softosaurPlanhat brings customer, revenue, conversation and time-series data into one connected model. Teams use it to run sales pipeline and account management, monitor customer health and churn risk, automate workflows and collaborate with customers through portals. Packages cover CRM, customer success (CSP) and professional services (PSA), with AI features and add-ons such as advanced portals and email marketing.
More product details
Who it is for
- Organization Types
- Business
Product
- Release Notes Url
- planhat.com/changelog
- Solution Kind
- Platform