Customers

Connected Businesses

Broadly

Broadly

broadly.com

A reputation and communication platform that helps local businesses manage reviews, messaging, and web presence to win and retain customers.

A reputation and communication platform that helps local businesses manage reviews, messaging, and web presence to win and retain customers.

51-200 Employees

Scale-ups

51-200 Employees

Scale-ups

Headquarters

Oakland, CA

Headquarters

Oakland, CA

Switched to Planhat

2020

Switched to Planhat

2020

Planhat for Connected Businesses

Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.

Learn More

“

Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Explore

Explore

Explore

Explore

Explore

Explore

Explore

“

Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

OnsiteIQ

“

During our first year on Planhat we increased Gross Revenue Retention by 1%”

Jason Graham

8x8

“

Planhat gave us a little bit more flexibility than even Salesforce did.”

Jason Graham

8x8

Planhat for Connected Businesses

Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.

Learn More

“
Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Explore

Explore

Explore

Explore

Explore

Explore

Explore

“

Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

OnsiteIQ

“

During our first year on Planhat we increased Gross Revenue Retention by 1%”

Jason Graham

8x8

“

Planhat gave us a little bit more flexibility than even Salesforce did.”

Jason Graham

8x8

Planhat for Connected Businesses

Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.

Learn More

“
Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Explore

Explore

Explore

Explore

Explore

Explore

Explore

“

Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

OnsiteIQ

“

During our first year on Planhat we increased Gross Revenue Retention by 1%”

Jason Graham

8x8

“

Planhat gave us a little bit more flexibility than even Salesforce did.”

Jason Graham

8x8

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Migration Guide

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Migration Guide

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Migration Guide

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

Planhat Logo
Planhat Logo

Solutions

Platform

Customers

Explore

Pricing

Log in

Request a demo

Planhat Logo
Planhat Logo