Was ist Planhat?
Planhat is a Customer Success Platform focused on making Customer Success simple.
Planhat is beautiful and easy to use. It brings all your customer data together in one place, helping you understand user behaviour, create best practice workflows & automate time-sapping tasks.
Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality & features you would expect in a modern CS Platform. The difference is in the design, usability & speed to implement.
Wer verwendet Planhat?
Any software business looking to understand their customers and help them continuously accomplish their goals.
Wo kann Planhat bereitgestellt werden?
Cloud, SaaS, webbasiert
Über den Anbieter
- Planhat
- 2014 gegründet
- Chat
Erhältlich in diesen Ländern
Schweden
Sprachen
Englisch
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Über den Anbieter
- Planhat
- 2014 gegründet
- Chat
Erhältlich in diesen Ländern
Schweden
Sprachen
Englisch
Planhat – Videos und Bilder
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Bewertungen über Planhat
Verifizierter Rezensent
I think that Planhat is very user friendly, has a good price and a very responsive team.
Kommentare: A good overview of how our current customers are doing
Vorteile:
The overview that the dashboards give. The team is very responsive to input and adaptations of the platform.
Nachteile:
I would like to see integrations with ERP-system and cash-flow forecasting functionality. Some times the system loads a bit slow, but could also be our WI-FI.
Tim
During COVID Planhat has allowed us to transition to working remotely whilst streamlining our ops
Kommentare: Our business operations consist of detailed and complex series of business processes that are required to signup, onboard and retain our customers. Planhat allowed us to solve the problem of transitioning from a high-contact team working in the same location to one that is now working remotely and much less 'in the loop' that we previously were. Whilst Zoom and Slack are handy for keeping in contact you still miss the discussions on the way to lunch on in the hallway. Planhat has been our safety net ensuring that nothing gets missed and everything happens at the right time.
Vorteile:
Planhat's complete customisability is its biggest benefit for us. We have a complex and multi-path series of business processes that require non-standard and integratable information at every step. Planhat allowed us to automated our processes through playbooks that trigger off this information and their easy to use API has allowed us to integrate our others systems directly into PH making our transition to remote work smooth and error free.
Nachteile:
Nothing. Planhat is an extremely well fleshed out system supported by a team that are clearly experts on not just their own system but CRM systems in general; a question of 'how do i' usually leads to a much better solution than we initially thought about and the capabilities of the system are constantly expanding each month
Verifizierter Rezensent
Quality Basic CSM tool
Kommentare: Overall it solved a few use cases for us but not enough for us to continue to use the software
Vorteile:
It was good for a few of our use cases, but because we did not implement all the functionality it was not the best fit for us.
Nachteile:
The UI was a little rough around the edges not very clean compared the the best tools out there
Jordan
In Betracht gezogene Alternativen:
Great Platform for the Technically-Average
Kommentare: There's certainly a learning curve, when you first start. But, as soon as you understand how to build filters or triggers, you'll be in great shape. At that point, you'll be able to create all kinds of useful features for a wide variety of purposes.
Vorteile:
You can set up your system to be as simplistic or as complex as you would like it to be. You can also restrict the actions of your users via Role Management, so when you finally build out those complex filters or metric analytics, you won't have wandering hands meddling with your filters or code.
Nachteile:
Some of the filter options are labelled somewhat deceivingly, or are at least inconsistent with what their relative data fields are called on the front end. i.e. "Workflow/Template" for "Playbooks"
Nicole
In Betracht gezogene Alternativen:
The best CS tool to scale your business operations and improve your customer experience
Kommentare: Before using PlanHat we had very little insight into our customer health and how they were using our technology. PlanHat enabled us to understand our customers better and what features and UX needed to be improved. We have saved so much time automating workflows and assigning playbooks for onboarding new customers.
Vorteile:
The customer health scores and renewal management have really helped streamline our processes and improve the customer experience. Our customers love their Customer Portal where we share playbooks, usage dashboards and success plans. This transparency has improved adoption and helped us build trust. It's really easy to use and intuitive - while still providing powerful data insights and reports.
Nachteile:
Not much to dislike - there were some limitation with usage tracking for Parent-Child companies, but I know they were working on some updates on this.
