- Rubrik
- Softcat
- Redis
- Epidemic Sound
- Mentimeter
- Collaborate internally and externally with your customers
- Automate any task or workflow
- Tell stories with your data
Trusted by
Innovative companies build their business on Planhat
The usage of Macrobond has increased massively, and churn has drastically decreased. Thanks to Planhat, we can finally unlock the value of Macrobond to everyone.
Howard Rees
Chief Commercial Officer
We build a horizontal
customer platform to solve complex challenges in your post-sale business
Planhat is the Tesla of Customer Success Platforms!
Marie Lunney
Director of Digital CS
We love the ability to automate actions and tasks based on customer behaviour
Jennifer Peters
Head of Customer Success
How it
works
is a platform of 4 pillars
Search...
Health
Name
CSM Score
AT&T
Daimler Japan
Become customer centered
When customer data is scattered across systems, it’s hard to get an overview - and impossible to coordinate action.
Bring all your customer data together in Planhat for an actionable, accessible and secure 360 view
When
is
with
Then I want Planhat to
Connect the dots, at scale
Without automation, people get bogged down in the repetitive and boring.
Planhat Automations is a no-code way of building everything from simple time-saving triggers & alerts to custom bots & integrations.
Spotify
Apple
Boeing
Make things happen!
Leading customer journeys requires more than a simple project management tool.
Planhat Workflow allows anyone to build connected journeys that combine classical task management with data-driven conditional sequencing.
Tell stories - with data
Use our Presentations layer for the simplicity and storylining ability of slides, the analytics power of a BI tool - all sharable with customers via the Portal.
Customer Success Community Survey 2023
Download the report
Discover Planhat’s Customer Success Community Survey 2023. Featuring interviews and insights from over 75+ senior CS leaders and experts, this report offers valuable advice and analysis on five key topics that will shape customer success in 2023.
Harini Gokul
We met with Harini Gokul, Head of Customer Success at AWS, to talk about her experience of shaping and building CS as a value realization, what metrics to focus on, and how to ensure you make the important move from defense to offense in CS.
Marco Carrubba
The Director of Customer Success at Microsoft talks about how to build CS for a mature organization, how to ensure CS is seen as a crucial business function in an enterprise environment, and how to handle internal change management.
Pat Phelan
Listen to the Chief Customer Officer at GoCardless discuss charging for customer success. It can be tricky to know if it should be charged as a premium service. So, how can companies start to charge for success? And what are the key metrics?
Thousands of happy users!
Planhat is trusted and top rated by customer success teams around the world!
Recruitee
Jennifer Peters
Head of Customer Success
We love the ability to automate actions and tasks based on customer behaviour. It is very user friendly to use but also to set-up including integrations. The number of native integrations ensures we can set up the system in Customer Success without depending on other internal resources.
Toon Boom
Marie-Ève Chartrand
Director of Customer Success
I knew Planhat was the right Customer Success tool from the first moment I saw it. It's really intuitive and simple, while having extremely powerful tools. The Playbooks and Revenue features make our processes really easy! I just love Planhat.
Vainu
Mikko Honkanen
CEO
Vainu runs its business on Planhat and it works great for us. Our team really likes the customer health score and renewal management features. Would recommend Planhat to any B2B SaaS company!
Recruitee
Jennifer Peters
Head of Customer Success
We love the ability to automate actions and tasks based on customer behaviour. It is very user friendly to use but also to set-up including integrations. The number of native integrations ensures we can set up the system in Customer Success without depending on other internal resources.
Toon Boom
Marie-Ève Chartrand
Director of Customer Success
I knew Planhat was the right Customer Success tool from the first moment I saw it. It's really intuitive and simple, while having extremely powerful tools. The Playbooks and Revenue features make our processes really easy! I just love Planhat.
Vainu
Mikko Honkanen
CEO
Vainu runs its business on Planhat and it works great for us. Our team really likes the customer health score and renewal management features. Would recommend Planhat to any B2B SaaS company!
