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Very flexible CS platform!
April 29, 2020

Very flexible CS platform!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planhat

Planhat is used in our customer success, account managment, and business ops teams. Planhat is not only our CS tool but our source of truth for customer data. As a manager, I can follow both customers activity and CSM activity.
  • Gives me full control of customer data.
  • Good UX and easy to use.
  • Very flexible.
  • Inspiring team at Planhat.
  • More templates would be great.
  • Improving net retention.
What sticks out the most are two things: How flexible and easy-to-use the solution is, and how the team at Planhat has helped us improve CS processes. Very impressed overall with Planhat.

Planhat Feature Ratings

10.0
Product usage
10
Help desk / support tickets
10
10.0
NPS surveys
10
Sponsor tracking
10
Customer profiles
10
Automated workflow
10
Internal collaboration
10
Customer health scoring
10
Customer segmentation
10
10.0
Customer health trends
10
Engagement analytics
10
Revenue forecasting
10
Dashboards
10
10.0
Role-based user permissions
10
10.0
API
10
Integration with Salesforce.com
10