Customer Success

Going live is just the start. We stay in your corner.

A dedicated customer success contact, regular business reviews and proactive health checks, built to help your team keep improving how they plan.

Book a demo Talk to customer success

120+

5-star reviews

2,600+

global brands

Dedicated

support

10+

years of experience

Software doesn’t create value. How you use it does.

Most platforms lose value the same way: a feature goes unused, a workflow gets out of date, a new hire never gets trained, and slowly the team drifts back to old habits. Customer Success exists to catch that before it happens, not after.
At Inventory Planner by Sage, we’re committed to making sure you get value from the platform long-term. You’ll have a dedicated commercial point of contact who can help with account questions, raise issues when needed and guide you towards the right support.

Keep improving, keep growing

Business reviews

Regular reviews covering usage, adoption, support and product updates, giving a clearer view of how your team is using Inventory Planner, and where there’s room to make tweaks and improvements.

Health checks

Health checks spot where your setup, usage or processes could be working harder, with practical recommendations to improve adoption and keep your planning workflows in good shape.

Success planning

We build a success plan to help you achieve your inventory planning goals: training, feature guidance, expert advice or support, adjusted as your business needs change.

See what our customers say

"Chan’s dedication and expertise truly set a high standard. Very impressed with both the product and the level of customer support. The implementation process was outstanding — Chan went above and beyond to ensure everything was set up correctly and ran smoothly. Highly recommended."

Pulsio
Shopify review

"Kate, my Customer Success Manager, is an asset to the team, and is always there to help where needed. Having that consistent point of contact makes a real difference."

Luke
Trustpilot review

"IP has been extremely helpful in PO management. The reporting features are clear and insightful, and the level of customization allows processes to be tailored easily to specific needs. The help desk has been very responsive, and having Chan as a direct contact has been especially helpful. Overall, a reliable and efficient system. Chan has been extremely supportive with all enquiries and has proactively passed on multiple feature requests."

G2 Review

Inventory Planner at a glance

2,600 global brands

Trusted by thousands of brands to improve how they forecast, buy and manage stock.

Part of Sage Group Plc

Built on a solid foundation, with the backing of one of the world’s leading business software groups

100s of integrations

Connect Inventory Planner with the ecommerce, ERP and retail systems your team already uses.

Excellent reviews

Rated 4.7 on Trustpilot, with customers praising our product, training and support.

10+ years of experience

More than a decade helping retailers improve inventory planning.

Unlimited support

Get ongoing help from our global support team, with email, chat and screen-share calls available on request.

4.5

4.6

Frequently asked questions

Do I get a dedicated account manager with Inventory Planner?

Yes. Inventory Planner customers get a dedicated commercial point of contact for account questions, issues and guidance towards the right support.

Account managers are available depending on your plan. For more information, please get in touch with our Support team directly.

What's included in an Inventory Planner business review?

Inventory Planner business reviews cover usage, adoption, support history and relevant product updates, giving customers a clear picture of how their team is using the platform and where to improve.

How often do Inventory Planner health checks happen?

Inventory Planner health checks are run on a regular cadence as part of a customer’s success plan.

What if my team isn't using all the Inventory Planner features?

Inventory Planner’s health checks and success planning are built for exactly this: flagging underused features and building a plan to close the gap, including extra training where it helps.

Is Inventory Planner customer success included, or is it a paid add-on?

Customer success is included for all Inventory Planner customers. Every customer gets a dedicated Account Manager, and customers on our higher tiers also benefit from a dedicated Customer Success Manager, all as part of their subscription, with no additional cost.