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A futuristic-looking woman tending to green plants under glass protective domes while inside a futuristic greenhouse.

Customer Success Software

Retain and grow customer revenue

Achieve sustained growth by converting customer data into actions that deliver more value, to more customers, faster.

Get started

A futuristic-looking woman tending to green plants under glass protective domes while inside a futuristic greenhouse.

Customer Success Software

Retain and grow customer revenue

Achieve sustained growth by converting customer data into actions that deliver more value, to more customers, faster.

Get started

A futuristic-looking woman tending to green plants under glass protective domes while inside a futuristic greenhouse.

Customer Success Software

Retain and grow customer revenue

Achieve sustained growth by converting customer data into actions that deliver more value, to more customers, faster.

Get started

A futuristic-looking woman tending to green plants under glass protective domes while inside a futuristic greenhouse.

Customer Success Software

Retain and grow customer revenue

Achieve sustained growth by converting customer data into actions that deliver more value, to more customers, faster.

Get started

Kill churn,

deliver success.

Kill churn,

deliver success.

Kill churn,

deliver success.

Kill churn,

deliver success.

A screenshot of a Customer Success workspace in Planhat, showing a scatterplot of companies by ARR and health score.
A screenshot of a Customer Success workspace in Planhat, showing a scatterplot of companies by ARR and health score.
A screenshot of a Customer Success workspace in Planhat, showing a scatterplot of companies by ARR and health score.
A screenshot of a Customer Success workspace in Planhat, showing a scatterplot of companies by ARR and health score.
OnsiteIQ's customer success leaders sitting on a sofa in front of the beach in Malibu.
“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's customer success leaders sitting on a sofa in front of the beach in Malibu.
“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's customer success leaders sitting on a sofa in front of the beach in Malibu.
“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's customer success leaders sitting on a sofa in front of the beach in Malibu.
“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

Redis

“Planhat’s automations have enabled us to offload a significant portion of our repetitive manual tasks to bespoke, data-driven workflows running in the background: allowing our teams to stay focused on managing customers, not admin.”

Alexey Smolyanyy

Director, Customer Success

Redis

“Planhat’s automations have enabled us to offload a significant portion of our repetitive manual tasks to bespoke, data-driven workflows running in the background: allowing our teams to stay focused on managing customers, not admin.”

Alexey Smolyanyy

Director, Customer Success

Redis

“Planhat’s automations have enabled us to offload a significant portion of our repetitive manual tasks to bespoke, data-driven workflows running in the background: allowing our teams to stay focused on managing customers, not admin.”

Alexey Smolyanyy

Director, Customer Success

Redis

“Planhat’s automations have enabled us to offload a significant portion of our repetitive manual tasks to bespoke, data-driven workflows running in the background: allowing our teams to stay focused on managing customers, not admin.”

Alexey Smolyanyy

Director, Customer Success

A group of futuristically dressed people handling test tubes filled with soil on a raised plant bed.
Deliver customer outcomes

Understand customer needs at a glance and deliver outcomes consistently and collaboratively. Establish and iterate constantly on best practices that empower you to deliver customer value in the right way, at the right time.

A group of futuristically dressed people handling test tubes filled with soil on a raised plant bed.
Deliver customer outcomes

Understand customer needs at a glance and deliver outcomes consistently and collaboratively. Establish and iterate constantly on best practices that empower you to deliver customer value in the right way, at the right time.

A group of futuristically dressed people handling test tubes filled with soil on a raised plant bed.
Deliver customer outcomes

Understand customer needs at a glance and deliver outcomes consistently and collaboratively. Establish and iterate constantly on best practices that empower you to deliver customer value in the right way, at the right time.

A group of futuristically dressed people handling test tubes filled with soil on a raised plant bed.
Deliver customer outcomes

Understand customer needs at a glance and deliver outcomes consistently and collaboratively. Establish and iterate constantly on best practices that empower you to deliver customer value in the right way, at the right time.

A rich red plant on a dark background.
Measure ROI

Know exactly what works and what doesn't to ensure you're constantly spending time on the things that convert to the most value. Maximize the resources you have to serve more customers, more successfully, without growing your team.

A rich red plant on a dark background.
Measure ROI

Know exactly what works and what doesn't to ensure you're constantly spending time on the things that convert to the most value. Maximize the resources you have to serve more customers, more successfully, without growing your team.

A rich red plant on a dark background.
Measure ROI

Know exactly what works and what doesn't to ensure you're constantly spending time on the things that convert to the most value. Maximize the resources you have to serve more customers, more successfully, without growing your team.

A rich red plant on a dark background.
Measure ROI

Know exactly what works and what doesn't to ensure you're constantly spending time on the things that convert to the most value. Maximize the resources you have to serve more customers, more successfully, without growing your team.

A series of abstract three-dimensional waves.
Powered by AI

Planhat is powered by AI. Work smarter, not harder, with native writing assistance, one-click account and conversation summaries, and the freedom to embed custom LLMs through no-code automation flows.

