An aerial view of London City.
An aerial view of London City.
An aerial view of London City.
An aerial view of London City.

Industry leaders trust Planhat to grow their revenue

Visma
Orange Business
Basis Technologies
Myadvice
Broadly

Industry leaders trust Planhat to grow their revenue

Visma
Orange Business
Basis Technologies
Myadvice
Broadly

Industry leaders trust Planhat to grow their revenue

Visma
Orange Business
Basis Technologies
Myadvice
Broadly

Industry leaders trust Planhat to grow their revenue

Visma
Orange Business
Basis Technologies
Myadvice
Broadly

We're built to power Consulting. Legal. Human Resources. Agencies. Insurance. Business Services.

We're built to power Consulting. Legal. Human Resources. Agencies. Insurance. Business Services.

We've spent the last decade working with leading Business Services companies and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Business Services companies and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Business Services companies and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Business Services companies and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to get your customer from A to B.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to get your customer from A to B.

Workflow Economics

Stay outcome-focused with embedded progress summaries, custom properties for time-tracking and value delivery, flexible hypothesis testing, and more.

Workflow Economics

Stay outcome-focused with embedded progress summaries, custom properties for time-tracking and value delivery, flexible hypothesis testing, and more.

Basis Technologies

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

Group Vice President, Customer Success

Basis Technologies

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

Group Vice President, Customer Success

Basis Technologies

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

Group Vice President, Customer Success

Basis Technologies

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

Group Vice President, Customer Success

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

Central Inbox

Empower your teams to deliver a consistent end-to-end client experience, with a single shared inbox for every client communication.

Central Inbox

Empower your teams to deliver a consistent end-to-end client experience, with a single shared inbox for every client communication.

Sequences

Drive outcomes through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Sequences

Drive outcomes through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Portals

Launch an interactive, whitelabelled ecosystem for every customer. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Portals

Launch an interactive, whitelabelled ecosystem for every customer. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Belkins

“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.”

Yuriy Boyko

Head of Account Management

Belkins

“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.”

Yuriy Boyko

Head of Account Management

Belkins

“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.”

Yuriy Boyko

Head of Account Management

Belkins

“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.”

Yuriy Boyko

Head of Account Management

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Dynamic Assignment

Run pooled and scaled approaches effortlessly, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Dynamic Assignment

Run pooled and scaled approaches effortlessly, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue retention. Clearly benchmark your team on one another.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue retention. Clearly benchmark your team on one another.

Myadvice

“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.”

Jeremy Cota

Head of Client Success

Myadvice

“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.”

Jeremy Cota

Head of Client Success

Myadvice

“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.”

Jeremy Cota

Head of Client Success

Myadvice

“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.”

Jeremy Cota

Head of Client Success

Layers of

technology

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.

Layers of

technology

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.

Layers of

technology

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.

Layers of

technology

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.

Our Impact on Business Services

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management, Belkins

Title

Challenge

Belkins were using a combination of Airtable and Excel to manage their customers. They struggled to manage active clients and it would take them hours to calculate even basic numbers like LTV or churn.

Solution

By consolidating all their customer data in Planhat, Belkins achieved the data hygiene they needed to immediately convert insight into action and automate a broad range of processes.

Impact

After implementing Planhat, the Belkins team noticed a significant decrease in their operational task-load. As a result of highly custom analytics, their project visibility has improved significantly, and they're able to predict churn better. This has helped decrease their onboarding time from 9 to 7 business days and their churn rate by an average of 10%, respectively.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Business Services

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management, Belkins

Title

Challenge

Belkins were using a combination of Airtable and Excel to manage their customers. They struggled to manage active clients and it would take them hours to calculate even basic numbers like LTV or churn.

Solution

By consolidating all their customer data in Planhat, Belkins achieved the data hygiene they needed to immediately convert insight into action and automate a broad range of processes.

Impact

After implementing Planhat, the Belkins team noticed a significant decrease in their operational task-load. As a result of highly custom analytics, their project visibility has improved significantly, and they're able to predict churn better. This has helped decrease their onboarding time from 9 to 7 business days and their churn rate by an average of 10%, respectively.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Business Services

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management, Belkins

Title

Challenge

Belkins were using a combination of Airtable and Excel to manage their customers. They struggled to manage active clients and it would take them hours to calculate even basic numbers like LTV or churn.

Solution

By consolidating all their customer data in Planhat, Belkins achieved the data hygiene they needed to immediately convert insight into action and automate a broad range of processes.

Impact

After implementing Planhat, the Belkins team noticed a significant decrease in their operational task-load. As a result of highly custom analytics, their project visibility has improved significantly, and they're able to predict churn better. This has helped decrease their onboarding time from 9 to 7 business days and their churn rate by an average of 10%, respectively.

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.