Compare Planhat vs eGain vs Natero

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Crozscore:

69%
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20%
interest falling

Crozscore:

79%
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60%
40%
interest rising

Crozscore:

78%
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80%
32%
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Planhat screenshot view 2 more eGain screenshot view 4 more Natero screenshot view 2 more

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:

eGain offers AI-powered solution used by leading organizations worldwide. It is a transformative customer service for supporting online customers and contact center agents. This service helps businesses engage, gain, and serve customers throughout various communication channels.

The suite consists of following modules: eGain CallTrack, eGain Chat, eGain Virtual Assistant, eGain ClickToCall, eGain Cobrowse, eGain Mail, eGain Notify, eGain Offers, and eGain Social. The whole package ensures 360-degree customer feedback and reliable information that can improve customer interaction. This way, businesses can offer their customers the option of live chat with support agents.

eGain converts conventional call centers into knowledge-based multichannel customer interaction centers. There is also Artificial Intelligence-powered virtual assistant software, as a virtual agent providing help for website visitors. It is based on the natural language processing technology, that acts as a guide for customers. Finally, eGain Social is a tool that collects data from social media, analyzing visitors' queries and content acting as a single-sourced social publishing, and reputation management.

Software Description:

Natero helps SaaS businesses place actionable insights directly in the hands of Customer Success managers. Natero's combination of predictive analytics and business rules enable Customer Success teams to increase customer retention and identify accounts that are ripe for expansion.

  • Proactive Alerts - Predict which customers are likely to churn, convert, or expand their business with you.
  • Health Scoring - Monitor customer health based on usage, custom KPIs, CSM scores, NPS, and more.
  • Work Management - Use Workflows, Tasks, and Playbooks to drive Customer Success processes.
  • Targeted Emails - Engage the right customers with timely and relevant email messages.
  • Business Intelligence - Analyze all of your customer data in one place to uncover new insights and growing trends.

Features:

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

Features:

  • Email Integration
  • Net Promoter Score
  • Multi-User
  • Notifications
  • API
  • External Integrations
  • Customer Management
  • Chat
  • Call Tracking
  • Click-to-Dial

Features:

  • Analytics
  • Task Scheduling/Tracking
  • Contact Management
  • Email Integration
  • Customer Management
  • External Integrations
  • Dashboard
  • Multi-User
  • Notifications
  • Data Import
  • Data Visualization
  • Data Export
  • API

Summary:

    No key features associated with this application.

Summary:

  • Streamline and Automate Service Processes

  • Effectively Categorize Interactions

  • Monitor and Track Every Call

  • Integrate Multichannel Customer Communications

  • Complete Customer Information and Interaction History

  • A Common Knowledge Base

  • Intelligent Summarizing of Phone Calls.

  • Comprehensive Analytics

  • Fully integrated with other interaction channels

Summary:

  • Predict which customers are likely to churn, convert, or expand their business with you.

  • Monitor customer health based on usage, custom KPIs, CSM scores, NPS, and more.

  • Use Workflows, Tasks, and Playbooks to drive your Customer Success processes.

  • Engage the right customers with timely and relevant email messages.

  • Analyze all of your customer data in one place to uncover new insights and growing trends.

  • See critical SaaS metrics like MRR, churn, CLV, customer adoption, and much more.

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:

    Does this service offer an API?
  • Yes, it offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Knowledge Base, Videos, Customer Forums, Support Portal, Chat, Phone Support, Email Support.

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

  • Does this service integrate with any other apps?
  • eGain integrates with call center, business, content, and email systems.

  • Who are the main user groups of this service?
  • Main users of eGain are large companies aiming to provide timely, contextual, and consistent knowledge to consumers across digital & voice channels, touchpoints, as well as agents in contact centers for superior CX.

  • What is this service generally used for?
  • This service is generally used as a customer interaction software.

  • What platforms does this service support?
  • eGain is cloud-based, hosting, and on-site software.

FAQs:

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

  • What is this service generally used for?
  • Preventing churn and proactively managing the customer lifecycle.

  • What are some applications this service is commonly used in tandem with?
  • Salesforce or similar CRM.
    Zendesk or similar support ticketing.
    Stripe or similar subscription billing.
    AskNicely or similiar NPS survey systems.

  • Who are the main user groups of this service?
  • Customer Success Teams in B2B SaaS organizations.

  • Does this service integrate with any other apps?
  • Integrates with a variety of CRM, Support Ticketing, Billing, Interaction, and NPS systems. See the Natero website for an up-to-date list of the latest third-party integrations.

  • Does this service offer an API?
  • Yes, account and event REST APIs are available.

  • Does this service offer guides, tutorials and or customer support?
  • Yes

Publisher:

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Employees:
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Publisher:

Founded:
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Based in:
Sunnyvale
Employees:
501-1000
Likes:
Followers:

Publisher:

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

Other:

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

Other:

Who uses eGain
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
German, French, English
Regional Restrictions:
No restrictions.

Other:

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