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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance your customer service from the very beginning. Experience the easiest software designed for effective customer management. With rapid installation, you can start operating within minutes. Detect risks and find upselling possibilities effortlessly. Create multiple health profiles that correspond to the customer journey from onboarding through to renewal. Consolidate all your customer lists into a single location, eliminating the hassle of sifting through spreadsheets or Salesforce account lists. We will seamlessly integrate with your entire technology ecosystem, simplifying customer segmentation immensely. At its foundation, Catalyst is tailored specifically for customer success managers. Our workflow features eliminate the monotonous tasks inherent in daily customer management, such as updating Salesforce fields and recording calls and meetings. Regardless of whether you are a Customer Success Manager, Sales Executive, or CEO, Catalyst is designed to streamline your workflow and enhance productivity. Moreover, its user-friendly interface ensures that all team members can easily navigate the system.

Description

Planhat is a Customer Success Platform that makes Customer Success easy. Planhat is beautiful and simple to use. It can help you reduce churn and upsell more, increase user engagement, and maximize the lifetime value your customers. Planhat is designed for everyone, from the CS rep to C-Suite. It offers all the functionality and features that you would expect from a modern Customer Success Platform. The difference is in how easy it is to use and how simple it is to implement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aircall
Comet Backup
Desktop.com
Freshdesk
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Language Studio
Lantern
Mailchimp Transactional Email (Mandrill)
Pendo
Pipedrive
Salesforce
SatisMeter
Segment
Sip2Dial
Slack
Zendesk

Integrations

Aircall
Comet Backup
Desktop.com
Freshdesk
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Language Studio
Lantern
Mailchimp Transactional Email (Mandrill)
Pendo
Pipedrive
Salesforce
SatisMeter
Segment
Sip2Dial
Slack
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Catalyst Software

Country

United States

Website

catalyst.io

Vendor Details

Company Name

Planhat

Founded

2014

Country

Sweden

Website

www.planhat.com

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Alternatives

Alternatives