Workflow
Project management, CX, and
engagement - all in one
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Anyone can build
Easy enough for anyone in your organization to start within minutes
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Run incredible customer journeys
Operationalize your customer strategy by building proactive journeys from acquisition to trial to onboarding to success
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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
