Compare Salesmachine vs Natero vs Planhat

More Information More Information More Information

Crozscore:

83%
what is this?
86%
29%
interest falling

Crozscore:

84%
what is this?
80%
31%
interest rising

Crozscore:

87%
what is this?
92%
21%
interest rising
Salesmachine screenshot view 2 more Natero screenshot view 2 more Planhat screenshot view 2 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:

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:

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.

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:

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

Features:

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

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:

  • 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:

    No key features associated with this application.

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?
  • 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:

    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:

    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.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
3.5k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
877

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
537

Other:

Who uses Salesmachine
  • Startups
  • SMEs
  • Agencies
  • 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 Planhat
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
Back to top