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What is Planhat?

"Planhat is Software for Customer Success."

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.

Planhat scored 90/100 in the Customer Engagement category. This is based on user satisfaction (94/100), press buzz (27/100), and other relevant information on Planhat gathered from around the web.

The score for this software has declined over the past month. What is this?

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Customer Engagement Market Radar

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Planhat Product Overview

Languages: English

Customer Engagement Software Buyer Guide 2020

Product recommendations, vendor rankings, market overview and tips on how to select Customer Engagement software for business. Published in February 2020.

To build a strong relationship with customers, businesses need to engage them on multiple communication channels and keep the conversation going. Customer engagement software makes the job easy for SMEs by providing them tools for social media monitoring, e...


Planhat Features

  • API
  • Calendar Management
  • Chat
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Lead Management
  • Lead Scoring
  • Multi-User
  • Notifications
  • Scheduling
  • Call Tracking
  • Click-to-Dial
  • Net Promoter Score

Planhat FAQs

What are some applications Planhat is commonly used in tandem with?

Commonly used with CRM applications.

Does Planhat offer an API?

Yes. Planhat has open API endpoints that are available to view. Reach out to us to ask about them!

Does Planhat 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,, and SatisMeter.

Zapier and open API endpoints are available for those with tools there is not a native integration for.

Does Planhat offer multi-user capability (e.g. teams)?


What is Planhat 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 Planhat 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 Planhat?

Planhat is a Customer Success software built for SaaS companies that range from Startups to Enterprise level.

What platforms does Planhat support?

Planthat is a web application and is compatible with Chrome, Safari, and Firefox.

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