Overview

Planhat is a customer success platform for tech teams that centralizes customer data to create a 360-degree view of each customer to improve service and retention. It uses no-code Automations to run task-based actions, triggers, alerts, bots, and integrations driven by customer behavior. Its Workflow tool designs connected customer journeys with data-driven sequencing that combines task management and automation. The Presentations layer blends slides with BI to share insights with customers, supporting proactive, data-driven experiences aimed at higher satisfaction and retention, with pricing based on users and feature levels.