Processes
Customer Success
Why it matters
Challenges
Effective onboarding requires cross-team orchestration, which means it is often hindered by resource bottlenecks and visibility gaps.
How Planhat helps
Bringing project and resource management, embedded agents, time-tracking, product analytics and customer collaboration together into a single experience.
Planhat directly integrates into adjacent processes like sales handover, value reporting, renewal management, and issue tracking.
Halving the Headcount
Jolt
Adam Cooney
The Utility Knife
OnsiteIQ
Brandon Ramsey
Delivering Exceptional Experiences
Tess Okonek
Track time where your work happens
Timesheets
The beating heart of Customer Success
Health Lab
Plan, execute, and track projects with ease
Project & Task Management
A curated space for customer collaboration
Portals
Adaptive to your workflows
Personalised Workspace
Embedded AI for a first-mover advantage
AI Workflows
“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Vice President of Customer Success
92
%
Less Time Spent on Handovers
70
At-Risk SME Customers Saved
50
Increase in project lifecycle insight
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Surface adoption signals to drive timely action
Product Adoption
Serve the long tail of customers without eroding margins
Scaled CS
Grow NRR through targeted upsell & cross-sell
Expansion
Ensure smooth transitions between teams without losing context or momentum
Customer Handovers
Proactively and rapidly address both opportunities and risks
Health Management
Improve forecast reliability and increase renewal rates
Renewal Management
Sustainably boost references, reviews, and referrals
Advocacy & Referrals
Boost engagement with events, launches, and updates
Customer & Product Marketing
Turn feedback into roadmap and retention actions
Capture & Analyze Feedback
Keep customer objectives visible, measurable, and on track
Track & Achieve Customer Objectives
Surface warning signals and act on churn risk early
Risk & Churn Mitigation
Create shared spaces for customer collaboration and communication
Collaborate with Customers
Map, engage, and activate key stakeholders across accounts
Stakeholder Management
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