Processes

Customer Success

Collaborate with Customers

Why it matters

Collaboration cuts back-and-forth, and builds alignment & trust throughout the customer journey

Why it matters

Collaboration cuts back-and-forth, and builds alignment & trust throughout the customer journey

Why it matters

Collaboration cuts back-and-forth, and builds alignment & trust throughout the customer journey

Challenges

Information gets lost across emails and tools, updates are missed, and customers lack visibility into progress or ownership.

Challenges

Information gets lost across emails and tools, updates are missed, and customers lack visibility into progress or ownership.

Challenges

Information gets lost across emails and tools, updates are missed, and customers lack visibility into progress or ownership.

How Planhat helps

Shared Workspaces

Use Portals to share mutual plans, docs, and dashboards in one branded space where both teams can track progress in real time.

How Planhat helps

Shared Workspaces

Use Portals to share mutual plans, docs, and dashboards in one branded space where both teams can track progress in real time.

How Planhat helps

Shared Workspaces

Use Portals to share mutual plans, docs, and dashboards in one branded space where both teams can track progress in real time.

Transparent Communication

Centralize customer conversations, notes, and updates so context is never lost and every stakeholder stays aligned.

Transparent Communication

Centralize customer conversations, notes, and updates so context is never lost and every stakeholder stays aligned.

Transparent Communication

Centralize customer conversations, notes, and updates so context is never lost and every stakeholder stays aligned.

Enabled by leading capabilities

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

More in Customer Success

Discover all

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Solutions

Platform

Customers

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Pricing

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.

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.

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Cookie Policy

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

Cookie Policy

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

Cookie Policy

Collaborate with Customers

Collaborate with Customers

Collaborate with Customers

Collaboration cuts back-and-forth, and builds alignment & trust throughout the customer journey

Collaboration cuts back-and-forth, and builds alignment & trust throughout the customer journey

Collaboration cuts back-and-forth, and builds alignment & trust throughout the customer journey

Shared Workspaces

Shared Workspaces

Shared Workspaces

Transparent Communication

Transparent Communication

Transparent Communication

Enabled by leading capabilities

Live Collaboration

Notifications

Email and Call Intelligence

Project & Task Management

Portals

Personalised Workspace

More in Customer Success

More in Customer Success

More in Customer Success

Product Adoption

Scaled CS

Expansion

Onboarding

Customer Handovers

Health Management

Renewal Management

Advocacy & Referrals

Customer & Product Marketing

Capture & Analyze Feedback

Track & Achieve Customer Objectives

Risk & Churn Mitigation

Stakeholder Management

Meet your new system of action

Meet your new system of action

Meet your new system of action

Know them. Grow them.

Know them. Grow them.