Planhat Expert Reviews, Pricing, Alternatives -2022

Phil Strazzulla
HR Tech Expert, Harvard MBA, Finance and Software Nerd
May 16, 2022
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Planhat Versus the competition

Planhat combines simple and elegant design with powerful customer success features for startup businesses, scaling companies, and established enterprises.

If you're ready to get a Planhat demo, we suggest getting in touch for a look at the product and quote. Otherwise, read on!


Planhat Review

Founded in Sweden, Planhat is a customer platform for services including customer success, sales, marketing, and finance. The company believes that putting customers at the center of businesses and maximizing their lifetime value are the keys to long-term sustainable growth.

Planhat offers an elegant, clean design with real-time data and automation tools to help companies achieve customer success.

Who shouldn't buy Planhat

Planhat Customers

  • Teamleader
  • Recruitee
  • Vainu
  • StoreHub
  • Talentech

Planhat: Elegant 360-degree customer success software

Planhat Stats

  • Increased 10% customer retention over a year (Recruitee)
  • Increased onboarding NPS from 74-78 in three months (Qulture Rocks)
  • Increased response rate from 38% to 54% in three months (Qulture Rocks)

Planhat Key Features

  • Customer 360: Get a beautiful unified view of customer data including health scores, CRM data, usage, revenue, and more.
  • Net promoter score: Create campaigns and customize NPS surveys and thank you messages to measure customer experience.

Planhat also has capabilities for:

  • Health scores
  • Playbooks
  • Collaboration portals
  • Revenue management
  • Product and usage analytics

Planhat Key Integrations

  • Zapier
  • Jira Software
  • Pipedrive
  • Aircall
  • SatisMeter

Planhat Pricing

Planhat offers three plans, all with capabilities for unlimited users:

  • Basic plan (for companies beginning their customer success journey): With standard features, one dashboard, basic revenue management, and open API
  • Professional (for companies that are scaling): With more customer management features, multi-step automation, 100 dashboards, advanced revenue management, and full API
  • Enterprise (for companies and enterprises with established customer success teams): With unlimited dashboards and custom branding, custom roles and permissions, and SSO

Each plan has custom pricing. For more details, get a demo and get a quote for your company.

Motivosity Recognize
Motivosity Recognize
Motivosity Lead
Motivosity Listen
$5 per person per month
$6.50 per person per month
$2 per person per month

Planhat Implementation

Implementation typically takes one to three weeks, though some cases take only a few hours up to several months depending on complexity. According to Planhat, these are the steps to start using Planhat in your systems:

  • Step 1: Get customer success data into Planhat by importing, using API, adding manually, or syncing with other tools.
  • Step 2: (Optional) Track usage and health via open API, tracking script, or Segment.

Planhat Customer Success

Planhat has an extensive Help Center with advice and answers from its team, covering topics like training, best practices, modules, settings, integrations, and product updates. The company guarantees continuous collaboration and support for adjustment as your business needs change over time.

About Planhat

As a next step you can visit the Planhat website or read about alternatives below

As a next step you can visit the Planhat website or read about alternatives below

Planhat Alternatives

Gainsight gives you a clean, actionable, and customizable 360 view dashboard with prescriptive playbooks to help you deliver the best outcomes for your customers.
ChurnZero is a feature-rich platform that lets you view and make decisions based on customer lifecycles that can easily be integrated with your systems.
With many features including customizable and shareable dashboards, playbook creation, and predictive analytics, Custify is a great customer success software for companies of any size.
ClientSuccess offers customer success software that’s easy to implement and focuses on all customer touchpoints, with detailed and shareable customer health metrics.
CustomerSuccessBox is an AI-powered customer success software with a specific, measurable goal: to let your company achieve a 125% net revenue retention rate achieved by only 10% of all SaaS businesses.
Totango offers a suite of feature-rich customer success products with both permanently free and customizable enterprise pricing plans for companies of any size.
Freshdesk Customer Success takes a data-driven approach to make your company proactive with automation, churn reports, customer health monitoring, and more.
Service Hub combines all your customer service data and channels on a single platform, so companies can efficiently maintain customer relationships from onboarding, support, retention, and growth.
With its comprehensive 360 view and automated workflows, Strikedeck helps companies prevent churn, expand accounts, foster a customer-centric culture, and more.
Zendesk offers a feature-rich customer service platform complete with tools for customer support and team collaboration that can scale with businesses.
Catalyst is a neat, intuitive platform created by customer success leaders for customer success teams with all the key features you need to build deep relationships with your customers.
Akita offers features including 360-degree views, segmentation, health scoring, automated alerts, task management, and more to drive customer success in your company.
Listed in our research about the Top Customer Success Software
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