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.see all features
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 pointssee all features
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.see all features
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.see all features
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.see all features
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.see all features
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