Planhat for Scale-ups

“Better than pulling a rabbit-out-of-a-hat kinda magic”

Hannah

CS Manager

“Built for teams who want to win”

Bobbi

CS Strategy Manager

“Brings everything into the single source of truth”

Jordan

Sr. Customer Success Manager

“I cannot do my job without Planhat”

Georgi

Client Success Manager

“My everyday ally”

Camille

Account Manager

“Customer success as you need it”

James

Operations Director

“Extremely intuitive”

Taylor

Head of Customer Success

“Built for teams who want to win”

Bobbi

CS Strategy Manager

“I cannot do my job without Planhat”

Georgi

Client Success Manager

“Customer success as you need it”

James

Operations Director

“Brings everything into the single source of truth”

Jordan

Sr. Customer Success Manager

“My everyday ally”

Camille

Account Manager

“Extremely intuitive”

Taylor

Head of Customer Success

processes

Command the lifecycle

Explore processes

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

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

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

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

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

Product Adoption

Surface adoption signals to drive timely action

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

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

Onboarding

Accelerate time-to-live with predictable outcomes

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Impact studies

Explore all

Empowers Us to Scale Effectively

Cognigy

Germany

Discover how

Empowers Us to Scale Effectively

Cognigy

Germany

Empowers Us to Scale Effectively

Cognigy

Germany

Doubling in Size Through Scalable Onboarding

Osapiens

Germany

Discover how

Doubling in Size Through Scalable Onboarding

Osapiens

Germany

Doubling in Size Through Scalable Onboarding

Osapiens

Germany

Makes Us More Efficient and Profitable

Basis Technologies

Chicago, IL

Discover how

Makes Us More Efficient and Profitable

Basis Technologies

Chicago, IL

Makes Us More Efficient and Profitable

Basis Technologies

Chicago, IL

Lets Our People Achieve More

Bannerflow

Sweden

Discover how

Lets Our People Achieve More

Bannerflow

Sweden

Lets Our People Achieve More

Bannerflow

Sweden

Streamlines Our Workflows

Customer.io

Beaverton, OR

Discover how

Streamlines Our Workflows

Customer.io

Beaverton, OR

Streamlines Our Workflows

Customer.io

Beaverton, OR

Greater Efficiency & Lower Churn

Macrobond

United Kingdom

Discover how

Greater Efficiency & Lower Churn

Macrobond

United Kingdom

Greater Efficiency & Lower Churn

Macrobond

United Kingdom

“

Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

Watch

“

Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

Watch

“

Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

Watch

880+ reviews

“The only CS platform I can see myself using”

Matthew

Digital CSM

“The only CS platform I can see myself using”

Matthew

Digital CSM

“Tracking data never looked so good!”

Sebastian

CSM

“AWESOME!! Using Planhat has helped me with improved oversight and saves me time!”

Michele

Senior Director of Customer Success

“An exceptional product for customer success professionals”

Emma

CSM

“Delightful experience”

Annie

Director

“An essential for customer success teams”

Hannah

CS Manager

“Easy to use, great customer insights, world class support”

Mackenzie

Customer Success Operations Manager

“Tracking data never looked so good!”

Sebastian

CSM

“An exceptional product for customer success professionals”

Emma

CSM

“An essential for customer success teams”

Hannah

CS Manager

“AWESOME!! Using Planhat has helped me with improved oversight and saves me time!”

Michele

Senior Director of Customer Success

“Delightful experience”

Annie

Director

“Easy to use, great customer insights, world class support”

Mackenzie

Customer Success Operations Manager

“Our customers are organically adopting Planhat Portals way more than we anticipated. No matter what the available channels are, once we open a Portal for them, they choose to engage through it every time.”

“With Planhat Portals, we’ve cut communication time by 50% and built a more transparent, collaborative space for customers. It helps us move faster and keep the focus on delivering value.”

“With Planhat Portals, we’ve cut communication time by 50% and built a more transparent, collaborative space for customers. It helps us move faster and keep the focus on delivering value.”

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way.”

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way.”

“Planhat Portals enable our GTM team to be true value drivers, not switchboard operators.”

“Planhat Portals enable our GTM team to be true value drivers, not switchboard operators.”

“And so what's really great about Planhat, like we said, is those unlimited user seats. Being able to give them full and complete access to what we're working on, making sure that our product team knows what our customers are needing.”

“You forget how much time you spend changing context to answer someone's question internally, because the CS organisation supports so many organisations, product, marketing, finance, the ability for them to go in and do it themselves, it saves a lot of time.”

“I have deployed Gainsight multiple times at multiple organizations and the time commitment to do that was very time intensive. Whereas when I adopted Planhat, I was able to do it all myself.”

Adam Cooney

Jolt

“I have deployed Gainsight multiple times at multiple organizations and the time commitment to do that was very time intensive. Whereas when I adopted Planhat, I was able to do it all myself.”

Adam Cooney

Jolt

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

“The impact that Planhat had on our business was immediate and resounding.”

“The impact that Planhat had on our business was immediate and resounding.”

“I've seen Hubspot, Salesforce, and Pipedrive but Planhat is by far is the most flexible and configurable between these CRMs.”

“

Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

Watch

“

Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

Watch

“

Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

Watch

880+ reviews

Whitney

Director of Product Marketing

“I've seen Hubspot, Salesforce, and Pipedrive but Planhat is by far is the most flexible and configurable between these CRMs.”

