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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880+ reviews
Modern teams choose Planhat, not ChurnZero.
Modern teams choose Planhat, not ChurnZero.
Modern teams choose Planhat, not ChurnZero.
Modern teams choose Planhat, not ChurnZero.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
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.
“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“And so what's really great about Planhat, like we said, is those unlimited user seats. Being able to give them full and complete access to what we're working on, making sure that our product team knows what our customers are needing.”
Tess Okonek
Director of Customer Experience
OnsiteIQ
“You forget how much time you spend changing context to answer someone's question internally, because the CS organisation supports so many organisations, product, marketing, finance, the ability for them to go in and do it themselves, it saves a lot of time.”
Andrew Fink
Global Vice President of Customer Success
Snowplow
“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“And so what's really great about Planhat, like we said, is those unlimited user seats. Being able to give them full and complete access to what we're working on, making sure that our product team knows what our customers are needing.”
Tess Okonek
Director of Customer Experience
OnsiteIQ
“You forget how much time you spend changing context to answer someone's question internally, because the CS organisation supports so many organisations, product, marketing, finance, the ability for them to go in and do it themselves, it saves a lot of time.”
Andrew Fink
Global Vice President of Customer Success
Snowplow
“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“And so what's really great about Planhat, like we said, is those unlimited user seats. Being able to give them full and complete access to what we're working on, making sure that our product team knows what our customers are needing.”
Tess Okonek
Director of Customer Experience
OnsiteIQ
“You forget how much time you spend changing context to answer someone's question internally, because the CS organisation supports so many organisations, product, marketing, finance, the ability for them to go in and do it themselves, it saves a lot of time.”
Andrew Fink
Global Vice President of Customer Success
Snowplow
“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“And so what's really great about Planhat, like we said, is those unlimited user seats. Being able to give them full and complete access to what we're working on, making sure that our product team knows what our customers are needing.”
Tess Okonek
Director of Customer Experience
OnsiteIQ
“You forget how much time you spend changing context to answer someone's question internally, because the CS organisation supports so many organisations, product, marketing, finance, the ability for them to go in and do it themselves, it saves a lot of time.”
Andrew Fink
Global Vice President of Customer Success
Snowplow
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.
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by







