Customer Success

Automate your customer success process with Planhat

Low-touch and tech-touch customer success require clean data and defined processes. Planhat powers low-touch and tech-touch customer success strategies globally. By having all customer data collected, structured and available real-time in one place, you can build powerful Playbooks and Automation to drive perfect customer journeys.


Software for a tech-touch CS process

Planhat is the platform to power customer success organizations globally. Planhat gathers data, drives action and visualises insights. Planhat allows you to structure, manage and interact with all your customer data, in one place, and use automation to maximise your customers’ experience.


Health Scores as lead indicators

Design Health Scores to meet your specific needs in the world’s only Health Score Laboratory! Experiment with different rules, build Health Scores for specific customer groups and use the data you have in Planhat with almost limitless flexibility to identify at-risk and opportunity cohorts. Health Scores can be fun!Z

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Automate your CS process in Planhat

Maximize your team’s time with automations and manage larger portfolios per CSM. Automatically email customers when you need to, proactively alert your team to changes in customer behaviour and kick-start key processes at exactly the right time.

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Drive automation across your
customer success teams

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