Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a customer onboarding platform
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Audience
Customer Success teams, Sales teams, Management teams, Finance teams, Product teams
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£40 per user
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFastDox
Founded: 2018
United Kingdom
fastdox.co.uk
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Company InformationPlanhat
Founded: 2014
Sweden
www.planhat.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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AML Features
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Digital Signature Features
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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Customer Success Features
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
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Integrations
AccessOwl
Aircall
Caugia
Desktop.com
Freshdesk
Gmail
HubSpot Customer Platform
Intercom
Kleene
Lantern
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Integrations
AccessOwl
Aircall
Caugia
Desktop.com
Freshdesk
Gmail
HubSpot Customer Platform
Intercom
Kleene
Lantern
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