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.

Since my first review, my use of Planhat has only grown. It has become a key part of how I organize my work, monitor customer activity, and stay proactive as a CSM. I now use it so regularly that I’m seen as the Planhat expert within our team. The platform is powerful, and the support team continues to be reliable, responsive, and easy to work with.

I like that Planhat has a really easy UI, which makes it easier for me to onboard my customer success team. They're able to quickly get up to speed on all things in Planhat, and the onboarding process has been much shorter. The initial setup was really great and easy, helped by a really great CSM.