Planhat Integrations

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Twilio Segment’s Customer Data Platform (CDP) provides companies with the data foundation that they need to put their customers at the heart of every decision. Per IDC, it’s the #1 CDP in worldwide market share four years in a row (2019-2022). Using Twilio Segment, companies can collect, unify and route their customer data into any system where it’s needed to better understand their customers and create seamless, compelling experiences in real-time. Over 25,000 companies use Twilio Segment to make real-time decisions, accelerate growth and deliver world-class customer experiences.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all y

Desktop.com lets you set up the ultimate online HQ for yourself or your team. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. It’s a secure workspace for organizing and managing everything you need in your digital workday, and ensuring that you can access it safely from any device at any time. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization.

Freshdesk is a cloud-based customer service software that helps businesses provide exceptional customer service across every customer touchpoint. With Freshdesk, businesses can: - Manage customer conversations across multiple channels such as email, phone, chat, social media, etc., from a unified view - Improve agent productivity with smart workflow automation rules - Deliver seamless self-service experiences with AI-powered chatbots and branded help centers - Monitor key performance metrics with advanced analytics and custom reports Over 50,000+ customers including Hugo Boss, Toshiba, Cisco, The Atlantic, Chargebee, Grofers, and PhonePe trust Freshdesk to help them provide faster customer service with ease.

Build exceptional customer experiences with Zendesk. The leading provider of software and solutions for better customer relationships, Zendesk empowers businesses to be more reliable, flexible, and scalable. Its family of products include Support, an integrated customer support solution; Chat, live chat and messaging tool; Talk, call center software; Explore for analytics and reporting; Inbox, shared team inbox; Guide, a knowledge base and self service soltuion; and Connect + Outbound for proactive campaigns.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Built to help you grow your own way. We know what it’s like to start small with big ideas. That’s why we support millions of customers across every stage of their own business journeys. Bring your audience data, marketing channels, and insights together so you can reach your goals faster. With Mailchimp, you can promote your business across email, social, landing pages, postcards, and more — all from a single platform. No matter your business type or experience level, we have features to help you understand your audience, reach them when it matters most, and get better as you go. Our marketing CRM helps you collect data about your contacts and turn those insights into action. With a holistic view of your audience, you can learn what they like and create campaigns that feel like conversations. We’ll help you get up and running with pre-built templates, ready-made segments, and 1-click automations. Mailchimp makes it easy to sell stuff online, even if you don’t have an e-commerce store.

Slack is a cloud-based project collaboration and team interaction software solution specially designed to seamlessly facilitate communication across organizations. Featuring powerful tools and services integrated into a single platform, Slack provides private channels to promote interaction within smaller teams, direct channels to help send messages directly to colleagues, and public channels that enables members across organizations to start conversations. Available on Mac, Windows, Android, and iOS apps, Slack offers a plethora of features that include chat, file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and more.

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

Get more done with Gmail. Now more secure, smarter and easier to use—helping you save time and do more with your inbox. See what’s new at a glance, and decide what you want to read and respond to. Get nudges that remind you to follow up and respond to messages, so that nothing slips through the cracks. View attachments, RSVP to events, snooze messages and more without opening any emails. Gmail blocks 99.9% of dangerous emails before they reach you. If we think something seems phish-y, you’ll get a warning.

Make the most of every day. The new Google Calendar app helps you spend less time managing your schedule and more time enjoying it. A Schedule with a View. Schedule View brings your schedule to life and makes it easy to see what's ahead with images and maps. Everything you need. Various views of your day, week and month, invitations, web calendar and much more. Backup everything. Your events are always saved on the Web. If you lose your phone, you don't lose your address book. Different ways to view your calendar - Quickly switch between month, week, and day views. Events from Gmail - Flight, hotel, concert, restaurant reservations, and more are added to your calendar automatically. Tasks - Create, manage, and view your tasks alongside your events in Calendar. Video conferencing - Easily add video conferencing to calendar events. Quick event creation - Smart suggestions for event titles, places, and people save you time when creating events.

