Handle complexity without compromise

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

“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.”

“We quickly felt that the Planhat team understood our ambition to justify every decision we make with data and offered the toolbox we needed to drive that—it was a great fit from the get-go.”

“We quickly felt that the Planhat team understood our ambition to justify every decision we make with data and offered the toolbox we needed to drive that—it was a great fit from the get-go.”

“We quickly felt that the Planhat team understood our ambition to justify every decision we make with data and offered the toolbox we needed to drive that—it was a great fit from the get-go.”

“We quickly felt that the Planhat team understood our ambition to justify every decision we make with data and offered the toolbox we needed to drive that—it was a great fit from the get-go.”

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

“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.”

“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.”

“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.”

“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.”

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

“We chose Planhat since it’s a powerful platform that really suits Telia Cygate and the success work we do together with our customers.”

“We chose Planhat since it’s a powerful platform that really suits Telia Cygate and the success work we do together with our customers.”

“We chose Planhat since it’s a powerful platform that really suits Telia Cygate and the success work we do together with our customers.”

“We chose Planhat since it’s a powerful platform that really suits Telia Cygate and the success work we do together with our customers.”

“The best customer tool in the market”

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Everything you need to win.
Working as one.

Everything you need to win. Working as one.

Everything you need to win.
Working as one.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more, Planhat is the action station your team can rally around.

Explore Integrations

880+ reviews

Ana

Head of Customer Success

“The best customer tool in the market”

Ana

Head of Customer Success

“The best customer tool in the market”

Ana

Head of Customer Success

“Success for your customer success team”

“A perfect fit for our company and how we want to support our clients”

Casey

VP Strategic Initiatives

“Great system and customer service”

Luciano

Director of Customer Success

“Amazing CSP for agile teams”

Mélanie

Global Customer Success Director

“Great tool for getting a 360 view of accounts in one place and making them actionable”

Petrina

Director of Customer Success Operations

“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”

Japhet

Senior Director of Customer Success Automation

“Success for your customer success team”

Brenda

Customer Success

“A perfect fit for our company and how we want to support our clients”

Casey

VP Strategic Initiatives

“Amazing CSP for agile teams”

Mélanie

Global Customer Success Director

“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”

Japhet

Senior Director of Customer Success Automation

“Great system and customer service”

Luciano

Director of Customer Success

“Great tool for getting a 360 view of accounts in one place and making them actionable”

Petrina

Director of Customer Success Operations

“Success for your customer success team”

Brenda

Customer Success

“A perfect fit for our company and how we want to support our clients”

Casey

VP Strategic Initiatives

“Amazing CSP for agile teams”

Mélanie

Global Customer Success Director

“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”

Japhet

Senior Director of Customer Success Automation

“Great system and customer service”

Luciano

Director of Customer Success

“Great tool for getting a 360 view of accounts in one place and making them actionable”

Petrina

Director of Customer Success Operations

“Success for your customer success team”

Brenda

Customer Success

“A perfect fit for our company and how we want to support our clients”

Casey

VP Strategic Initiatives

“Amazing CSP for agile teams”

Mélanie

Global Customer Success Director

“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”

Japhet

Senior Director of Customer Success Automation

“Great system and customer service”

Luciano

Director of Customer Success

“Great tool for getting a 360 view of accounts in one place and making them actionable”

Petrina

Director of Customer Success Operations

“Success for your customer success team”

