Planhat

Planhat is a comprehensive B2B software vendor offering a customer success platform designed to manage and optimize customer relationships throughout their entire lifecycle. It unifies customer data from various sources like CRM, support, finance, and product systems to provide a 360-degree view of customer health, engagement, and outcomes. The platform provides tools for customer health tracking, task management, customizable workflows, automation, and advanced analytics and reporting to monitor product usage, adoption, and engagement trends. Planhat leverages AI-led automation to drive retention, reduce churn, and identify expansion opportunities, supporting systematic growth for its clients.

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Vendor Details

The Leading Customer Platform for lifelong revenue growth, integrating data, AI, and collaboration for B2B enterprises.

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Pillar
Customer Experience & Relationship Management (CX/RM)
Primary SITech Category
Customer Experience Management (CXM)
2nd SubCat
Customer Intelligence
3rd SubCat
Tech Category
SaaS Platform
Data Coverage
Business & Firmographic (B2B) Data
Behavioral & Intent Data
Financial & Market Data
Alternative / Niche Data
Data Sources
First-Party Data Upload
AI/GenAI Type
AI Agents & Automation
Predictive AI & Analytics
Geographic Coverage
Global / Worldwide
Specialized Industries
Technology & Software
HQ Location
Europe

Company Info

compliance@planhat.com

Planhat is a comprehensive B2B software vendor offering a customer success platform designed to manage and optimize customer relationships throughout their entire lifecycle. It unifies customer data from various sources like CRM, support, finance, and product systems to provide a 360-degree view of customer health, engagement, and outcomes. The platform provides tools for customer health tracking, task management, customizable workflows, automation, and advanced analytics and reporting to monitor product usage, adoption, and engagement trends. Planhat leverages AI-led automation to drive retention, reduce churn, and identify expansion opportunities, supporting systematic growth for its clients.