A close-up of code on a computer screen.
A close-up of code on a computer screen.
A close-up of code on a computer screen.
A close-up of code on a computer screen.

Industry leaders trust Planhat to grow their revenue

Trend Micro
Imperva
Trustpilot
Redis
Pigment
8x8
Customer.io
Hotjar

Industry leaders trust Planhat to grow their revenue

Trend Micro
Imperva
Trustpilot
Redis
Pigment
8x8
Customer.io
Hotjar

Industry leaders trust Planhat to grow their revenue

Trend Micro
Imperva
Trustpilot
Redis
Pigment
8x8
Customer.io
Hotjar

Industry leaders trust Planhat to grow their revenue

Trend Micro
Imperva
Trustpilot
Redis
Pigment
8x8
Customer.io
Hotjar

We're built to power SaaS. For Security. And Education. And Marketing. And HR. And Health. All of Software.

We're built to power SaaS. For Security. And Education. And Marketing. And HR. And Health. All of Software.

We've spent the last decade working with leading SaaS 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 SaaS 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.

Customer.io

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way”

Shannon Nishi

Director of Customer Success

Customer.io

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way”

Shannon Nishi

Director of Customer Success

Customer.io

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way”

Shannon Nishi

Director of Customer Success

Customer.io

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way”

Shannon Nishi

Director of 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.

Thrive

“Our license upsells are 24% higher this year than last year. Now we can see when customers are approaching their license limit and speak to them proactively, all thanks to the visibility we get on our customers with Planhat.”

Ryan O'Connell

Chief Operating Officer

Thrive

“Our license upsells are 24% higher this year than last year. Now we can see when customers are approaching their license limit and speak to them proactively, all thanks to the visibility we get on our customers with Planhat.”

Ryan O'Connell

Chief Operating Officer

Thrive

“Our license upsells are 24% higher this year than last year. Now we can see when customers are approaching their license limit and speak to them proactively, all thanks to the visibility we get on our customers with Planhat.”

Ryan O'Connell

Chief Operating Officer

Thrive

“Our license upsells are 24% higher this year than last year. Now we can see when customers are approaching their license limit and speak to them proactively, all thanks to the visibility we get on our customers with Planhat.”

Ryan O'Connell

Chief Operating Officer

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.

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Head of Commercial Operations

Hoxhunt

“Since we implemented Planhat, our onboarding efficiency has improved by roughly 200% as we have progressed from onboarding 7-10 customers to successfully onboarding 20+ per CSM.”

Martina Holma

Vice President, Customer Success

Bannerflow

“Increased operational efficiency and process alignment removed the need for an additional full-time CSM monitoring operations, further reducing our operational costs even as we grew our customer base substantially.”

Emil Chroona

Chief Growth Officer

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Head of Commercial Operations

Hoxhunt

“Since we implemented Planhat, our onboarding efficiency has improved by roughly 200% as we have progressed from onboarding 7-10 customers to successfully onboarding 20+ per CSM.”

Martina Holma

Vice President, Customer Success

Bannerflow

“Increased operational efficiency and process alignment removed the need for an additional full-time CSM monitoring operations, further reducing our operational costs even as we grew our customer base substantially.”

Emil Chroona

Chief Growth Officer

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Head of Commercial Operations

Hoxhunt

“Since we implemented Planhat, our onboarding efficiency has improved by roughly 200% as we have progressed from onboarding 7-10 customers to successfully onboarding 20+ per CSM.”

Martina Holma

Vice President, Customer Success

Bannerflow

“Increased operational efficiency and process alignment removed the need for an additional full-time CSM monitoring operations, further reducing our operational costs even as we grew our customer base substantially.”

Emil Chroona

Chief Growth Officer

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Head of Commercial Operations

Hoxhunt

“Since we implemented Planhat, our onboarding efficiency has improved by roughly 200% as we have progressed from onboarding 7-10 customers to successfully onboarding 20+ per CSM.”

Martina Holma

Vice President, Customer Success

Bannerflow

“Increased operational efficiency and process alignment removed the need for an additional full-time CSM monitoring operations, further reducing our operational costs even as we grew our customer base substantially.”

Emil Chroona

Chief Growth Officer

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 Software

“Planhat has given us the flexibility and visibility we needed to report on key outcomes and closely monitor progress across customer journeys.”

Shannon Nishi

Director of Customer Success

Customer.io

Title

Challenge

Customer.io's Customer Success Managers needed a way to build repeatable workflows tailored to different customer segments.

Solution

Leveraging Planhat's Automations, Customer.io have maintained data hygiene and reliability without constant data reviews or manual effort. Building on this data foundation, Workflows have empowered them to surface customer activities and tasks in a timely, data-driven way.

Impact

Planhat facilitated a large-scale reorganization of Customer.io's customer success team, successfully reassigning more than 10% of their active accounts to new CSMs to better align with their capabilities and experience.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Software

“Planhat has given us the flexibility and visibility we needed to report on key outcomes and closely monitor progress across customer journeys.”

Shannon Nishi

Director of Customer Success

Customer.io

Title

Challenge

Customer.io's Customer Success Managers needed a way to build repeatable workflows tailored to different customer segments.

Solution

Leveraging Planhat's Automations, Customer.io have maintained data hygiene and reliability without constant data reviews or manual effort. Building on this data foundation, Workflows have empowered them to surface customer activities and tasks in a timely, data-driven way.

Impact

Planhat facilitated a large-scale reorganization of Customer.io's customer success team, successfully reassigning more than 10% of their active accounts to new CSMs to better align with their capabilities and experience.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Software

“Planhat has given us the flexibility and visibility we needed to report on key outcomes and closely monitor progress across customer journeys.”

Shannon Nishi

Director of Customer Success

Customer.io

Title

Challenge

Customer.io's Customer Success Managers needed a way to build repeatable workflows tailored to different customer segments.

Solution

Leveraging Planhat's Automations, Customer.io have maintained data hygiene and reliability without constant data reviews or manual effort. Building on this data foundation, Workflows have empowered them to surface customer activities and tasks in a timely, data-driven way.

Impact

Planhat facilitated a large-scale reorganization of Customer.io's customer success team, successfully reassigning more than 10% of their active accounts to new CSMs to better align with their capabilities and experience.

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.