Planhat

Overview

Planhat is a customer success platform built for B2B companies that sell recurring revenue products. It tracks every customer touchpoint automatically, including emails, calls, and support tickets, so your team spends less time on admin and more time acting on real data. The platform scores customer health, manages onboarding workflows, handles revenue tracking, and lets you build automated sequences to intervene before customers churn. One customer saved over 100 hours in their first month. Another reduced time spent on handovers by 92%. Planhat also includes unlimited view-user seats, so your product and executive teams can see what customers need without paying for extra licenses. It covers the full customer lifecycle from onboarding through renewal and expansion. Planhat holds a G2 Leader position across 9 categories and has 880-plus reviews.

Features

• Customer health scoring with automated alerts
• Churn management and revenue retention tracking
• Automated onboarding workflows and sequenced outreach
• Customer portals for collaborative account management
• NPS tracking and customer outcome reporting

Best for

Planhat fits B2B SaaS companies with a dedicated customer success function that needs to manage a growing book of accounts without adding headcount. It works especially well for teams moving away from spreadsheets or a generic CRM toward a purpose-built system for retention and expansion.