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.

It’s been a real game changer for our CS team. The platform genuinely feels like it was built for CSMs from the start, rather than something adapted for them later. We get a clear, easy-to-navigate customer overview, along with customized views, dashboards, and advanced filters that make it simple to find exactly what we need. Onboarding support was also very strong. The AI steps let Planhat connect to our company-provided AI, which helps reduce Planhat’s AI credits cost, and that’s a big plus. With quick access to data and useful automations, our team has been able to make more money than before, and the ROI is clearly visible. At first, we were mainly looking for a system with comfortable customer portals. Planhat has those, and once we started onboarding, we realized we’d found something even better: a comfortable space for managers, too.

The interface is very user-friendly and easy to navigate. The way the data is laid out makes sense, and I really like that each user can customize their view to focus on the information that’s most relevant to them.