Planhat Overview

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. It helps to focus on, understand and drive value for the customers to maximize customer success and customer lifetime value. Planhat connects all the customer data, gets actionable insights and drives customer actions to manage renewals, reduce churn, and boost expansion.

Planhat allows to structure, manage and interact with the customer data and gives a single view of all the customer data. It builds Health Scores for specific customer groups and uses the data in Planhat with unprecedented flexibility. Planhat creates clear, repeatable processes to move the customers efficiently through the customer lifecycle and provides one inbox for all the customer conversations, seamlessly integrating with the customer communication tools and so on.

Some of its features include Get a unified view of your customers all in one place, identifies risks and opportunities, repeatable processes through the customer lifecycle, multi-channel communication, customized inboxes for the teams, customer collaboration built for customer success and many more.

Cuspera Reviews

31 buyers and buying teams have used Cuspera to assess how well Planhat solved their Revenue Management needs. Cuspera uses 483 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Planhat.

Other priorities:

  • Scale Best Practices
  • Increase Customer Life Time Value
  • Improve Internal Communications
  • Improve Visibility
  • Increase Sales & Revenue
See all business priorities See less business priorities

Use Cases

Peers recommend Training & Onboarding , Playbook Creation , Engagement Management , as the business use cases that they have been most satisfied while using Planhat.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Training & Onboarding

4.49/5

Read Reviews (22)

"...The PlanHat team has also been very accommodating during our onboarding by implementing requests quickly!...." Peer review by User
Playbook Creation

4.17/5

Read Reviews (21)

"...Enhance your customer lifecycle with playbooks, triggers and alerts. ..." Planhat
Engagement Management

4.83/5

Read Reviews (15)

"...It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers...." Peer review
engaging and following up

4.72/5

Read Reviews (9)

PEER EXPERIENCES
Training & Onboarding

4.49/5

Read Reviews (22)

"...The PlanHat team has also been very accommodating during our onboarding by implementing requests quickly!...." Peer review by User
Playbook Creation

4.17/5

Read Reviews (21)

"...Enhance your customer lifecycle with playbooks, triggers and alerts. ..." Planhat
Engagement Management

4.83/5

Read Reviews (15)

"...It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers...." Peer review
engaging and following up

4.83/5

Read Reviews (9)

20+ more Business Use Cases

Our AI advisor, Wyz, harnessed 483 insights from peers and experts to help you assess how these Planhat use cases fit your Revenue Management needs.

Popular Business Setting

for Planhat

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Small Business
  • Enterprise
  • Mid Market

Peers used Planhat to Enhance customer relationships and Acquire customers

Peer and Expert Opinion on Features

for Planhat

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Feedback surveys

4.49/5

Read Reviews (17)
Ticketing

4.53/5

Read Reviews (16)
Alerts: popups & Notifications

4.08/5

Read Reviews (11)
Dashboard

3.40/5

Read Reviews (7)
FEATURES RATINGS AND REVIEWS
Feedback surveys

4.49/5

Read Reviews (17)
Ticketing

4.53/5

Read Reviews (16)
Alerts: popups & Notifications

4.08/5

Read Reviews (11)
Dashboard

3.40/5

Read Reviews (7)

IT and Other Capabilities

for Planhat

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.18/5

Read Reviews (9)
Data Import

3.71/5

Read Reviews (29)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.18/5

Read Reviews (9)
Data Import

3.71/5

Read Reviews (29)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.66/5

Read Reviews (50)
Chat Support

2.50/5

Read Reviews (2)
Email Support

1.58/5

Read Reviews (1)
Phone Support

1.58/5

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.66/5

Read Reviews (50)
Chat Support

2.50/5

Read Reviews (2)
Email Support

1.58/5

Read Reviews (1)
Phone Support

1.58/5

Read Reviews (1)
CAPABILITIES (OTHER) 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 (OTHER) 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)

Software Failure Risk Guidance

?

for Planhat

Overall Risk Meter

Low Medium High

Top Failure Risks for Planhat

Vendor Profile Details

Company Name

Planhat

Company Website

https://www.planhat.com/

Year Founded

2014

HQ Location

Employees

11-50

Social

Financials

Private