Product

About the Planhat

Planhat is a comprehensive customer success platform designed to centralize customer data, automate workflows, and provide real-time actionable insights to optimize customer engagement, retention, and expansion. Used by a wide spectrum of businesses, particularly in software, IT services, and professional services, it offers a 360-degree customer view, health scoring, customizable playbooks, revenue management, and collaboration tools. Planhat integrates seamlessly with popular business systems like Zapier, Zendesk, Mailchimp, Pipedrive, and Slack to unify customer and operational data. It supports usage-based engagement campaigns and predictive analytics to proactively identify risks and opportunities, enabling teams to drive profitable growth while providing exceptional customer experiences.