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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.

About

Automate, customize & share your recurring revenue with a single click. Spend less time managing, emailing and versioning your client's recurring revenue metrics. And more time providing advisory services to help them understand and grow their business. Connect your account using our secure SSO integrations or via CSV upload. Customize your client's MRR, customer list, and CAC expenses using our proprietary engine to more accurately reflect the reality of their business. Share your real-time Saasable dashboard with your valued stakeholders with a single click. We focus on only those metrics that you need on a daily basis, updating in real-time as your revenue and expenses change. We give you the ability to view real-time data, customize your metrics, and share those metrics with users. No need to switch billing, invoicing, or other services just to get the required metrics.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Businesses interested in a solution to automate, customize and share their recurring revenue

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$49 per month
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Planhat
Founded: 2014
Sweden
www.planhat.com

Company Information

Saasable
Founded: 2019
United States
www.getsaasable.com

Alternatives

Alternatives

Broadridge Revport

Broadridge Revport

Broadridge Financial Solutions

Categories

Categories

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

Integrations

AccessOwl
Aircall
Caugia
Desktop.com
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Lantern
Mailchimp Transactional Email (Mandrill)
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Segment
Slack
Xero
Zendesk

Integrations

AccessOwl
Aircall
Caugia
Desktop.com
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Lantern
Mailchimp Transactional Email (Mandrill)
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Segment
Slack
Xero
Zendesk
Claim Planhat and update features and information
Claim Planhat and update features and information
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