Compare Planhat vs Natero vs Moxie

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Crozscore:

68%
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20%
interest falling

Crozscore:

79%
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80%
32%
interest rising

Crozscore:

73%
what is this?
32%
interest rising
Planhat screenshot view 2 more Natero screenshot view 2 more Moxie screenshot view 4 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:

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.

Software Description:

Moxie's main advantage is its ability to anticipate customers' needs by connecting with them and inciting their engagement through the entire digital experience on a variety of devices. It includes Live Chat, Email, Knowledge, and Web Self-Service.

Businesses, mainly eCommerce are now able to build more meaningful and profitable interactions with their customers through a concierge-like experience. The platform provides them the possibility to deliver the best engagement offer through the right channel in order to increase complete customer value.

For eCommerce professionals, the customer journey is one of the essential parts of their service. Moxie Concierge makes it as accessible as possible, using chat, email, web-self-service and other digital channels, all of it integrated into users' websites. The platform connects the three vital modules that let businesses achieve big results: Digital Engagement, Intelligent Decisioning, and Performance Analytics.

Features:

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

Features:

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

Features:

  • Email Integration
  • External Integrations
  • Dashboard
  • Notifications
  • API
  • Data Export
  • Chat
  • Customer Management

Summary:

    No key features associated with this application.

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.

Summary:

  • Digital Engagement

  • Intelligent Decisioning

  • Analytics with Answers

  • KBot

  • Live Chat

  • Email

  • Mobile Compatibility

  • Security

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 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

FAQs:

    Who are the main user groups of this service?
  • Main users of Moxie are small and medum-sized eCommerce businesses.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What platforms does this service support?
  • Web-based

  • Does this service offer an API?
  • Yes.

  • What is this service generally used for?
  • This service is generally used for digital customer engagement.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Knowledge Base, Online Support, Phone Support, Video Tutorials.

  • Does this service integrate with any other apps?
  • Integrations: Salesforce, VirtuOz, Facebook Messenger, Skype, Sharepoint, IBM’s Tealeaf, Microsoft Dynamics, Glance, Nuance.

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

Publisher:

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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:
895

Publisher:

Founded:
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Based in:
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Employees:
-
Likes:
149
Followers:
7.21k

Other:

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

Other:

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

Other:

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