Planhat
The Unified Customer Platform
Overview
Planhat is a flexible and powerful customer platform designed to help businesses manage the entire customer lifecycle. It provides a unified view of customer data, enabling teams to collaborate and take action. Planhat's features include data management, workflow automation, customer portals, and analytics. It's built to be adaptable, serving a wide range of industries and use cases, from customer onboarding to renewal management.
✨ Key Features
- Customer 360 Data Management
- Workflow Automation and Playbooks
- Customer Portals
- Project Management
- Analytics and Dashboards
- Customer Health Scoring
- Revenue Management
🎯 Key Differentiators
- Highly flexible and customizable platform
- Strong customer portal capabilities
- Beautiful and intuitive user interface
Unique Value: A unified and flexible customer platform that empowers businesses to manage the entire customer lifecycle and build lasting relationships.
🎯 Use Cases (5)
✅ Best For
- Creating shared customer portals for collaboration on onboarding and projects.
- Unifying data from various sources to create a comprehensive customer view.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Teams looking for a very simple, out-of-the-box solution.
- Companies that do not need the flexibility and customization options Planhat offers.
🏆 Alternatives
Offers a higher degree of flexibility and customization, particularly with its customer portal features, compared to many competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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