Planhat is a comprehensive customer success platform designed to unify go-to-market data, teams, and tools, enabling businesses to deliver more value to their customers efficiently. It offers features such as comprehensive customer insights, automated workflows, health scoring, and seamless integration capabilities. Planhat's platform supports strategies ranging from high-touch to tech-touch customer success, allowing for tailored, collaborative customer experiences at scale. Its predictive health scores, signal and anomaly detection, and customer trend analysis empower teams to manage customer relationships proactively. Additionally, Planhat's customizable dashboards, workflows, and reports provide flexibility to meet unique business needs, making it a valuable tool for organizations aiming to optimize their customer success operations.
Planhat was founded in 2014 in Stockholm, Sweden. The company emerged with the goal of helping businesses manage and expand their customer relationships post-sale, focusing on customer success. Over the years, Planhat has grown steadily, establishing a global presence and becoming a leading customer success platform.
Planhat has raised several rounds of funding, with a notable $50 million Series A in 2021 led by Expedition Growth Capital. The company remains privately held and uses its funding to accelerate product development and international expansion.
Planhat is a Customer Success Platform designed to help companies reduce churn, drive customer growth, and manage the customer lifecycle. Key features include:
Planhat has focused on organic growth and feature expansion rather than acquisitions. Recent feature developments include enhanced revenue operations support and cross-functional collaboration tools.
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Planhat values simplicity, transparency, and collaboration. The platform is known for its clean UI and flexible data model, which supports complex B2B customer workflows. The team emphasizes building tools that are powerful yet easy to use.
Planhat serves mid-size to large B2B SaaS companies and has users in over 25 countries. Its primary users include Customer Success Managers (CSMs), account managers, and revenue operations teams. The company supports its community through webinars, documentation, and customer-led forums.
