Processes

Unify and automate the entire customer lifecycle.

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Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

Onboarding

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

Christian Wolf

osapiens

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

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

Customer Success

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Expansion

Grow NRR through targeted upsell & cross-sell

Health Management

Proactively and rapidly address both opportunities and risks

Onboarding

Accelerate time-to-live with predictable outcomes

Renewal Management

Improve forecast reliability and increase renewal rates

Scaled CS

Serve the long tail of customers without eroding margins

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Expansion

Grow NRR through targeted upsell & cross-sell

Health Management

Proactively and rapidly address both opportunities and risks

Onboarding

Accelerate time-to-live with predictable outcomes

Renewal Management

Improve forecast reliability and increase renewal rates

Scaled CS

Serve the long tail of customers without eroding margins

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Expansion

Grow NRR through targeted upsell & cross-sell

Health Management

Proactively and rapidly address both opportunities and risks

Onboarding

Accelerate time-to-live with predictable outcomes

Renewal Management

Improve forecast reliability and increase renewal rates

Scaled CS

Serve the long tail of customers without eroding margins

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Expansion

Grow NRR through targeted upsell & cross-sell

Health Management

Proactively and rapidly address both opportunities and risks

Onboarding

Accelerate time-to-live with predictable outcomes

Renewal Management

Improve forecast reliability and increase renewal rates

Scaled CS

Serve the long tail of customers without eroding margins

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

700+ reviews

Solutions

Overview

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

Overview

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

Overview

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

Overview

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

Solutions

Platform

Explore

Editorial

Customers

Pricing

Request a demo

Processes

Resource Management

Resource Management

Resource Management

Resource Management

Deal Room

Deal Room

Deal Room

Deal Room

Data Consolidation

Data Consolidation

Data Consolidation

Data Consolidation

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

“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.”

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Planhat Processes

Planhat Processes

Customer Success

Customer Success

Customer Success

Advocacy & Referrals

Capture & Analyze Feedback

Customer Marketing

Expansion

Health Management

Onboarding

Renewal Management

Scaled CS

Advocacy & Referrals

Capture & Analyze Feedback

Customer Marketing

Expansion

Health Management

Onboarding

Renewal Management

Scaled CS

Advocacy & Referrals

Capture & Analyze Feedback

Customer Marketing

Expansion

Health Management

Onboarding

Renewal Management

Scaled CS

Advocacy & Referrals

Capture & Analyze Feedback

Customer Marketing

Expansion

Health Management

Onboarding

Renewal Management

Scaled CS

Meet your new system of action

Meet your new system of action

Meet your new system of action

Meet your new system of action