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.
I appreciate Planhat's ability to provide a clear overview of our customers, their health scores, and satisfaction. The fact that we can use handy playbooks for onboarding and offboarding with Planhat is very beneficial because it ensures consistent execution of processes within the team. Planhat's reporting functionality is also excellent and provides us with valuable insights. What I really love are the customized views per role. This makes it much easier for everyone in our company – whether it's the Customer Success Managers, people from finance, support, sales, or even our CEO – to find exactly the information that is relevant to their role, without feeling overwhelmed by excessive data. For my colleagues who use Planhat less extensively, this significantly lowers the barrier to getting started with the platform.
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