Planhat for Enterprise

“By using Planhat, we can cross data from the customers with the vendor, and also in our own system. With these three different sources for data, we can manage a lot of speed.”

Fredrik Stenström

“We're giving our teams a data superpower with Planhat's Al. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Nutanix

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Nutanix

“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”

Everything you need to win.
Working as one.

Everything you need to win. Working as one.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more, Planhat is the action station your team can rally around.

Explore Integrations

880+ reviews

“The best customer tool in the market”

Ana

Head of Customer Success

“The best customer tool in the market”

Ana

Head of Customer Success

“A perfect fit for our company and how we want to support our clients”

Casey

VP Strategic Initiatives

“Great system and customer service”

Luciano

Director of Customer Success

“Amazing CSP for agile teams”

Mélanie

Global Customer Success Director

“Great tool for getting a 360 view of accounts in one place and making them actionable”

Petrina

Director of Customer Success Operations

“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”

Japhet

Senior Director of Customer Success Automation

“A perfect fit for our company and how we want to support our clients”

Brenda

Customer Success

Casey

VP Strategic Initiatives

“Amazing CSP for agile teams”

Mélanie

Global Customer Success Director

“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”

Japhet

Senior Director of Customer Success Automation

“Great system and customer service”

Luciano

Director of Customer Success

“Great tool for getting a 360 view of accounts in one place and making them actionable”

Petrina

Director of Customer Success Operations

Brenda

Customer Success

processes

Command the lifecycle

Explore processes

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

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

Data Consolidation

Take more decisive action through a unified view

Scaled CS

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Impact studies

Explore all

Saves Us Hundreds of Hours

Trustpilot

Denmark

Discover how

Saves Us Hundreds of Hours

Trustpilot

Denmark

Saves Us Hundreds of Hours

Trustpilot

Denmark

Unlocks Our Products' Value

Redis

San Francisco, CA

Discover how

Unlocks Our Products' Value

Redis

San Francisco, CA

Unlocks Our Products' Value

Redis

San Francisco, CA

Both Intuitive and Flexible

Toon Boom

Canada

Discover how

Both Intuitive and Flexible

Toon Boom

Canada

Both Intuitive and Flexible

Toon Boom

Canada

Drives Customer Health

May Mobility

Ann Arbor, MI

Discover how

Drives Customer Health

May Mobility

Ann Arbor, MI

Drives Customer Health

May Mobility

Ann Arbor, MI

Answers the Questions We've Always Asked

Pexip

Norway

Discover how

Answers the Questions We've Always Asked

Pexip

Norway

Answers the Questions We've Always Asked

Pexip

Norway

“

I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”

Kelly Poydence

Director, Customer Success

Basis Technologies

Watch

“

Kelly Poydence

Director, Customer Success

Basis Technologies

Watch

“

Kelly Poydence

Director, Customer Success

Basis Technologies

Watch

880+ reviews

Brenda

Customer Success

Brenda

Customer Success

“An amazing, quick and easy tool to work!”

Ajmal

Customer Success Manager

“Customer success at scale”

John

Principal Technical Account Manager

“Easy to use platform - fantastic insights!”

Aisling

Area Director

“Customised solution for all your CS needs”

Abigail

Customer Success Manager

“Incredible team incredible product”

Jason

VP Global Customer Success and Operations

“Easy insight and automation for customer success”

Joseph

Implementation Success Manager

“An amazing, quick and easy tool to work!”

Ajmal

Customer Success Manager

“Easy to use platform - fantastic insights!”

Aisling

Area Director

“Incredible team incredible product”

Jason

VP Global Customer Success and Operations

“Customer success at scale”

John

Principal Technical Account Manager

“Customised solution for all your CS needs”

Abigail

Customer Success Manager

“Easy insight and automation for customer success”

Joseph

Implementation Success Manager

“We quickly felt that the Planhat team understood our ambition to justify every decision we make with data and offered the toolbox we needed to drive that—it was a great fit from the get-go.”

Alexey Smolyanyy

Redis

“We quickly felt that the Planhat team understood our ambition to justify every decision we make with data and offered the toolbox we needed to drive that—it was a great fit from the get-go.”

Alexey Smolyanyy

Redis

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

DrFirst

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

DrFirst

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

8x8

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

8x8

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

“High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

“We chose Planhat since it’s a powerful platform that really suits Telia Cygate and the success work we do together with our customers.”

Urban Jansson

“We chose Planhat since it’s a powerful platform that really suits Telia Cygate and the success work we do together with our customers.”

Urban Jansson

“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”

“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”

“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”

“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”

“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

Kelly Poydence

“Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”

Kelly Poydence