Planhat Overview

Planhat's Customer Success Software transforms how businesses manage customer relationships by unifying go-to-market data, teams, and tools. This platform is designed for teams aiming to deliver enhanced value to their customers efficiently. It integrates customer data into a single ecosystem, enabling businesses to act on insights quickly and effectively. With specialized tools and a scalable foundation, Planhat supports diverse business needs, from startups to large enterprises. A notable feature is its ability to align cross-functional teams, ensuring everyone from sales to support is informed and engaged. This unified approach not only improves customer satisfaction but also drives revenue growth by fostering deeper customer relationships.

Use Cases

Customers recommend Onboarding, Playbook Creation, Engagement Management, as the business use cases that they have been most satisfied with while using Planhat.

Other use cases:

  • Customer Feedback Management
  • Workflow Management
  • Forecasting
  • Upselling
  • Revenue Cycle Management
  • Collaboration
  • Subscription Management
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Planhat.

Other priorities:

  • Scale Best Practices
  • Increase Customer Life Time Value
  • Improve Internal Communications
  • Improve Visibility
  • Increase Sales & Revenue
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Planhat Use-Cases and Business Priorities: Customer Satisfaction Data

Planhat's features include Feedback Surveys, Ticketing, Alerts: Popups & Notifications, etc. and Planhat support capabilities include 24/7 Support, AI Powered, Chat Support, etc. also Planhat analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Our company has stayed on task and stayed more focus on our onboarding process since switching over to PlanHat...." Peer review by Administrator

Planhat, belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Planhat is a flexible and powerful Customer Success Platform offering Customer 360, health scores, playbooks, and customer portals. Insights are turned into actionable data for success.

Popular Business Setting

for Planhat

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Planhat is popular in Information Technology And Services, Computer Software, and Education and is widely used by Small Business, Enterprise, and Mid Market.

Planhat Customer wins, Customer success stories, Case studies

How can Planhat enhance your Onboarding process?

How efficiently Does Planhat manage your Playbook Creation?

What benefits does Planhat offer for Engagement Management?

What makes Planhat ideal for Customer Feedback Management?

How efficiently Does Planhat manage your Workflow Management?

31 buyers and buying teams have used Cuspera to assess how well Planhat solved their Revenue Management needs. Cuspera uses 483 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

Customer.io - Computer Software

Planhat helped Customer.io manage customer growth and complex success models. The team struggled with flexible reporting and keeping data up to date. Planhat gave them better reporting, easy data fie...ld changes, and automation for data hygiene. Workflows let customer success managers focus on action. In six months, Customer.io set up segment-specific reporting and reorganized their team, reassigning over 10% of accounts to better match skills.

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Customer.io - Marketing And Advertising

Customer.io used Planhat to drive sustainable growth in customer success. The team moved to a pooled customer success model to help more mid-market customers after onboarding. This change let custome...r success managers focus on broader opportunities. Shannon Nishi, Director of Customer Success, says it is never too early to plan for scaling. The new approach improved how the team supports customers and helps them reach business goals.

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OnsiteIQ - Construction

OnsiteIQ used Planhat to separate customer success from sales. The customer success team focused on user experience and service, not just revenue. This approach helped maximize sales opportunities by... supporting account executives with key information. OnsiteIQ saw growth in both customer satisfaction and company reputation. Their strategy put people first and improved results for capital asset projects.

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lightning

Peers used Planhat for onboarding and playbook creation

Planhat Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.76/5 ★

Read Reviews (31)
Custom Reports

4.10/5 ★

Read Reviews (28)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.76/5 ★

Read Reviews (31)
Custom Reports

4.10/5 ★

Read Reviews (28)

Software Failure Risk Guidance

?

for Planhat

Overall Risk Meter

Low Medium High

Top Failure Risks for Planhat

Planhat AB News

Awards

Planhat is Named a Customer Success Leader by IDC Planhat | The Unified Customer Platform

Planhat has been recognized as a Leader in the IDC MarketScape Worldwide Customer Success Applications Vendor Assessment. This accolade highlights Planhat's innovative product design, integrability, and strategic licensing model, which supports organizational growth. The recognition follows Planhat's previous acknowledgment as a Leader in Gartner's Magic Quadrant for Customer Success Management Platforms.

Partnership

LearnUpon and Planhat Announce Strategic Partnership Planhat | The Unified Customer Platform

LearnUpon and Planhat have formed a strategic partnership to enhance customer experience by integrating customer data and education. This collaboration aims to improve customer onboarding, retention, and growth through seamless data exchange and targeted education delivery. The partnership is designed to help businesses achieve key performance indicators in customer education and satisfaction.

Planhat AB Profile

Company Name

Planhat AB

Company Website

https://www.planhat.com/

Year Founded

2014

HQ Location

Employees

11-50

Social

Financials

SERIES A