Customer
Portals

Customer collaboration built for customer success

Collaborate with your customers to drive adoption, show transparency and build trust. Share success plans, playbooks, usage dashboards and much more.

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Drive transparency

Let your customers know what’s going on, next steps, targets and clearly see the return on investment on their software investment.

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Share playbooks with your customer

Create playbooks in Planhat and share them with your customers to create collaborative workspaces. Highlight responsibility for each workstream, its dependencies and create custom metrics by which your customers can grade the progress and understand their own adoption rates.

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Educate your customers

Share usage dashboards to educate your customer, illustrate trends and trigger adoption.

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Do you want to take customer
collaboration to the next level?

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