Customer
Playbooks
Repeatable processes through the customer lifecycle
Create clear, repeatable processes to move your customers efficiently through the customer lifecycle. Prevent new team members from reinventing the wheel and have Planhat automatically manage what needs to happen, who needs to do it, and when it needs to be done.
Actions for customer success managers
Make sure the right action is delivered to your customer success manager, at the right time. The customer success manager gets context, understands the challenges and can take the right action.
Insights on actions that deliver value
Get the insights you need. See the actions and initiatives of your team, and get insights on what delivers value, and what slips. Build customized dashboards and widgets, or use the pre-built outcome and trend widgets that come out-of-the-box.
Learn more about
Playbooks with Planhat!
