Page 6 - Top Planhat Alternatives

Keen

keen.io

Keen.io is the complete event data management solution. Our platform can handle all aspects of your event data management, from collection to application. Stream, store, query, and present your data all in one place and get a competitive advantage over the competition. Keen allows you to get a true view of your product usage and interaction through event-based data. We make it easy to dive into the product data you need, allowing you to identify and solve product issues, enhance user experiences, and ship product rollouts faster.

OnRamp

onramp.us

OnRamp is dynamic customer onboarding software that helps onboarding and implementation managers turn any high-touch customer onboarding process simple. Dynamic onboarding with OnRamp reduces effort for customers to complete steps and cuts manual steps for your team. The result is improved onboarding efficiency, outcomes, and customer experiences. Empower customers with a delightfully simple and dynamic action plan. OnRamp action plans guide customers through relevant tasks, videos, forms, surveys, files, and other actions and enablement, one step at a time, based on their inputs as they go. Every step is tracked and feedback is collected along the way to keep you informed on customer progress, trigger next steps on your end, and help you improve. * Enable your team with a proven playbook for every customer. * Dynamically guide and enable customers through every step of the process. * Get reporting on onboarding efficiency, outcomes, and experience. * Optimize your way to predictable, scalable customer onboarding processes. * Onboard customers 2x faster and scale without growing headcount. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.

CustomerLabs

customerlabs.com

CustomerLabs CDP is a no-code customer data platform that helps ecommerce, SaaS, B2B and Agency marketers to track, identify, segment, sync & analyze their customer data. The platform helps marketers orchestrate personalized campaigns across channels without depending on their developers. Track and combine the customer data you want from your website, app, CRM, email, service & offline channels. With identity resolution, you can map anonymous users and their activities across platforms and get a 360° view of your customers. Create tailored customer segments to trigger timely messages across channels. You can integrate and seamlessly sync this customer data with your existing marketing tools such as Google Analytics, Google Adwords, Mixpanel, Kissmetrics, Segment, Salesforce, Pipedrive, Zapier, Facebook and 180+ tools in real time. Back your marketing decisions by capturing accurate customer data with CustomerLabs CDP.

Simon Data

simondata.com

Simon Data empowers marketing teams with the only Customer Data Platform (CDP) purpose-built to increase campaign performance through faster, more precise segmentation and personalization. The first CDP built on Snowflake, the Simon Data Platform enables brands to break free from outdated architecture that makes data hard to access and deploy. That's why Tripadvisor, Equinox, JetBlue, ASOS, Venmo and many others count on Simon Data to connect with consumers. Low code, the Simon Data Platform is designed for use by marketers – turning them into data scientists. Simon Data is a 2022 Built-In Best Places to Work, Great Places to Work Certified, and is an 8-time G2 Leader in the CDP space. To learn more, visit www.simondata.com.

Apxor

apxor.com

Apxor is a pioneering no-code digital nudging platform, designed for product and growth teams of consumer apps and websites to help increase retention and revenue. Apxor helps in enhancing user experience and engagement through contextual feature discovery and education. This enables products to onboard and activate users quickly, and create contextual guidance which minimizes funnel drop-offs. Apxor’s technology centers around intelligent user engagement solutions. It provides features like Picture-In-Picture Videos, Tooltips, Coachmarks, Badges, Walkthroughs, Micro surveys and more, which are aimed at enhancing user onboarding, feature discovery, and overall app engagement. Apxor nudges are reaching more than 20 million users every day. Apxor is trusted by Unicorn brands like Dream11, Vedantu, Porter and enterprises like GCash, ICICI bank and more, to improve their in-app experience, and increase retention and revenue.

Ruler Analytics

ruleranalytics.com

Ruler Analytics is a marketing measurement and attribution platform that connects siloed marketing, sales, revenue and customer data to: - Provide a full funnel view of your customer journey - Accurately attribute revenue at channel, campaign, content and keyword level - Create multi-touch attribution reports using 6 different attribution models (first click, last-click, linear, position-based, time-decay and data driven attribution) - Enrich your ad platform(s), CRM and BI tools with cost, opportunity, revenue and ROI data - Measure and forecast the impact of offline and/or invisible touch points from 'dark social' activity and zero-click channels - Overcome accuracy issues with traditional analytics systems caused by 'the death of the cookie' by measuring success with 1st party data Book a demo with Ruler Analytics to start optimising your marketing strategy based on revenue and ROI, not just conversions.

TrenDemon

trendemon.com

Trendemon is a Web Personalization & Account-Based Orchestration solution – A goal-based journey orchestration platform is the main hub used to understand the customer journey and deliver personalized experiences at scale, that encourages visitors to continue engaging with your website – driving increased business performance. Accelerate your pipeline and revenue with attribution-based personalization: - Serve every website visitor the right messages and assets, helping them become your customers, faster. - Understand how your marketing efforts impact business goals and map your customer journeys from initial touch to won deals. - Convert visitors to customers, not just leads!

