The best Customer Success tool out there!
May 15, 2020

The best Customer Success tool out there!

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

Overall Satisfaction with Planhat

Planhat is used across our global Customer Success organization and enables us to better drive and control our churn efforts.

Pros

  • Great team and customer service.
  • Customer 360 view.
  • Dashboards.
  • Filtering.
  • Easy to use.
  • Fast to implement.

Cons

  • Not much to improve on key features, take feedback and implement it well.
  • Additional templates can be added.
  • Helped reduce churn.
  • Helped improve CS workflows.
  • Provided insights on reasons for churn and on growth opportunities.
Planhat was the most agile and easy to use software, while still having unique and powerful features that allowed us to really customize the software around our organization and needs. Planhat is more than a Customer Success tool in essence and adds tremendous value and flexibility over its competitors.
Planhat is an excellent tool for any CS organization and will enable you to manage and reduce churn more strategically.

Planhat Feature Ratings

9.5
Product usage
10
Help desk / support tickets
9
9.7
NPS surveys
9
Sponsor tracking
9
Customer profiles
10
Automated workflow
10
Internal collaboration
10
Customer health scoring
10
Customer segmentation
10
9.5
Customer health trends
10
Engagement analytics
9
Revenue forecasting
9
Dashboards
10
9.0
Role-based user permissions
9
9.0
API
9
Integration with Salesforce.com
Not Rated

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