Planhat is a customer platform that covers customer success management, product analytics, and revenue operations in a single unified workspace. It is particularly popular in EMEA and with companies that want a fully customisable data layer under their CS operations.
Product Overview
Planhat's data model is highly flexible — any metric, from product events to NPS scores to invoice data, can be tracked and used in health scores. Its visual journey builder orchestrates multi-touch customer programmes, while its analytics layer provides deep customer portfolio reporting. Planhat also has a built-in customer portal for collaborative success plans.
Key Features
- Flexible Data Model: Ingest any customer data — product events, financials, support tickets — with no-code configuration.
- Health Scoring: Fully customisable health metrics and composite score builder.
- Visual Journey Builder: Drag-and-drop workflow builder for customer lifecycle automation.
- Customer Portal: Branded customer-facing portal for shared success plans and status updates.
- Portfolio Analytics: Executive dashboards showing ARR, churn risk, and expansion opportunity across the portfolio.
Best For
SaaS and subscription businesses — particularly in EMEA — that need a highly customisable CS platform with strong data flexibility and a customer portal.
Pricing
Custom pricing based on customer count and team size. Contact Planhat for a quote.
Key Integrations
Salesforce, HubSpot, Zendesk, Slack, Stripe, Segment, Mixpanel, Snowflake
Pros
- Highly flexible data model
- Strong EMEA presence
- Customer portal included
- Good portfolio analytics
Cons
- Less well-known than Gainsight/ChurnZero
- Implementation requires data planning
- US customer support timezone gaps
