Sign in to see all reviews and comparisons. It's Free!
By clicking Sign In with Social Media, you agree to let PAT RESEARCH store, use and/or disclose your Social Media profile and email address in accordance with the PAT RESEARCH Privacy Policy and agree to the Terms of Use.
Planhat Predict churn and spot up-sell opportunities with a composite customer health score. The score is a transparent and fully customizable. Add dimensions based on your CSMs subjective input or hard facts and data points
• Complete user behavior analysis • Efficiency • Access all customer data in one place • User tracking • Complete picture • Unlimited KPI's • Work from Anywhere
PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
5.9
Features & Functionality
7.6
9.3
Advanced Features
7.6
8.5
Integration
7.6
8.4
Performance
7.6
8.2
Customer Support
7.6
7.9
Implementation
7.9
Renew & Recommend
8.1
Bottom Line
Planhat's Customer Success forecasting module helps CSMs to get visibility into the future. Forecast on a license level or fall back on Planhat's crafty projection scenarios
7.6
Editor Rating
8.0
Aggregated User Rating
4 ratings
You have rated this
Planhat helps companies to reduce churn, drive up-sales and maximize customer lifetime value. Through Planhat companies predict churn and spot up-sell opportunities with a composite customer health score.
The score is a transparent and fully customizable. Add dimensions based on your CSMs subjective input or hard facts and data points. Planhat boarding uses the industry's most powerful on-boarding module. Report on average on-boarding days for each client segment, get a feel for number of customers with overdue tasks and quickly identify the delayed processes. Planhat will help to understand the customers and how they use the service. It also promotes the champions and super users, get the detractors back on track.
Planhat's Customer Success forecasting module helps CSMs to get visibility into the future. Forecast on a license level or fall back on Planhat's crafty projection scenarios. The forecasting analytics page gives tremendous insights as it puts the forecasted future renewals in perspective of the historic performance and let's you drill down into any specific period to link the KPIs to renewals, upgrades, downgrades or churn of specific accounts.
Through Planhat's subscription management the company can get a quick overview over future renewals. Forecast cash flow and identify accounts at risk.
Planhat's email outreach feature helps customer success managers streamline email communication and improve customer engagement. Create impactful email campaigns to drive any customer success goals. The companies can get the SaaS metrics needed to be strategic about business. Planhat's sales pipe helps to drag n drop sales opportunities through the sales funnel. Up-sell, cross sell and new business in a single view. Planhat offers one of the most exciting and powerful tool kits for Customer Success.
Planhat facilitates a very powerful revenue management platform that gives a quick overview and forecast of cash flows, report salaries and/or identifies accounts that are at risk, thus keeps you up to date.
What are the benefits?
The on-boarding feature is an excellent module of the industry that allows you to report on average on-boarding days for each client segment, view customers with overdue tasks and quickly identify conversations in one place from emails, tickets, chats and even to phone calls. Conversations has configurable templates for welcome emails and renewal messages or any other lifestyle check-ins. All these made accessible and in one place with a very user friendly interface.
Company size
Medium (50 to 1000)
User Role
Super User
User Industry
Financial services
Rating
Ease of use8.3
Planhat provides a focus system with customer overview, health and alerts, conversations, revenue management, on-boarding and team management tools. The customer overview provides insights on customers, from conversations to invoices and usage trends all relating to your customers.
Features & Functionality8.5
Advanced Features8.1
Integration8.1
Performance8.2
Training 7.8
Customer Support7.9
Implementation7.9
Renew & Recommend8.1
ADDITIONAL INFORMATION Health score allows you to analyze data across product lines, at the same time observing up-sell opportunities with a transparent and fully customizable score, by sending you alerts and trigger analysis.
Customer overview, health and alerts
Planhat facilitates a very powerful revenue management platform that gives a quick overview and forecast of cash flows, report salaries and/or identifies accounts that are at risk, thus keeps you up to date.
The on-boarding feature is an excellent module of the industry that allows you to report on average on-boarding days for each client segment, view customers with overdue tasks and quickly identify conversations in one place from emails, tickets, chats and even to phone calls. Conversations has configurable templates for welcome emails and renewal messages or any other lifestyle check-ins. All these made accessible and in one place with a very user friendly interface.
Medium (50 to 1000)
Super User
Financial services
Planhat provides a focus system with customer overview, health and alerts, conversations, revenue management, on-boarding and team management tools. The customer overview provides insights on customers, from conversations to invoices and usage trends all relating to your customers.
ADDITIONAL INFORMATION
Health score allows you to analyze data across product lines, at the same time observing up-sell opportunities with a transparent and fully customizable score, by sending you alerts and trigger analysis.