Whitney

Director of Product Marketing

“Intuitive, powerful, and backed by a true partner”

Bill

VP Customer Success

“Reinventing customer success through feedback, action and innovation”

ShaRaya

Customer Experience Operations Analyst

“Planhat's tech is top notch.”

Kyle

Customer Success Manager

“Ticks all the boxes!”

Shar

Customer Success Team Lead

“Powerful and amazing tool for a customer success”

Beatriz

Team Lead Customer Success Manager

“A must-have tool for teams across the company”

Margaux

Product Marketing Manager

“Intuitive, powerful, and backed by a true partner”

Bill

VP Customer Success

“Planhat's tech is top notch.”

Kyle

Customer Success Manager

“Powerful and amazing tool for a customer success”

Beatriz

Team Lead Customer Success Manager

“Reinventing customer success through feedback, action and innovation”

ShaRaya

Customer Experience Operations Analyst

“Ticks all the boxes!”

Shar

Customer Success Team Lead

“A must-have tool for teams across the company”

Margaux

Product Marketing Manager

“As people managers, we can now also clearly evaluate the performance of our customer organization, carefully optimize our CSMs' capacity and support them proactively throughout the customer journey, with all the necessary context to hand.”

“The relationship we have, the discussions with our CSMs, the EBRs where we plan ahead together, the synergy between Natilik and Planhat, and how we create value together... that’s an outstanding part of what Planhat offers.”

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

Jacqueline Roepers

Birdie

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

Jacqueline Roepers

Birdie

“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now”

Michele Conway-Scro

MyAdvice

“Thanks to the automations we have been able to grow our customer base without growing our customer success team – they can keep up with more clients now”

Michele Conway-Scro

MyAdvice

“Planhat has generated substantial ROI for us in year 1. We’re excited to see how it can allow us to continue scaling our business without scaling headcount, catalyzing our growth strategy over the coming years”

“Planhat has given us the flexibility and visibility we needed to report on key outcomes and closely monitor progress across customer journeys”

“Planhat has given us the flexibility and visibility we needed to report on key outcomes and closely monitor progress across customer journeys”

“Planhat’s flexible health score synthesizes all customer insights into one simple number instead of multiple metrics spread across systems.”

Alicia Quezada

Abacum

“Planhat’s flexible health score synthesizes all customer insights into one simple number instead of multiple metrics spread across systems.”

Alicia Quezada

Abacum

“Increased operational efficiency and process alignment also removed the need for an additional full-time CSM monitoring operations, further reducing our operational costs even as we grew our customer base substantially.”

“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.”

“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.”

“An amazing tool for CSM team and management”

“

Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”

Michele Conway-Scro

Director of Business Development

MyAdvice

Watch

“

Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”

Michele Conway-Scro

Director of Business Development

MyAdvice

Watch

“

Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”

Michele Conway-Scro

Director of Business Development

MyAdvice

Watch

880+ reviews

Richard

Operations Manager

“An amazing tool for CSM team and management”

Richard

Operations Manager

“Best in class CS platform for optimized data insights and action”

John

Product Specialist

“Fantastic solution to aggregate customer data into actionable insights”

Jean-Sébastien

VP Customer Experience

“Best tool for data centralization and process automation”

Petko

Customer Success Leader

“Great CS tool”

Chrissy

Senior Manager of CS

“Exceptional support and collaboration, helping us scale”

Jasmine

Manager of Customer Success Operations

“Great experience, excellent support, easy to use, and highly customizable”

Kate

Customer Success Manager

“Best in class CS platform for optimized data insights and action”

John

Product Specialist

“Best tool for data centralization and process automation”

Petko

Customer Success Leader

“Exceptional support and collaboration, helping us scale”

Jasmine

Manager of Customer Success Operations

“Fantastic solution to aggregate customer data into actionable insights”

Jean-Sébastien

VP Customer Experience

“Great CS tool”

Chrissy

Senior Manager of CS

“Great experience, excellent support, easy to use, and highly customizable”

Kate

Customer Success Manager

“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful.”

Lisa Milnes

Natilik

“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful.”

Lisa Milnes

Natilik

“Sales can go right in, see all the information that they need to have the right kind of conversation with that customer to get that expansion, to generate new revenue and keep them a happy customer.”

“With Planhat, the amount of customization that we can do is unbelievable.”

“With Planhat, the amount of customization that we can do is unbelievable.”

“With Planhat, we now have all of this data for our customers—that before lived in all of these different solutions—in one platform.”

“With Planhat, we now have all of this data for our customers—that before lived in all of these different solutions—in one platform.”

“Planhat gives us the incredible sense of flexibility to look for five, six degrees removed from our customer and figure out how their customers—our customers' customers—are using the platform.”

“We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer.”

“We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer.”

“The impact that Planhat had on our business was immediate and resounding.”

“The impact that Planhat had on our business was immediate and resounding.”

“What's great about Planhat is we can take all of that information that's coming from a completely different solution, put it into Planhat, and then surface it in a portal so our customer can log in at any point and get the information that they're looking for.”

“We talk a lot about white glove service and I think this is the first time that we've been able to really be able to introduce that to our customers, thanks to Planhat.”

“We talk a lot about white glove service and I think this is the first time that we've been able to really be able to introduce that to our customers, thanks to Planhat.”