The best Customer Success software out there !
October 31, 2024

The best Customer Success software out there !

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planhat

Since I manage a large portfolio of customers, Planhat helps me manage all the customer-related data in a single platform. Be it the call logs, emails, or other chat communications everything is recorded in Planhat. Along with this, Planhat also helps me track the usage of a client's account. If they are running any campaigns when they log in, what activities they perform etc it helps me understand which customer to reach out to and increase their usage. It also helps me track the paid invoices, pending invoices, users within the account, etc. All these details help me optimize my portfolio and provide the best possible experience to my customers.

Pros

  • Manage and store customer related data
  • Tracks usage of the customer and their activities
  • Helps in identifying customer risks and solving them

Cons

  • Dark version of the platform for ease of usage
  • Mobile application of Planhat for better accessibility
  • Faster loading time between pages/sections within the website
  • Increased productivity and efficiency. Reduced time to analyse accounts
  • Clear visibility to the management and leadership team
  • Easy collaboration with other team members
The usability is great and the tool is quite easy to use and self-explanatory. Each section within the tool is clearly positioned and defined which makes it easier to navigate between different customers and data points. I use the tool daily and it helps me keep on top of each account and provide them with the required assistance and experience. The interface is also very clean which makes things very easy.
I believe Planhat is the best Customer Success Management tool in the market. It gives me a 360-degree view of all my customers and has a modern interface as compared to the other similar tools that I have used. Planhat also offers a competitive pricing that makes it easier for my team to evaluate as compared to other similar platforms. The support team of Planhat is also great which makes it the right fit for my organisation.

Do you think Planhat delivers good value for the price?

Yes

Are you happy with Planhat's feature set?

Yes

Did Planhat live up to sales and marketing promises?

Yes

Did implementation of Planhat go as expected?

Yes

Would you buy Planhat again?

Yes

For someone working in the Customer Success team, Planhat is a must-have software. All your client-level data can be easily managed, stored, and reviewed at any point in time by Planhat. It also helps the management and the leadership team better see each account and its usage. It also helps in identifying potentially risky customers and taking the required actions to engage and retain the account. It also gets integrated easily with other meeting recording tools wherein the summary from the tool gets easily synced with Planhat

Planhat Feature Ratings

9.5
Product usage
10
Help desk / support tickets
9
8.9
NPS surveys
9
Sponsor tracking
8
Customer profiles
10
Automated workflow
8
Internal collaboration
9
Customer health scoring
10
Customer segmentation
8
9.3
Customer health trends
10
Engagement analytics
9
Revenue forecasting
8
Dashboards
10
9.0
Role-based user permissions
9
9.5
API
9
Integration with Salesforce.com
10

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