Planhat

About Planhat

Deep Dive with Clara AI

Planhat is an advanced consumer success platform that helps with data monitoring, project management, and customer experience improvement within an individual business. Hundreds of modern technology firms across the world rely on Planhat in order to optimise customer success and lifetime value. The software is capable of centralising all customer-related data and creating customisable dashboards to see what adds value and what doesn't. Besides improving the customer lifecycle using playbooks, triggers, alerts, and automation. Also, Planhat can be integrated with pre-existing business tools and derive a unified view of customer-related data in real-time. Zapier, Zendesk, Mailchimp, Pipedrive and Stitch are among the notable ones. For those who are into a subscription business, advanced revenue management functionality within Planhat helps the admin get rid of pivot charts and heavy spreadsheets. On the contrary, they can get a quick overview of new bookings, approaching renewals and development over time.

Screenshots & Videos

Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%
Reviews

60%
Momentum

60%
Popularity

68%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

Planhat Features

Show Feature Explanation

Customer Success Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

100%

Churn Tracking

Monitor contract milestones and churn risk

Usage Analytics

Enables the tracking of feature adoption, user engagement, and drop-off points with clarity and precision.

Customer Health Scoring

Combines engagement metrics, payment data, and churn risk indicators to calculate a comprehensive customer health score.

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Account Management

Helps to manage user accounts within organisations

Lifecycle Management

Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal.

Surveys and Feedback

Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Planhat Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Customer Success Custom

Software for Modern Teams to Deliver Data-driven Customer Success

Features

Core Customer Platform
Workspace for Customer Success
Usage Metrics
Health Lab
Churn Management
Revenue Management
Advanced Projects
Sequences
Customer Portal
NPS
Advanced Automations
Advanced Customer Success Reporting
Advanced Data Models

Packages

Start-Up
Professional
Enterprise

Start Free Trial

Professional Services Custom

Software for Professional Services and Project Management

Features

Core Customer Platform
Workspace for Professional Services
Time-Tracking
Capacity Planning
Project Collaboration Portal
Advanced Project Reporting

Start Free Trial

Sales Custom

Software for High-performing Sales and Account Management Teams

Features

Core Customer Platform
Workspace for Sales
Pipeline Management
Lead Routing
Email Sequencing
Deal Room
Forecasting
Revenue Management
Advanced Sales Reporting

Start Free Trial

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 20/12/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Planhat Pricing

Planhat Alternatives

View All Planhat Alternatives

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ChurnZero Software that helps SaaS companies combat customer churn read more

Visit Website Planhat Vs ChurnZero

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ClientSuccess A Customer Success Platform To Manage, Retain, and Grow Customer Base read more

Visit Website

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Gainsight CS The platform for customer success read more

Visit Website Planhat Vs Gainsight CS

77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Totango Customer experience made better with Totango read more

Visit Website Planhat Vs Totango

73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Salesmachine Increase Sales with Customer Success read more

Visit Website

73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Freshdesk Customer ... A complete solution to win customers read more

Visit Website

73% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Freshdesk Customer ... Software for customer success read more

Visit Website

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Custify Customer Success Software for SaaS read more

Visit Website

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Salesforce Monitor the entire journey of individual clients within a unified p... read more

4.1 7,808 user ratings

Visit Website Planhat Vs Salesforce

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Catalyst Powerful customer success solution read more

Visit Website

Planhat Reviews

Do You Use Planhat?

Write a Review

Review Summary

Planhat user reviews highlight its strengths in providing customer insights and streamlining customer success operations. Users praise the platform's ability to centralize customer data, automate tasks through playbooks, and offer a 360-degree view of customers. However, some users note the learning curve can be steep, and a few mention specific UI issues or integration challenges. Despite these minor drawbacks, overall sentiment towards Planhat remains positive, with users emphasizing its effectiveness in improving customer engagement and driving business growth.

Pros

Planhat provides indepth customer insights and data for smart decisions.
The intuitive system allows for easy access to live data and information.
Planhat offers flexibility, insights, support, and continuous improvements.

Cons

It takes time to learn the system's workflow and some features are less intuitive.
The Customer Intelligence module is limited and requires complex formulas to extract desired data.
The platform can be slow when processing large amounts of data.

Planhat Reviews

AI-Generated from the text of User Reviews

Did you find this information valuable?

YES NO