Brenda

Customer Success

processes

Command the lifecycle

Explore processes

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Data Consolidation

Take more decisive action through a unified view

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Impact studies

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Saves Us Hundreds of Hours

Trustpilot

Denmark

Discover how

Saves Us Hundreds of Hours

Trustpilot

Denmark

Saves Us Hundreds of Hours

Trustpilot

Denmark

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Saves Us Hundreds of Hours

Trustpilot

Denmark

Makes Us More Efficient and Profitable

Basis Technologies

Chicago, IL

Discover how

Makes Us More Efficient and Profitable

Basis Technologies

Chicago, IL

Makes Us More Efficient and Profitable

Basis Technologies

Chicago, IL

Discover how

Makes Us More Efficient and Profitable

Basis Technologies

Chicago, IL

Unlocks Our Products' Value

Redis

San Francisco, CA

Discover how

Unlocks Our Products' Value

Redis

San Francisco, CA

Unlocks Our Products' Value

Redis

San Francisco, CA

Discover how

Unlocks Our Products' Value

Redis

San Francisco, CA

Doubling in Size Through Scalable Onboarding

Osapiens

Germany

Discover how

Doubling in Size Through Scalable Onboarding

Osapiens

Germany

Doubling in Size Through Scalable Onboarding

Osapiens

Germany

Discover how

Doubling in Size Through Scalable Onboarding

Osapiens

Germany

Drives Customer Health

May Mobility

Ann Arbor, MI

Discover how

Drives Customer Health

May Mobility

Ann Arbor, MI

Drives Customer Health

May Mobility

Ann Arbor, MI

Discover how

Drives Customer Health

May Mobility

Ann Arbor, MI

Answers the Questions We've Always Asked

Pexip

Norway

Discover how

Answers the Questions We've Always Asked

Pexip

Norway

Answers the Questions We've Always Asked

Pexip

Norway

Discover how

Answers the Questions We've Always Asked

Pexip

Norway

“

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

Director of Customer Success

Trend Micro

Watch

“

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

Director of Customer Success

Trend Micro

Watch

“

Tracy Shouldice

Director of Customer Success

Trend Micro

Watch

“

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

Director of Customer Success

Trend Micro

Watch

880+ reviews

Brenda

Customer Success

“Success for your customer success team”

Brenda

Customer Success

“Success for your customer success team”

Brenda

Customer Success

“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.”

“An amazing, quick and easy tool to work!”

Ajmal

Customer Success Manager

“Customer success at scale”

John

Principal Technical Account Manager

“Easy to use platform - fantastic insights!”

Aisling

Area Director

“Customised solution for all your CS needs”

Abigail

Customer Success Manager

“Incredible team incredible product”

Jason

VP Global Customer Success and Operations

“Easy insight and automation for customer success”

Joseph

Implementation Success Manager

“An amazing, quick and easy tool to work!”

Ajmal

Customer Success Manager

“Easy to use platform - fantastic insights!”

Aisling

Area Director

“Incredible team incredible product”

Jason

VP Global Customer Success and Operations

“Customer success at scale”

John

Principal Technical Account Manager

“Customised solution for all your CS needs”

Abigail

Customer Success Manager

“Easy insight and automation for customer success”

Joseph

Implementation Success Manager

“An amazing, quick and easy tool to work!”

Ajmal

Customer Success Manager

“Easy to use platform - fantastic insights!”

Aisling

Area Director

“Incredible team incredible product”

Jason

VP Global Customer Success and Operations

“Customer success at scale”

John

Principal Technical Account Manager

“Customised solution for all your CS needs”

Abigail

Customer Success Manager

“Easy insight and automation for customer success”

Joseph

Implementation Success Manager

“An amazing, quick and easy tool to work!”

Ajmal

Customer Success Manager

“Easy to use platform - fantastic insights!”

Aisling

Area Director

“Incredible team incredible product”

Jason

VP Global Customer Success and Operations

“Customer success at scale”

John

Principal Technical Account Manager

“Customised solution for all your CS needs”

Abigail

Customer Success Manager

“Easy insight and automation for customer success”

Joseph

Implementation Success Manager

request a demo

“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”

“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”

“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”

“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”

“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”

“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”

“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”

“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

“It is a flexible, powerful solution that I know we can grow with. And actually, I underestimated it by a lot.”

“It is a flexible, powerful solution that I know we can grow with. And actually, I underestimated it by a lot.”

“It is a flexible, powerful solution that I know we can grow with. And actually, I underestimated it by a lot.”

“It is a flexible, powerful solution that I know we can grow with. And actually, I underestimated it by a lot.”

“Proactive customer management in Planhat has transformed our teams' operating performance.”

“Proactive customer management in Planhat has transformed our teams' operating performance.”

“Proactive customer management in Planhat has transformed our teams' operating performance.”

“Proactive customer management in Planhat has transformed our teams' operating performance.”

“Ever since centralizing our teams, processes and tech stack in Planhat we have unlocked a much deeper understanding of our customers’ demands, which accordingly has driven the performance of our customer organization.”

“Planhat has created immense value for us by serving as our single source of truth, consolidating all our customer information to keep our team focused on driving action.”

“Planhat has created immense value for us by serving as our single source of truth, consolidating all our customer information to keep our team focused on driving action.”

“Planhat has created immense value for us by serving as our single source of truth, consolidating all our customer information to keep our team focused on driving action.”

