Planhat is modular so you can focus on what really helps you drive value and forget about the rest.
Segments, 360 Profiles, Overviews and User Insights
Forecasting, KPIs, Renewal Management and much more
No more surprises when you know where to focus
Beautiful Playbooks for structure and best practices
All your conversations in one place.
Collaboration and CS team overview
Stay on top of the latest news relateded to SaaS Churn, up-sell, renewals. Customer Success compensation, upcoming events, and a lot more.
This article will provide you with some of the key areas and aspects to help you prepare for the GDPR.
Planhat reached out to Customer Success professionals in the Nordic region and asked questions pertaining to job title and seniority level, compensation models, salary, maturity of the customer success team and so forth.
This is the 360 view of your customer. The one-stop shop for all customer insights. Every conversation you have ever had, the invoice,
the usage trends and everything else about your customer you’d ever need.
Get a quick overview over your future renewals. Forecast cash flow, report salaries or identify accounts at risk.
Planhat offers one of the most powerful revenue management platforms for subscription companies.
Predict churn and spot up-sell opportunities with a composite customer health score.
The score is a transparent and fully customizable. Add dimensions based on your CSMs subjective input or hard facts and data points
Use the industry's most powerful on-boarding module.
Report on average on-boarding days for each client segment, get a feel for number of customers with overdue tasks and quickly identify the delayed processes
Reach out to the right customer at the right time with the right message.
Create templates for welcome e-mails, renewal messages or other lifecycle check-ins.
Prepare campaings and quickly respond to incomings with a standard response.
Dig into the details! Break down churn and up-sell results per CSM,
or pull a report showing number of calls or emails each CSM did last month
Listen to leaders and entrepreneurs talk about their experiences in SaaS, and Customer Success
Subscribe on iTunes, or listen on SoundCloud!
We had the chance to sit down with the new 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.
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.
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 in 2017. We also discuss the evolution of Customer Success at Hubspot; from just onboarding to a full team.
We’re continuing to add new integrations to our platform.
Get one single view of all your customer data by adding these integrations.
We reached out to the Nordic customer success community asking about the their teams and salary models.
We're sharing the report if you're interested..
In addition to our infrastructure and storage in the US, we can now offer the same service to our European customers, to ensure compliance with the new Data Directive.
Enjoy a modern REST API.
The Planhat API is easy to use. For most of our customers, getting data into is as simple as making a POST request.
Pick you prefered way of connecting and you'll be sending data to Planhat in no time.
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