Planhat
The Customer Platform
Overview
Planhat is a customer platform designed to give businesses a 360-degree view of their customers. It's built to be flexible and data-driven, allowing companies to manage the entire customer lifecycle, from onboarding to renewal, in one place.
✨ Key Features
- Customer 360
- Health Scores
- Playbooks & Automation
- Project Management for Onboarding
- Customer Portals
- Data Management & Analytics
- Collaborative Workspaces
🎯 Key Differentiators
- High degree of flexibility and customization
- Strong data management and analytics capabilities
- Customer-facing portals and project management features
Unique Value: Provides a single, flexible platform to manage all post-sales activities, from onboarding to renewals, with a strong emphasis on data and collaboration.
🎯 Use Cases (5)
✅ Best For
- Technology and SaaS companies
- Businesses with complex onboarding and implementation processes
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Teams looking for a very simple, out-of-the-box solution
🏆 Alternatives
Offers more robust project management and customer-facing features than many competitors, making it ideal for complex onboarding and partnership management.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
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