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Planhat Reviews

& Product Details

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.

Found in these Categories

Best For

Platform for customer management and scalability.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name


  • Located In


  • Website


Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool doesn't have a public shown pricing plan, for more info, get in touch with their sales team.

  • Customer Database
  • Customer Profiles
  • Customer Experience Management
  • Workflow Management
  • Usage Tracking/Analytics
  • Activity Dashboard

Additional Features

  • Performance & Reliability
  • Notifications
  • Customer Monitoring
  • Customer Segments
  • API & Integrations
  • Customer Information
  • Platform
  • Workflow Capability
  • Scalability
  • Reporting & Dashboards
  • Access Management
  • User
  • Customer Health
  • Data Import & Export
  • Custom Triggers
  • Playbooks
  • Predictions
  • Customization
  • Role
  • Scores


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