Planhat

(21)
4.6 out of 5 stars

Planhat is Software for Customer Success.

Work for Planhat?

Learning about Planhat?

We can help you find the solution that fits you best.

Find the Right Product

Planhat Features

Customer Information
Customer Health Scores

Provides users a customer-specific score to determine the overall satisfaction of each customer.

98%
(Based on 13 reviews)
Customer Monitoring

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

93%
(Based on 14 reviews)
Customer Profiles

Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

90%
(Based on 14 reviews)
Playbooks

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

89%
(Based on 11 reviews)
Customer Segments

Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

95%
(Based on 13 reviews)
Product Engagement

Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

95%
(Based on 13 reviews)
Surveys

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

90%
(Based on 6 reviews)
Billing and Payments
Payment Terms

Provide multiple payment terms per customer or contract

Not enough data available

Personalized Billing

Different types of billing such as: recurring, one time changes, based on number of seats or usage

Not enough data available

Custom Pricing

Manage customer specific pricing as well as coupons, discounts, and gift plans

Not enough data available

Predictions
Churn Risk

Calculates the risk that your customers will not renew or continue using your product or service.

91%
(Based on 13 reviews)
Upsell Opportunities

Discovers and highlights factors that lead to upsell opportunities.

96%
(Based on 10 reviews)
Custom Triggers

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

93%
(Based on 13 reviews)
Machine Learning

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

85%
(Based on 8 reviews)
Revenue Recognition
Usage Tracking

Track usage per company, custom time period, or contract

Not enough data available

Deferred Revenue

Track payments received for products that haven't be delivered yet

Not enough data available

Revenue Accrual

Recognition rules to accrue revenue on a daily or monthly basis

Not enough data available

Platform
Reporting & Dashboards

Access pre-built and custom reports and dashboards for viewing

93%
(Based on 11 reviews)
API & Integrations

The number of sources from which the platform can pull customer data and how well those integrations are supported.

96%
(Based on 12 reviews)
Data Import & Export Tools

Ability to input, modify, and extract data from the application in bulk through a structured file.

90%
(Based on 11 reviews)
Workflow Capability

Automates everday customer success functions for more efficient and effective day-to-day processes.

93%
(Based on 12 reviews)
Notifications

Set alerts for customer actions in order to respond quickly and proactively.

90%
(Based on 13 reviews)
Customization

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

88%
(Based on 14 reviews)
Scalability

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

95%
(Based on 14 reviews)
Data Security

The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

94%
(Based on 13 reviews)
Performance & Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

93%
(Based on 14 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

91%
(Based on 14 reviews)
Revenue Optimization
At-Risk Customers

Identify customers that are more likely to cancel their subscriptions

Not enough data available

Offer Optimization

Optimize product offerings and packages to increase customer loyalty

Not enough data available

Customer Churn

Address customer churn by identifying the causes of cancellations

Not enough data available

Revenue Forecasting

Estimate future changes in revenues per product type or customer category

Not enough data available