Used For

• +**Your CSMs miss churn signals buried across 5 different tools** → AI flags 20% usage drops and auto-creates follow-up tasks before accounts go dark
• +**You're manually tracking customer health in spreadsheets that are always outdated** → Real-time health scores based on product usage, support tickets, and billing data
• +**Nobody knows which accounts need attention until renewal time** → Automated workflows trigger emails and alerts when engagement patterns shift
• +No-code playbooks for customer journeys - drag-and-drop sequences that run automatically when triggers hit
• +360-degree customer profiles pulling data from your CRM, support tools, and product analytics in one view

Best For

• >Your customer success team is drowning in spreadsheets while accounts quietly slip away
• >You're losing $50k+ deals because nobody noticed usage dropped 30% last month
• >Manual health scoring across 100+ accounts is eating your CSM team alive

Not For

• -Teams under 50 customers — you're paying for automation when manual tracking still works fine
• -Solo operators or small startups — lacks a free tier and focuses on features you won't need for years
• -Companies wanting plug-and-play simplicity — expect 1-2 weeks setting up health scores and workflows properly

Pairs With

• *Salesforce (where deals live but customer health data doesn't flow naturally)
• *Amplitude (to pull product usage events that actually matter for churn prediction)
• *Zendesk (so support ticket volume becomes part of your health scoring algorithm)
• *Slack (where your team gets pinged when accounts hit risk thresholds)
• *HubSpot (for companies using it as CRM but needing better customer success workflows)
• *Stripe (to factor billing and payment issues into account health automatically)

The Catch

• !Custom pricing means you're negotiating enterprise rates even for mid-market needs - no transparent starter tiers
• !The AI summaries are basic - don't expect deep contextual insights across your entire customer base yet
• !You'll need someone willing to become the Planhat admin or workflows will get stale and trigger fatigue sets in

Bottom Line

Turns your scattered customer data into early warning signals before accounts churn.