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Planhat
Custom pricing
Planhat is a customer platform that centralizes customer success, product usage data, support, and revenue metrics to help teams drive retention and expansion through AI-powered insights.
Specs:
Difficulty Level
Medium
Integration Complexity
Medium
Time to Value
Weeks
Technical Expertise Required
Technical
Planhat unifies customer success, product usage, support, and revenue data to help teams manage retention and growth with AI-driven insights.
Requires time and technical alignment to fully integrate complex data sources and customer workflows.
Best for mid-size to enterprise SaaS companies needing a comprehensive platform to manage customer success and drive net revenue retention.
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Overview
# Planhat: AI-Driven Customer Platform for Success, Retention, and GrowthPlanhat is a modern customer platform designed to help companies manage retention, expansion, and customer success with powerful, AI-enhanced tools. Built for SaaS and recurring revenue businesses, Planhat brings together customer health data, product usage analytics, support tickets, and commercial metrics into a single workspace.Planhat helps customer-facing teams monitor engagement, forecast churn and expansion, manage onboarding workflows, and align customer success with revenue growth. The platform’s AI models and custom KPIs allow businesses to predict account trends, segment customers, and automate playbooks for renewals, upsells, and support interventions.With integrations to Salesforce, HubSpot, Intercom, Zendesk, Snowflake, and more, Planhat offers a flexible and extensible data architecture that connects seamlessly across your tech stack. Whether you’re scaling a customer success function or optimizing for net revenue retention (NRR), Planhat delivers the visibility and insights needed to drive long-term growth.
Screenshots
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Best Use for:
Monitoring customer health and driving renewals and expansions using AI-powered insights and integrated customer data.
Pricing Breakdown
Here is the current pricing breakdown:
Starting Price
Custom pricing
Pricing Model
Subscription
Free Tier
Yes
No
Free Trial
Yes
No
Enterprise Option
Yes
No
Industries
Technology & SaaS
Finance & Banking
Education & EdTech
Healthcare & Medical
Professional Services & Consulting
Department
Account Management & Client Success
Customer Support & Service
Operations & Workflow Automation
Sales & Lead Generation
Data & Analytics
Industries
Technology & SaaS
Finance & Banking
Education & EdTech
Healthcare & Medical
Professional Services & Consulting
Use Cases
Client Health Monitoring
Upsell & Cross-sell
Account Reviews
Customer Feedback Analysis
Client Onboarding
Support Analytics
Tags
Predictive Modeling
Real-Time Processing
SaaS
Browser-Based
Analytics Dashboard
Customizable Workflows
Enhanced Decision-Making
Time-Saving
Integrations
Salesforce Sales Cloud
HubSpot CRM
Zendesk
Intercom
Microsoft Teams
Google Workspace
Slack
🤖 Chat with AI