Processes

Unify and automate the entire customer lifecycle.

FEATURED

Discover All

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Scaled Customer Success

Serve the long tail of customers without eroding margins

Customer Success

Scaled Customer Success

Serve the long tail of customers without eroding margins

Customer Success

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

“With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Macrobond

“Macrobond usage has increased massively, and churn has decreased massively. Now we can do more with less and my team can look after more customers and prioritise their time better, with better data.”

Howard Rees

Macrobond

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Basis Technologies

“Planhat removed the need for an additional full-time CSM monitoring operations, saving thousands of dollars each year”

Emil Chroona

Bannerflow

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

Product Adoption

Surface adoption signals to drive timely action

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Data Consolidation

Take more decisive action through a unified view

Scaled Customer Success

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Onboarding

Accelerate time-to-live with predictable outcomes

Outbound

Increase meetings booked and boost SQLs per rep

Lead Capture and Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Solutions

Platform

Customers

Explore

Pricing

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Brand Guidelines

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Brand Guidelines

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Brand Guidelines

Processes

FEATURED

Onboarding

Expansion

Scaled Customer Success

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

“Macrobond usage has increased massively, and churn has decreased massively. Now we can do more with less and my team can look after more customers and prioritise their time better, with better data.”

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”

“Planhat removed the need for an additional full-time CSM monitoring operations, saving thousands of dollars each year”

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Becoming More Proactive and Efficient

Becoming More Proactive and Efficient

One Place for Every Insight

One Place for Every Insight

Scaling Impact with Speed & Flexibility

Scaling Impact with Speed & Flexibility

Product Adoption

Sales Pipeline Management

Revenue Forecasting

Project Management

Resource Management

Deal Room

Data Consolidation

Scaled Customer Success

Expansion

Onboarding

Outbound

Lead Capture and Qualification

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.