“Planhat has created immense value for us by serving as our single source of truth, consolidating all our customer information to keep our team focused on driving action.”

“Since starting with Planhat we’ve been able to scale a tech-touch model, which has allowed us to realize some impressive time-savings for our teams.”

“Since starting with Planhat we’ve been able to scale a tech-touch model, which has allowed us to realize some impressive time-savings for our teams.”

“Since starting with Planhat we’ve been able to scale a tech-touch model, which has allowed us to realize some impressive time-savings for our teams.”

“Since starting with Planhat we’ve been able to scale a tech-touch model, which has allowed us to realize some impressive time-savings for our teams.”

“Email automation has allowed us to increase outreach to at-risk customers by between 5 and 20% across all our geographical segments.”

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

Watch

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

Watch

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

Watch

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

Watch

“Email automation has allowed us to increase outreach to at-risk customers by between 5 and 20% across all our geographical segments.”

“Email automation has allowed us to increase outreach to at-risk customers by between 5 and 20% across all our geographical segments.”

“Email automation has allowed us to increase outreach to at-risk customers by between 5 and 20% across all our geographical segments.”

“Planhat gave us a little bit more flexibility than even Salesforce did.”

“Planhat gave us a little bit more flexibility than even Salesforce did.”

“Planhat gave us a little bit more flexibility than even Salesforce did.”

“Planhat gave us a little bit more flexibility than even Salesforce did.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”

“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”

“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”

“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

“We have scores related to certain feature adoption, percentage of revenue, and really how much they're adopting different parts of our platform just based on a few different inputs that we're able to track through our Pendo integration.”

“Pre-Planhat we were blind. We couldn't see any of those things without logging into four or five different platforms. Now we just need to log into one platform and we see everything.”

“Pre-Planhat we were blind. We couldn't see any of those things without logging into four or five different platforms. Now we just need to log into one platform and we see everything.”

“Pre-Planhat we were blind. We couldn't see any of those things without logging into four or five different platforms. Now we just need to log into one platform and we see everything.”

“Pre-Planhat we were blind. We couldn't see any of those things without logging into four or five different platforms. Now we just need to log into one platform and we see everything.”

“With Planhat, we have everything in one place. So if it's a billing issue, a health score, failed orders, an invoicing issue, we can go to Planhat to give us a complete 360 view of that customer.”

“

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

Watch

“

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

Watch

“

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

Watch

“

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

Watch

“We'd run NPS through a survey system, then you'd have to do Excel, spreadsheets. Now I can just design some filters and it's right there.”

“We'd run NPS through a survey system, then you'd have to do Excel, spreadsheets. Now I can just design some filters and it's right there.”

“We'd run NPS through a survey system, then you'd have to do Excel, spreadsheets. Now I can just design some filters and it's right there.”

“We'd run NPS through a survey system, then you'd have to do Excel, spreadsheets. Now I can just design some filters and it's right there.”

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

“Planhat has been a powerful tool for mitigating churn. It helps us handle churn and expansion proactively: deciding where we need to focus to ensure our customers keep getting value, and identify upsell opportunities to grow our existing customer base”

“With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

“With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

“With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

“With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

“Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“The structures on the platform are extensible and usable by any function.”

“The structures on the platform are extensible and usable by any function.”

“The structures on the platform are extensible and usable by any function.”

“The structures on the platform are extensible and usable by any function.”

“We love the data, how it's presented, how you can look at trending of customers through various workflows.”

“We love the data, how it's presented, how you can look at trending of customers through various workflows.”

“We love the data, how it's presented, how you can look at trending of customers through various workflows.”

“We love the data, how it's presented, how you can look at trending of customers through various workflows.”

“I'm already getting a lot of phone calls from people in different functions that have heard about Planhat and want to get on board.”

“I'm already getting a lot of phone calls from people in different functions that have heard about Planhat and want to get on board.”

“I'm already getting a lot of phone calls from people in different functions that have heard about Planhat and want to get on board.”

“I'm already getting a lot of phone calls from people in different functions that have heard about Planhat and want to get on board.”

“Even just a quarter into going live, my visibility into the business is significantly deeper than it was before. ”

“Even just a quarter into going live, my visibility into the business is significantly deeper than it was before. ”

“Even just a quarter into going live, my visibility into the business is significantly deeper than it was before. ”

“Even just a quarter into going live, my visibility into the business is significantly deeper than it was before. ”