Planhat

Overview

Founded in 2015 and headquartered in Malibu, California, Planhat develops a customer platform designed to unify customer data and optimize business operations across multiple industries, including software, IT services, healthcare, and finance. The platform integrates CRM capabilities with time-series data analysis and workflow automation, supporting businesses in enhancing customer retention, achieving revenue growth, and driving overall success.

Core features of the platform include modules for customer lifecycle management from onboarding to renewals, offering industry-specific solutions for monitoring customer health, automating workflows, and managing revenue analytics. Planhat facilitates collaboration through internal communication tools and customer portals, ensuring efficient teamwork and effective operations. Pricing is customized to the requirements of each client.

Basic Information

Contact Details

• Phone: +46 704 79 51 52
• Website: planhat.com
• LinkedIn: linkedin.com/company/planhat

Key Focus Areas & Initiatives

• SaaS playbooks
• Churn fighting
• Customer retention
• CRM
• Sales
• Up sales
• Customer success
• Customer engagement
• Customer experience management
• Enterprise software
• Software development
• Workflow automation
• Customer lifecycle automation
• B2B solutions
• Customer health scoring
• Collaboration tools
• Business intelligence
• Customer success tools
• Customer data platform
• Real-time analytics
• Client onboarding
• Customer journey management
• Predictive analytics
• Workflow optimization
• Data analytics
• Operational efficiency
• Segmentation
• Task automation
• Personalized campaigns
• Data visualization
• Custom dashboards
• Flexible reporting
• Growth metrics
• Unified customer view
• Actionable data
• Feedback management
• No-code automation
• Healthcare & life sciences
• Financial services
• Customer journey orchestration
• Omnichannel support
• Client relationship management

Technologies Used

• AI
• AT Internet
• Adobe Media Optimizer
• Bing Ads
• Bootstrap Framework
• Buuteeq
• Cedexis Radar
• Deel
• Digital Ocean Spaces
• DocuSign
• DoubleClick
• DoubleClick Conversion
• Facebook Comments
• Framer
• Gmail
• Google Ads
• Google Analytics
• Google Apps
• Google Cloud
• Google Cloud BigQuery
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Helpscout
• Hubspot
• Intercom
• Javascript
• Kubernetes
• Leadfeeder
• LinkedIn Ads
• Linkedin Marketing Solutions
• LiveRamp
• Mailchimp Mandrill
• Meta Ads
• Microsoft Office 365
• Midjourney
• Mobile Friendly
• MongoDB
• OneTrust Tech Risk & Compliance
• Orum
• Planhat
• React
• Reddit for business
• Remote
• Salesforce
• Segment.io
• Slack
• Snowflake
• Trustpilot
• TypeScript
• Vimeo
• VueJS
• Webex
• Wistia
• WordPress.org
• X
• Yelp
• YouTube
• Zapier

Affiliated Organizations & Regional Branches