Task tracking, contact organization, health scores

I really like how Planhat allows us to track customer health easily and displays usage data in an easy-to-digest way. The AI capabilities are great, saving our customer success managers loads of time by analysing data automatically and helping us analyse churn data to spot potential future risks. The automation alerts CSMS when customers are at risk which in turn allows us to validate that risk and if there is real risk identified we ca put the steps in place to try and prevent churn. Other automations we have set up alert CSMs when customers exceed their storage or user allowance, aiding in customer growth. The relationship with the team at Planhat is great; they are friendly and collaborative. The chatbot Fin is really quite good, solving simple support-related queries fast without needing a support team member. Also, the clean interface makes using the platform a joy.

I use Planhat for CS tracking, account management, and risk management. It helps by keeping all info in one place, allowing me to easily see all customer data and identify upsells and manage risks better. I like everything about Planhat, it's much better than other platforms on the market and is extremely customizable to our needs, even though we are a niche company. I love the custom metrics, automations, and dashboards; we can automate our processes and see how our customers are doing. The initial setup was very easy, and we worked with our CSM and internal dev teams to get it all set up.