Features | Email Communications

Features

Action

Email Communications

Send personalized communications at scale

Connect with your customers through personalized email campaigns that deliver the right message, to the right customer, at the right time - driving engagement and creating strong relationships.

Highlights

Trigger automatic email sequences based on customer data and embed dynamic data points to ensure relevancy
Personalise by using dynamic senders - ensure all communication is sent out from account owner or project manager
Track engagement analytics to measure communication effectiveness

Power your every process.

Self-Serve Customer Support

Deflect tickets while improving the support experience

Self-Serve Customer Support

Deflect tickets while improving the support experience

Self-Serve Customer Support

Deflect tickets while improving the support experience

Self-Serve Customer Support

Deflect tickets while improving the support experience

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Customer Marketing

Boost engagement with events, launches, and updates

Customer Marketing

Boost engagement with events, launches, and updates

Customer Marketing

Boost engagement with events, launches, and updates

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

What's new

View Changelog

More Customer Processes, Better Views

6/30/25

AI Automations, Marketing Emails

11/1/24

What's new

View Changelog

More Customer Processes, Better Views

6/30/25

AI Automations, Marketing Emails

11/1/24

What's new

Changelog

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

What's new

Changelog

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate. ”

Tracy Shouldice

Trend Micro

“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate. ”

Tracy Shouldice

Trend Micro

“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate. ”

Tracy Shouldice

Trend Micro

Discover the full power of Email Communications

Request a demo

Discover the full power of Email Communications

Request a demo

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

Risk Implementation

Planhat

Andre Hollist

700+ reviews

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CRM

PSA

CSP

Cisco CX Specialization

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Status

700+ reviews

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Cookie Policy

Status

700+ reviews

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Cookie Policy

Status

700+ reviews

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Cookie Policy

Status

Solutions

Platform

Explore

Editorial

Customers

Pricing

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