Planhat for SMB
Request a demo
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.
“Super flexible, super customizable, easy to set up”
Geoffrey
Sr. CSM
“Planhat has become our single source of truth”
David
Senior Account Manager
“Very easy to setup, very easy to use. Love it.”
Alex
CIO & Co-Founder
“All-in-one solution for streamlined customer success”
Asma
Implementation Enablement and Revenue Operations
“An indispensable platform for customer success and automation”
Gustav
Head of conversion
“Amazing tool, amazing team”
Anne
Customer Success Manager
“Super flexible, super customizable, easy to set up”
Geoffrey
Sr. CSM
“Very easy to setup, very easy to use. Love it.”
Alex
CIO & Co-Founder
“An indispensable platform for customer success and automation”
Gustav
Head of conversion
“Planhat has become our single source of truth”
David
Senior Account Manager
“All-in-one solution for streamlined customer success”
Asma
Implementation Enablement and Revenue Operations
“Amazing tool, amazing team”
Anne
Customer Success Manager
“Super flexible, super customizable, easy to set up”
Geoffrey
Sr. CSM
“Very easy to setup, very easy to use. Love it.”
Alex
CIO & Co-Founder
“An indispensable platform for customer success and automation”
Gustav
Head of conversion
“Planhat has become our single source of truth”
David
Senior Account Manager
“All-in-one solution for streamlined customer success”
Asma
Implementation Enablement and Revenue Operations
“Amazing tool, amazing team”
Anne
Customer Success Manager
“Super flexible, super customizable, easy to set up”
Geoffrey
Sr. CSM
“Very easy to setup, very easy to use. Love it.”
Alex
CIO & Co-Founder
“An indispensable platform for customer success and automation”
Gustav
Head of conversion
“Planhat has become our single source of truth”
David
Senior Account Manager
“All-in-one solution for streamlined customer success”
Asma
Implementation Enablement and Revenue Operations
“Amazing tool, amazing team”
Anne
Customer Success Manager
“Everything you need in once place!”
Lelaina
Customer Success Manager
“If you work in customer success you need Planhat!”
Patty
Customer Success Manager
“Excellent platform!”
Rinju
Revenue and Growth
“Not flash, all substance”
Brandon
Head of Customer Success
“Flexible, highly configurable, great platform”
Jarod
Customer Success Specialist
“Perfect for scaling your CS org”
Sven
Team Lead Customer Succes
“Everything you need in once place!”
Lelaina
Customer Success Manager
“Excellent platform!”
Rinju
Revenue and Growth
“Flexible, highly configurable, great platform”
Jarod
Customer Success Specialist
“If you work in customer success you need Planhat!”
Patty
Customer Success Manager
“Not flash, all substance”
Brandon
Head of Customer Success
“Perfect for scaling your CS org”
Sven
Team Lead Customer Succes
“Everything you need in once place!”
Lelaina
Customer Success Manager
“Excellent platform!”
Rinju
Revenue and Growth
“Flexible, highly configurable, great platform”
Jarod
Customer Success Specialist
“If you work in customer success you need Planhat!”
Patty
Customer Success Manager
“Not flash, all substance”
Brandon
Head of Customer Success
“Perfect for scaling your CS org”
Sven
Team Lead Customer Succes
“Everything you need in once place!”
Lelaina
Customer Success Manager
“Excellent platform!”
Rinju
Revenue and Growth
“Flexible, highly configurable, great platform”
Jarod
Customer Success Specialist
“If you work in customer success you need Planhat!”
Patty
Customer Success Manager
“Not flash, all substance”
Brandon
Head of Customer Success
“Perfect for scaling your CS org”
Sven
Team Lead Customer Succes
“Great company, great service, and an amazing product.”
Ben
Head of Customer Success
“It is a robust system yet very easy to use and navigate”
Gina
Customer Success Manager
“Great tool for consolidating your customer data”
Lauren
Head of Customer Success
“My experience with Planhat has been incredible!”
Macy
Client Success Specialist
“Helps streamline managing high volumes of onboarding”
April
Senior Partnership Success Manager
“Planhat allows me and my team to succeed”
Jordan
Senior Customer Success Manager
“Great company, great service, and an amazing product.”
Ben
Head of Customer Success
“Great tool for consolidating your customer data”
Lauren
Head of Customer Success
“Helps streamline managing high volumes of onboarding”
April
Senior Partnership Success Manager
“It is a robust system yet very easy to use and navigate”
Gina
Customer Success Manager
“My experience with Planhat has been incredible!”
Macy
Client Success Specialist
“Planhat allows me and my team to succeed”
Jordan
Senior Customer Success Manager
“Great company, great service, and an amazing product.”
Ben
Head of Customer Success
“Great tool for consolidating your customer data”
Lauren
Head of Customer Success
“Helps streamline managing high volumes of onboarding”
April
Senior Partnership Success Manager
“It is a robust system yet very easy to use and navigate”
Gina
Customer Success Manager
“My experience with Planhat has been incredible!”
Macy
Client Success Specialist
“Planhat allows me and my team to succeed”
Jordan
Senior Customer Success Manager
“Great company, great service, and an amazing product.”
Ben
Head of Customer Success
“Great tool for consolidating your customer data”
Lauren
Head of Customer Success
“Helps streamline managing high volumes of onboarding”
April
Senior Partnership Success Manager
“It is a robust system yet very easy to use and navigate”
Gina
Customer Success Manager
“My experience with Planhat has been incredible!”
Macy
Client Success Specialist
“Planhat allows me and my team to succeed”
Jordan
Senior Customer Success Manager
“A powerful CS tool that allows you to cater to the full lifecycle of a client/company.”
Atakeli
Customer Success Manager
“Enabled my entire team to level up their overall performance.”
Danka
Head of Customer Success
“An excellent customer success tool”
Isabelle
Customer Success Manager
“Great tool to manage operations”
Marco
Head of Operations
“Best platform to gather all customer data”
Ecem
Customer Success Operations Lead
“Helping us organize our data and streamline/automate our processes!”
Kiara
Senior Customer Success Manager
“A powerful CS tool that allows you to cater to the full lifecycle of a client/company.”
Atakeli
Customer Success Manager
“An excellent customer success tool”
Isabelle
Customer Success Manager
“Best platform to gather all customer data”
Ecem
Customer Success Operations Lead
“Enabled my entire team to level up their overall performance.”
Danka
Head of Customer Success
“Great tool to manage operations”
Marco
Head of Operations
“Helping us organize our data and streamline/automate our processes!”
Kiara
Senior Customer Success Manager
“A powerful CS tool that allows you to cater to the full lifecycle of a client/company.”
Atakeli
Customer Success Manager
“An excellent customer success tool”
Isabelle
Customer Success Manager
“Best platform to gather all customer data”
Ecem
Customer Success Operations Lead
“Enabled my entire team to level up their overall performance.”
Danka
Head of Customer Success
“Great tool to manage operations”
Marco
Head of Operations
“Helping us organize our data and streamline/automate our processes!”
Kiara
Senior Customer Success Manager
“A powerful CS tool that allows you to cater to the full lifecycle of a client/company.”
Atakeli
Customer Success Manager
“An excellent customer success tool”
Isabelle
Customer Success Manager
“Best platform to gather all customer data”
Ecem
Customer Success Operations Lead
“Enabled my entire team to level up their overall performance.”
Danka
Head of Customer Success
“Great tool to manage operations”
Marco
Head of Operations
“Helping us organize our data and streamline/automate our processes!”
Kiara
Senior 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
