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Planhat

by Planhat · Since 2014
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ActiveAvailable globallyCloud
Quick facts
VendorPlanhat
Year launched2014
StatusActive
LocationStockholm, Sweden
Countries servedGlobal
Languages13
Integrations30+
Free tier
Free trial
Contact salesYES

About Planhat

Planhat is a customer platform from Planhat that helps commercial teams work better. It combines data integration, artificial intelligence, and collaboration tools so that teams can efficiently manage customer relationships. This platform supports a unified ecosystem for customer actions, enabling teams to drive engagement and performance. With real-time insights, reliable analytics, and customizable workflows, Planhat enables organizations to tailor their customer strategies effectively. Key capabilities: data integration artificial intelligence collaboration tools real-time analytics customizable workflows Best for: commercial teams that need to manage customer relationships effectively.

Planhat is a comprehensive customer success platform designed to help businesses enhance their customer experience by streamlining interactions across sales, service, and success teams. The platform provides a unified view of customer data, enabling businesses to drive customer satisfaction, retention, and growth. One of Planhat’s standout features is its user-friendly interface, which is intuitive and accessible to users of varying technical backgrounds. The platform’s clean design, along with customizable dashboards and a drag-and-drop report builder, ensures that users can easily navigate and visualize customer journeys, making it a great fit for both beginners and advanced users. Planhat’s functionality is extensive, offering a broad range of tools for customer success teams. Key features include customer journey management, data-driven insights, workflow automation, and churn prediction. The ability to track customer interactions across multiple touchpoints gives businesses a comprehensive view of each customer's experience, allowing teams to identify trends, optimize service efforts, and proactively address customer needs.

Pros & Cons

What users like
  • +Comprehensive Overview: Planhat provides a complete overview of sales briefings, planned activities, cross-department communication, and subscription insights, equipping users with all the necessary tools for excellent customer management.
  • +Seamless Integration: Integration with various systems such as CRM, back office, Chargebee, Aircall, and NPS by Promotor is feasible and can be done within a reasonable timeframe.
  • +Professional Communication: Communication with Planhat professionals is consistently great, ensuring smooth operations and support.
What users flag
  • Internal Training Requirement: To achieve a faster implementation, internal training specific to the use case is required, which demands dedicated resources and time.

Features

Key features

Customer Journey Management
Unifies customer interactions across sales, service, and success teams.
Data-Driven Insights
Provides actionable insights from customer data.
Workflow Automation
Automates tasks and processes to improve efficiency.
Integration Capabilities
Integrates with other tools and systems.
Scalability
Adapts to the growth of your business.
Security and Compliance
Ensures data privacy and security.

Additional features

Customer Journey Management
Unifies customer interactions across sales, service, and success teams.
Data-Driven Insights
Provides actionable insights from customer data.
Workflow Automation
Automates tasks and processes to improve efficiency.
Integration Capabilities
Integrates with other tools and systems.
Scalability
Adapts to the growth of your business.
Security and Compliance
Ensures data privacy and security.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
13
Interface languages
21
Billing currencies

Interface languages

EnglishGermanFrenchSpanishPortugueseDutchSwedishNorwegianDanishFinnishItalianRussianChinese.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇸🇬SGD🇸🇪SEK🇳🇴NOK🇩🇰DKK🇨🇭CHF🇭🇰HKD🇰🇷KRW🇧🇷BRL🇲🇽MXN🇵🇱PLN🇷🇺RUB🇿🇦ZAR🇹🇷TRY

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