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85% 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 ![]()
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Description | Vitally helps you improve customer retention by boosting your SaaS product subscription rates. This customer success platform provides you with the necessary insights to understand whether your customers are getting the most out of your product, and how to rectify any problems if they aren’t happy. Vitally allows you to track customers’ use of your product at a general level, as well as per feature, and per user. It provides alerts when your customers are at risk of churn, and assigns customer success agents to the case so they can follow up with the client. Vitally also creates customized customer reports so you can measure success and see how you are lining up with your KPIs. This also applies to free trials, as Vitally allows you to track the ROI of any trial program you offer, as well as keep on top of when the free trial period is due to end, and recurring subscription dates. Read more | 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. Read more |
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85% 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
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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. |
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Tech-Touch Custom Hybrid-Touch Custom High-Touch Custom |
Customer Success Custom Professional Services Custom Sales Custom |
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Company Details | Located in: New York City, USA | Located in: Stockholm, Sweden |
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