MyAdvice

MyAdvice

51-200 Employees

Scale-up

51-200 Employees

Scale-up

Headquarters

Lehi, UT

Headquarters

Lehi, UT

Switched to Planhat

2020

Switched to Planhat

2020

A specialized digital marketing and growth technology company providing an AI-powered platform and integrated solutions to streamline operations and drive profitable growth for service-based businesses, particularly medical, dental, and legal practices.

request a demo

Meet your new

system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

request a demo

Meet your new

system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

request a demo

Meet your new

system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

More from MyAdvice

The State of Customer Management 2023

The State of Customer Management 2023 — article poster image

The State of Customer Management 2023

Planhat for Business Services

Planhat for Business Services

Treat every client like your only client

Treat every client like your only client

Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.

Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.

We save so much time that it’s hard to imagine ever returning to an old-school CRM.”

Jens Vesterhus

Sales Leader

We save so much time that it’s hard to imagine ever returning to an old-school CRM.”

Jens Vesterhus

Sales Leader

“We save so much time that it’s hard to imagine ever returning to an old-school CRM.”

Jens Vesterhus

Sales Leader

request a demo

Meet your new

system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

request a demo

Meet your new

system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

request a demo

Meet your new

system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.