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What is Planhat?

Planhat serves as an intuitive Customer Success Platform that simplifies the journey of managing customer relationships. Its elegant design and user-friendly interface empower businesses to lower churn rates, enhance upselling opportunities, boost user engagement, and ultimately increase the lifetime value of their customers. Catering to a diverse audience, from Customer Success representatives to executives, Planhat encompasses all the essential functionalities typically found in contemporary Customer Success tools. What sets it apart is not only its ease of use but also the straightforward implementation process that allows teams to start benefiting immediately. This combination of accessibility and robust features makes Planhat a standout choice for organizations aiming to elevate their customer success strategies.

What is Catalyst?

Elevate your customer service right from the outset with our intuitive software crafted for superior customer management. You can be up and running in mere minutes thanks to its quick installation process. Effortlessly identify potential risks and upselling opportunities as you create multiple health profiles that align with your customer journey, from onboarding to renewal. All your customer data can be conveniently consolidated into a single repository, saving you from the tedious task of navigating through spreadsheets or Salesforce lists. Our platform will integrate smoothly with your entire tech ecosystem, greatly simplifying customer segmentation. Catalyst is fundamentally designed for customer success managers, offering workflow enhancements that eliminate repetitive tasks such as updating Salesforce fields and logging calls and meetings. Whether you're a Customer Success Manager, Sales Executive, or CEO, Catalyst is tailored to optimize your workflow and increase productivity. Additionally, the user-friendly interface ensures that every team member can navigate the system with ease, fostering collaboration and efficiency across your organization. This comprehensive approach empowers businesses to focus more on developing relationships and less on administrative tasks.

Media

Media

Integrations Supported

AppEQ.ai
Comet Backup
Desktop.com
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Kleene
Language Studio
Lantern
Mailchimp
Mailchimp Transactional Email (Mandrill)
Microsoft Outlook
Pendo
Pipedrive
Salesforce
SatisMeter
Sip2Dial
Slack
Zapier
Zendesk

Integrations Supported

AppEQ.ai
Comet Backup
Desktop.com
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Kleene
Language Studio
Lantern
Mailchimp
Mailchimp Transactional Email (Mandrill)
Microsoft Outlook
Pendo
Pipedrive
Salesforce
SatisMeter
Sip2Dial
Slack
Zapier
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Planhat

Date Founded

2014

Company Location

Sweden

Company Website

www.planhat.com

Company Facts

Organization Name

Catalyst Software

Company Location

United States

Company Website

catalyst.io

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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