Processes

Unify and automate the entire customer lifecycle.

FEATURED

Discover All

Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

Onboarding

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

Christian Wolf

osapiens

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

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

Sales & Marketing

Configure-Price-Quote (CPQ)

Shorten quote turnaround and increase quote-to-close

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

Sales-to-CS Handover

Reduce ramp time and prevent premature churn

Configure-Price-Quote (CPQ)

Shorten quote turnaround and increase quote-to-close

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

Sales-to-CS Handover

Reduce ramp time and prevent premature churn

Configure-Price-Quote (CPQ)

Shorten quote turnaround and increase quote-to-close

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

Sales-to-CS Handover

Reduce ramp time and prevent premature churn

Configure-Price-Quote (CPQ)

Shorten quote turnaround and increase quote-to-close

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

Sales-to-CS Handover

Reduce ramp time and prevent premature churn

Customer Success

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Expansion

Grow NRR through targeted upsell & cross-sell

Health Management

Proactively and rapidly address both opportunities and risks

Onboarding

Accelerate time-to-live with predictable outcomes

Renewal Management

Improve forecast reliability and increase renewal rates

Scaled CS

Serve the long tail of customers without eroding margins

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Expansion

Grow NRR through targeted upsell & cross-sell

Health Management

Proactively and rapidly address both opportunities and risks

Onboarding

Accelerate time-to-live with predictable outcomes

Renewal Management

Improve forecast reliability and increase renewal rates

Scaled CS

Serve the long tail of customers without eroding margins

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Expansion

Grow NRR through targeted upsell & cross-sell

Health Management

Proactively and rapidly address both opportunities and risks

Onboarding

Accelerate time-to-live with predictable outcomes

Renewal Management

Improve forecast reliability and increase renewal rates

Scaled CS

Serve the long tail of customers without eroding margins

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Customer Marketing

Boost engagement with events, launches, and updates

Expansion

Grow NRR through targeted upsell & cross-sell

Health Management

Proactively and rapidly address both opportunities and risks

Onboarding

Accelerate time-to-live with predictable outcomes

Renewal Management

Improve forecast reliability and increase renewal rates

Scaled CS

Serve the long tail of customers without eroding margins

Support & Service

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Resource Management

Maximize resource utilization and protect margins

Self-Serve Customer Support

Deflect tickets while improving the support experience

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Resource Management

Maximize resource utilization and protect margins

Self-Serve Customer Support

Deflect tickets while improving the support experience

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Resource Management

Maximize resource utilization and protect margins

Self-Serve Customer Support

Deflect tickets while improving the support experience

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Resource Management

Maximize resource utilization and protect margins

Self-Serve Customer Support

Deflect tickets while improving the support experience

Operations

Data Consolidation

Take more decisive action through a unified view

Data Enrichment

Instantly boost contact and firmographic coverage

Project Management

Deliver projects on time and on margin—at scale

Revenue Forecasting

Improve forecast accuracy and scenario planning

Team Enablement

Reduce team member ramp time and error rates

Team Reporting

Give leaders real-time visibility and coaching signals

Data Consolidation

Take more decisive action through a unified view

Data Enrichment

Instantly boost contact and firmographic coverage

Project Management

Deliver projects on time and on margin—at scale

Revenue Forecasting

Improve forecast accuracy and scenario planning

Team Enablement

Reduce team member ramp time and error rates

Team Reporting

Give leaders real-time visibility and coaching signals

Data Consolidation

Take more decisive action through a unified view

Data Enrichment

Instantly boost contact and firmographic coverage

Project Management

Deliver projects on time and on margin—at scale

Revenue Forecasting

Improve forecast accuracy and scenario planning

Team Enablement

Reduce team member ramp time and error rates

Team Reporting

Give leaders real-time visibility and coaching signals

Data Consolidation

Take more decisive action through a unified view

Data Enrichment

Instantly boost contact and firmographic coverage

Project Management

Deliver projects on time and on margin—at scale

Revenue Forecasting

Improve forecast accuracy and scenario planning

Team Enablement

Reduce team member ramp time and error rates

Team Reporting

Give leaders real-time visibility and coaching signals

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

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.

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

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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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planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

700+ 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

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

700+ 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

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

700+ 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

Resource Management

Resource Management

Resource Management

Resource Management

Deal Room

Deal Room

Deal Room

Deal Room

Data Consolidation

Data Consolidation

Data Consolidation

Data Consolidation

Planhat Processes

Planhat Processes

Sales & Marketing

Sales & Marketing

Sales & Marketing

Configure-Price-Quote (CPQ)

Deal Room

Lead Capture & Qualification

Outbound Sales

PoC & Managed Trials

Sales Pipeline Management

Sales-to-CS Handover

Configure-Price-Quote (CPQ)

Deal Room

Lead Capture & Qualification

Outbound Sales

PoC & Managed Trials

Sales Pipeline Management

Sales-to-CS Handover

Customer Success

Customer Success

Customer Success

Advocacy & Referrals

Capture & Analyze Feedback

Customer Marketing

Expansion

Health Management

Onboarding

Renewal Management

Scaled CS

Advocacy & Referrals

Capture & Analyze Feedback

Customer Marketing

Expansion

Health Management

Onboarding

Renewal Management

Scaled CS

Support & Service

Support & Service

Support & Service

Asset Lifecycle Management

Resource Management

Self-Serve Customer Support

Asset Lifecycle Management

Resource Management

Self-Serve Customer Support

Operations

Operations

Operations

Data Consolidation

Data Enrichment

Project Management

Revenue Forecasting

Team Enablement

Team Reporting

Data Consolidation

Data Enrichment

Project Management

Revenue Forecasting

Team Enablement

Team Reporting

Meet your new system of action

Meet your new system of action

Meet your new system of action

Meet your new system of action