Planhat

Customer SupportPaid

Customer Success Platform

Agentic Customer Platform for B2B enterprise customer lifecycle management

About

Planhat is an AI-powered platform that enables B2B enterprises to automate and optimize their entire customer lifecycle, from post-sale to pre-sales. It combines human intelligence with AI agents to handle customer success, revenue management, and GTM processes at scale. The platform includes CRM, customer success, health scoring, churn management, and agentic automation capabilities. It helps teams deliver lifelong revenue growth by automating commercial processes with governed AI agents.

Problem it solves

Enables B2B enterprises to automate customer success and GTM processes while maintaining human oversight and accelerating revenue growth

Best for

B2B SaaS companies, enterprise customer success teams, revenue operations teams

Key features

Agentic AI automation across customer lifecycle

Customer Success Platform (CSP) with health scores and churn management

CRM with native integrations and open API

Revenue management and opportunity tracking

AI-powered sentiment analysis and email categorization

Customer portals and outcome tracking

Advanced workflow automation and task management

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