Planhat Features
What are the features of Planhat?
Customer Information
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Playbooks
- Customer Segments
Predictions
- Custom Triggers
Platform
- Reporting & Dashboards
- API & Integrations
- Data Import & Export Tools
- Workflow Capability
- Notifications
- Customization
- Scalability
- Performance & Reliability
- User, Role, and Access Management
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Customer Information
Customer Health Scores | Based on 417 Planhat reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer. | 88% (Based on 417 reviews) | |
Customer Monitoring | Based on 411 Planhat reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team | 90% (Based on 411 reviews) | |
Customer Profiles | Based on 422 Planhat reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | 89% (Based on 422 reviews) | |
Playbooks | Based on 408 Planhat reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. | 85% (Based on 408 reviews) | |
Customer Segments | Based on 377 Planhat reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. | 88% (Based on 377 reviews) | |
Product Engagement | Based on 352 Planhat reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. | 83% (Based on 352 reviews) | |
Surveys | Based on 292 Planhat reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | 74% (Based on 292 reviews) |
Predictions
Churn Risk | Based on 361 Planhat reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service. | 82% (Based on 361 reviews) | |
Upsell Opportunities | Based on 302 Planhat reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities. | 77% (Based on 302 reviews) | |
Custom Triggers | Based on 362 Planhat reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | 86% (Based on 362 reviews) | |
Machine Learning | Based on 222 Planhat reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. | 70% (Based on 222 reviews) |
Platform
Reporting & Dashboards | Based on 412 Planhat reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing | 84% (Based on 412 reviews) | |
API & Integrations | Based on 387 Planhat reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported. | 83% (Based on 387 reviews) | |
Data Import & Export Tools | Based on 365 Planhat reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file. | 83% (Based on 365 reviews) | |
Workflow Capability | Based on 367 Planhat reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes. | 86% (Based on 367 reviews) | |
Notifications | Based on 395 Planhat reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively. | 84% (Based on 395 reviews) | |
Customization | Based on 390 Planhat reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 87% (Based on 390 reviews) | |
Scalability | Based on 380 Planhat reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 89% (Based on 380 reviews) | |
Data Security | Based on 349 Planhat reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. | 90% (Based on 349 reviews) | |
Performance & Reliability | Based on 391 Planhat reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | 86% (Based on 391 reviews) | |
User, Role, and Access Management | Based on 394 Planhat reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 394 reviews) |
Revenue Optimization
At-Risk Customers | Identify customers that are more likely to cancel their subscriptions This feature was mentioned in 81 Planhat reviews. | 83% (Based on 81 reviews) | |
Offer Optimization | Based on 55 Planhat reviews. Optimize product offerings and packages to increase customer loyalty | 76% (Based on 55 reviews) | |
Customer Churn | Address customer churn by identifying the causes of cancellations This feature was mentioned in 84 Planhat reviews. | 85% (Based on 84 reviews) | |
Revenue Forecasting | Estimate future changes in revenues per product type or customer category 70 reviewers of Planhat have provided feedback on this feature. | 79% (Based on 70 reviews) |
Revenue Recognition
Usage Tracking | Track usage per company, custom time period, or contract 76 reviewers of Planhat have provided feedback on this feature. | 83% (Based on 76 reviews) | |
Deferred Revenue | Track payments received for products that haven't be delivered yet This feature was mentioned in 50 Planhat reviews. | 75% (Based on 50 reviews) | |
Revenue Accrual | Recognition rules to accrue revenue on a daily or monthly basis 55 reviewers of Planhat have provided feedback on this feature. | 78% (Based on 55 reviews) |
Billing and Payments
Payment Terms | Provide multiple payment terms per customer or contract 62 reviewers of Planhat have provided feedback on this feature. | 81% (Based on 62 reviews) | |
Personalized Billing | Different types of billing such as: recurring, one time changes, based on number of seats or usage 50 reviewers of Planhat have provided feedback on this feature. | 79% (Based on 50 reviews) | |
Custom Pricing | Manage customer specific pricing as well as coupons, discounts, and gift plans 56 reviewers of Planhat have provided feedback on this feature. | 77% (Based on 56 reviews) |
Product Analytics
