By Business Need
By Role
Pricing
-
Basic
Unlimited Users
-
Professional
Unlimited Users
-
Enterprise
Unlimited Users
Manage your customers
Customer 360
Health Scores
Playbooks, Tasks, and Alerts
Team 360
Assets
Variable
Variable
Variable
Projects
Variable
Variable
Variable
Automate customer management
Single-step automation
Multi-step automation
# of Executions
50,000 per month
50,000 per month
100,000 per month
Collaborate with your customers
Branding of Customer Portal
Powered by Planhat
Custom
# Portals
Unlimited
Unlimited
Understand your customers
Pages / Dashboards
1 Page
100 Pages
Unlimited
Branding of Pages
Powered by Planhat
Powered by Planhat
Custom
Revenue Management
Basic
Advanced
Advanced
Forecasting
Churn management
Communicate with your customers
Customer Success Inbox
NPS
Transactional emails
Variable
Variable
Variable
Customer data
Filters
Native integrations
Unlimited
Unlimited
Unlimited
Group structures
Sandbox
API access
Open API
Full API
Full API
Users and access
Unlimited users!
Custom roles and permissions
Single sign-on
Basic
Professional
Enterprise
Unlimited Users
Unlimited Users
Unlimited Users
Manage your customers
Customer 360
Health Scores
Playbooks, Tasks, and Alerts
Team 360
Assets
Variable
Variable
Variable
Projects
Variable
Variable
Variable
Automate customer management
Single-step automation
Multi-step automation
# of Executions
50,000 per month
50,000 per month
100,000 per month
Collaborate with your customers
Branding of Customer Portal
Powered by Planhat
Custom
# Portals
Unlimited
Unlimited
Understand your customers
Pages / Dashboards
1 Page
100 Pages
Unlimited
Branding of Pages
Powered by Planhat
Powered by Planhat
Custom
Revenue Management
Basic
Advanced
Advanced
Forecasting
Churn management
Communicate with your customers
Customer Success Inbox
NPS
Transactional emails
Variable
Variable
Variable
Customer data
Filters
Native integrations
Unlimited
Unlimited
Unlimited
Group structures
Sandbox
API access
Open API
Full API
Full API
Users and access
Unlimited users!
Custom roles and permissions
Single sign-on
Customer data
-
Filters
-
Native integrations
-
Group structures
-
Sandbox environment
-
API access
Communicate with your customers
-
Customer Success Inbox
-
NPS
-
Transactional emails
Automate the customer journey
-
Single-step automation
-
Multi-step automation
Planhat partnership
-
24/7 Support
-
Dedicated CSM
-
Dedicated Technical CSM
Manage your customers
-
Customer 360
-
Health Scores
-
Playbooks, Tasks and Alerts
-
Team 360
-
Assets and Projects
Users and access
-
Unlimited users!
-
Custom roles and permissions
-
Single sign-on
Collaborate with your customers
-
Customer Portal
-
Share Playbooks
-
Share Pages
Understand your customers
-
Pages / Dashboards
-
Advanced Revenue Management
Learn more about
Planhat
Drop your email and let us show you our platform!
