Customer Success
Software

Connect all your customer data, get actionable insights and drive customer actions. Planhat's Customer Success software brings all the insights and tools you need to manage renewals, reduce churn, and boost expansion.

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    Customer 360

    All customer data in one place! The 360 view of your customer. The one-stop shop for all your customer insights. Every conversation you have ever had, usage trends, subscription dates, health scores, user data, billing details and everything else you ever need to know about a customer in a single, beautiful, and customizable place.

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    Health Scores

    Design Health Scores to meet your specific needs in the world’s only Health Score Laboratory! Experiment with different rules, build Health Scores for specific customer groups and use the data you have in Planhat with almost limitless flexibility. Health Scores can be fun!

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    Customer Playbooks

    Create clear, aligned processes to move your customers efficiently through the customer lifecycle. Prevent new team members from reinventing the wheel and have Planhat automatically manage what needs to happen, who needs to do it, and when it needs to be done.

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    Data Platform

    Planhat is a Customer Data Platform that allows you to structure, manage and interact with your customer data. Planhat integrates with the applications you love to use and gives you a single view of all your customer data. You can dive into the conversations, notes, check out license data, activity data, or anything else related to that customer.

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    Customer Success Inbox

    A single, searchable place for all your customer conversations, seamlessly integrating with your customer communication tools so you can stay on top of what is said to whom and when.

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    Revenue Management

    No more painful pivot tables and heavy spreadsheets. Use Planhat for all your subscription revenue metrics, such as net retention, gross churn and logo churn. Slice data by cohorts, view development over time, forecast renewals and upsales, and see the health of your future renewal base.

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    Customer Portals

    Collaborate with your Customers to drive adoption, show transparency and build trust. Share Success Plans, Playbooks, usage dashboards and much more.

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    Lifecycle Management

    Structure workflows to manage all phases of the Customer Journey, including events like onboarding, business reviews, and renewals. Drive engagement among your customers and define milestones to measure overall progress.

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    Automations

    Maximise your time and manage larger portfolios through automations. Automatically email customers when you need to, proactively alert your team to changes in customer behaviour and kick-start key processes at exactly the right time.

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    Real-Time Alerts

    Get alerts about what your customers and team do. Respond proactively. Receive alerts in Planhat, by email, to Slack, to Teams to your desktop or to other systems.

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    Task Management

    The operational core of Customer Success. Work with the cleanest task management system for CS, have tasks automatically created so you focus on the right things, and use labels, templates and other easy tools to capture all the data you need.

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    Onboarding

    Ensure a clear and seamless process to effectively onboard your customers. Drive engagement among your customers and define milestones to measure overall progress.

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    NPS / Customer Surveys

    Customise surveys and send them by email or in-app. Capture real-time feedback and insights from your customers. Drive action.

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    Filters

    Filter and organise any of your customer data, whether its grouping your customers into segments, identifying user advocates or filtering your conversations based on keywords they contain. Slicing and dicing customer data has never been simpler.

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    Management Reporting

    Build beautiful, flexible, shareable dashboards in our Customer Success BI module. Use Planhat for management and board reporting, track customer journeys, meausre CSM efficiency, and more.

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    CSM Team Performance

    Be ready and prepared for CSM reviews! Know who on the team is excelling, who is managing the largest portfolios, who has strong customer health scores, whose customers are engaged, and much more.

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    Feature Requests

    Track product issues and feature requests from your customers. Prioritize issues, tag customers to product issues, feed issues into your development lifecycle, and track the development status. Visualize your product roadmap based on feature requests directly from your customers. Use Planhat align your product roadmap to customer needs!

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    Usage Analytics

    Track and visualise customer usage data in real time. Push data to our API, one of our integrations or via a tracking script, benchmark your customers’ usage, visualise how engagement changes, be alerted if it does and share it with your customers so they know the value they are getting from your products.

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