A series of abstract three-dimensional waves.
Powered by AI

Planhat is powered by AI. Work smarter, not harder, with native writing assistance, one-click account and conversation summaries, and the freedom to embed custom LLMs through no-code automation flows.

A series of abstract three-dimensional waves.
Powered by AI

Planhat is powered by AI. Work smarter, not harder, with native writing assistance, one-click account and conversation summaries, and the freedom to embed custom LLMs through no-code automation flows.

A series of abstract three-dimensional waves.
Powered by AI

Planhat is powered by AI. Work smarter, not harder, with native writing assistance, one-click account and conversation summaries, and the freedom to embed custom LLMs through no-code automation flows.

Trustpilot

“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

Head of Commercial Operations

Trustpilot

“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

Head of Commercial Operations

Trustpilot

“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

Head of Commercial Operations

Trustpilot

“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

Head of Commercial Operations

A burgundy plant leaf in macro.

Deliver value faster

Find out what your customer needs most and how to deliver it. Cut time to value with tried-and-tested workflows and resources delivered at scale.

A burgundy plant leaf in macro.

Deliver value faster

Find out what your customer needs most and how to deliver it. Cut time to value with tried-and-tested workflows and resources delivered at scale.

A burgundy plant leaf in macro.

Deliver value faster

Find out what your customer needs most and how to deliver it. Cut time to value with tried-and-tested workflows and resources delivered at scale.

A burgundy plant leaf in macro.

Deliver value faster

Find out what your customer needs most and how to deliver it. Cut time to value with tried-and-tested workflows and resources delivered at scale.

Profiles, Filters & Views

Get full visibility into clients, projects and business resources from dedicated custom views. Unify your team around delivering value, not hunting for context.

Profiles, Filters & Views

Get full visibility into clients, projects and business resources from dedicated custom views. Unify your team around delivering value, not hunting for context.

Health Scoring

Synthesise all your KPIs into a single, meaningful signal. Know which activities impact health and automate workflows in response to unexpected changes.

Health Scoring

Synthesise all your KPIs into a single, meaningful signal. Know which activities impact health and automate workflows in response to unexpected changes.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to get your customer from A to B.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to get your customer from A to B.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Templates & Snippets

Set up, experiment with, iterate on and roll-out best practice note-taking, reporting and comms with a custom library of text snippets and email templates.

Templates & Snippets

Set up, experiment with, iterate on and roll-out best practice note-taking, reporting and comms with a custom library of text snippets and email templates.

Document Drive

Use a Notion-like document editor to build a rich library of templates and collateral for your team to share in real-time via whitelabelled portals. Analyze which documents drive outcomes.

Document Drive

Use a Notion-like document editor to build a rich library of templates and collateral for your team to share in real-time via whitelabelled portals. Analyze which documents drive outcomes.

Thrive

“Our license upsells are 24% higher this year than last year. Now we can see when customers are approaching their license limit and speak to them proactively, all thanks to the visibility we get on our customers with Planhat.”

Ryan O'Connell

Chief Operating Officer

Thrive

“Our license upsells are 24% higher this year than last year. Now we can see when customers are approaching their license limit and speak to them proactively, all thanks to the visibility we get on our customers with Planhat.”

Ryan O'Connell

Chief Operating Officer

Thrive

“Our license upsells are 24% higher this year than last year. Now we can see when customers are approaching their license limit and speak to them proactively, all thanks to the visibility we get on our customers with Planhat.”

Ryan O'Connell

Chief Operating Officer

Thrive

“Our license upsells are 24% higher this year than last year. Now we can see when customers are approaching their license limit and speak to them proactively, all thanks to the visibility we get on our customers with Planhat.”

Ryan O'Connell

Chief Operating Officer

A cluster of autumn-coloured leaves.

Create delightful experiences

Make every customer feel like your only customer, no matter whether you're low-touch, high-touch or pooled. Drive value collaboratively.

A cluster of autumn-coloured leaves.

Create delightful experiences

Make every customer feel like your only customer, no matter whether you're low-touch, high-touch or pooled. Drive value collaboratively.

A cluster of autumn-coloured leaves.

Create delightful experiences

Make every customer feel like your only customer, no matter whether you're low-touch, high-touch or pooled. Drive value collaboratively.

A cluster of autumn-coloured leaves.

Create delightful experiences

Make every customer feel like your only customer, no matter whether you're low-touch, high-touch or pooled. Drive value collaboratively.

Central Inbox

Deliver a consistent end-to-end client experience, with a single shared inbox for every client communication. Get up to speed in seconds with AI summaries.

Central Inbox

Deliver a consistent end-to-end client experience, with a single shared inbox for every client communication. Get up to speed in seconds with AI summaries.

