Planhat

About Planhat

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.

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Pricing

Free Trial Not Available
Starts at $1150.0. Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

Planhat Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

START-UP $1,150.00 $1,150.00 per month

Features

Customer 360
Health Scores
Playbooks, Tasks and Alerts
Single-step automation
# Automations: 5
#Executions: 1,000 per month
Pages/Dashboards: 3 pages
Branding of pages: Powered by Planhat
Revenue Management: Basic
Customer Success Inbox
Filters
Native integrations: 3 integrations
API access: Open API
Unlimited users

PROFESSIONAL $1,750.00 $1,750.00 per month

Features

Customer 360
Health Scores
Playbooks, Tasks, and Alerts
Team 360
Single-step automation
Multi-step automation
# Automations: 10
# Executions: 100,000 per month
Branding of Customer Portal: Powered by Planhat
# Portals: Unlimited
Pages / Dashboards: 100 Pages
Branding of Pages: Powered by Planhat
Revenue Management: Advanced
Forecasting
Churn management
Customer Success Inbox
NPS
Filters
Native integrations: Unlimited
API access: Full API
Unlimited users!

ENTERPRISES Custom

Features

Customer 360
Health Scores
Playbooks, Tasks, and Alerts
Team 360
Assets
Projects
Single-step automation
Multi-step automation
# Automations: 10
# Executions: 100,000 per month
Branding of Customer Portal: Powered by Planhat
# Portals : Unlimited
Pages / Dashboards: 100 Pages
Branding of Pages: Powered by Planhat
Revenue Management: Advanced
Forecasting
Churn management
Customer Success Inbox
NPS
Transactional emails: Variable
Filters
Native integrations: Unlimited
Group structures
Sandbox
API access: Full API
Unlimited users
Customer roles and permissions
Single sign-on

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Disclaimer: The pricing details were last updated on 25/05/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Planhat Pricing.