Planhat

Planhat is a customer success and customer platform for B2B companies that unifies CRM, product usage, and lifecycle data to help post-sale teams manage onboarding, retention, and expansion. It is aimed at mid-market and enterprise organisations, particularly service-intensive software, IT services, and healthcare firms. The platform combines health scoring, workflow automation, and AI-assisted processes across customer success, CRM, and professional-services use cases.