Processes

Unify and automate the entire customer lifecycle.

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Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

“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

Trustpilot

Customer & Product Marketing

“With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Macrobond

Customer & Product Marketing

“Macrobond usage has increased massively, and churn has decreased massively. Now we can do more with less and my team can look after more customers and prioritise their time better, with better data.”

Howard Rees

Macrobond

Scaled CS

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Basis Technologies

Health Management

“Planhat’s flexible health score synthesizes all customer insights into one simple number instead of multiple metrics spread across systems.”

Alicia Quezada

Abacum

Scaled CS

“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

Trustpilot

Scaled CS

“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

Trustpilot

Sales & Marketing

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Deal Room

Improve win rate by engaging stakeholders earlier

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Outbound Sales

Increase meetings booked and boost SQLs per rep

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Deal Room

Improve win rate by engaging stakeholders earlier

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Outbound Sales

Increase meetings booked and boost SQLs per rep

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Deal Room

Improve win rate by engaging stakeholders earlier

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Outbound Sales

Increase meetings booked and boost SQLs per rep

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Deal Room

Improve win rate by engaging stakeholders earlier

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Outbound Sales

Increase meetings booked and boost SQLs per rep

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Customer Success

Product Adoption

Surface adoption signals to drive timely action

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Onboarding

Accelerate time-to-live with predictable outcomes

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer & Product Marketing

Boost engagement with events, launches, and updates

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Renewal Management

Improve forecast reliability and increase renewal rates

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Health Management

Proactively and rapidly address both opportunities and risks

Product Adoption

Surface adoption signals to drive timely action

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Onboarding

Accelerate time-to-live with predictable outcomes

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer & Product Marketing

Boost engagement with events, launches, and updates

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Renewal Management

Improve forecast reliability and increase renewal rates

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Health Management

Proactively and rapidly address both opportunities and risks

Product Adoption

Surface adoption signals to drive timely action

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Onboarding

Accelerate time-to-live with predictable outcomes

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer & Product Marketing

Boost engagement with events, launches, and updates

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Renewal Management

Improve forecast reliability and increase renewal rates

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Health Management

Proactively and rapidly address both opportunities and risks

Product Adoption

Surface adoption signals to drive timely action

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Onboarding

Accelerate time-to-live with predictable outcomes

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer & Product Marketing

Boost engagement with events, launches, and updates

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Renewal Management

Improve forecast reliability and increase renewal rates

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Health Management

Proactively and rapidly address both opportunities and risks

Support & Service

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Operations

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Internal Collaboration

Centralize knowledge and co-create content across teams

Billing & Invoicing

Manage invoices and revenue with full visibility

Team Enablement

Reduce team member ramp time and error rates

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Data Enrichment

Instantly boost contact and firmographic coverage

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Internal Collaboration

Centralize knowledge and co-create content across teams

Billing & Invoicing

Manage invoices and revenue with full visibility

Team Enablement

Reduce team member ramp time and error rates

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Data Enrichment

Instantly boost contact and firmographic coverage

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Internal Collaboration

Centralize knowledge and co-create content across teams

Billing & Invoicing

Manage invoices and revenue with full visibility

Team Enablement

Reduce team member ramp time and error rates

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Data Enrichment

Instantly boost contact and firmographic coverage

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Internal Collaboration

Centralize knowledge and co-create content across teams

Billing & Invoicing

Manage invoices and revenue with full visibility

Team Enablement

Reduce team member ramp time and error rates

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Data Enrichment

Instantly boost contact and firmographic coverage

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

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

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planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

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

Status

Legal

Cookie Policy

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

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

Status

Legal

Cookie Policy

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

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

Status

Legal

Cookie Policy