Structure workflows to manage all phases of the customer journey, including events like onboarding, business reviews, and renewals. Drive engagement among your customers and define milestones to measure overall progress.
Use pre-defined, repeatable processes to efficiently manage your customers, through the customer lifecycle. Learn more about Playbooks.
Work with the cleanest task management system in customer success. Add events and activities. Generate tasks automatically. Drive the action you need.
Get insights on the actions and initiatives of your team. Understand what delivers value, and what slips. Build customized dashboards and widgets, or use the out-of-the-box outcome and trend widgets.
Collaborate with your customers to drive adoption, show transparency and build trust. Share success plans, playbooks, usage dashboards, and much more. Learn more about Customer Portals.
Thank you for your interest in Planhat.
You will hear from us soon!
Sorry, an unexpected error occurred. Try again later!