I like the constant updates to the platform that allows us to keep pace with an ever-changing technological landscape. I also love the people we've worked with, and how helpful and supportive they are. We're still implementing, and haven't deployed APIs yet, so I know we have a long way to go. The API integrations will make a huge improvement in our practice.

It’s a powerful tool where you can do almost anything related to Project Management and Customer Success. Its strongest feature is the ability to create workflows exactly the way you need them.

I find Planhat very easy to navigate and gain insights from various data views. It collects data from various sources and uses intelligence, both AI and custom-defined, to set out tasks for our CSMs and provide (actionable) insights for the rest of our company. The ability to combine various data sources into new data insights (which are displayed through different options like tables, graphs, percentages, and numbers) are also useful for stakeholders beyond our Customer Experience team. The initial setup was easy, thanks to the great help from the technical, strategic, and customer experience teams.