G2 Summer Report 2023: Why Planhat is the leading customer platform

The highly anticipated G2 Summer Report 2023 has arrived, and we are proud to announce that Planhat’s customer platform has garnered global recognition yet again. Thanks to the support (and G2 reviews) from our users, we have been named a G2 Leader in a total of eight different categories:

• Planhat is a G2 Leader in “Customer Data Platform”

• Planhat is a G2 Leader in “Customer Success Software”

• Planhat is a G2 Leader in “Client Onboarding Software”

• Planhat is a G2 Leader in “Customer Revenue Optimization”

• Planhat is a G2 Leader in “Subscription Revenue Management”

• Planhat is a G2 Leader in “Customer Journey Mapping”

• Planhat is a G2 Leader in “Client Portal”

• Planhat is a G2 Leader in “Data Quality”

In this blog post, we’ll delve into the categories in which Planhat has been recognized as a leader and showcase the platform’s key features and advantages.

Planhat is the #1 Client Portal

Client portals are a crucial tool for modern businesses seeking to connect with their customers via a one-stop solution for sharing documents and project updates and facilitating communication.

Planhat’s client portal – ranked #1 by G2 reviewers! – stands out above the rest, offering a platform for driving adoption, transparency, and trust with your customers. Our portal enables you to create collaborative workspaces and share success plans, usage dashboards, and playbooks, ensuring everyone is on the same page and seeing the same results.

Planhat – one of the best Customer Success platforms

Customer success software is essential for companies looking to improve customer retention, identify upsell opportunities and enable systematic growth of the customer base.

Planhat is considered one of the leading platforms on the market (as proved by the G2 Summer Report 2023.) In short, Planhat’s comprehensive platform seamlessly gathers data, enables action, and provides valuable insights to your customer success teams, empowering them to create an even stronger customer experience, and thereby reducing churn and improving net revenue retention.

A comprehensive Customer Data Platform

Customer Data Platforms (CDPs) integrate all customer data to give businesses a comprehensive view of their customers. Armed with this knowledge, companies can predict the optimal next move to retain their customers. And this - helping you retain your customers - is key for Planhat, proved by our Leader-badge in the G2 Summer Report 2023 category for Customer Data Platforms.

With Planhat, you get a unified view of everything - conversations, notes, license data, activity data, and more - all in one place. Best of all, our platform integrates with your favorite applications, providing you with full visibility and control over your customer information.

Leading Software for Client Onboarding

No matter the industry you’re in, a Client Onboarding Software that lets you manage software implementations and onboard your clients in a hassle-free manner will be of big help.

With Planhat’s platform, you can easily manage and optimize customer onboarding with playbooks and our customer portal, guaranteeing an efficient onboarding experience for your clients. Doing so can improve customer satisfaction and increase adoption rates from the get-go. It’s no wonder G2 users have ranked Planhat as the #2 client onboarding software in the market.

Planhat is a top choice for Customer Revenue Optimization

Customer Revenue Optimization (CRO) software can help boost sales revenue by ensuring all customer-facing teams are aligned by facilitating effective communication across departments

The G2 community recognized Planhat as a top choice for businesses seeking an effective CRO software solution, ranking the platform at #3 in its category for Customer Revenue Optimization. With Planhat’s collaborative platform and licensing model offering unlimited seats, businesses can gain a comprehensive understanding of their customers, leading to increased revenue opportunities.

Smarter Subscription Revenue Management

Subscription revenue management software is a crucial tool for companies offering subscription-based products. It identifies the most profitable subscription plans and determines factors that influence customer retention and attrition.

With Planhat’s subscription revenue management platform, you can track important metrics like gross churn, net retention, and more. Our user-friendly interface allows you to slice data by cohort, view development over time, and forecast future churn and expansion. This will give you a clear picture of your renewal base’s health and let you confidently plan for the future.

Customizable Customer Journey Mapping

Companies seeking to gain a deeper understanding of their customers' overall experience can benefit from customer journey mapping software that allows for a deeper understanding of the customer’s journey.

Planhat lets you visualize and configure your entire customer journey. With customizable dashboards, you can easily access the data you need to optimize your strategy. Also, our Bubble Room provides a comparative overview of your full portfolio across multiple dimensions in one convenient view. No wonder Planhat is rated a Leader in the G2 Summer Report 2023 in the category for Customer Journey Mapping.

Better Data Quality

By using data quality software, businesses can establish and maintain high standards for data integrity. These solutions ensure that data adheres to the required industry, market, or in-house regulations, further enhancing the reliability of the information for business purposes.

Planhat has a unique 3-level permissioning and purpose-built data layer for unparalleled security and automated data cleaning & structuring. This, and the platforms praised Automation and Reporting-features, has earned Planhat a Leader-badge in the G2 Summer Report 2023 in the category of Data Quality.

Discover why Planhat is a leader in the G2 Summer Report 2023

Not only has Planhat been recognized as a leader in eight categories, but we have also achieved High Performing status in the category Product Analytics. This serve as affirmation of our commitment to providing a fully integrated customer platform that empowers you to act on your valuable customer data.

Want to know more? Sign up for a demo here, or have a look at G2 to see what other users are saying.