Audience
Customer Success teams, Sales teams, Management teams, Finance teams, Product teams
About Planhat
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.
Other Popular Alternatives & Related Software
Phano
Phano is a composite AI for Customer Success and Account Management teams at B2B SaaS companies. It cross-references each account's signals every day (usage, relationship, support and every other connected source) to surface, ahead of renewal, the accounts at risk of churn and those ready for expansion, with their probable cause and the action to take. Every diagnostic exposes its evidence, contradictions and blind spots, so teams can trust it before acting.
Phano also covers client meetings end to end: a brief before every call, live coaching during it, a structured recap written to the CRM and the follow-up email drafted in the inbox.
Intelligence is delivered where teams already work: email, Slack, Microsoft Teams, CRM and webhooks, plus API and MCP. The CSM protects the customer base, the Account Manager grows the accounts, from the same diagnostic.
Self-serve setup, 30-day free trial, then 99 EUR per month.
Learn more
Saasable
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.
Learn more
Smaply
Smaply is the leading platform for journey management, empowering teams to design, manage, and scale customer journeys across organizations. Built for those who put customers at the heart of their operations, Smaply offers robust tools to visualize journey maps and personas, enabling clear alignment and shared understanding across departments.
Getting started has never been easier – no more fear of the blank page! With Smaply AI you can create a journey map in minutes, while still being 100% in control every step of the way.
With Smaply’s journey management functionality, you can create structured journey hierarchies, maintain consistency across touchpoints, and manage journeys as dynamic, living assets. The platform supports centralized governance while offering flexibility, making it ideal for scaling CX initiatives in complex organizations.
One of Smaply’s key strengths is its rich ecosystem of integrations, such as Google Analytics, Microsoft 365, Jira any many more.
Learn more
Backstory
Backstory is an AI-powered sales pipeline intelligence platform designed to help revenue teams understand deal health, manage pipelines, forecast outcomes, and improve sales execution. The platform connects with CRM, email, calendar, meeting, and other sales systems to automatically capture calls, meetings, contacts, and account activity. Its AI analyzes engagement signals, historical performance, coverage gaps, risks, and opportunities to estimate close likelihood and explain why individual deals may be progressing or slipping. Stakeholder mapping helps teams identify the people involved in an opportunity and understand where important relationships or contacts may be missing. Backstory also provides deal-specific recommendations, AI sales coaching, renewal and retention insights, forecasting, and pipeline management tools.
Learn more
Integrations
Company Information
Planhat
Founded: 2014
Sweden
www.planhat.com
Videos and Screen Captures
See your clients through any filter and show only the information that matters to you.
Other Useful Business Software
Veeam Data Platform v13.1 - Get Your Free Trial
Try Veeam Data Platform today. Experience the unified platform that's secure by design, portable by default, and proven to recover clean, fast, and anywhere.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online
Planhat Frequently Asked Questions
Planhat Product Features
Customer Success
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
