Customer Success
Managers

Make customer success simple with Planhat

Planhat powers CSMs and CS teams globally. The platform gathers data, drives action and visualises insights. As a CSM, you get the tools to focus on driving customer experience and success.

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Understand adoption and usage

Track and visualise customer usage data in real time. Benchmark your customers’ usage, visualise how engagement changes, be alerted if it does and share it with your customers so they know the value they are getting from your products.

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Drive action through Playbooks

Create clear, aligned processes to move your customer’s 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.

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Collaborate with your customers

Collaborate with your customers to drive adoption, show transparency and build trust. Share success plans, playbooks, usage dashboards and much more.

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Learn more about
Planhat for CSMs

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