Planhat is a customer platform that consolidates and analyzes data from various sources to enhance customer engagement and retention across sales, service, and success teams. By providing a unified control center, it enables organizations to streamline operations and make data-driven decisions, ultimately improving customer lifetime value.
Funding
$50M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many organizations struggle with fragmented customer data spread across multiple systems, leading to inefficiencies in sales, service, and customer success efforts. This lack of a unified view hinders the ability to deliver personalized experiences and proactively address customer needs, ultimately impacting customer lifetime value.
Solution
Planhat offers a unified customer platform that consolidates data from various sources, providing a single source of truth for sales, service, and customer success teams. The platform enables organizations to streamline operations by providing tools for process and pipeline management, lead management, and sales forecasting. By unifying customer data and providing actionable insights, Planhat empowers teams to proactively manage customer health, automate customer onboarding, and create personalized experiences through whitelabelled portals. The platform's AI-powered features, such as a writing assistant and conversation summaries, further enhance efficiency and enable data-driven decision-making, leading to improved customer retention and revenue growth.
Target Audience
Planhat is designed for sales, service, and customer success teams in B2B organizations looking to improve customer engagement, reduce churn, and increase customer lifetime value.
Features
- Unified customer profiles providing a 360-degree view of each customer
- Process and pipeline management with dynamic custom workflows
- Lead management and prospecting tools with advanced outreach and sequencing
- AI-powered assistant for writing, conversation summaries, and no-code automations
- Customer health scoring with signal and anomaly detection
- Automated customer onboarding and implementation processes
- Whitelabelled portals for seamless customer collaboration
- Revenue insights and sales forecasting with probabilistic scenarios
- Dynamic assignment engine for workload distribution
- Integration with other business systems via API