I use Planhat to deploy Customer Success, Professional Services, and Support processes, as well as a set of automations essential to delivering the expected level of quality.

I like how it creates strong internal, customer-oriented synergy and visibility by bringing together information that everyone can access.

Planhat helps me break down silos, automate tasks using automations and AI, and support customers along the way. Its ease of implementation and its UI/UX are also major advantages. It is very easy to define automations, manage the data model to suit our needs, create operational dashboards or dashboards for committees, and present relevant information in many different contexts.

The AI component has, of course, also developed significantly in recent times. We use both standard product features and customizations that interact with platforms such as OpenAI Platform, for example to automatically create summaries of customer accounts, interactively calculate a Customer Experience Score, produce consolidated Voice of Customer reports, and automate the preparation and write-ups of EBRs, among other things.

All of this comes in an extremely accessible, well-designed, and visually appealing interface. Planhat is certainly the best tool I have worked with, compared with ERP systems such as JD Edwards, M3 Infor, SAP, Cegid, Manhattan, and others. Review collected by and hosted on G2.com.

There are still some limitations in the dashboards, particularly the inability to display trends for ratios. The module related to what Planhat calls metrics is also still quite complicated, although very powerful. Review collected by and hosted on G2.com.