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

"...We manage our customers from Planhat, we track all interactions and conversations and we run all customer marketing and workflow from Planhat...." Peer review by Executive Sponsor

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.

Comprehensive Insights on Planhat Use Cases

What benefits does Planhat offer for Onboarding?

How does Planhat address your Playbook Creation Challenges?

How does Planhat facilitate Engagement Management?

How does Planhat facilitate Customer Feedback Management?

How can Planhat optimize your Workflow Management Workflow?

20+ more Business Use Cases

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.

Case Studies

Computer Software

CASE STUDY Customer.io

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.

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

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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