Planhat

AI-powered insights into customer behavior patterns and engagement trends.

AI-powered algorithms predict at-risk customers before they churn based on behavioral patterns.

Manage multiple workspaces with centralized billing and admin controls.

Granular permission controls with customizable roles and access levels.

Real-time alerts for at-risk customers, milestone achievements, and activity thresholds.

Configure approval workflows for expansion deals and customer changes.

Create custom rules to automate actions based on customer triggers and conditions.

Create automated customer success playbooks to standardize engagement processes.

Unified timeline showing all customer interactions, activities, and touchpoints across channels.

Visualize stakeholder relationships and organizational hierarchies within accounts.

Schedule meetings and manage customer interactions with integrated calendar sync.

Real-time activity stream showing all customer interactions and internal updates.

Built-in commenting, mentions, and activity feeds for seamless team communication.

Manage multiple conversations per customer with threaded messaging and context.

Store, organize, and share customer documents with version control and access tracking.

Create unlimited custom fields to track company-specific customer attributes and metadata.

At-a-glance view of all account health metrics, risks, and opportunities.

Perform bulk updates, imports, and exports with CSV and API support.

Define and manage customer attributes for segmentation and personalization.

Automatically enrich customer data with company information and market insights.

Export data in multiple formats with GDPR compliance and audit trails.

White-labeled customer portal for document sharing, resource access, and communication.

Send customizable surveys with branching logic and sentiment analysis.

Send NPS surveys and collect customer feedback with automated distribution and analysis.

Aggregate and analyze customer feedback from multiple sources with sentiment scoring.

Comprehensive REST API and real-time webhooks for custom integrations and automation.

Track competitive activity and market positioning within customer accounts.

Send personalized email campaigns with segmentation and performance tracking.

Native iOS and Android apps for managing customer success on-the-go.

Create and manage structured onboarding and success plans with milestone tracking.

Set and monitor customer success goals with real-time progress tracking.

Assign and track customer success tasks with automated reminders and team collaboration.

Track expansion and upsell opportunities with pipeline visibility and forecasting.

Enterprise-grade security with SAML SSO, two-factor authentication, and SOC 2 compliance.