Planhat Features

As reported in 52 Planhat reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

As reported in 51 Planhat reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

As reported in 51 Planhat reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. 48 reviewers of Planhat have provided feedback on this feature.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 44 reviewers of Planhat have provided feedback on this feature.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 46 Planhat reviews.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 49 reviewers of Planhat have provided feedback on this feature.

Based on 46 Planhat reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 545 Planhat reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing

Based on 517 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.

Based on 490 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.

Based on 497 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.

Based on 521 Planhat reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.

Based on 518 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.

Based on 509 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.

Based on 476 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.

Based on 519 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.

Based on 520 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.

As reported in 27 Planhat reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information This feature was mentioned in 25 Planhat reviews.

Based on 24 Planhat reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 27 Planhat reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 24 Planhat reviews.

Based on 25 Planhat reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

As reported in 23 Planhat reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

As reported in 24 Planhat reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 24 Planhat reviews.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 26 reviewers of Planhat have provided feedback on this feature.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 26 reviewers of Planhat have provided feedback on this feature.

As reported in 25 Planhat reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 25 Planhat reviews. Enables analysis of effectiveness of an organizations various marketing activities

Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 27 Planhat reviews.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 27 reviewers of Planhat have provided feedback on this feature.

As reported in 27 Planhat reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 24 reviewers of Planhat have provided feedback on this feature.

Based on 24 Planhat reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

As reported in 40 Planhat reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 40 reviewers of Planhat have provided feedback on this feature.

As reported in 38 Planhat reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone This feature was mentioned in 24 Planhat reviews.

Based on 23 Planhat reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

As reported in 23 Planhat reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

As reported in 28 Planhat reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 29 Planhat reviews.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 26 reviewers of Planhat have provided feedback on this feature.

Based on 556 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.

Based on 550 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

Based on 561 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.

Based on 546 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.

Based on 513 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.

Based on 490 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.

Based on 421 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.

Based on 494 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.

Based on 432 Planhat reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.

Based on 494 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.

Based on 349 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.

Identify customers that are more likely to cancel their subscriptions This feature was mentioned in 103 Planhat reviews.

Optimize product offerings and packages to increase customer loyalty This feature was mentioned in 78 Planhat reviews.

As reported in 106 Planhat reviews. Address customer churn by identifying the causes of cancellations

Based on 92 Planhat reviews. Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract 97 reviewers of Planhat have provided feedback on this feature.

Based on 69 Planhat reviews. Track payments received for products that haven't be delivered yet

Based on 74 Planhat reviews. Recognition rules to accrue revenue on a daily or monthly basis

Based on 80 Planhat reviews. Provide multiple payment terms per customer or contract

Based on 68 Planhat reviews. Different types of billing such as: recurring, one time changes, based on number of seats or usage

As reported in 74 Planhat reviews. Manage customer specific pricing as well as coupons, discounts, and gift plans

Ability to see analytics at the account level. This feature was mentioned in 81 Planhat reviews.

Ability to see analytics at the user level. 81 reviewers of Planhat have provided feedback on this feature.

Ability to compare usage across segments such as role, company size, etc. 77 reviewers of Planhat have provided feedback on this feature.

See how users move though a product via grouped page sequences 66 reviewers of Planhat have provided feedback on this feature.

Based on 79 Planhat reviews. Receive automated alerts and reports based on gains or losses in performance.

As reported in 67 Planhat reviews. View analytics for multiple products in a single dashboard, including cross-product engagement

Scores customers and visitors to identify at-risk or thriving accounts. 75 reviewers of Planhat have provided feedback on this feature.

Breadth and functionality of integrations with third-party products. 81 reviewers of Planhat have provided feedback on this feature.

Uses external data sources to improve customer profiles. 181 reviewers of Planhat have provided feedback on this feature.

Can be updated to accept new sources and types of data. This feature was mentioned in 175 Planhat reviews.

Based on 139 Planhat reviews. Can act as a content marketing platform.

Can engage with customers across any device with a consistent message. 141 reviewers of Planhat have provided feedback on this feature.

Provides analysis of marketing program ROI and efficiency. This feature was mentioned in 121 Planhat reviews.

As reported in 129 Planhat reviews. Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Based on 124 Planhat reviews. Uses artificial intelligence to provide suggestions based on desired outcomes.

As reported in 99 Planhat reviews. Highlights cross-sell, upsell, and white space opportunities

Can fully automate the deal renewal process 89 reviewers of Planhat have provided feedback on this feature.

As reported in 86 Planhat reviews. Suggests content appropriate to stage and tone of the deal

Correctly identify inaccurate, incomplete, or duplicated data from a data source. 54 reviewers of Planhat have provided feedback on this feature.

Based on 50 Planhat reviews. Utilize deletion, modification, appending, merging, or other methods to correct bad data.

Based on 46 Planhat reviews. Standardize data formatting for uniformity and easier data usage.

Based on 49 Planhat reviews. Clean data as it enters the data source to prevent mixing bad data with cleaned data.

As reported in 54 Planhat reviews. Finds duplicates using the fuzzy logic technology or an advance search feature.

Provide follow-up information after data cleanings through a visual dashboard or reports. This feature was mentioned in 61 Planhat reviews.

Automatically run data identification, correction, and normalization on data sources. 61 reviewers of Planhat have provided feedback on this feature.

Schedule automated audits to identify data anomalies over time based on set business rules. 48 reviewers of Planhat have provided feedback on this feature.

Based on 63 Planhat reviews. Gives a view of the entire data quality management ecosystem.