Deliver great experiences, no matter what. Connecting with customers is more important than ever. We can help with scalable messaging for sales, marketing, and support. The #1 Business Messenger for you and your customers. Use Intercom to drive growth at every stage of the customer lifecycle. Our chatbots and live chat capture more of your best leads and convert them while they’re hot. Set your customers up for success with tailored onboarding and activation messages. Real-time tools and rich insights mean our support solution amplifies your team for an unbeatable experience. Give customers personal touchpoints with your brand through the familiar medium of messaging. Engage customers at the exact moment they're ready to buy, whether on your website or in your app. Intercom connects your tools and workflows so you can communicate personally at scale. Set clear expectations with customers based on your team's bandwidth, and collect upfront information for follow-up later.

Aircall is the cloud-based phone system of choice for modern brands of 3+ users. By seamlessly integrating with the most popular CRM and Helpdesk tools, we help sales and support teams communicate clearly and efficiently. Admins can instantly add numbers from 100+ countries, scale their teams according to seasonality, and gain deep insights through real time analytics. Accessible by desktop and mobile app, Aircall is trusted by over 3000 companies worldwide. Start a risk-free trial today!

AppEQ is a customer retention software that provides real-time customer insights on top of your existing applications such as CRM, Helpdesk, Email, etc. Purpose-built for Customer Success and Account Management teams to gain real-time customer insights and drive retention revenue without the complexities of traditional Customer Success Platforms. Say goodbye to back and forth between teams and systems. With AppEQ you can minimize churn and maximize revenue retention by adopting "customer centricity" across teams & departments. AppEQ No-Code platform saves effort with a configure once, deploy everywhere One-Click integration Fast-growing SaaS companies just like yours use AppEQ to retain and grow their accounts.

Pendo is an all-in-one property management platform for landlords. Whether you have one or hundreds of properties, Pendo simplifies the repetitive and time-consuming tasks associated with property management, including website advertising, tenant vetting and onboarding, rent collection, performance and income/expense tracking, digital lease agreements, and financial reporting.

SatisMeter identifies unhappy customers in your web and mobile apps, or via email. SatisMeter is a revolutionary multi-channel platform which improves customer retention by collecting in-app feedback using the Net Promoter System (NPS), Customer Effort Score (CES) or CSAT. It is a must-have tool for mobile and web app owners and developers, growth hackers and marketers. Thanks to an unobtrusive and lightweight survey pop-up, the average response rate is as high as 35%. The typical use is reaching out to unhappy customers, preventing churn, leveraging the power of customer advocates and validating product priorities. Installing the survey to an existing application takes only a few clicks via Segment.com or a few lines of code. All the targeting is handled by us.

Transactional emails: Reach inboxes when it matters most. Deliver fast, personalized transactional emails using API or SMTP. Get the benefits of our experience sending billions of emails globally. Send personalized transactional emails that reach inboxes, not spam folders. Customize your analytics with pre-built dashboards, export API, and more. Read documentation guides, or contact our award-winning Support team for help. Use custom tagging, whitelabeling, conditional content, and more. Globally distributed infrastructure: Featuring automatic SPAM loop registration and pre-warmed dedicated IPs. Get analytics in multiple ways, plus custom tags, A/B test capabilities, and comparative reports. Utilize white-labelled click tracking, custom reverse DNS, rules engine, custom return path, and sub-accounts. That’s the average time to delivery for top 3 ISPs, sent from our MTAs to the recipient’s email server.

Easy data management to power your business. Connect, transform and visualize your data fast and in a scalable way. Kleene makes it easy to access all the data that lives in your SaaS software. Once the data is extracted, it is stored and organized in a cloud data warehouse. The data is cleaned and organized for analysis purposes. Easy to use dashboards to gain insights and make data-driven decisions to power your growth. Never waste time again building your own data pipelines. 150+ pre-built data connectors library. On-demand custom connector build. Always work with the most up-to-date data. Set up your data warehouse in minutes with no engineering required. Accelerate your data model building thanks to our unique transformation tooling. Best-in-class data pipeline observability and management. Access Kleene’s industry-leading dashboard templates. Level up your dashboards using our wide industry expertise.