Workflow

Project management, CX, and engagement - all in one

  1. Run incredible customer journeys

    Operationalize your customer strategy by building proactive journeys from acquisition to trial to onboarding to success

  2. Anyone can build

    Easy enough for anyone in your organization to start within minutes

  3. For every customer segment

    Built conditional sequences for tech-touch, run projects for high-touch - or a combination of both

With the workflows in place we can focus our team and their time to where it has the biggest impact on our business. With Planhat we are actually saving money & making money – at the same time.
Gereint Collier
Head of Client Success

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