Planhat
CS avec agents agentic
About Planhat
Planhat is a platform designed for B2B companies seeking to maximize their revenue throughout the customer lifecycle. By combining human intelligence and automation, Planhat enables businesses to effectively manage their commercial processes from start to finish. Its added value lies in its ability to provide a living and comprehensive model of business operations, including CRM data and real-time analytics. Targeted at teams such as customer success and business development, Planhat helps simplify customer relationship management and enhance financial outcomes. With on-ground teams deployed, companies benefit from personalized support aimed at generating tangible and visible results.
Source: Planhat official website
Key Features
Optimizes commercial workflows to save time
Integrates automated agents for quick and accurate task execution
Provides visibility into the results generated by the agents
Centralizes customer information for deep analysis
Facilitates connection with other systems and applications
Offers visualizations tailored to user needs
Assesses customer satisfaction and retention potential
Facilitates work across different teams for a unified approach
Provides resources to maximize platform adoption
Ensures client data confidentiality and protection