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.

Screenshots & Videos

Pricing

Free Trial Not Available
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 ( Quotation Based )

Pricing Plans

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

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

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

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.

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Planhat Reviews

User Rating

4.8/5 (Based on 407 Ratings)

Rating Distribution

Excellent
81.3%
Very Good
15.5%
Average
2%
Poor
0.7%
Terrible
0.5%

Do You Use Planhat?

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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

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