Planhat is empowering us to engage with our
customers more proactively than ever before
Planhat is empowering us to engage with our
customers more proactively than ever before
Planhat is empowering us to engage with our
customers more proactively than ever before
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680+ reviews
Modern teams choose Planhat, not Catalyst.
Modern teams choose Planhat, not Catalyst.
Modern teams choose Planhat, not Catalyst.
Modern teams choose Planhat, not Catalyst.
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1. Top-ranked in the IDC MarketScape: Worldwide Customer Success Applications 2024 Vendor Assessment.
2. Leader in the Gartner Magic Quadrant for Customer Success Management Platforms. Gartner, “Magic Quadrant for Customer Success Management Platforms” Michael Maziarka, Maria Marino, Jennifer MacIntosh, John Quaglietta, Daniel Hawkyard, 28 October 2024.
PLATFORM
Unify your customer journey
on a comprehensive, flexible and intuitive customer platform.
Deploy in weeks, not months.
Deploy in weeks, not months.
Integrate all your customer data – from emails and chats to clicks and invoices – through rich native integrations. Automate workflows and analyse data with templates for every need. Get rapid organization-wide adoption.
Integrate all your customer data – from emails and chats to clicks and invoices – through rich native integrations. Automate workflows and analyse data with templates for every need. Get rapid organization-wide adoption.
Collaborate across every function.
Collaborate across every function.
Consolidate your company’s knowledge and best practices and keep conversations tied to the customers they serve. Eliminate redundant tools and siloes, streamline and standardise customer-facing processes.
Consolidate your company’s knowledge and best practices and keep conversations tied to the customers they serve. Eliminate redundant tools and siloes, streamline and standardise customer-facing processes.
Scale your impact.
Scale your impact.
Deploy structured, data-driven workflows and automated communication sequences to serve more customers than ever. Leverage dedicated AI Agents to prepare briefings and agendas, recommend strategies, and more.
Deploy structured, data-driven workflows and automated communication sequences to serve more customers than ever. Leverage dedicated AI Agents to prepare briefings and agendas, recommend strategies, and more.
“Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
VP, Global Customer Success
8x8
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
VP, Global Customer Success
8x8
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
VP, Global Customer Success
8x8
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
VP, Global Customer Success
8x8
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
CUSTOMERS
Don’t take our word for it.
Planhat has an immediate and resounding impact on organizations all over the world.
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Simply put, we deliver.
We're not in the business of calling out competitors, but we can tell you what the experts say.
MarketScape 2024 Leader
for Worldwide Customer Success Applications
MarketScape 2024 Leader
for Worldwide Customer Success Applications
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We’ve got it covered.
Planhat is a tool you can trust to drive net revenue retention at scale.
Planhat is a tool you can trust to drive net revenue retention at scale.
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by