Challenge

We struggled with a lot of highly manual processes without automation, which meant the team had to spend most of their time carrying out time-intensive, repetitive tasks instead of creating real customer value.

Solution

We love the ability to automate actions and tasks based on customer behaviour. Planhat is very user-friendly and easy to set-up, including its integrations. We could get up and running and keep the system up to date within our customer success team without depending on other internal resources.

Impact

Planhat has not only become our one source of truth when it comes to customer information and communication, but also our central repository for every customer touchpoint. In just 1 year, Planhat empowered us to increase customer retention by 10% to finally achieve net positive retention.