Challenge

Before Planhat, we were using a combination of Airtable and Excel to manage our customers. While at first glance this combination seems to be a powerful enough tech stack for any service agency, reality proved otherwise. We struggled to manage our active clients and it would take us a few hours to calculate even basic numbers like LTV or churn: we clearly needed a more purpose-built tool to manage our client base.

Solution

Planhat is a well-designed project management tool that allows us to forget about Airtable and Excel, store all our client data in one place, and automate a bunch of processes. From the get-go, our team felt the immediate relief on their operational task-load, allowing them to focus fully on their clients and projects, not admin and data hygiene.

Impact

We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever. Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.