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About

Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.

About

Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a customer onboarding platform

Audience

Customer Success teams, Sales teams, Management teams, Finance teams, Product teams

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

£40 per user
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

FastDox
Founded: 2018
United Kingdom
fastdox.co.uk

Company Information

Planhat
Founded: 2014
Sweden
www.planhat.com

Alternatives

Alternatives

Categories

AML Supported
CRM Supported
Digital Signature Supported
Lead Management Supported

Categories

AML Features

Behavioral Analytics Not Supported
Case Management Supported
Compliance Reporting Supported
Identity Verification Supported
Investigation Management Not Supported
PEP Screening Not Supported
Risk Assessment Not Supported
SARs Not Supported
Transaction Monitoring Supported
Watch List Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Not Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Not Supported
Progress Tracking Supported
Task Progress Tracking Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported

Integrations

Aircall Not Supported
Desktop.com Not Supported
Freshdesk Not Supported
Google Calendar Not Supported
InboxCRM by AppEQ Not Supported
Kleene Not Supported
Lantern Not Supported
Mailchimp Not Supported
Mailchimp Transactional Email (Mandrill) Not Supported
Microsoft Outlook Not Supported
Pendo Not Supported
Pipedrive Not Supported
Salesforce Not Supported
SatisMeter Not Supported
Segment Not Supported
Slack Not Supported
WWS Open API Supported
Zapier Not Supported
Zendesk Not Supported

Integrations

Aircall Supported
Desktop.com Supported
Freshdesk Supported
Google Calendar Supported
InboxCRM by AppEQ Supported
Kleene Supported
Lantern Supported
Mailchimp Supported
Mailchimp Transactional Email (Mandrill) Supported
Microsoft Outlook Supported
Pendo Supported
Pipedrive Supported
Salesforce Supported
SatisMeter Supported
Segment Supported
Slack Supported
WWS Open API Not Supported
Zapier Supported
Zendesk Supported
Claim FastDox and update features and information
Claim FastDox and update features and information
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Claim Planhat and update features and information