Planhat for Business Services
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
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“
I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies
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“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
MyAdvice
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“
We have scores related to certain feature adoption, percentage of revenue, and really how much they're adopting different parts of our platform just based on a few different inputs that we're able to track through our Pendo integration.”
Jeff Poteracki
Basis Technologies
Planhat for Business Services
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Watch
“
I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies
Watch
“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
MyAdvice
Watch
“
We have scores related to certain feature adoption, percentage of revenue, and really how much they're adopting different parts of our platform just based on a few different inputs that we're able to track through our Pendo integration.”
Jeff Poteracki
Basis Technologies