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A medium-close up of a surgeon's masked face during surgery.

Healthcare & Life Sciences

Improve lives, one relationship at a time

Healthcare involves a wide spectrum of complex stakeholders including private providers, healthcare systems and insurers. Planhat is a system of action that lets you cut through the complexity, empowering you to service more patients while driving exceptional experiences across the value chain.

Get started

A medium-close up of a surgeon's masked face during surgery.

Healthcare & Life Sciences

Improve lives, one relationship at a time

Healthcare involves a wide spectrum of complex stakeholders including private providers, healthcare systems and insurers. Planhat is a system of action that lets you cut through the complexity, empowering you to service more patients while driving exceptional experiences across the value chain.

Get started

A medium-close up of a surgeon's masked face during surgery.

Healthcare & Life Sciences

Improve lives, one relationship at a time

Healthcare involves a wide spectrum of complex stakeholders including private providers, healthcare systems and insurers. Planhat is a system of action that lets you cut through the complexity, empowering you to service more patients while driving exceptional experiences across the value chain.

Get started

A medium-close up of a surgeon's masked face during surgery.

Healthcare & Life Sciences

Improve lives, one relationship at a time

Healthcare involves a wide spectrum of complex stakeholders including private providers, healthcare systems and insurers. Planhat is a system of action that lets you cut through the complexity, empowering you to service more patients while driving exceptional experiences across the value chain.

Get started

Industry leaders trust Planhat to grow their revenue

Allergan
Medtronic
DrFirst
Intelerad
Headspace
Birdie

Industry leaders trust Planhat to grow their revenue

Allergan
Medtronic
DrFirst
Intelerad
Headspace
Birdie

Industry leaders trust Planhat to grow their revenue

Allergan
Medtronic
DrFirst
Intelerad
Headspace
Birdie

Industry leaders trust Planhat to grow their revenue

Allergan
Medtronic
DrFirst
Intelerad
Headspace
Birdie

We're built to power Digital Health. Health Services. Biotech. Medical Equipment. Pharmaceuticals. Healthcare & Life Sciences.

We're built to power Digital Health. Health Services. Biotech. Medical Equipment. Pharmaceuticals. Healthcare & Life Sciences.

We're built to power Digital Health. Pharma. Health Services. Biotech. Medical Equipment. Healthcare & Life Sciences.

We're built to power Digital Health. Health Services. Biotech. Medical Equipment. Pharmaceuticals. Healthcare & Life Sciences.

We've spent the last decade working with leading Healthcare & Life Sciences organizations and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Healthcare & Life Sciences organizations and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Healthcare & Life Sciences organizations and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Healthcare & Life Sciences organizations and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to get your customer from A to B.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to get your customer from A to B.

Workflow Economics

Stay outcome-focused with embedded progress summaries, custom properties for time-tracking and value delivery, flexible hypothesis testing, and more.

Workflow Economics

Stay outcome-focused with embedded progress summaries, custom properties for time-tracking and value delivery, flexible hypothesis testing, and more.

CredibleMind

“The [Planhat] platform is easy to use but full of extremely powerful information.”

Carrie Zeitlin

Director of Customer Success

CredibleMind

“The [Planhat] platform is easy to use but full of extremely powerful information.”

Carrie Zeitlin

Director of Customer Success

CredibleMind

“The [Planhat] platform is easy to use but full of extremely powerful information.”

Carrie Zeitlin

Director of Customer Success

CredibleMind

“The [Planhat] platform is easy to use but full of extremely powerful information.”

Carrie Zeitlin

Director of Customer Success

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

Central Inbox

Empower your teams to deliver a consistent end-to-end client experience, with a single shared inbox for every client communication.

Central Inbox

Empower your teams to deliver a consistent end-to-end client experience, with a single shared inbox for every client communication.

Sequences

Drive outcomes through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Sequences

Drive outcomes through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Portals

Launch an interactive, whitelabelled ecosystem for every customer. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Portals

Launch an interactive, whitelabelled ecosystem for every customer. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Redis

“Ever since centralizing our teams, processes and tech stack in Planhat we have unlocked a much deeper understanding of our customers’ demands, which accordingly has driven the performance of our customer organization.”

Alexey Smolyanyy

Director of Customer Success Strategy

Redis

“Ever since centralizing our teams, processes and tech stack in Planhat we have unlocked a much deeper understanding of our customers’ demands, which accordingly has driven the performance of our customer organization.”

Alexey Smolyanyy

Director of Customer Success Strategy

Redis

“Ever since centralizing our teams, processes and tech stack in Planhat we have unlocked a much deeper understanding of our customers’ demands, which accordingly has driven the performance of our customer organization.”

