Planhat for Mid-Market
“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Vice President of Customer Success
Jolt
Watch
“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Vice President of Customer Success
Jolt
Watch
“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Vice President of Customer Success
Jolt
Watch
“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Vice President of Customer Success
Jolt
Watch
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Capabilities
Capabilities
Capabilities
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.
“Built for teams who want to win”
Bobbi
CS Strategy Manager
“Brings everything into the single source of truth”
Jordan
Sr. Customer Success Manager
“I cannot do my job without Planhat”
Georgi
Client Success Manager
“My everyday ally”
Camille
Account Manager
“Customer success as you need it”
James
Operations Director
“Extremely intuitive”
Taylor
Head of Customer Success
“Built for teams who want to win”
Bobbi
CS Strategy Manager
“I cannot do my job without Planhat”
Georgi
Client Success Manager
“Customer success as you need it”
James
Operations Director
“Brings everything into the single source of truth”
Jordan
Sr. Customer Success Manager
“My everyday ally”
Camille
Account Manager
“Extremely intuitive”
Taylor
Head of Customer Success
“Built for teams who want to win”
Bobbi
CS Strategy Manager
“I cannot do my job without Planhat”
Georgi
Client Success Manager
“Customer success as you need it”
James
Operations Director
“Brings everything into the single source of truth”
Jordan
Sr. Customer Success Manager
“My everyday ally”
Camille
Account Manager
“Extremely intuitive”
Taylor
Head of Customer Success
“Built for teams who want to win”
Bobbi
CS Strategy Manager
“I cannot do my job without Planhat”
Georgi
Client Success Manager
“Customer success as you need it”
James
Operations Director
“Brings everything into the single source of truth”
Jordan
Sr. Customer Success Manager
“My everyday ally”
Camille
Account Manager
“Extremely intuitive”
Taylor
Head of Customer Success
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“Tracking data never looked so good!”
Sebastian
CSM
“AWESOME!! Using Planhat has helped me with improved oversight and saves me time!”
Michele
Senior Director of Customer Success
“An exceptional product for customer success professionals”
Emma
CSM
“Delightful experience”
Annie
Director
“An essential for customer success teams”
Hannah
CS Manager
“Easy to use, great customer insights, world class support”
Mackenzie
Customer Success Operations Manager
“Tracking data never looked so good!”
Sebastian
CSM
“An exceptional product for customer success professionals”
Emma
CSM
“An essential for customer success teams”
Hannah
CS Manager
“AWESOME!! Using Planhat has helped me with improved oversight and saves me time!”
Michele
Senior Director of Customer Success
“Delightful experience”
Annie
Director
“Easy to use, great customer insights, world class support”
Mackenzie
Customer Success Operations Manager
“Tracking data never looked so good!”
Sebastian
CSM
“An exceptional product for customer success professionals”
Emma
CSM
“An essential for customer success teams”
Hannah
CS Manager
“AWESOME!! Using Planhat has helped me with improved oversight and saves me time!”
Michele
Senior Director of Customer Success
“Delightful experience”
Annie
Director
“Easy to use, great customer insights, world class support”
Mackenzie
Customer Success Operations Manager
“Tracking data never looked so good!”
Sebastian
CSM
“An exceptional product for customer success professionals”
Emma
CSM
“An essential for customer success teams”
Hannah
CS Manager
“AWESOME!! Using Planhat has helped me with improved oversight and saves me time!”
Michele
Senior Director of Customer Success
“Delightful experience”
Annie
Director
“Easy to use, great customer insights, world class support”
Mackenzie
Customer Success Operations Manager
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“Intuitive, powerful, and backed by a true partner”
Bill
VP Customer Success
“Reinventing customer success through feedback, action and innovation”
ShaRaya
Customer Experience Operations Analyst
“Planhat's tech is top notch.”
Kyle
Customer Success Manager
“Ticks all the boxes!”
