Planhat

Planhat is a customer platform built for subscription businesses. It connects to a company’s tools and data, builds a profile for each account, and shows health, usage trends, revenue, and conversations in one place. Teams use it to prepare for renewals and spot upsell opportunities.

Automation and workflows trigger tasks and outreach when something changes, such as a drop in usage or an upcoming renewal. Dashboards and reports show retention and growth, and AI summarizes accounts and suggests actions.

Planhat is sold on subscription to B2B software and services companies. Setup depends on connecting good data. Alternatives include Gainsight, ChurnZero, Vitally, Totango, and HubSpot. Planhat suits customer success teams at SaaS companies.