Planhat Description
Planhat is a Customer Success Platform that makes Customer Success easy.
Planhat is beautiful and simple to use. It can help you reduce churn and upsell more, increase user engagement, and maximize the lifetime value your customers.
Planhat is designed for everyone, from the CS rep to C-Suite. It offers all the functionality and features that you would expect from a modern Customer Success Platform. The difference is in how easy it is to use and how simple it is to implement.
Planhat Alternatives
CrankWheel allows you to share your screen while on a call. This makes it easy to create engaging presentations. You can send a link via email or SMS to the viewer and they will be able to view it in any browser on any device. CrankWheel was designed for simplicity and can be shared with customers to facilitate business deals.
CrankWheel can be used to complement calls from insurance agents, mortgage advisors and solar advisors as well as educators and customer support specialists.
CrankWheel is easy to integrate with websites and allows users to add a Demo button to receive quick notifications. We can show you if they are paying attention. Our Chrome Extension has enabled over 50,000 users to share their screens with prospects, regardless of their technical skills or device choice. CrankWheel can be used on old browsers and obscure devices, even with poor network connections. It works on Mac, Android, iOS, Blackberries, Internet Explorer, and Android.
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Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM and trusted by sales teams since 2011, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your people get better at selling while they sell.
Most CRMs were designed to monitor reps. Coevera was rebuilt from the ground up to amplify them. Intelligence is the default state of the system—not a premium add-on or a generative feature bolted onto decades-old architecture. Every dashboard, pipeline view, and workflow is designed to think alongside your team, surfacing what matters and guiding the next best action.
The visual pipeline acts like a GPS for your deals: spot stalled opportunities at a glance, see instantly when a deal is ready to move, and map complex account hierarchies and buying centers to engage the people who actually decide. The Automatizer workflow engine eliminates the manual friction that drains seller productivity, while native Model Context Protocol (MCP) support connects Coevera to the broader AI ecosystem your business already relies on—with full permissions, no middleware required.
What truly sets Coevera apart is that development is inseparable from daily selling. Backed by the Sales POP! ecosystem of expert content and coaching, every rep has guidance built into the workflow—turning the CRM itself into an engine for growth.
Adoption stays high because the experience is built around the seller, not against them. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters. And every capability is designed to amplify human judgment, never replace it.
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Phano
Phano serves as a composite AI solution tailored for Customer Success and Account Management teams within B2B SaaS organizations. Each night, it analyzes and correlates account usage, relationship dynamics, and support indicators to identify accounts that may be at risk of churn or poised for growth, offering insights into the likely causes and recommended actions prior to renewal.
Every analysis reveals its underlying evidence, inconsistencies, and potential blind spots, ensuring that teams can make informed decisions based on reliable data. The intelligence is conveniently integrated into the platforms that teams already utilize, such as email, Slack, Microsoft Teams, CRM systems, and webhooks, along with support for API and MCP.
This dual functionality means that while the Customer Success Manager focuses on retaining the customer base, the Account Manager can simultaneously work on expanding accounts using the same diagnostic insights.
Phano offers easy self-service setup, a 30-day free trial, and then a subscription priced at 99 EUR per month, making it accessible for teams aiming to enhance their customer relationships and drive growth. In this way, Phano not only simplifies processes but also empowers teams to act decisively and strategically.
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Skalin
Skalin is a next-generation Customer Success Platform (CSP) for B2B SaaS mid-market teams — Customer Success teams of 1 to 15 people that need more than a spreadsheet or a repurposed CRM, but don't want the cost and complexity of enterprise suites.
Skalin unifies your customer data from your product, CRM, billing and support tools into a single 360° view, then applies AI to make it actionable. The Smart Health Score is self-calibrated by AI and surfaces early churn signals across your portfolio. Skalin AI reads every touchpoint and answers account questions instantly. Automated Playbooks turn signals into action, and a complete API connects Skalin to your stack.
Deployed in under a month with setup included — no dedicated admin required. The only French platform in its category, GDPR-compliant, rated 4.9/5 on both G2 and Capterra. Transparent public pricing from €569/month, with optional add-ons.
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Integrations
Company Details
Company:
Planhat
Year Founded:
2014
Headquarters:
Sweden
Website:
www.planhat.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Planhat Features and Options
Customer Success Software
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Planhat Lists
Planhat User Reviews
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