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ease
features
design
support

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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

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.

Description

Customized Customer Messaging Driven by Behavior. Ideal for Your SaaS Platform. Effectively onboard and engage your users through targeted campaigns that respond to their behaviors. Select the optimal communication channel — whether through email or in-app notifications — to provide essential information at crucial moments. Streamline your onboarding process with automated campaigns tailored to user actions. Ensure timely delivery of relevant content. Activate email campaigns automatically in response to user interactions (or lack thereof) within your application. Determine the best medium for each communication: leverage either email or in-app messages. Classify your users according to their behavior patterns. Dispatch individual announcements or promote new features through one-off broadcasts. Utilize pre-designed campaign templates, eliminating the need to begin anew each time. Monitor user profiles effortlessly through a user-friendly admin dashboard. Apply filters or explore individual user profiles in detail, accessing all their interactions and characteristics. This approach not only enhances user experience but also fosters deeper engagement with your product.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Segment
Aircall
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot Customer Platform
InboxCRM by AppEQ
Kleene
Lantern
Mailchimp
Mailchimp Transactional Email (Mandrill)
Pendo
Pipedrive
RudderStack
Salesforce
SatisMeter
Stackreaction
Zapier
Zendesk

Integrations

Segment
Aircall
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot Customer Platform
InboxCRM by AppEQ
Kleene
Lantern
Mailchimp
Mailchimp Transactional Email (Mandrill)
Pendo
Pipedrive
RudderStack
Salesforce
SatisMeter
Stackreaction
Zapier
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99 per month
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

Planhat

Founded

2014

Country

Sweden

Website

www.planhat.com

Vendor Details

Company Name

Userlist

Founded

2017

Country

United States

Website

userlist.com

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

Product Features

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Success

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

Digital Adoption Platforms

Audience Segmentation
Content Creation
Contextual Guidance
Data Validation
In-App Training
Launch Management
Multi-Language
Self Service Tools
Surveys & Feedback
User Onboarding

Transactional Email

A/B Testing
Contact Database
Dynamic Content
Email Monitoring
Mailing List Management
Reporting/Analytics
Spam Check
Template Management

Alternatives

Alternatives