Planhat

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.

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Weekly release update: Apr Week 1

Updates from last two weeks! 👀 Here’s what’s new in Salesforge 📬 1. New Integration Drop: Salesforge x Breakcold Integration is LIVE! With Breakcold’s social selling & CRM magic now baked into Salesforge, users can push their contacts from Breakcold into their Salesforge account and do outreach like bacon producing bosses. No more siloed outreach - Breakcold + Salesforge = next-level pipeline domination. 2. New Integration Drop: Salesforge x Pipedrive Integration is LIVE! Sync contacts from Pipedrive directly into Salesforge Kick off outreach sequences instantly using CRM data Eliminate manual exports and keep their workflows tight and efficient It’s now easier than ever to bridge CRM and outreach—Salesforge + Pipedrive = smooth prospecting at scale. 3. New Integration Drop: Salesforge x Databar Integration is LIVE! Enrich leads on the fly with up-to-date info Push enriched data into Salesforge Craft hyper-personalized outreach that hits way harder This unlocks serious personalization at scale. No more stale data, no more guesswork—Salesforge + Databar = smart outreach. Join the event to know more: https://lu.ma/g3wq3nt4 4. New feature drop: Opt out page logic improvements! From now on even if ESP scans the unsubscribe link, it will not unsubscribe the user until he actually clicks on a button in the dedicated unsubscribe page, this way we can ensure that there was an actual intent to unsubscribe from the email.5. New Feature Drop: “Last Contacted” Filter is LIVE! Filter out contacts that haven’t been contacted in X days, weeks, or months Re-engage cold leads with precision This filter works up to 6 months—so whether it’s been 7 days or 180, users can now slice and dice their contact list like pros. We introduced in Agent Frank 🤖 1. New feature: Auto-Switch Languages: Frank now automatically adjusts the language of your emails based on the prospect’s LinkedIn profile language. But wait—he’s not stopping there. If a prospect replies in a different language, Frank will auto-switch the reply language too. Multilingual outreach? Handled. 2. New feature: Stop Multi-Threading: No more awkwardly emailing five people from the same company after one already replied. With this setting on, Frank will automatically stop outreach to other contacts at the same company as soon as anyone replies. Smarter targeting. Less noise. More respect. 3. New feature: Google Meet Links Are Now Supported! We’ve added support for Google Meet links under the “Send meeting link” goal! That means users can now use their Google Meet link in Agent Frank, just like Calendly or HubSpot. New free tools on salesforge.ai 🔨 Sales Forecast Tool: Get a data-driven projection of how many meetings, SQLs, and new customers you can expect per month. ROI Calculator: Calculate how quickly you will see a return on your initial investment, when hiring Agent Frank! WHOIS Domain Checker Tool: Check details of any domain within seconds! Email Service Provider (ESP) Checker: Identify the email service providers (ESPs) of your lead list & get an easy CSV report. LinkedIn Message Generator: Generate personalized LinkedIn messages for your prospects in seconds! Email Deliverability Test: Check the health of your mailboxes and get results delivered to you instantly via email. We're still working on more features & workflow improvements across all forges in April! 🌱