Planhat for Enterprise

Fredrik Sidmar

Fredrik Sidmar

“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

DrFirst

“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

DrFirst

“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

DrFirst

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

Christian Wolf

Osapiens

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

Christian Wolf

Osapiens

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

Christian Wolf

Osapiens

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

Frank Lucier

Velocity Global

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

Frank Lucier

Velocity Global

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

Frank Lucier

Velocity Global

“We're giving our teams a data superpower with Planhat's Al. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

Juan Pablo Dib

Deliverect

Juan Pablo Dib

Deliverect

Juan Pablo Dib

Deliverect

“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

Kelly Poydence

Kelly Poydence

“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.”

Paul Davis

Nutanix

“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.”

Paul Davis

Nutanix

“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.”

Paul Davis

Nutanix

“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

Tracy Shouldice

Tracy Shouldice

“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.”

Alexey Smolyanyy

“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.”

Alexey Smolyanyy

“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.”

Alexey Smolyanyy

“The best customer tool in the market”

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

“The best customer tool in the market”

Ana

Head of Customer Success

“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

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

Brenda

Customer Success

Casey

“Amazing CSP for agile teams”

Mélanie

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

Japhet

“Great system and customer service”

Luciano

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

Petrina

Brenda

“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

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

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

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Scaled Customer Success

Serve the long tail of customers without eroding margins

Scaled Customer Success

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

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

PoC and Managed Trials

Increase PoC win rate and compress time-to-value

PoC and Managed Trials

Increase PoC win rate and compress time-to-value

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 Customer Success

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Renewal Management

Improve forecast reliability and increase renewal rates

Customer Handovers

Norway

London

Pexip

“

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

DrFirst

Watch

A Platform Built for Scale — article cover image

“

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

DrFirst

Watch

880+ reviews

Brenda

Customer Success

Brenda

Brenda

Customer Success

“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

“Easy to use platform - fantastic insights!”

Aisling

“Incredible team incredible product”

Jason

“Customer success at scale”

John

“Customised solution for all your CS needs”

Abigail

“Easy insight and automation for customer success”

Joseph

“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

“We have this really good strategic meeting with the customer and take the discussions to another level, the decision level, the CXO level. And, because of that, we also experience the Planhat platform to be the key to our continued success with our customers.”

Urban Jansson

Urban Jansson

Urban Jansson

“With Planhat we have one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

Fredrik Stenström

Fredrik Stenström

Fredrik Stenström

“At the Swedish Space Corporation, we collect satellite data and bring it down to their secure network that Telia Cygate delivers. To keep the network secure, we have our CS governance and collect the data to keep the network updated and resilient with Planhat.”

Urban Jansson

Urban Jansson

Urban Jansson

“By using Planhat, we can cross data from the customers with the vendor, and also in our own system. With these three different sources for data, we can manage a lot of speed.”

Fredrik Stenström

“By using Planhat, we can cross data from the customers with the vendor, and also in our own system. With these three different sources for data, we can manage a lot of speed.”

Fredrik Stenström

“By using Planhat, we can cross data from the customers with the vendor, and also in our own system. With these three different sources for data, we can manage a lot of speed.”

Fredrik Stenström

“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

“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

“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

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

Pam Dickson Fishman

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

Pam Dickson Fishman

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

Pam Dickson Fishman

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

Urban Jansson

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

Urban Jansson

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

Urban Jansson

“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

Tracy Shouldice

Tracy Shouldice

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

Tracy Shouldice

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

Tracy Shouldice

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

Tracy Shouldice

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

“

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

Frank Lucier

Chief Customer Success Officer

Velocity Global

Watch

“

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

Frank Lucier

Chief Customer Success Officer

Velocity Global

Watch

Tracy Shouldice

“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

“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

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

Kelly Poydence

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

Kelly Poydence

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

Kelly Poydence

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

Mike Hurd

Wachter

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

Mike Hurd

Wachter

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

Mike Hurd

Wachter

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

Alexey Smolyanyy

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

Alexey Smolyanyy

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

Alexey Smolyanyy

“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.”

Alexey Smolyanyy

Alexey Smolyanyy

Alexey Smolyanyy

“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.”

Mychael Mulhern

May Mobility

“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.”

Mychael Mulhern

May Mobility

“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.”

Mychael Mulhern

May Mobility

“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.”

Pam Dickson Fishman

“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.”

Pam Dickson Fishman

“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.”

Pam Dickson Fishman

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

Lasse Thomsen

Trustpilot

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

Lasse Thomsen

Trustpilot

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

Lasse Thomsen

Trustpilot

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

Jason Graham

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

Jason Graham

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

Jason Graham