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Planhat is a comprehensive customer success platform meticulously crafted to aid businesses in managing customer relationships, minimizing churn, and fostering revenue growth. By offering real-time insights and automating workflows, it revolutionizes the way businesses integrate customer data, thus streamlining customer success operations.

Planhat is equipped with features that empower sales, marketing, and customer success teams by providing actionable insights and comprehensive customer management tools. These tools are designed to transform raw data into strategic actions, making it easier for teams to make informed decisions that drive business success.

Industry leaders trust Planhat to grow their businesses and propel it forward. Planhat achieves this by uniting your customer journey, ensuring every interaction is part of a cohesive and scalable foundation. This holistic approach not only enhances customer satisfaction but also builds a loyal customer base that contributes to sustained business growth.

Furthermore, Planhat's dynamic features cater to the diverse needs of businesses, whether large or small. Its adaptability ensures that companies can tailor the platform to their specific requirements, ensuring that they can maximize their return on investment. By providing a 360-degree view of customer interactions, Planhat allows businesses to truly understand their customers, paving the way for a more personalized and effective customer engagement strategy.

Planhat Features

  • Customer Health Scores: Monitor asset installation schedule and maintenance with intuitive everyday tools tailored to your business needs.
  • Automated Workflows: Enhance operations with automation, ensuring seamless service and grow lifelong customer relationships.
  • Revenue Management: Utilize time series data and analytics to report on project milestones and billables, driving financial success.
  • Playbooks and Analytics: Analyze customer lifecycle and operations with specialized tools, converting data to action through a 360-degree view of customer interactions.
  • 360-Degree Customer View: A customer-centric data model provides a comprehensive view of customer platforms built to acquire, service, and grow.

Planhat Pricing

  • Custom Pricing: Based on company needs, ensuring flexibility for businesses of all sizes.

Planhat Pros

  • Powerful automation and insights: Planhat's document editor view and workspaces for customer success, sales, and support offer a robust platform for growth.
  • Easy integration with existing tools: Planhat seamlessly integrates with current systems, enhancing the customer-centric control centre.

Planhat Cons

  • Learning curve for new users: Initial setup may require time to adapt to the platform's extensive features.
  • Custom pricing limits transparency: Pricing models may vary, leading to less upfront clarity.
Weekly release update: May Week 2
Updates from last couple of weeks! 👀 Salesforge 📬 Contacts Export Now Includes First & Last Names Exporting contacts just got more useful. All export files now include First Name and Last Name columns Easier sorting, personalization, and CRM syncing Smarter Product Cards with AI-Powered Evaluations Product card creation now comes with built-in guidance. Evaluate key sections like Pain, Cost of Inaction, and Solution AI gives instant feedback to help you write stronger messaging for better-performing email copy Simplified User Invites We’ve reduced friction and improved clarity in a key area. Admins now only enter the new user’s email and role. The user receives an email invite and sets up their own credentials. Anti-Spam Filtering in Validation Step We’ve added another layer of protection to your sequences. During email validation, we now detect and filter contacts associated with major anti-spam tools This helps protect your sender reputation and keeps your outreach clean New Integration: Salesforge x Sendspark Bring video into your cold outreach with our new Sendspark integration. Add personalized video messages to your sequences Humanize your outreach and improve reply rates New Integration: Salesforge x Make.com Salesforge now connects with thousands of apps via Make.com. Automate workflows between Salesforge and your tool stack—no code required Triggers include: email sent, opened, replied, bounced, unsubscribed, label changes, and more Agent Frank 🤖 Export Reports from Agent Detailed View Agent Frank reports are now downloadable. Export data directly from the Agent view Ideal for performance reviews, audits, and team sharing Localized Greetings Are Here Make your outreach more personal and relevant across languages. Frank automatically adjusts greetings based on the recipient’s default language (from LinkedIn) Replies adapt too, and a toggle allows users to enable or disable this feature New Logic Update: Spam Filtering Now Baked Into Agent Frank The same anti-spam filtering logic used in Salesforge is now integrated into Agent Frank. Cleaner contact lists Improved deliverability across all your campaigns Warmforge 🔥 Bulk Edits for Mailboxes Are Live Managing multiple mailboxes just got a whole lot easier. Apply changes to several mailboxes at once Save time and reduce manual work User Management in Warmforge Warmforge now supports multi-user workspaces. Admins can invite teammates directly Great for growing teams that need to scale warm-up efforts together Public API + Placement Tests API A major update for power users and developers. Public API: Programmatically manage mailboxes and automate warm-up workflows Placement Tests API: Run inbox placement tests via API, integrate results into dashboards, and catch issues before launch New free tools on salesforge.ai 🔨 Cold Email Expert GPT: Ask anything about cold outreach - strategy, ICPs, copywriting, deliverability - and get expert-level answers instantly. Roast My Cold Email Copy GPT: Use our ChatGPT-powered assistant to get brutally honest, high-impact feedback on your cold email copy. The Forge Sales GPT: Use our ChatGPT bot to create cold email sequences based on your ICP and value proposition. Cold Email Domain Generator: Generate secondary domain names for your cold email outreach to protect your email deliverability! Buyer Persona Generator: Generate your ICP & buyer persona template in minutes for more accurate outreach!