Popular Business Setting

Planhat is popular in Information Technology And Services, Computer Software, and Education industries and is widely used by Small Business,Enterprise, and Mid Market.

Integrations

Contact Center Software
Help Desk
Live Chat
Conversion Rate Optimization

Planhat Overview

Planhat's Customer Success Software transforms how businesses manage customer relationships by unifying go-to-market data, teams, and tools. This platform is designed for teams aiming to deliver enhanced value to their customers efficiently. It integrates customer data into a single ecosystem, enabling businesses to act on insights quickly and effectively. With specialized tools and a scalable foundation, Planhat supports diverse business needs, from startups to large enterprises. A notable feature is its ability to align cross-functional teams, ensuring everyone from sales to support is informed and engaged. This unified approach not only improves customer satisfaction but also drives revenue growth by fostering deeper customer relationships.

Planhat Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...It brings all your customer data together in one place, helping you understand user behaviour, create best practice workflows & automate time-sapping tasks...." Peer review from Planhat

Planhat Customer Insights, Testimonials and Case Studies

OnsiteIQ - Construction

OnsiteIQ used Planhat to separate customer success from sales. The customer success team focused on user experience and service, not just revenue. This approach helped maximize sales opportunities by... supporting account executives with key information. OnsiteIQ saw growth in both customer satisfaction and company reputation. Their strategy put people first and improved results for capital asset projects.

Read on →

Customer.io - Marketing And Advertising

Customer.io used Planhat to drive sustainable growth in customer success. The team moved to a pooled customer success model to help more mid-market customers after onboarding. This change let custome...r success managers focus on broader opportunities. Shannon Nishi, Director of Customer Success, says it is never too early to plan for scaling. The new approach improved how the team supports customers and helps them reach business goals.

Read on →

Customer.io - Computer Software

Planhat helped Customer.io manage customer growth and complex success models. The team struggled with flexible reporting and keeping data up to date. Planhat gave them better reporting, easy data fie...ld changes, and automation for data hygiene. Workflows let customer success managers focus on action. In six months, Customer.io set up segment-specific reporting and reorganized their team, reassigning over 10% of accounts to better match skills.

Read on →
lightning

Peers used Planhat for onboarding and playbook creation

Planhat Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.76/5 ★

Read Reviews (31)
Custom Reports

4.10/5 ★

Read Reviews (28)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.42/5 ★

Read Reviews (1)
Analytics

4.76/5 ★

Read Reviews (31)
Custom Reports

4.10/5 ★

Read Reviews (28)

Planhat Integrations

Planhat integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.18/5 ★

Read Reviews (9)
Data Import

3.71/5 ★

Read Reviews (29)

RingOver

4.43 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Aircall.io

4.36 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Help Scout

4.56 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Intercom

4.49 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Pendo

4.53 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Planhat

Overall Risk Meter

Low Medium High

Top Failure Risks for Planhat

Planhat AB News

Awards
 

Planhat is Named a Customer Success Leader by IDC Planhat | The Unified Customer Platform

Planhat has been recognized as a Leader in the IDC MarketScape Worldwide Customer Success Applications Vendor Assessment. This accolade highlights Planhat's innovative product design, integrability, and strategic licensing model, which supports organizational growth. The recognition follows Planhat's previous acknowledgment as a Leader in Gartner's Magic Quadrant for Customer Success Management Platforms.

Read more →
Partnership
 

LearnUpon and Planhat Announce Strategic Partnership Planhat | The Unified Customer Platform

LearnUpon and Planhat have formed a strategic partnership to enhance customer experience by integrating customer data and education. This collaboration aims to improve customer onboarding, retention, and growth through seamless data exchange and targeted education delivery. The partnership is designed to help businesses achieve key performance indicators in customer education and satisfaction.

Read more →

Planhat AB Profile

Company Name

Planhat AB

Company Website

https://www.planhat.com/

Year Founded

2014

HQ Location

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

SERIES A