Alexey Smolyanyy

Director of Customer Success Strategy

Redis

“Ever since centralizing our teams, processes and tech stack in Planhat we have unlocked a much deeper understanding of our customers’ demands, which accordingly has driven the performance of our customer organization.”

Alexey Smolyanyy

Director of Customer Success Strategy

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Dynamic Assignment

Run pooled and scaled approaches effortlessly, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Dynamic Assignment

Run pooled and scaled approaches effortlessly, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue retention. Clearly benchmark your team on one another.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue retention. Clearly benchmark your team on one another.

Birdie

“Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Growth Principal

Birdie

“Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Growth Principal

Birdie

“Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Growth Principal

Birdie

“Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Growth Principal

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 Healthcare & Life Sciences

Planhat + Birdie

“With Planhat, we gained a level of visibility over our customers' health that we've never had before.”

Jacqueline Roepers

Growth Principal, Birdie

Title

Challenge

Since Birdie are scaling quickly, its crucial that they can serve more customers without scaling their headcount. But without a deep understanding of their customer health, they had to settle for inefficient and reactive engagement with at-risk customers that could have been caught sooner.

Solution

Utilizing Planhat's Metrics and Automations, they've been able to proactively identify at-risk customers based on product usage and flag customers not meeting their onboarding milestones within a certain time period. Workflows have also enabled them to deploy a standardised process for flagging and engaging with customers whose onboarding health score drops to red.

Impact

Plahat has empowered Birdie to retain and grow their long-tail of smaller customers, increasing the speed and accuracy with which they can identify customers at risk and proactively address their needs. This has enabled them to save almost 70% of their at-risk SME customers in onboarding, before they would have churned.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Healthcare & Life Sciences

Planhat + Birdie

“With Planhat, we gained a level of visibility over our customers' health that we've never had before.”

Jacqueline Roepers

Growth Principal, Birdie

Title

Challenge

Since Birdie are scaling quickly, its crucial that they can serve more customers without scaling their headcount. But without a deep understanding of their customer health, they had to settle for inefficient and reactive engagement with at-risk customers that could have been caught sooner.

Solution

Utilizing Planhat's Metrics and Automations, they've been able to proactively identify at-risk customers based on product usage and flag customers not meeting their onboarding milestones within a certain time period. Workflows have also enabled them to deploy a standardised process for flagging and engaging with customers whose onboarding health score drops to red.

Impact

Plahat has empowered Birdie to retain and grow their long-tail of smaller customers, increasing the speed and accuracy with which they can identify customers at risk and proactively address their needs. This has enabled them to save almost 70% of their at-risk SME customers in onboarding, before they would have churned.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Healthcare & Life Sciences

Planhat + Birdie

“With Planhat, we gained a level of visibility over our customers' health that we've never had before.”

Jacqueline Roepers

Growth Principal, Birdie

Title

Challenge

Since Birdie are scaling quickly, its crucial that they can serve more customers without scaling their headcount. But without a deep understanding of their customer health, they had to settle for inefficient and reactive engagement with at-risk customers that could have been caught sooner.

Solution

Utilizing Planhat's Metrics and Automations, they've been able to proactively identify at-risk customers based on product usage and flag customers not meeting their onboarding milestones within a certain time period. Workflows have also enabled them to deploy a standardised process for flagging and engaging with customers whose onboarding health score drops to red.

Impact

Plahat has empowered Birdie to retain and grow their long-tail of smaller customers, increasing the speed and accuracy with which they can identify customers at risk and proactively address their needs. This has enabled them to save almost 70% of their at-risk SME customers in onboarding, before they would have churned.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Healthcare & Life Sciences

Planhat + Birdie

“With Planhat, we gained a level of visibility over our customers' health that we've never had before.”

Jacqueline Roepers

Growth Principal, Birdie

Title

Challenge

Since Birdie are scaling quickly, its crucial that they can serve more customers without scaling their headcount. But without a deep understanding of their customer health, they had to settle for inefficient and reactive engagement with at-risk customers that could have been caught sooner.

Solution

Utilizing Planhat's Metrics and Automations, they've been able to proactively identify at-risk customers based on product usage and flag customers not meeting their onboarding milestones within a certain time period. Workflows have also enabled them to deploy a standardised process for flagging and engaging with customers whose onboarding health score drops to red.

Impact

Plahat has empowered Birdie to retain and grow their long-tail of smaller customers, increasing the speed and accuracy with which they can identify customers at risk and proactively address their needs. This has enabled them to save almost 70% of their at-risk SME customers in onboarding, before they would have churned.

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert