How to Build Your Own Planhat

Compare customer metrics against industry benchmarks and peer groups.

Automatically calculate customer health scores based on product usage, NPS, support tickets, and custom metrics.

Create dynamic customer segments based on attributes, usage, and behavior for targeted campaigns.

Predictive forecasting for expansion revenue and customer lifetime value.

Create custom dashboards and reports with drag-and-drop widgets and automated scheduling.

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.

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.

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.

Manage multiple workspaces with centralized billing and admin controls.

Granular permission controls with customizable roles and access levels.

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

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

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

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

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

Visualize stakeholder relationships and organizational hierarchies within accounts.