Case Study: Belkins reduces onboarding time and churn with Planhat

Belkins - Customer Case Study

Belkins, a service agency, was using Airtable and Excel to manage customer data, but the setup made it difficult to handle active clients and calculate key metrics like LTV and churn. They needed a more purpose-built tool to better manage their client base and improve operational efficiency.

Planhat provided a centralized platform for storing client data, automating processes, and improving analytics and workflow visibility. With Planhat, Belkins reduced onboarding time from 9 to 7 business days and lowered churn by 10% on average, while giving their team more time to focus on clients instead of admin work.

Belkins

Yuriy Boyko

Head of Account Management