Shar
Customer Success Team Lead
“Powerful and amazing tool for a customer success”
Beatriz
Team Lead Customer Success Manager
“A must-have tool for teams across the company”
Margaux
Product Marketing Manager
“Intuitive, powerful, and backed by a true partner”
Bill
VP Customer Success
“Planhat's tech is top notch.”
Kyle
Customer Success Manager
“Powerful and amazing tool for a customer success”
Beatriz
Team Lead Customer Success Manager
“Reinventing customer success through feedback, action and innovation”
ShaRaya
Customer Experience Operations Analyst
“Ticks all the boxes!”
Shar
Customer Success Team Lead
“A must-have tool for teams across the company”
Margaux
Product Marketing Manager
“Intuitive, powerful, and backed by a true partner”
Bill
VP Customer Success
“Planhat's tech is top notch.”
Kyle
Customer Success Manager
“Powerful and amazing tool for a customer success”
Beatriz
Team Lead Customer Success Manager
“Reinventing customer success through feedback, action and innovation”
ShaRaya
Customer Experience Operations Analyst
“Ticks all the boxes!”
Shar
Customer Success Team Lead
“A must-have tool for teams across the company”
Margaux
Product Marketing Manager
“Intuitive, powerful, and backed by a true partner”
Bill
VP Customer Success
“Planhat's tech is top notch.”
Kyle
Customer Success Manager
“Powerful and amazing tool for a customer success”
Beatriz
Team Lead Customer Success Manager
“Reinventing customer success through feedback, action and innovation”
ShaRaya
Customer Experience Operations Analyst
“Ticks all the boxes!”
Shar
Customer Success Team Lead
“A must-have tool for teams across the company”
Margaux
Product Marketing Manager
“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
Director of Business Development
Myadvice
Watch
“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
Director of Business Development
Myadvice
Watch
“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
Director of Business Development
Myadvice
Watch
“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
Director of Business Development
Myadvice
Watch
“Best in class CS platform for optimized data insights and action”
John
Product Specialist
“Fantastic solution to aggregate customer data into actionable insights”
Jean-Sébastien
VP Customer Experience
“Best tool for data centralization and process automation”
Petko
Customer Success Leader
“Great CS tool”
Chrissy
Senior Manager of CS
“Exceptional support and collaboration, helping us scale”
Jasmine
Manager of Customer Success Operations
“Great experience, excellent support, easy to use, and highly customizable”
Kate
Customer Success Manager
“Best in class CS platform for optimized data insights and action”
John
Product Specialist
“Best tool for data centralization and process automation”
Petko
Customer Success Leader
“Exceptional support and collaboration, helping us scale”
Jasmine
Manager of Customer Success Operations
“Fantastic solution to aggregate customer data into actionable insights”
Jean-Sébastien
VP Customer Experience
“Great CS tool”
Chrissy
Senior Manager of CS
“Great experience, excellent support, easy to use, and highly customizable”
Kate
Customer Success Manager
“Best in class CS platform for optimized data insights and action”
John
Product Specialist
“Best tool for data centralization and process automation”
Petko
Customer Success Leader
“Exceptional support and collaboration, helping us scale”
Jasmine
Manager of Customer Success Operations
“Fantastic solution to aggregate customer data into actionable insights”
Jean-Sébastien
VP Customer Experience
“Great CS tool”
Chrissy
Senior Manager of CS
“Great experience, excellent support, easy to use, and highly customizable”
Kate
Customer Success Manager
“Best in class CS platform for optimized data insights and action”
John
Product Specialist
“Best tool for data centralization and process automation”
Petko
Customer Success Leader
“Exceptional support and collaboration, helping us scale”
Jasmine
Manager of Customer Success Operations
“Fantastic solution to aggregate customer data into actionable insights”
Jean-Sébastien
VP Customer Experience
“Great CS tool”
Chrissy
Senior Manager of CS
“Great experience, excellent support, easy to use, and highly customizable”
Kate
Customer Success Manager
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
