Planhat

Planhat

  • Free
    Compatible: 4.5.x - 5.3.x
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Author: Qualiteam
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Planhat do the heavy lifting for customer success managers.

All the information that has something to do with your customer can be found in one place.

Creating and tracking health scores will uncover upsell candidates and customers who are about to churn. With alerts feature, you can be confident you won't miss the right moment to contact your client.

You can run email campaigns and customise email templates for every stage of user lifecycle.

If you sell some kind of subscription-based services, you can forecast your revenue growth rate.

Playbooks feature is a great assistant in onboarding process. Planhat will guide you and help to make this process effective.

Planhat provides you with a set of tools to make collaboration successful and easily communicate with your team members.

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