You May Also Like

What is Planhat?

Planhat is a Customer Success Platform built to make Customer Success simple.

Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers.

Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement.

Planhat scored 92/100 in the Customer Engagement category. This is based on user satisfaction (93/100), press buzz (37/100), recent user trends (falling), and other relevant information on Planhat gathered from around the web.

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

Planhat Awards

  • Planhat
  • Planhat
  • Planhat

Customer Engagement Market Radar

Artboard 1 copy 4

Planhat Product Overview

Languages Supported: English

Customer Engagement Software Buyer Guide 2021

Product recommendations, vendor rankings, market overview and tips on how to select Customer Engagement software for business. Published in October 2021.

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

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.

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)?


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.

Planhat User Reviews

No user reviews yet.
Rate this app or be the first to review it!
Page last modified:
Back to top