Account-Level Analytics | Ability to see analytics at the account level. 59 reviewers of Planhat have provided feedback on this feature. | 86% (Based on 59 reviews) | |
User-Level Analytics | Ability to see analytics at the user level. This feature was mentioned in 60 Planhat reviews. | 82% (Based on 60 reviews) | |
Segmentation | As reported in 55 Planhat reviews. Ability to compare usage across segments such as role, company size, etc. | 88% (Based on 55 reviews) | |
Funnels | As reported in 45 Planhat reviews. See how users move though a product via grouped page sequences | 81% (Based on 45 reviews) | |
Alerts | Receive automated alerts and reports based on gains or losses in performance. 57 reviewers of Planhat have provided feedback on this feature. | 86% (Based on 57 reviews) | |
Multi-Product Analytics | As reported in 46 Planhat reviews. View analytics for multiple products in a single dashboard, including cross-product engagement | 86% (Based on 46 reviews) | |
User Scoring | Based on 53 Planhat reviews. Scores customers and visitors to identify at-risk or thriving accounts. | 84% (Based on 53 reviews) | |
Integrations | As reported in 61 Planhat reviews. Breadth and functionality of integrations with third-party products. | 84% (Based on 61 reviews) |
Data Sourcing
Data Enrichment | As reported in 128 Planhat reviews. Uses external data sources to improve customer profiles. | 85% (Based on 128 reviews) | |
Expandability | Based on 125 Planhat reviews. Can be updated to accept new sources and types of data. | 85% (Based on 125 reviews) | |
Content Marketing | Can act as a content marketing platform. 90 reviewers of Planhat have provided feedback on this feature. | 67% (Based on 90 reviews) | |
Multiple Devices | Can engage with customers across any device with a consistent message. 93 reviewers of Planhat have provided feedback on this feature. | 75% (Based on 93 reviews) |
Intelligence
Marketing Metrics | Provides analysis of marketing program ROI and efficiency. 77 reviewers of Planhat have provided feedback on this feature. | 64% (Based on 77 reviews) | |
Predictive Modeling | As reported in 82 Planhat reviews. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios. | 66% (Based on 82 reviews) | |
Recommendation Engine | As reported in 80 Planhat reviews. Uses artificial intelligence to provide suggestions based on desired outcomes. | 65% (Based on 80 reviews) | |
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities 68 reviewers of Planhat have provided feedback on this feature. | 78% (Based on 68 reviews) | |
Zero-touch Renewals | Can fully automate the deal renewal process This feature was mentioned in 57 Planhat reviews. | 77% (Based on 57 reviews) | |
Smart Content | Suggests content appropriate to stage and tone of the deal This feature was mentioned in 57 Planhat reviews. | 75% (Based on 57 reviews) |
Functionality
Identification | Correctly identify inaccurate, incomplete, or duplicated data from a data source. 35 reviewers of Planhat have provided feedback on this feature. | 81% (Based on 35 reviews) | |
Correction | Utilize deletion, modification, appending, merging, or other methods to correct bad data. This feature was mentioned in 31 Planhat reviews. | 80% (Based on 31 reviews) | |
Normalization | As reported in 28 Planhat reviews. Standardize data formatting for uniformity and easier data usage. | 82% (Based on 28 reviews) | |
Preventative Cleaning | Based on 31 Planhat reviews. Clean data as it enters the data source to prevent mixing bad data with cleaned data. | 78% (Based on 31 reviews) | |
Data Matching | Finds duplicates using the fuzzy logic technology or an advance search feature. 35 reviewers of Planhat have provided feedback on this feature. | 76% (Based on 35 reviews) |
Management
Reporting | Based on 43 Planhat reviews. Provide follow-up information after data cleanings through a visual dashboard or reports. | 83% (Based on 43 reviews) | |
Automation | As reported in 44 Planhat reviews. Automatically run data identification, correction, and normalization on data sources. | 84% (Based on 44 reviews) | |
Quality Audits | Schedule automated audits to identify data anomalies over time based on set business rules. This feature was mentioned in 29 Planhat reviews. | 75% (Based on 29 reviews) | |
Dashboard | Gives a view of the entire data quality management ecosystem. 44 reviewers of Planhat have provided feedback on this feature. | 85% (Based on 44 reviews) | |
Governance | As reported in 29 Planhat reviews. Allows user role-based access and actions to authorization for specific tasks. | 86% (Based on 29 reviews) |
Sales Team
Flexible Sales Process | Can operate under at least two distinct sales methodologies 60 reviewers of Planhat have provided feedback on this feature. | 79% (Based on 60 reviews) | |
Training Mode | Based on 60 Planhat reviews. Includes recording and review capabilities to train new salespeople or review old deals | 76% (Based on 60 reviews) | |
Playbooks | Creates and stores multiple playbooks for sales 81 reviewers of Planhat have provided feedback on this feature. | 83% (Based on 81 reviews) |
