Processes

Customer Success

Customer Handovers

Why it matters

Handovers are high-risk moments - a clear process keeps continuity and builds trust.

Why it matters

Handovers are high-risk moments - a clear process keeps continuity and builds trust.

Why it matters

Handovers are high-risk moments - a clear process keeps continuity and builds trust.

Challenges

All the customer context lives scattered across emails, CRM, tickets and sales anecdotes. Owners change and information falls through the cracks as prospect becomes customer.

Challenges

All the customer context lives scattered across emails, CRM, tickets and sales anecdotes. Owners change and information falls through the cracks as prospect becomes customer.

Challenges

All the customer context lives scattered across emails, CRM, tickets and sales anecdotes. Owners change and information falls through the cracks as prospect becomes customer.

How Planhat helps

Shared Inbox

Sales and Customer Success Centralize conversations, deals, tickets, and notes into a single AI-synthesised source of truth—eliminating cross-functional context loss.

How Planhat helps

Shared Inbox

Sales and Customer Success Centralize conversations, deals, tickets, and notes into a single AI-synthesised source of truth—eliminating cross-functional context loss.

How Planhat helps

Shared Inbox

Sales and Customer Success Centralize conversations, deals, tickets, and notes into a single AI-synthesised source of truth—eliminating cross-functional context loss.

Immediate Onboarding

The moment a deal is closed, Planhat can auto-create projects and tasks to complete handover, notify stakeholders and deploy collaborative customer Portals tailored to the specific customer profile.

Immediate Onboarding

The moment a deal is closed, Planhat can auto-create projects and tasks to complete handover, notify stakeholders and deploy collaborative customer Portals tailored to the specific customer profile.

Immediate Onboarding

The moment a deal is closed, Planhat can auto-create projects and tasks to complete handover, notify stakeholders and deploy collaborative customer Portals tailored to the specific customer profile.

Enabled by leading capabilities

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

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

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

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

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

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Collaborate with Customers

Create shared spaces for customer collaboration and communication

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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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

Customer Handovers

Customer Handovers

Customer Handovers

Handovers are high-risk moments - a clear process keeps continuity and builds trust.

Handovers are high-risk moments - a clear process keeps continuity and builds trust.

Handovers are high-risk moments - a clear process keeps continuity and builds trust.

Shared Inbox

Shared Inbox

Shared Inbox

Immediate Onboarding

Immediate Onboarding

Immediate Onboarding

Enabled by leading capabilities

Data Explorer

Embedded Chat

Project & Task Management

Automations

AI Workflows

More in Customer Success

More in Customer Success

More in Customer Success

Product Adoption

Scaled CS

Expansion

Onboarding

Health Management

Renewal Management

Advocacy & Referrals

Customer & Product Marketing

Capture & Analyze Feedback

Track & Achieve Customer Objectives

Risk & Churn Mitigation

Collaborate with Customers

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.