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About Planhat

Planhat is a tool for B2B companies to help them manage their clients throughout the entire customer lifecycle to make sure they are getting maximum value out of your product, and they renew.

Planhat offers a highly customizable and accurate health scores, feature adoption and usage tracking, and revenue management. There are also many ways to help automate your workflows and CS processes.

The Customer 360 view allows all Customer Success division members to have a clear and complete picture of the customer. See conversations, workflows, licensing data, health and more.


  • API
  • Calendar Management
  • Chat
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Lead Management
  • Lead Scoring
  • Multi-User
  • Notifications
  • Scheduling
  • Call Tracking
  • Click-to-Dial
  • Net Promoter Score


    No key features associated with this application.


    What are some applications this service is commonly used in tandem with?
  • Commonly used with CRM applications.

  • Does this service offer an API?
  • Yes. Planhat has open API endpoints that are available to view. Reach out to us to ask about them!

  • Does this service integrate with any other apps?
  • Planhat integrates with your G-Suite, Hubspot CRM, Salesforce, Geckoboard, Slack, Segment, MailChimp, Intercom, Zendesk, Aircall, Salesforce Desk, Pendo, Freshdesk, Delighted,, and SatisMeter.

    Zapier and open API endpoints are available for those with tools there is not a native integration for.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What is this service generally used for?
  • Helping companies retain their existing customers, ensure new customers are properly onboarded and adopting their product, identify up-sale opportunities, and reduce churn.

  • Does this service offer guides, tutorials and or customer support?
  • Planhat offers a support center with materials to help get you started. We also are constantly updating and releasing new features and help center materials. We are also always available to our customers via chat, so you never on your own when learning the tool. We are always happy to jump on a call and helping to train users!

  • Who are the main user groups of this service?
  • Planhat is a Customer Success software built for SaaS companies that range from Startups to Enterprise level.

  • What platforms does this service support?
  • Planthat is a web application and is compatible with Chrome, Safari, and Firefox.

Vendor Information

Based in:


Who uses Planhat
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
Regional Restrictions:
No restrictions.
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