Planhat consolidates data from multiple systems such as your CRM, Product Usage, Support, Billing and Analytics Tools into a single platform so that your team has a 360° view of each customer. This eliminates data silos and gives full context for each account.

It's a great tool, with a lot of configuration potential to allow it to complement and enhance existing processes. The ability to trigger automations based on the information entered or at key moments of a customer's journey really helps to ensure data integrity and process adherence. We have built a number of dashboards which can provide the team with insights into their customers, their health and activities that have taken place. We like that there are also a number of integrations available, which we are able to utilise.

Planhat provides a clean, intuitive interface that makes it easy to track customer health, manage accounts, and visualize renewal risks at a glance. I really appreciate how customizable the dashboards are. The platform centralizes customer data from multiple systems, which helps reduce manual work and gives us a more accurate view of customer activity. It makes easier for CS, Sales, and Marketing teams to stay aligned.