Retool

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Plaid is looking to build a strong engineering culture, where innovative ideas can be turned into best-in-class internal apps that help teams work how they want. The work our engineers have been able to do with Retool supports our goals, has made meaningful contributions to supporting our customers, and has high ROI from the engineering efforts invested so far.”

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Our teams enjoy using Retool for customer success and, most importantly, they can champion new ways of working because Retool makes it easy to build any workflow we need. It’s helped us turn critical expertise into better support metrics across the board. It's also helped forge a close relationship with the engineering team.”

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The Agentic Customer Care initiative empowers our KCSC team to respond to customer enquiries with greater confidence, accuracy, and efficiency. By removing manual friction through automation, we’re enabling our people to focus on what matters most delivering a faster, more informed, and more consistent customer experience.”

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We've transformed a nearly impossible manual process that would have taken weeks of collaboration into a streamlined solution that our sales team can easily use. What used to take a week now takes an hour for our sales team. For our customers, that's huge; they don't want to wait.”

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Our renewals initiatives and campaigns can change every quarter and require special data to be surfaced to the reps. By the time a sales ops developer could make changes in Salesforce given their many other priorities, it was too late.”

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We kept on adding new features to our product and, as a result, jammed stuff into our PHP app. It was getting out of control—getting this PHP app to work with the new services we were spinning up was a huge headache.”