargebee, relying on execution high quality and follow-through.
  • As much as 15% churn discount achieved by Velaris clients who embed AI insights into their day by day buyer success workflows.
  • 33% enchancment in time-to-value for groups leveraging Velaris’ AI-assisted prioritization and guided actions.
  • ~25% enchancment in operational effectivity throughout buyer success groups by way of Velaris-driven automation and diminished handbook evaluation.

Past churn discount, platforms noticed enhancements in activation, growth identification, and crew effectivity. ChurnZero described how AI-driven indicators allow buyer success managers to concentrate on higher-value conversations, handle bigger books of enterprise, and ship extra constant renewal and growth outcomes. The operational profit, standardizing finest practices and lengthening protection to long-tail clients, was highlighted as equally essential as predictive accuracy.

The survey responses make one sample clear: AI-driven churn capabilities ship the strongest outcomes when clients take possession of outcomes and groups operationalize insights constantly. Platforms emphasised that predictive indicators alone don’t scale back churn — motion does.

AI in churn discount: What are the toughest issues to resolve?

Whereas AI applied sciences have matured quickly, many groups nonetheless battle with fragmented information methods, inconsistent occasion monitoring, and organizational misalignment that make it exhausting to extract dependable indicators or embed insights into on a regular basis workflows. Trade-wide, groups report that churn prediction usually stalls not as a result of fashions are weak, however as a result of the encompassing infrastructure — information pipelines, instrument integration, and cross-functional course of alignment — is underdeveloped or erratically adopted.

Even when technical conditions are in place, broader challenges stay. Buyer conduct continues to evolve with increasing product complexity, dispersed stakeholder engagement, and shifting utilization patterns. On the similar time, many firms are nonetheless constructing their functionality to interpret qualitative indicators, reminiscent of sentiment or relationship dynamics, alongside quantitative metrics. Collectively, these dynamics make significant churn prediction and retention execution tougher than merely ‘constructing a mannequin.’

Regardless of progress, the survey reveals persistent challenges. Variability in buyer conduct was probably the most incessantly cited impediment to enhancing mannequin accuracy, adopted by inconsistent information inputs, restricted historic information, and integration gaps. Knowledge gaps throughout instruments, restricted occasion monitoring, and poor labeling proceed to constrain AI efficiency.

A number of platforms emphasised that the true problem will not be producing insights however executing them. ChurnZero described this because the “execution hole” — the delay between recognizing churn threat and constantly performing on it at scale. Velaris equally famous that buyer success groups are overwhelmed by weak indicators and need assistance deciphering them early sufficient to matter.

How AI automation helps shut the churn execution hole

Automation performs a central position in closing this hole. All platforms reported automating workflows reminiscent of inactivity alerts, renewal reminders, onboarding sequences, upsell triggers, and post-support follow-ups. Platforms famous that automation is most impactful when it embeds churn indicators immediately into day by day workflows, decreasing handbook monitoring and enabling sooner, extra constant motion. This method helps be sure that churn insights translate into well timed interventions fairly than remaining passive alerts.

  • ChurnZero and Velaris emphasised always-on AI brokers that repeatedly monitor utilization, sentiment, and engagement patterns, surfacing prioritized, prescriptive indicators immediately in day by day workflows.
  • Custify, ChurnZero, and Velaris reported that clients can operationalize AI predictions very simply. Chargebee emphasised that clients leverage its resolution to boost automated retention methods, reminiscent of triggering proactive renewal gives and deploying reactive save interventions primarily based on threat indicators.

Workflows that mix threat detection with really helpful actions fairly than uncooked alerts delivered the strongest outcomes. Throughout platforms, the emphasis is shifting from merely notifying groups of potential churn to guiding them towards the following finest motion. Automation is only when it reduces cognitive load, clarifies priorities, and embeds clear remediation steps inside current methods. On this mannequin, AI doesn’t simply floor threat — it orchestrates response, making certain that insights constantly translate into measurable retention impression.

How do CS groups measure AI’s impression on churn discount?

