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.

Planhat has been a great resource for my team because of its flexibility and ability to be customized to meet our specific needs. We have been able to build meaningful, data-driven reports (I send out a weekly financials report using Planhat data) and dashboards that provide our team and executive leadership with clear insights into customer health, key performance metrics, and overall business trends which helps support informed decision-making. The onboarding process and continued support Planhat provided has been very helpful and rewarding. Due to our unique needs, some custom requests required additional time for development and implementation. However, Planhat CSMs and technical managers were very responsive, communicative and committed to ensuring our needs were met. Thus, we are very satisfied with the relationships we have built with some of their community thus far. We look forward to continuing our journey with Planhat and seeing what the future holds as the platform continues to grow and evolve alongside our needs.