Planhat

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What is Planhat?

Customer success has changed. Meet the modern Customer Platform!

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value.

Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration.

The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.



Planhat Awards


Planhat currently scores 92/100 in the Customer Engagement category. This is based on user satisfaction (94/100), press buzz (40/100), 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?
www.planhat.com

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Customer Engagement Market Radar

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Planhat Product Overview


Languages Supported: English

Customer Engagement Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select Customer Engagement software for business. Published in December 2022.

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...

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Planhat Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Social Media Monitoring
  • Net Promoter Score
  • Sales Automation
  • Customer Service
  • Pipeline Management
  • Social Media Integration

Planhat FAQs

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, Promoter.io, and SatisMeter.

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

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

Yes

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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