As AI turns into embedded in buyer success workflows, measuring its impression is turning into simply as essential as deploying it. Throughout the business, organizations are shifting from activity-based reporting towards outcome-based accountability, particularly as government groups demand clearer visibility into ROI from AI investments. Retention metrics are more and more seen not solely as buyer success indicators however as board-level enterprise well being indicators. This shift locations strain on CS groups to quantify how predictive insights, automation, and prioritization workflows translate into measurable churn discount. Because of this, AI in churn discount is more and more evaluated not simply on accuracy, however on income affect.

Measurement practices additionally affect how critically churn indicators are handled throughout the group. When churn prediction is tied on to renewal outcomes, government dashboards, and income forecasting, it features strategic weight. Conversely, when AI outputs stay disconnected from formal efficiency metrics, adoption tends to weaken.

Amongst clients actively measuring retention outcomes, churn price and renewal price stay the most typical metrics. Product adoption metrics, well being rating enhancements, and handbook buyer success inputs are additionally broadly used. Some platforms reported AI-based attribution as an rising metric, whereas others famous restricted visibility into how constantly clients measure retention impression.

Notably, a majority of consumers on Custify and ChurnZero actively measure retention outcomes.

They said that greater than 75% of their clients actively monitor retention or churn discount metrics contained in the product, suggesting a powerful integration of AI insights into formal efficiency monitoring and renewal accountability. This displays how AI-driven churn discount is more and more embedded as a core operational self-discipline fairly than handled as a distinct segment functionality.

The place AI wants context to enhance churn outcomes

Throughout responses, the frequent thread is that oversimplification, not ambition, is what limits AI’s impression on churn.

The qualitative responses revealed robust alignment on what’s overrated as we speak. Custify cautioned towards totally automated churn selections that take away human judgment from contextual conditions. ChurnZero warned towards over-indexing on historic utilization information with out incorporating sentiment, relationship, and business indicators. Velaris highlighted the constraints of standalone churn scores with out clarification or actionability.

Chargebee added that overly exact fashions are sometimes pointless. A churn mannequin solely must be correct sufficient to justify the price of intervention. Ready for good accuracy usually delays real-world impression.

What is going to matter most for AI-driven churn discount by 2026

Reasonably than chasing novelty, platforms are prioritizing AI capabilities that deepen understanding and help earlier, extra human interventions.

Trying forward, platforms pointed to extra nuanced AI capabilities as the following frontier. Platforms indicated that future churn AI will emphasize contextual understanding and early sign detection, serving to groups intervene earlier than threat turns into specific fairly than reacting to late-stage indicators.

  • Custify highlighted AI’s capability to deduce future emotional states, enabling earlier and extra empathetic interventions.
  • ChurnZero emphasised deep contextual reminiscence—AI that understands buyer journeys as evolving narratives fairly than remoted occasions.
  • Velaris pointed to qualitative sign evaluation throughout conversations, notes, and suggestions as an early indicator of churn threat.

Throughout responses, one neglected basis stood out: information hygiene and possession. Clear, well-labeled, traditionally full information, particularly information from churned accounts, was repeatedly cited as important for dependable AI efficiency.

Past indicators: Turning AI perception into retention impression

Taken collectively, these insights replicate a maturing view of AI, one grounded in practicality, context, and long-term buyer relationships.

The survey makes one conclusion clear: AI-driven churn discount in 2026 will likely be much less about prediction alone and extra about execution, context, and integration. Platforms like Custify, ChurnZero, Chargebee, and Velaris are converging on a shared imaginative and prescient: AI that helps groups perceive threat earlier, act sooner, and scale finest practices with out shedding human judgment. The subsequent part of AI in churn discount will likely be outlined by execution depth, contextual intelligence, and measurable enterprise outcomes.

For organizations investing in churn AI, success will rely not simply on fashions, however on clear information, embedded workflows, and a transparent definition of buyer worth. AI doesn’t get rid of churn by itself, however when purpose-built and operationalized appropriately, it turns into a strong pressure multiplier for retention.

For those who’re in SaaS, don’t watch for churn to point out up in your metrics. See which clients are actively researching opponents and step in earlier than it’s too late. Be taught extra about G2 Purchaser Intent.



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