Planhat is a genuinely intuitive tool that supports our CS team every day. Thanks to Planhat, we now have clear health profiles and insightful dashboards, giving the CS team everything they need to know about each customer at a glance. We've never had this level of visibility before, and we're still optimizing as we gather more data in the tool. Planhat is also updated frequently with new features and improvements, so it's great to see the product getting stronger year over year. We didn't have health scores before Planhat, but their team and the tool itself made it easy to build them out. Their support team also deserves a shoutout, they respond quickly whenever we have questions. Performance has been reliable for daily, heavy use. When we first started, we did notice occasional slower response times, but that's been a non issue for the past two years. For us Planhat is integrated with many other tools in our toolstack and this is working perfectly. Planhat's recent AI features have added even more value. They make it much easier to analyze all our data without the team having to dig through it manually, which is a real time saver.

It allows us to structure data in a way that fits each team member’s roles and goals, and it supports building workflows that stay aligned with our objectives and the customer priorities at the time.

I really appreciate the flexibility of Planhat, as it adapts to our data sets and allows us to create custom fields according to our needs, which is very important for us. The support from the Customer Success Managers (CSM) team is excellent; they helped us switch platforms and train all our CSM staff without any friction. Additionally, the training provided is extremely useful and enhances expertise in managing Planhat. The tool is very comprehensive and well-designed, and I find the FAQs and online resources really helpful. With the use of artificial intelligence, it's also very easy to use Planhat's very comprehensive FAQ.