Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.
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
Integrations
Aircall
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Kleene
Integrations
Aircall
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Kleene
Pricing Details
£40 per user
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
FastDox
Founded
2018
Country
United Kingdom
Website
fastdox.co.uk
Vendor Details
Company Name
Planhat
Founded
2014
Country
Sweden
Website
www.planhat.com
Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
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
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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