Company Overview

Planhat is a customer success platform designed for B2B SaaS companies to manage customer relationships, track health scores, automate workflows, and drive retention and expansion. The company serves customer success teams, account managers, and SaaS executives seeking to proactively engage customers and reduce churn. Planhat delivers value through unified customer 360-degree views, automated health scoring, playbook automation, revenue analytics, and integrations with CRM, support, and product analytics tools.

Revenue
$33M
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Key Differentiators

Strong Challenger

Planhat is an established challenger with significant market presence and competitive offerings in Customer Engagement & Success.

Top 10 Ranked

Ranked #7 in the Customer Engagement & Success category, among the industry's best.

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