Planhat Reviews

What is Planhat?

Planhat is a versatile Customer Success Platform that helps businesses solve post-sale challenges by offering four pillars of functionality. By centralizing customer data, it enables a comprehensive 360-degree view for coordinated action. The tool’s automation streamlines tasks with no-code automation for triggers, alerts, bots, and integrations.

Workflow facilitates creating connected journeys combining task management and data-driven sequencing. The Presentations layer empowers storytelling using data insights, combining slide simplicity and BI analytics for customer engagement.

Planhat’s effectiveness is attested by top-rated companies, including Softcat, Redis, and Epidemic Sound. It’s praised for its user-friendliness and powerful tools that automate actions based on customer behavior, making it ideal for streamlining processes in Customer Success teams.

With intuitive features like Playbooks and Revenue, Planhat ensures business growth by nurturing customer relationships and enhancing customer health scores, a valuable resource for B2B SaaS companies like Vainu. Overall, Planhat provides a horizontal customer platform to enhance customer-centric strategies and product-led growth.