I like the fact that we can build customized dashboards, which allows us to have a visual and track the client portfolio with the different risks, opportunities, appointments, and client relationships. It's very useful to have quick access to all our clients' data and to be able to send automatic communications.

I use Planhat to store, review, and analyze customer data as well as my team's performance. Planhat enables me to locate key information very quickly and allows me to create dashboards and tables to segment specific data. The dashboards can be set up in minutes, which saves me a huge amount of time compared to managing multiple spreadsheets. I like the ease of use; it's intuitive, user-friendly, and easy to navigate. I love that I can create my own area to review my team's performance and key metrics on our enterprise customers. I appreciate having accessible and customizable dashboards that let me instantly report on progress and trends, and make quick decisions on customer engagement.

I find Planhat clear and appreciate the good reports that are helpful for our internal processes. The flexible fields are practical because we can store specific information for our business and display and compare them in reports, which is particularly useful since we have over 1,000 customers. I also like the better overviews and the AI integration compared to our previous tool.