Planhat Alternatives

Meet the 5 Best Alternatives for An Ultimate and a comprehensive CRM tool For Your Business

Planhat is a leading customer success platform designed to empower businesses with effective tools for tracking and managing customer accounts. Curated by our panel of experts at Alternatives.co, Planhat seamlessly integrates with popular CRM platforms, offering a comprehensive 360-degree view of each customer account's interactions and details. With its user-friendly interface and robust features, businesses can easily monitor and measure customer interactions and progress, ensuring their success and satisfaction.

Planhat is a customer success platform that enables businesses to effectively track and manage customer accounts and their success progress. It provides a comprehensive view of each customer account's details and interactions, facilitates CRM integration for streamlined data management, and centralizes customer materials for easy sharing during tasks and touchpoints.

The platform also assists in creating and utilizing email campaigns with pre-designed templates, and it helps monitor and measure customer interactions and progress effectively through task and touchpoint tracking. Additionally, it assists in creating and utilizing email campaigns with pre-designed templates while tracking customer interactions and progress. Planhat also offers Task and Touchpoint tracking to monitor customer interactions and progress efficiently.

Top 5 Alternatives to Planhat

Curated by our Group of Seasoned Professionals at Alternatives.co, here are the 5 best alternatives to Planhat, each offering unique features and capabilities:

1.Totango

Totango is a customer success platform that offers portfolio management, allowing businesses to track and manage customer accounts and their success progress effectively. It seamlessly integrates with popular CRM platforms, providing a comprehensive view of each customer account's details and interactions. Totango also centralizes customer materials for easy sharing during tasks and touchpoints, and its email campaign designer and template library assist in creating and utilizing email campaigns with pre-designed templates. Additionally, it offers task and touchpoint tracking to monitor and measure customer interactions and progress.

Some of the best features offered by Totango include

• Portfolio management: Track and manage customer accounts effectively.
• CRM Integration: Seamlessly integrates with popular CRM platforms.
• 360-degree account profiles: Provides comprehensive customer account details.
• Asset management: Centralizes customer materials for easy sharing.

Comparison with Planhat

Totango offers robust portfolio management and asset management features, making it a suitable alternative for businesses focused on customer success tracking and material management. However, Planhat may have an edge in certain areas, such as its user interface and reporting capabilities.

2.ClientSuccess

ClientSuccess is a customer success platform that specializes in churn management, helping businesses identify and remove non-compliant clients from portfolios without damaging their reputation. It offers email management for monitoring all communication with clients, document management for keeping track of important records, and feedback management to track customer feedback for service or product improvement. Additionally, ClientSuccess provides client management to keep up with crucial contacts and revenue management tools for forecasting based on market changes.

Some of the best features offered by ClientSuccess include

• Email Management: Monitor all client communications in an organized manner.
• Document Management: Keep track of important documents and ensure accuracy.
• Feedback Management: Track customer feedback and use it for improvements.
• Revenue Management: Forecast revenue based on current trends and market changes.

Comparison with Planhat

ClientSuccess is a suitable alternative for businesses focused on churn management and maintaining strong client relationships. While it lacks some of the asset management features provided by Planhat, its emphasis on feedback and revenue management makes it valuable for optimizing customer success.

3.Catalyst

Catalyst is an account management platform that helps businesses keep track of relevant contact information for each customer. It offers feedback management for gathering customer feedback both online and offline, contact management for a centralized location to add new contacts and respond to inquiries, and revenue management for analyzing sales data and making strategic decisions. Additionally, Catalyst enables personalized email sending based on specific criteria and provides performance metrics for detailed business performance information.

Some of the best features offered by Catalyst include

• Feedback Management: Gather feedback from customers online and offline.
• Contact Management: Easily add new contacts and respond to inquiries.
• Revenue Management: Analyze sales data to identify trends and make decisions.
• Email Management: Send personalized emails based on specific criteria.

Comparison with Planhat

Catalyst is a strong alternative for businesses looking for a user-friendly account management solution and comprehensive feedback management capabilities. While it offers email management similar to Planhat, it may not provide the same level of asset management and CRM integration features.

4.Bettermode

Bettermode is a customer profile management platform that allows businesses to tailor customer profiles with specific data fields for personalized interactions and insights. It offers a white-label option for rebranding the platform with business identity, a member directory for easy location and connection with community members, and advanced search capabilities for finding content and discussions quickly. Bettermode also provides custom navigation for intuitive user interactions and a custom domain option for hosting the platform on your domain.

Some of the key features offered by Bettermode include

• Custom profile fields: Tailor customer profiles with specific data fields.
• White label: Rebrand the platform with your business identity.
• Member directory: Locate and connect with community members easily.
• Advanced search: Empower users to find relevant content quickly.

Comparison with Planhat

Bettermode focuses on customizability and community engagement, which can be valuable for businesses with specific branding needs. However, Planhat's CRM integration and email campaign management may be essential for companies with diverse customer touchpoints.

5.Gainsight

Gainsight is a customer success platform that enables businesses to manage accounts effectively, create customer journeys, and track customer happiness with feedback management. It offers revenue management to track revenue generated by different products or services, sentiment analysis to gauge sentiment in survey replies, and survey/poll management across multiple channels. Additionally, Gainsight provides campaign management for tracking email, landing page, and social media performance.

Some of the key features offered by Gainsight include

• Feedback Management: Gain insights into customer satisfaction.
• Revenue Management: Track revenue generated by products or services.
• Sentiment Analysis: View positive or negative sentiment in responses.
• Survey/Poll Management: Administer polls or surveys across multiple channels.

Comparison with Planhat

Gainsight offers a wide range of features, especially in customer sentiment analysis and campaign management, making it an attractive option for businesses seeking advanced customer feedback and marketing performance tracking. However, Planhat may excel in its focus on customer success monitoring and progress tracking.

Planhat is a powerful customer success platform that enables businesses to efficiently track and manage customer accounts and their progress. With seamless CRM integration, comprehensive account profiles, and centralized asset management, Planhat streamlines data and facilitates better customer interactions. Its email campaign designer and touchpoint tracking further enhance customer engagement and monitoring. Planhat is a valuable solution for businesses seeking effective customer success management and actionable insights to drive growth and satisfaction.