Based on 49 Planhat reviews. Allows user role-based access and actions to authorization for specific tasks.

Can operate under at least two distinct sales methodologies This feature was mentioned in 89 Planhat reviews.

Includes recording and review capabilities to train new salespeople or review old deals This feature was mentioned in 88 Planhat reviews.

As reported in 108 Planhat reviews. Creates and stores multiple playbooks for sales

Allows multiple relationship maps for each account and opportunity 84 reviewers of Planhat have provided feedback on this feature.

Based on 99 Planhat reviews. Includes explicit definitions of stakeholder roles

Provide templates for customer journey mapping to jumpstart the process. This feature was mentioned in 166 Planhat reviews.

Ability to export customer journey maps in a variety of formats to present and analyze. 151 reviewers of Planhat have provided feedback on this feature.

As reported in 146 Planhat reviews. Allow team members to invite others to collaborate on journey maps and make direct changes.

Provide the ability to compare the experiences of multiple personas in one journey map. This feature was mentioned in 132 Planhat reviews.

As reported in 137 Planhat reviews. Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation.

As reported in 122 Planhat reviews. Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document. 102 reviewers of Planhat have provided feedback on this feature.

As reported in 97 Planhat reviews. Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients. This feature was mentioned in 93 Planhat reviews.

As reported in 108 Planhat reviews. Allows businesses to solicit feedback on projects or documents from clients.

Provides billing and invoicing within the application. This feature was mentioned in 103 Planhat reviews.

Provides internal and/or external instant messaging capability. This feature was mentioned in 100 Planhat reviews.

As reported in 124 Planhat reviews. Offer project management features like task creation and tracking within the application.

As reported in 139 Planhat reviews. Offer analytics concerning productivity or client engagement.

Allows businesses to track time spent on projects within the application. 104 reviewers of Planhat have provided feedback on this feature.

Provides a mobile application. This feature was mentioned in 85 Planhat reviews.

Based on 252 Planhat reviews. Provide customizable workflows for onboarding activities and tasks.

Based on 256 Planhat reviews. Include templates for onboarding project plans and documents.

Based on 258 Planhat reviews. Generate checklists to monitor the prograss of onboarding projects.

Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 235 Planhat reviews.

Allocate resources to tasks and projects, and track their costs. This feature was mentioned in 201 Planhat reviews.

Manage onboarding documents, training materials, and other content. 211 reviewers of Planhat have provided feedback on this feature.

As reported in 254 Planhat reviews. Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding. This feature was mentioned in 208 Planhat reviews.

As reported in 229 Planhat reviews. Provider a portal for customers and external users to collaborate and share documents.

Based on 224 Planhat reviews. Include features to keep customers engaged such as internal communications.

Based on 213 Planhat reviews. Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages. 229 reviewers of Planhat have provided feedback on this feature.

Based on 233 Planhat reviews. Allow internal and external users to collaborate without loging into the system.

Allows users to generate text based on a text prompt. 18 reviewers of Planhat have provided feedback on this feature.

As reported in 171 Planhat reviews. Allows users to generate text based on a text prompt.

Based on 174 Planhat reviews. Condenses long documents or text into a brief summary.

Based on 31 Planhat reviews. Allows users to generate text based on a text prompt.

As reported in 31 Planhat reviews. Condenses long documents or text into a brief summary.

Supports configuration using natural language instructions.

Allows users to customize the tone of agent.

Enables definition of clear security guardrails for agent actions.

Provides support across web, mobile, messaging apps, and other channels.

Allows customization of agent branding, including visual appearance and conversational style.

Equips agents with proactive response capabilities based on predefined triggers.

Facilitates seamless escalation to human employees for complex issues.

Provides analytics and reporting on agent performance and interactions.

Offers agents the ability to maintain contextual awareness across interactions.

Ensures compliance with data privacy and governance requirements.

Automates workflows and actions based on agent responses.

Allows the use of APIs for advanced agent configuration.

Enables interoperability with multiple platforms for unified experiences.

Allows integration with CRM data to ground agent responses in business context.

Based on 19 Planhat reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases This feature was mentioned in 18 Planhat reviews.

Improves performance based on feedback and experience This feature was mentioned in 17 Planhat reviews.

Anticipates needs and offers suggestions without prompting 18 reviewers of Planhat have provided feedback on this feature.

As reported in 36 Planhat reviews. Capability to perform complex tasks without constant human input

As reported in 99 Planhat reviews. Capability to perform complex tasks without constant human input

As reported in 99 Planhat reviews. Ability to break down and plan multi-step processes

Based on 102 Planhat reviews. Works across multiple software systems or databases

Engages in human-like conversation for task delegation This feature was mentioned in 98 Planhat reviews.

As reported in 99 Planhat reviews. Anticipates needs and offers suggestions without prompting

Based on 17 Planhat reviews. Capability to perform complex tasks without constant human input

Based on 17 Planhat reviews. Ability to break down and plan multi-step processes

As reported in 17 Planhat reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 17 reviewers of Planhat have provided feedback on this feature.

Engages in human-like conversation for task delegation 16 reviewers of Planhat have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 16 Planhat reviews.

As reported in 16 Planhat reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 28 Planhat reviews.

Based on 28 Planhat reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 28 reviewers of Planhat have provided feedback on this feature.

Based on 28 Planhat reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 27 reviewers of Planhat have provided feedback on this feature.

Makes informed choices based on available data and objectives This feature was mentioned in 29 Planhat reviews.