Compare Planhat vs Salesmachine vs Moxie

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Crozscore:

69%
what is this?
20%
interest falling

Crozscore:

75%
what is this?
30%
interest falling

Crozscore:

73%
what is this?
32%
interest falling
Planhat screenshot view 2 more Salesmachine 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:

We all have been confronted so many times with sales reps, CS or account managers wasting their time sorting contacts on their CRM everyday trying to identify who they should be calling.

Salesmachine monitors your customer health and activity so you can focus on the right customers at the right time.

Salesmachine acts like your personal assistant telling you which customers need your attention and why, creating tasks, suggesting emails and contextual notifications based on your customers health and activity. So you can just focus on what's matter: making your customers happy.

  • Identify who needs your attention in the customer journey: onboarding, adoption, renewal, upsell.
  • Get deep activity and business insights on each customer at account and contact level.
  • Get instantly alerted when customer health and usage frequency changes.
  • Monitor and analyze the impact of specific group of customers.
  • Your team instantly knows when and how to act.
  • Deliver targeted email campaigns automatically.

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:

  • Audience Targeting
  • Email Integration
  • Marketing Automation
  • Social-Media Integration
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • Lead Scoring
  • Data Import
  • Data Export
  • Data Visualization
  • Lead Management
  • Multi-User
  • Notifications
  • Forecasting
  • Customer Management

Features:

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

Summary:

    No key features associated with this application.

Summary:

  • Customer Health Score

  • User Adoption

  • Portfolio Management

  • Reduce Churn

  • Identify Upsell Candidates

  • Onboard Your New Users

  • Automated Customer Alerts

  • Data Enrichment

  • Many External Integrations

  • Analytics & Visualisation Tools

Summary:

  • Digital Engagement

  • Intelligent Decisioning

  • Analytics with Answers

  • KBot

  • Live Chat

  • Email

  • Mobile Compatibility

  • Security

Starter

$75.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report

Starter (Yearly)

$60.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report

Standard

$125.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report
  • Segmentation
  • Workflows
  • Campaigns
  • Salesforce One-Way Sync
  • Team Permission & Roles

Standard (Yearly)

$100.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report
  • Segmentation
  • Workflows
  • Campaigns
  • Salesforce One-Way Sync
  • Team Permission & Roles

Enterprise

$125.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report
  • Segmentation
  • Workflows
  • Campaigns
  • Salesforce One-Way Sync
  • Team Permission & Roles
  • Push Health Scores to Salesforce
  • High Traffic Volume
  • Dedicated Onboarding
  • High Priority Support

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:

    What are some applications this service is commonly used in tandem with?
  • Segment, Mixpanel, Intercom, Zendesk, Olark, Intercom, Slack, Satismeter, Promoter.io, Stripe, Zapier, Delighted, Groove, Uservoice, Healp Scout, and Desk (via Zapier).

  • Does this service integrate with any other apps?
    • Connect live customer data sources: Segment, Mixpanel and Intercom
    • Connect data from your support, payment, NPS tools: Zendesk, Olark, Intercom, Satismeter, Promoter.io, Stripe, Zapier, Delighted, Groove, Uservoice, Healp Scout, and Desk (via Zapier).
    • Push notifications: Slack
  • Does this service offer an API?
  • Yes, it does.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we have a dedicated help center.

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:

Founded:
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Based in:
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Employees:
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Likes:
71
Followers:
550

Publisher:

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

Publisher:

Founded:
-
Based in:
-
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 Salesmachine
  • Startups
  • SMEs
  • Agencies
  • 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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