Planhat Overview

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.

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.

Reviews

"...Their playbooks and activities makes it easy to track both customer success and team tasks...." Peer review by Administrator

Planhat, UserIQ, etc., all 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.

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

How efficiently Does Planhat manage your Onboarding?

How can Planhat optimize your Playbook Creation Workflow?

Why is Planhat the best choice for Engagement Management?

What solutions does Planhat provide for Customer Feedback Management?

What Are the key features of Planhat for Workflow Management?

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.

lightning

Peers used Planhat for onboarding and playbook creation

Planhat Competitors

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 Profile

Company Name

Planhat

Company Website

https://www.planhat.com/

Year Founded

2014

HQ Location

Employees

11-50

Social

Financials

SERIES A