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 Vitally.
Modern teams choose Planhat, not Vitally.
Modern teams choose Planhat, not Vitally.
Modern teams choose Planhat, not Vitally.
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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.
“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
OnsiteIQ
“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Trend Micro
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies
“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.”
Brandon Ramsey
OnsiteIQ
“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”
Jason Graham
8x8
“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
OnsiteIQ
“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Trend Micro
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies
“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.”
Brandon Ramsey
OnsiteIQ
“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”
Jason Graham
8x8
“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
OnsiteIQ
“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Trend Micro
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies
“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.”
Brandon Ramsey
OnsiteIQ
“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”
Jason Graham
8x8
“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
OnsiteIQ
“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Trend Micro
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies
“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.”
Brandon Ramsey
OnsiteIQ
“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”
Jason Graham
8x8
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