Customer Success Software

Pick what you need, each module comes loaded with useful features.

customer overview

Customer Overview

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.

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Health Score

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

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customer health score
customer conversations and communications


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.

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Revenue Management

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.

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recurring revenue management
customer success onboarding tool


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.

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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.

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customer success team management
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