Founded by Kaveh Rostampor in 2014
Manage customer relationships, track renewals, and automate success workflows with collaborative agents
Pricing model
Demo
Rating
★ People love it
Time to value
Long Setup (> 1 day)
You can use Planhat to manage customer lifecycles, monitor account health, and coordinate post-sales workflows across your entire commercial organization. It brings together customer data from diverse systems into a unified view, allowing customer success and account teams to track product usage, identify churn risks, and handle renewal pipelines. The system includes an automated assistant named Pi that handles routine administrative tasks, logs customer interactions, and alerts team members when client accounts need direct intervention or present expansion opportunities to increase retention.
What Planhat does
Pricing breakdown
Pricing model: Book a demo
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