Case Study: Abacum achieves scalable Customer Success and a better customer experience with Planhat Customer Portals

How Abacum creates a better customer experience with Customer Portals

Abacum, a fast-growing collaborative FP&A software company, needed to build a scalable Customer Success function as it expanded across the US and Europe. Facing fragmented customer data and limited collaboration, Abacum selected Planhat—using features like Customer Portals, playbooks and health scores—to centralize account information and standardize onboarding and success processes.

Planhat consolidated Abacum’s customer data, enabled a health score and automated playbooks, and was adopted by roughly 50 users across product, marketing, UX, operations and soon sales. The result was quicker time to value, clearer onboarding, stronger customer relationships, easier identification of upsell opportunities and overall improved customer experience—outcomes driven by Planhat’s Customer Portals and automation.

Abacum

Alicia Quezada

FP&A - Success Manager