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.
Pick what you need, each module comes loaded with useful features.
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.
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
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 campaigns and quickly respond to incomings with a standard response.
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.
Use the industry's most powerful on-boarding module. Report on average on-boarding days for each client segment, get a feel for the number of customers with overdue tasks and quickly identify the delayed processes.
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.
Drop your email and let us show you how it works