Chargebee vs Planhat

• Simple interface that new employees are able to navigate fairly easily
• Provides simple dashboard information you need.
• Really love the dunning that makes it much easier for us to collect expired credit card info. Otherwise we'd be doing it manually and that would be a huge pain

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• Internal Collaboration on customer accounts (CS, Support, exec sponsors, CX).
• For leadership to standardize methodology and initiatives.
• Customizeable for basic or advance users.
• Analytics - internal CS activities as well as customer engagement analytics.

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• One area that is difficult is that I don't have an easy way to allow users to select their own plan options. I have monthly and yearly plans, but no way to let the customer choose (not without custom code). This is the one thing that has caused extra work for me.
• Configuring additional custom fields in the checkout form is possible, but not very intuitive.

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• Giving access rights to different users is powerful but requires some thinking (who can see which accounts).
• More templates would be great when creating customized dashboards.
• Not much to complain about really - the team has been very responsive to feedback.

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• This tool has helped me to create better selling opportunities and I am building closer relations with my customers through self-service and churn management.
• It is very simple to use and it has an intuitive interface as well. I am a satisfied customer.

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• Improving net retention.

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