Planhat is a customer platform for commercial teams in renewals, customer success, professional services and sales. It keeps customer data, tasks and portals in one place and includes an AI agent called Pi. It syncs two-way with Salesforce and HubSpot.
Key Customer success software features
Customer health scores
Playbooks (not listed)
Product usage data
Renewal tracking
Onboarding workflows
CRM and help desk integration (not listed)
Also includes
NPS surveys
Task management
Executive dashboards
Customer portal
Expansion tracking
Role-based views
Reporting
From the vendor's own site. Not yet verified by SoftScout. A missing item may just mean we haven't confirmed it.