Mapping
Multiple Org Charts | As reported in 53 Planhat reviews. Allows multiple relationship maps for each account and opportunity | 72% (Based on 53 reviews) | |
Stakeholder Roles | Based on 66 Planhat reviews. Includes explicit definitions of stakeholder roles | 83% (Based on 66 reviews) |
Platform Basics
Templates | Provide templates for customer journey mapping to jumpstart the process. This feature was mentioned in 118 Planhat reviews. | 81% (Based on 118 reviews) | |
Exporting | Based on 105 Planhat reviews. Ability to export customer journey maps in a variety of formats to present and analyze. | 80% (Based on 105 reviews) | |
Multi-user Access and Collaboration | Based on 99 Planhat reviews. Allow team members to invite others to collaborate on journey maps and make direct changes. | 85% (Based on 99 reviews) | |
Multiple Personas | Based on 90 Planhat reviews. Provide the ability to compare the experiences of multiple personas in one journey map. | 79% (Based on 90 reviews) | |
Data Analytics | As reported in 92 Planhat reviews. Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. | 79% (Based on 92 reviews) |
Content
Document Collaboration | Allows users to simultaneously collaborate on a document within the application. This feature was mentioned in 92 Planhat reviews. | 72% (Based on 92 reviews) | |
Versioning | As reported in 71 Planhat reviews. Stores different versions of a document. | 69% (Based on 71 reviews) | |
E-Signature | Allows users to provide an e-signature within the platform. 68 reviewers of Planhat have provided feedback on this feature. | 59% (Based on 68 reviews) | |
File Request | Allows businesses to request files from clients. 65 reviewers of Planhat have provided feedback on this feature. | 60% (Based on 65 reviews) | |
Feedback | Allows businesses to solicit feedback on projects or documents from clients. This feature was mentioned in 80 Planhat reviews. | 73% (Based on 80 reviews) |
Collaboration
Billing and Invoicing | Based on 78 Planhat reviews. Provides billing and invoicing within the application. | 67% (Based on 78 reviews) | |
Instant Messaging | Provides internal and/or external instant messaging capability. This feature was mentioned in 72 Planhat reviews. | 66% (Based on 72 reviews) | |
Project Management | As reported in 95 Planhat reviews. Offer project management features like task creation and tracking within the application. | 82% (Based on 95 reviews) | |
Analytics | Offer analytics concerning productivity or client engagement. 113 reviewers of Planhat have provided feedback on this feature. | 82% (Based on 113 reviews) | |
Time Tracking | Allows businesses to track time spent on projects within the application. 76 reviewers of Planhat have provided feedback on this feature. | 75% (Based on 76 reviews) | |
Mobile Application | As reported in 58 Planhat reviews. Provides a mobile application. | 46% (Based on 58 reviews) |
Onboarding Setup
Workflows | Based on 186 Planhat reviews. Provide customizable workflows for onboarding activities and tasks. | 87% (Based on 186 reviews) | |
Templates | Based on 190 Planhat reviews. Include templates for onboarding project plans and documents. | 84% (Based on 190 reviews) | |
Checklists | Generate checklists to monitor the prograss of onboarding projects. This feature was mentioned in 195 Planhat reviews. | 87% (Based on 195 reviews) |
Project Tracking
Monitoring | As reported in 174 Planhat reviews. Track tasks, project, and dependencies using timeline views or GANTT charts. | 85% (Based on 174 reviews) | |
Resources | Based on 144 Planhat reviews. Allocate resources to tasks and projects, and track their costs. | 80% (Based on 144 reviews) | |
Content | Manage onboarding documents, training materials, and other content. This feature was mentioned in 152 Planhat reviews. | 83% (Based on 152 reviews) | |
Tasks | As reported in 195 Planhat reviews. Assign and track onboarding tasks to internal and external stakeholders. | 85% (Based on 195 reviews) | |
Optimization | Identify trends and analysis that can be used to optimize onboarding. 147 reviewers of Planhat have provided feedback on this feature. | 83% (Based on 147 reviews) |
Customer Engagement
Portal | Provider a portal for customers and external users to collaborate and share documents. This feature was mentioned in 169 Planhat reviews. | 81% (Based on 169 reviews) | |
Engagement | Include features to keep customers engaged such as internal communications. 164 reviewers of Planhat have provided feedback on this feature. | 84% (Based on 164 reviews) | |
Branding | Based on 156 Planhat reviews. Create white-label portals by customer, product, or project. | 78% (Based on 156 reviews) | |
Visibility | Provide multiple levels of visibility accrosss all onboarding stages. 171 reviewers of Planhat have provided feedback on this feature. | 86% (Based on 171 reviews) | |
Collaboration | Based on 175 Planhat reviews. Allow internal and external users to collaborate without loging into the system. | 85% (Based on 175 reviews) |
