Planhat

Deployment

Web-based

Best for

SmallMediumLarge

Overview

About Planhat

Planhat is a Customer Success Platform focused on making Customer Success simple. Planhat is beautiful and easy to use. It brings all your customer data together in one place, helping you understand user behaviour, create best practice workflows & automate time-sapping tasks. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality & features you would expect in a modern CS Platform. The difference is in the design, usability & speed to implement.

At a glance

Software information

Industries served, licensing and the support Planhat provides.

Licensing

  • Monthly Payment

Support

  • Online (Ticket)
  • Business Hours

Training

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Infographics

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Infographics
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Capabilities

Planhat features

The full feature set, grouped by module.

Business Intelligence Software

  • Ad Hoc Analysis
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Visualization
  • Key Performance Indicators
  • Predictive Analytics
  • Strategic Planning
  • Trend/Problem Indicators
  • Workflow Collaboration

Customer Success Software

  • Account Management
  • Alert/Notification
  • Communication Management
  • Customer Engagement
  • Customer Lifecycle Management
  • Health Score
  • Onboarding
  • Revenue Management

Plans

Planhat pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment
Standard$750 / month

Media

Screenshots & video

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