Meet the modern customer platform

Power Your
Version of Success

Redefining how you can grow and collaborate with your customers

Trusted by

Innovative companies build their business on Planhat

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We are building Rubrik around our customers. To do that we needed technology powerful enough to handle the vast amounts of data we process, flexible enough to adapt to our use cases and intuitive enough for broad adoption. We found that in Planhat.

Giri Iyer

Chief Customer Officer

Company

We build a horizontal
customer platform to solve complex challenges in your post-sale business

Planhat is the Tesla of Customer Success Platforms!
Pepper

Marie Lunney

Director of Digital CS

We love the ability to automate actions and tasks based on customer behaviour
Pepper

Jennifer Peters

Head of Customer Success

How it
works

is a platform of 4 pillars

Health

Name

CSM Score

3
8
6

Twitter

5
2
9

AT&T

9
6
3

Daimler Japan

Become customer centered

When customer data is scattered across systems, it’s hard to get an overview - and impossible to coordinate action.

Bring all your customer data together in Planhat for an actionable, accessible and secure 360 view

When

Company

is

Updated

with

All
Owner
Has no value

Then I want Planhat to

Company
Slack
Message
Webhook URL

Connect the dots, at scale

Without automation, people get bogged down in the repetitive and boring.

Planhat Automations is a no-code way of building everything from simple time-saving triggers & alerts to custom bots & integrations.

SP

Spotify

83%

27%

90%

AP

Apple

100%

83%

27%

BO

Boeing

90%

100%

83%

GO

Google

27%

90%

100%

Make things happen!

Leading customer journeys requires more than a simple project management tool.

Planhat Workflow allows anyone to build connected journeys that combine classical task management with data-driven conditional sequencing.

Tell stories - with data

Use our Presentations layer for the simplicity and storylining ability of slides, the analytics power of a BI tool - all sharable with customers via the Portal.

What's Next for Customer Success?

Download the report

We asked customer success leaders how modern CS teams are optimizing their tech stacks, moving from reactive to proactive and working to get a 360-degree customer view.

Jeff Gardner

Director of Customer Support & Success at Intercom, tells us about the early startup days, and building his first team. Listen to his interview to hear about what his experience has been like, and what he looks for when hiring a new person onto his team.

Steve Lucas

We had the chance to sit down with the CEO of Marketo to discuss customer success and Marketo! He speaks about how he makes customer success a responsibility for everyone, and the value of customer success in the subscription economy.

Michael Redbord

The VP & General Manager of Customers, gives his ideas on how to create happy & successful customers, and why the phone is still an important CS tool. We also discuss the evolution of customer success at Hubspot from just onboarding to a full team.

Thousands of happy users!

Planhat is trusted and top rated by customer success teams around the world!

Recruitee

Photo

Jennifer Peters

Head of Customer Success

We love the ability to automate actions and tasks based on customer behaviour. It is very user friendly to use but also to set-up including integrations. The number of native integrations ensures we can set up the system in Customer Success without depending on other internal resources.

Toon Boom

Photo

Marie-Ève Chartrand

Director of Customer Success

I knew Planhat was the right Customer Success tool from the first moment I saw it. It's really intuitive and simple, while having extremely powerful tools. The Playbooks and Revenue features make our processes really easy! I just love Planhat.

Vainu

Photo

Mikko Honkanen

CEO

Vainu runs its business on Planhat and it works great for us. Our team really likes the customer health score and renewal management features. Would recommend Planhat to any B2B SaaS company!

Recruitee

Photo

Jennifer Peters

Head of Customer Success

We love the ability to automate actions and tasks based on customer behaviour. It is very user friendly to use but also to set-up including integrations. The number of native integrations ensures we can set up the system in Customer Success without depending on other internal resources.

Toon Boom

Photo

Marie-Ève Chartrand

Director of Customer Success

I knew Planhat was the right Customer Success tool from the first moment I saw it. It's really intuitive and simple, while having extremely powerful tools. The Playbooks and Revenue features make our processes really easy! I just love Planhat.

Vainu

Photo

Mikko Honkanen

CEO

Vainu runs its business on Planhat and it works great for us. Our team really likes the customer health score and renewal management features. Would recommend Planhat to any B2B SaaS company!

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What’s Next for Customer Success?

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You will hear from us soon!