What Planhat Does
Planhat serves as a central hub for managing customer relationships, providing a unified view of customer data and facilitating cross-functional collaboration. It aims to bring clarity and order to customer data, ensuring that all relevant information is synced, organized, and actionable. This platform is built to support businesses in maintaining strong customer relationships, predicting and preventing churn, and optimizing revenue through advanced analytics and automation.
Key Features
Customer Data Management
Planhat allows users to get a holistic overview of their customer data, keeping all data sources synced and organized. It features custom profiles that can be tailored to highlight key properties and metrics, usage trends, and a timeline view of past and future interactions.
Advanced Filtering and Segmentation
The platform offers sophisticated no-code filtering capabilities, including universal filtering, nested filters, and cross-object referencing. This allows users to refine data sets, identify patterns, and take targeted actions based on specific criteria.
Collaboration and Communication
Planhat includes real-time discussion tools with comments, mentions, and reactions, enabling seamless collaboration among team members. It also features a centralized inbox for consolidating all customer touchpoints and integrating with communication tools like Slack, Gmail, and Outlook.
Automation and Workflow
The platform supports extensive workflow automation, including automated sequences for personalized multi-channel campaigns, custom flows, and automation templates based on best practices. Users can also write and run custom JavaScript operations directly from the browser.
Analytics and Reporting
Planhat provides advanced reporting capabilities, including revenue analytics, customer health scoring, NPS tracking, and churn prediction. It allows users to create custom dashboards, track user activity, and generate automated reports. The platform also supports data integration with tools like Salesforce, HubSpot, Pipedrive, Pendo, Segment, and Mixpanel.
Security and Permissions
The platform offers enterprise-grade security with advanced permissions, allowing users to restrict access by role, team, and portfolio. It also includes robust data protection measures such as encryption and backup.
Customer Journey Mapping and Health Scoring
Planhat enables detailed customer journey mapping, customer health scoring, and renewal management. It helps in predicting churn and provides tools for upsell and cross-sell tracking, as well as customer feedback collection.
Integration and Scalability
The platform integrates with a wide range of tools, including CRM systems, communication platforms, and analytics tools. It is designed to scale with the business, offering flexibility and customization to capture the nuances of different business models and processes.
AI-Powered Insights
Planhat includes an AI-powered early warning system known as Smart Signals, which provides proactive alerts routed in-app, via Slack, or by email. This helps teams respond quickly to delays and changing circumstances.
In summary, Planhat is a powerful tool for businesses looking to enhance their customer success strategies through advanced data management, automation, analytics, and collaboration features. Its flexibility, scalability, and robust security make it an ideal solution for managing complex customer relationships effectively.