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Planhat vs Freshdesk Customer Success: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Planhat vs. Freshdesk Customer Success is based on a specific set of business needs and context. The comparison uses 1445 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Planhat and Freshdesk Customer Success

Planhat belong to a category of solutions that help Revenue Management, whereas Freshdesk Customer Success belong to a category of solutions that help Customer Success Platform. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Planhat covers Training & Onboarding, Playbook Creation, Engagement Management, Customer Feedback Management, etc.

Freshdesk Customer Success focuses on Workflow Management, Engagement Management, Lead Analytics, Training & Onboarding, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Planhat

Focus area

Software Failure Risk

  • medium

logo Freshdesk Customer Success

Focus area

Freshdesk Customer Success is better than Planhat for

Software Failure Risk

  • medium

About

Customer Success Software to drive customer experience

Customer Success Software to strengthen customer relationships

Age

2014

2010

Financials

SERIES A

SERIES H

Business Need

Total Processes
(we found evidences for)

29

39

Total Goals
(we found evidences for)

7

13

Top Processes

Evidences indicate better relative satisfaction


training & onboarding



engagement management

engaging and following up


customer feedback management

measuring net promoter score

measuring customer satisfaction


workflow management




revenue cycle management



subscription management


lifetime value management


advocacy management


generation of new leads


loyalty management

identify target customers



competitive intelligence


renewal management


products & pricelist management


sales document management

contract management



sending & publishing communications


communication management

sending & publishing communications


helpdesk management


contact list management



social media analytics


social media management

social media analytics


customer case management


rating and review management


campaign management



sales call management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Scale best practices

  • Increase customer life time value

  • Improve internal communications

  • Improve visibility

  • Increase sales & revenue

  • See 4 more
  • Enhance customer relationships

  • Acquire customers

  • Increase customer life time value

  • Increase sales & revenue

  • Manage risk

  • Scale best practices

  • Improve consistency

  • Improve efficiency

  • Improve ROI

  • Launch new products

  • Establish thought leadership

  • Enter new markets internationally or locally

  • Improve navigation

  • See 10 more

Top Channels

Channels Used

  • e-mail

  • games

  • phone calls

  • promotions

  • chat

  • offline

  • point of sale

  • user generated content

  • blogs

  • See 6 more
  • e-mail

  • games

  • phone calls

  • promotions

  • chat

  • offline

  • point of sale

  • user generated content

  • blogs

  • See 6 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting