Planhat

Planhat is a customer success platform designed to help SaaS companies manage their customers and increase overall retention. Their platform uses advanced analytics and automation to consolidate data from various channels, providing customer-centric insights in real-time. By offering detailed reports and centralized communication tools, Planhat streamlines the entire customer journey, enabling businesses to effectively nurture relationships and drive revenue growth. With an intuitive dashboard and customizable workflows, Planhat empowers teams to deliver personalized experiences and build long-lasting partnerships with their customers.

Use cases

• Create balanced customer health scores and holistic customer segments by consolidating event data with other data types such as invoices, tickets, meetings, revenue, forecasts, CSM sentiment, and more.
• Create and updates sales opportunities based on event signals such as elevated product usage.
• Trigger workflows and actions in response to event data, driving proactive and timely customer management.
• Automate end user email campaigns based on event data, and embedded analytics on email opens and clicks.
• Visualize event data in custom dashboards directly shareable with customers via portals.