Sequences

Drive engagement and adoption through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Sequences

Drive engagement and adoption through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Portals

Launch an interactive, whitelabelled ecosystem for every customer. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Portals

Launch an interactive, whitelabelled ecosystem for every customer. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Trend Micro's Director of Customer Success sitting on a sofa in front of the beach in Malibu.
“The open rate on those emails, because they're coming from the CSM, is 38% - whereas a typical marketing email would have a 1-2% open rate. "

Tracy Shouldice

Director of Customer Success

Trend Micro's Director of Customer Success sitting on a sofa in front of the beach in Malibu.
“The open rate on those emails, because they're coming from the CSM, is 38% - whereas a typical marketing email would have a 1-2% open rate. "

Tracy Shouldice

Director of Customer Success

Trend Micro's Director of Customer Success sitting on a sofa in front of the beach in Malibu.
“The open rate on those emails, because they're coming from the CSM, is 38% - whereas a typical marketing email would have a 1-2% open rate. "

Tracy Shouldice

Director of Customer Success

Trend Micro's Director of Customer Success sitting on a sofa in front of the beach in Malibu.
“The email open rate, because they're coming from the CSM, is 38% - whereas a typical marketing email would have a 1-2% open rate. "

Tracy Shouldice

Director of Customer Success

Telia Cygate

“We use Planhat to deeply analyze customer behavior, identify trends and understand customer satisfaction - all to find opportunities for improvement in the way we manage our customers.”

Urban Jansson

Head of Customer Experience

Telia Cygate

“We use Planhat to deeply analyze customer behavior, identify trends and understand customer satisfaction - all to find opportunities for improvement in the way we manage our customers.”

Urban Jansson

Head of Customer Experience

Telia Cygate

“We use Planhat to deeply analyze customer behavior, identify trends and understand customer satisfaction - all to find opportunities for improvement in the way we manage our customers.”

Urban Jansson

Head of Customer Experience

Telia Cygate

“We use Planhat to deeply analyze customer behavior, identify trends and understand customer satisfaction - all to find opportunities for improvement in the way we manage our customers.”

Urban Jansson

Head of Customer Experience

An isolated green tree in an expansive golden desert landscape.

Achieve more with less

Deliver more value to more customers, without scaling your team. Deploy AI and automation to delegate admin and double-down on high-ROI activities.

An isolated green tree in an expansive golden desert landscape.

Achieve more with less

Deliver more value to more customers, without scaling your team. Deploy AI and automation to delegate admin and double-down on high-ROI activities.

An isolated green tree in an expansive golden desert landscape.

Achieve more with less

Deliver more value to more customers, without scaling your team. Deploy AI and automation to delegate admin and double-down on high-ROI activities.

An isolated green tree in an expansive golden desert landscape.

Achieve more with less

Deliver more value to more customers, without scaling your team. Deploy AI and automation to delegate admin and double-down on high-ROI activities.

Dynamic Assignment

Run pooled and scaled approaches effortlessly, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Dynamic Assignment

Run pooled and scaled approaches effortlessly, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue. Clearly benchmark your team on one another.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue. Clearly benchmark your team on one another.

Hoxhunt

“Since we implemented Planhat, our onboarding efficiency has improved by roughly 200% as we have progressed from onboarding 7-10 customers to successfully onboarding 20+ per CSM.”

Martina Holma

Vice President, Customer Success

Hoxhunt

“Since we implemented Planhat, our onboarding efficiency has improved by roughly 200% as we have progressed from onboarding 7-10 customers to successfully onboarding 20+ per CSM.”

Martina Holma

Vice President, Customer Success

Hoxhunt

“Since we implemented Planhat, our onboarding efficiency has improved by roughly 200% as we have progressed from onboarding 7-10 customers to successfully onboarding 20+ per CSM.”

Martina Holma

Vice President, Customer Success

Hoxhunt

“Since we implemented Planhat, our onboarding efficiency has improved by roughly 200% as we have progressed from onboarding 7-10 customers to successfully onboarding 20+ per CSM.”

Martina Holma

Vice President, Customer Success

FAQ

What is customer success software?

Do I need to use Planhat as a CRM to get value from Planhat for Customer Success?

Do I need dedicated technical support to implement Planhat's software?

How is Planhat for Customer Success different to other CS solutions, like ChurnZero or Vitally?

How much time does it take to implement customer success software?

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

FAQ

What is customer success software?

Do I need to use Planhat as a CRM to get value from Planhat for Customer Success?

Do I need dedicated technical support to implement Planhat's software?

How is Planhat for Customer Success different to other CS solutions, like ChurnZero or Vitally?

How much time does it take to implement customer success software?

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

FAQ

What is customer success software?

Do I need to use Planhat as a CRM to get value from Planhat for Customer Success?

Do I need dedicated technical support to implement Planhat's software?

How is Planhat for Customer Success different to other CS solutions, like ChurnZero or Vitally?

How much time does it take to implement customer success software?

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

FAQ

What is customer success software?

Do I need to use Planhat as a CRM to get value from Planhat for Customer Success?

Do I need dedicated technical support to implement Planhat's software?

How is Planhat for Customer Success different to other CS solutions, like ChurnZero or Vitally?

How much time does it take to implement customer success software?

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert