Business Services
Treat every client like your only client
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Get started
Business Services
Treat every client like your only client
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Get started
Business Services
Treat every client like your only client
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Get started
Business Services
Treat every client like your only client
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Get started
Industry leaders trust Planhat to grow their revenue
Industry leaders trust Planhat to grow their revenue
Industry leaders trust Planhat to grow their revenue
Industry leaders trust Planhat to grow their revenue
We're built to power Consulting. Legal. Human Resources. Agencies. Insurance. Business Services.
We're built to power Consulting. Legal. Human Resources. Agencies. Insurance. Business Services.
We're built to power Consulting. Legal. Human Resources. Agencies. Insurance. Business Services.
We're built to power Consulting. Legal. Human Resources. Agencies. Insurance. Business Services.
We've spent the last decade working with leading Business Services companies and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.
We've spent the last decade working with leading Business Services companies and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.
We've spent the last decade working with leading Business Services companies and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.
We've spent the last decade working with leading Business Services companies and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.
Manage projects
Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.
Manage projects
Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.
Manage projects
Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.
Manage projects
Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.
“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”
Pam Dickson Fishman
Group Vice President, Customer Success
“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”
Pam Dickson Fishman
Group Vice President, Customer Success
“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”
Pam Dickson Fishman
Group Vice President, Customer Success
“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”
Pam Dickson Fishman
Group Vice President, Customer Success
Delight customers
Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.
Delight customers
Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.
Delight customers
Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.
Delight customers
Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.
“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.”
Yuriy Boyko
Head of Account Management
“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.”
Yuriy Boyko
Head of Account Management
“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.”
Yuriy Boyko
Head of Account Management
“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.”
Yuriy Boyko
Head of Account Management
Optimize resources
Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.
Optimize resources
Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.
Optimize resources
Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.
Optimize resources
Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.
“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.”
Jeremy Cota
Head of Client Success
“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.”
Jeremy Cota
Head of Client Success
“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.”
Jeremy Cota
Head of Client Success
“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now.”
Jeremy Cota
Head of Client Success
Layers of
technology
Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.
Layers of
technology
Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.
Layers of
technology
Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.
Layers of
technology
Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.
Our Impact on Business Services
Planhat + Belkins
Planhat + Basis Technologies
“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”
Yuriy Boyko
Head of Account Management, Belkins
Challenge
Belkins were using a combination of Airtable and Excel to manage their customers. They struggled to manage active clients and it would take them hours to calculate even basic numbers like LTV or churn.
Solution
By consolidating all their customer data in Planhat, Belkins achieved the data hygiene they needed to immediately convert insight into action and automate a broad range of processes.
Impact
After implementing Planhat, the Belkins team noticed a significant decrease in their operational task-load. As a result of highly custom analytics, their project visibility has improved significantly, and they're able to predict churn better. This has helped decrease their onboarding time from 9 to 7 business days and their churn rate by an average of 10%, respectively.
Unify your ecosystem
Your entire organization, built around your customer.
Our Impact on Business Services
Planhat + Belkins
Planhat + Basis Technologies
“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”
Yuriy Boyko
Head of Account Management, Belkins
Challenge
Belkins were using a combination of Airtable and Excel to manage their customers. They struggled to manage active clients and it would take them hours to calculate even basic numbers like LTV or churn.
Solution
By consolidating all their customer data in Planhat, Belkins achieved the data hygiene they needed to immediately convert insight into action and automate a broad range of processes.
Impact
After implementing Planhat, the Belkins team noticed a significant decrease in their operational task-load. As a result of highly custom analytics, their project visibility has improved significantly, and they're able to predict churn better. This has helped decrease their onboarding time from 9 to 7 business days and their churn rate by an average of 10%, respectively.
Unify your ecosystem
Your entire organization, built around your customer.
Our Impact on Business Services
Planhat + Belkins
Planhat + Basis Technologies
“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”
Yuriy Boyko
Head of Account Management, Belkins
Challenge
Belkins were using a combination of Airtable and Excel to manage their customers. They struggled to manage active clients and it would take them hours to calculate even basic numbers like LTV or churn.
Solution
By consolidating all their customer data in Planhat, Belkins achieved the data hygiene they needed to immediately convert insight into action and automate a broad range of processes.
Impact
After implementing Planhat, the Belkins team noticed a significant decrease in their operational task-load. As a result of highly custom analytics, their project visibility has improved significantly, and they're able to predict churn better. This has helped decrease their onboarding time from 9 to 7 business days and their churn rate by an average of 10%, respectively.
Unify your ecosystem
Your entire organization, built around your customer.
Our Impact on Business Services
Planhat + Belkins
Planhat + Basis Technologies
“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”
Yuriy Boyko
Head of Account Management, Belkins
Challenge
Belkins were using a combination of Airtable and Excel to manage their customers. They struggled to manage active clients and it would take them hours to calculate even basic numbers like LTV or churn.
Solution
By consolidating all their customer data in Planhat, Belkins achieved the data hygiene they needed to immediately convert insight into action and automate a broad range of processes.
Impact
After implementing Planhat, the Belkins team noticed a significant decrease in their operational task-load. As a result of highly custom analytics, their project visibility has improved significantly, and they're able to predict churn better. This has helped decrease their onboarding time from 9 to 7 business days and their churn rate by an average of 10%, respectively.
Unify your ecosystem
Your entire organization, built around your customer.
Create exceptional experiences
We're powering over 2.6 million successful customer relationships.
Speak to an expert
Create exceptional experiences
We're powering over 2.6 million successful customer relationships.
Speak to an expert
Create exceptional experiences
We're powering over 2.6 million successful customer relationships.
Speak to an expert
Create exceptional experiences
We're powering over 2.6 million successful customer relationships.
Speak to an expert
Thought-leading customer-centric content, direct to your inbox every month.
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Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2024 Planhat AB