Compare Planhat vs ActiveCampaign vs Waypoint Group

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Crozscore:

72%
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21%
interest falling

Crozscore:

90%
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89%
52%
no significant changes

Crozscore:

62%
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35%
interest falling
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Software Description:

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.

Software Description:

ActiveCampaign combines the power of email marketing, marketing automation, and sales/CRM automation. You'll be able to create powerful automated marketing and sales processes that adapt to create happier, more loyal customers.

Send newsletters, design beautiful email campaigns, and keep in touch with your contacts and customers.

Automate your marketing using personal and behavioral data about your contacts.

Close deals faster with our refreshing new take on customer relations.

Software Description:

Waypoint offers TopBox, a B2B customer feedback software for small and medium-sized companies, to get insight into customer expectations, gaps, and opportunities, simultaneously facilitating proper action across the organization.

The platform's reporting tool is created for B2B account-level feedback with financials to produce actionable insights to the right staff while also prioritizing the optimal development actions.

Business owners are able to turn customer feedback into relevant cross-sell and up-sell income, stimulate leads, and improve profit rates. They can ask the right customers the right questions, evaluate customer health, and set up the right strategy.

Features:

  • Forecasting
  • Scheduling
  • External Integrations
  • Customer Management
  • Dashboard
  • Multi-User
  • Notifications
  • Lead Management
  • Data Import
  • Data Visualization
  • API
  • Data Export

Features:

  • Third-Party Plugins/Add-Ons
  • Calendar Management
  • Dashboard
  • Notifications
  • A/B Testing
  • External Integrations
  • Conversion Tracking
  • Audience Targeting
  • Contact Management
  • Data Import
  • Multi-User
  • Lead Scoring
  • Lead Management
  • Customer Management
  • Marketing Automation
  • Data Export
  • API
  • Email Integration

Features:

  • Dashboard
  • Customer Management
  • Notifications
  • Multi-User
  • Data Import
  • External Integrations

Summary:

    No key features associated with this application.

Summary:

  • ActiveCampaign combines the power of email marketing, marketing automation, and sales/CRM automation.

  • You'll be able to create powerful automated marketing and sales processes that adapt to create happier, more loyal customers.

  • Send newsletters, design beautiful email campaigns, and keep in touch with your contacts and customers.

  • Automate your marketing using personal and behavioral data about your contacts.

  • Close deals faster with our refreshing new take on customer relations.

Summary:

  • Action Management

  • Analytics

  • Customer Segmentation

  • Dashboard

  • Feedback Management

  • Knowledge Management

  • Multi-Channel Collection

  • Sentiment Analysis

  • Survey Management

  • Text Analysis

No Risk Trial – Data Upload

Free
Included in plan:
  • Upload your current data.
  • Capabilities depend on the richness of your data: can provide engagement analysis, financial linkage, key driver analysis, etc.
  • Experts walk you through all the account-based reports and analysis.
  • Improve with recommendations for action.

TopBox Insights

$995.00
Montly Subscription
Included in plan:
  • Key Drivers
  • Financial Linkage
  • Benchmarking
  • Trending
  • Account X-Ray
  • Comment Classification & Reporting
  • Net Promoter Analysis & Segmentation
  • Salesforce integration

FAQs:

    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, Promoter.io, 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.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Chat, Phone, Email.

  • What platforms does this service support?
  • This is a web-based software.

  • Does this service integrate with any other apps?
  • TopBox integrates with Salesforce.

  • What is this service generally used for?
  • This is a B2B Customer Engagement platform.

  • Who are the main user groups of this service?
  • Main users of this service are small and medium-sized enterprises.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
71
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
15k
Followers:

Publisher:

Founded:
-
Based in:
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Employees:
11-50
Likes:
Followers:

Other:

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

Other:

Who uses ActiveCampaign
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Spanish, French, Portuguese, English, German
Regional Restrictions:
No restrictions.

Other:

Who uses Waypoint Group
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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