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 CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

“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

Customer & Product Marketing

“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

Customer & Product Marketing

“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

Scaled CS

“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

Resource Management

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

Emil Chroona

Bannerflow

Scaled CS

“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

Sales & Marketing

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Deal Room

Improve win rate by engaging stakeholders earlier

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Outbound Sales

Increase meetings booked and boost SQLs per rep

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Deal Room

Improve win rate by engaging stakeholders earlier

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Outbound Sales

Increase meetings booked and boost SQLs per rep

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Deal Room

Improve win rate by engaging stakeholders earlier

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Outbound Sales

Increase meetings booked and boost SQLs per rep

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Customer Success

Product Adoption

Surface adoption signals to drive timely action

Scaled CS

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

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Health Management

Proactively and rapidly address both opportunities and risks

Renewal Management

Improve forecast reliability and increase renewal rates

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Customer & Product Marketing

Boost engagement with events, launches, and updates

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Product Adoption

Surface adoption signals to drive timely action

Scaled CS

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

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Health Management

Proactively and rapidly address both opportunities and risks

Renewal Management

Improve forecast reliability and increase renewal rates

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Customer & Product Marketing

Boost engagement with events, launches, and updates

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Product Adoption

Surface adoption signals to drive timely action

Scaled CS

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

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Health Management

Proactively and rapidly address both opportunities and risks

Renewal Management

Improve forecast reliability and increase renewal rates

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Customer & Product Marketing

Boost engagement with events, launches, and updates

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Support & Service

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Operations

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Data Enrichment

Instantly boost contact and firmographic coverage

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Enablement

Reduce team member ramp time and error rates

Billing & Invoicing

Manage invoices and revenue with full visibility

Internal Collaboration

Centralize knowledge and co-create content across teams

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Data Enrichment

Instantly boost contact and firmographic coverage

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Enablement

Reduce team member ramp time and error rates

Billing & Invoicing

Manage invoices and revenue with full visibility

Internal Collaboration

Centralize knowledge and co-create content across teams

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Data Enrichment

Instantly boost contact and firmographic coverage

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Enablement

Reduce team member ramp time and error rates

Billing & Invoicing

Manage invoices and revenue with full visibility

Internal Collaboration

Centralize knowledge and co-create content across teams

Executive & Board Reporting

Give leaders clarity and context through unified reporting

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.

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.

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Cookie Policy

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

Processes

FEATURED

Onboarding

Expansion

Scaled CS

“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

Sales & Marketing

Sales & Marketing

Sales Pipeline Management

Deal Room

Lead Capture & Qualification

Outbound Sales

PoC & Managed Trials

Customer Success

Customer Success

Product Adoption

Scaled CS

Expansion

Onboarding

Customer Handovers

Health Management

Renewal Management

Advocacy & Referrals

Customer & Product Marketing

Capture & Analyze Feedback

Track & Achieve Customer Objectives

Risk & Churn Mitigation

Collaborate with Customers

Stakeholder Management

Support & Service

Support & Service

Project Management

Resource Management

Asset Lifecycle Management

Operations

Operations

Revenue Forecasting

Data Consolidation

Data Enrichment

Team Reporting & Compensation

Team Enablement

Billing & Invoicing

Internal Collaboration

Executive & Board Reporting

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.