Recharge

rechargepayments.com

Recharge is the leading subscription management solution. Our mission is to help brands turn one-time shoppers into loyal customers. Scalable: Grow your subscription business with Recharge and enable your customers to fully manage their subscriptions directly from your store. Customizable: Leverage Recharge’s customization capabilities to create the subscription experience you envision. Integrated: Take advantage of turnkey integrations that’ll connect your tech stack.

Practice

practice.do

Practice helps client-based businesses reduce their admin work by streamline scheduling and fulfillment, centralizing client activity, and consolidating tools. Built for business owners working with contractors and clients.

FileInvite

fileinvite.com

FileInvite automates the collection of client information for document-heavy workflows. Create a seamless digital experience for your clients with our branded client portals, complete with built-in Chat, eSignatures, PDF conversion, cloud storage syncing, CRM integrations, automated text & email follow-up, and more, so you can spend your time where it really matters. Trusted by thousands of customers worldwide, discover the tool that top professionals are using to automate their document collection.

Syncari

syncari.com

Syncari is the only low code/no code (LcNc) data automation platform that seamlessly syncs, unifies, automates, and analyzes data across diverse business systems and applications. Our platform, offering both a control plane and a data hub, ensuring operational excellence and data readiness for AI. By aligning your data with Syncari, your teams and AI models operate and automate on a foundation of impeccably synchronized, high-quality data. Syncari is trusted by Conga, CorroHealth, Deel, and Rapid7. Common use cases: Multiple business system sync and automation, like many Salesforce CRMs integrated into one or many other systems (Marketo, HubSpot, Eloqua, Zendesk, Jira, Oracle Sales, SAP, Netsuite, Snowflake, Domo, Redshift, AWS, Big Query, etc) Multiple Salesforce CRM sync to Marketo or HubSpot ETL, Reverse ETL Enrichment Automation for multiple sources Intent Automation for multiple sources Quote to Cash and Finance 360 Data Quality for data cleaning, normalization, transformation

DinMo

dinmo.com

At DinMo, we envision a world where businesses thrive by harnessing the power of data. Our mission is to simplify data access, eliminate complexity, and promote a data-driven culture that empowers teams to make informed decisions and fuel growth. DinMo offers an all-in-one Platform that streamlines business knowledge without storing any data, as we directly read from our customers' data warehouses. This approach allows non-technical users to seamlessly access their data without encountering complexities associated with data warehouses. By serving as the single source of truth for business logic, we ensure that users can extract intelligent insights through our generative AI technology. This innovative approach enables data-driven decision-making without the need of a data analyst. Additionally, our platform empowers users to create custom segments without code, using natural language to define their target audiences and uncover hidden opportunities. To make all of this actionable, DinMo can synchronize audiences, customer events, and insights with business and activation tools, facilitating the dissemination of knowledge and enabling growth use cases.

Blueshift

blueshift.com

Blueshift helps brands deliver relevant, connected experiences across every customer interaction. Its Smart Hub platform for intelligent customer engagement provides brands with the complete toolkit to seamlessly deliver 1:1 experiences in real-time across the entire omnichannel journey, including real-time data unification, audience segmentation, predictive intelligence, 1:1 personalization, omnichannel orchestration, and unmatched scale. The flexible, easy-to-use platform unifies customer data from any source, unlocks intelligence with customizable AI, and activates data across touchpoints in real-time using intelligent decisioning. The path to delivering customer-centric experiences that grow revenue and drive results has never been quicker. Blueshift’s Intelligent Customer Engagement platform delivers relevant, connected experiences throughout the omnichannel journey by unifying, informing, and activating data.

Quantum Metric

quantummetric.com

With a quick deployment, our platform starts to ingest and visualize everything your customers experience on web, native app, and kiosk. The impact of every customer interaction is automatically quantified, every customer session can be replayed, and most importantly, all your teams can work from a single version of truth. That’s why the biggest brands have taken the Quantum leap, such as Alaska Airlines, lululemon, Lenovo, and Western Union.

Growth Channel

growthchannel.com

Growth Channel generates personalized growth marketing plans with clear personas, funnels, and data-driven growth strategies. Powered by GPT-3 technology.

Startdeliver

startdeliver.com

A Customer Success Platform that is actually easy to use. Most tools used by Customer Success are either made for Sales or way too complicated. Startdeliver lets CS teams easily monitor customer health and learn which actions best help customers be more successful and less likely to churn. Startdeliver is for Customer Success what CRM is for Sales. A platform that helps CS teams monitor customer health, manage projects and automate workflows – made to be easy to use, easy to integrate, and easy to maintain.

Enablix

enablix.com

Revenue teams move fast, and enablement shouldn't slow them down. Enablix keeps your teams in sync so your marketers can seamlessly arm your reps with the content, training and enablement resources they need to drive results. Enablix is an enablement solution built to help teams make better use of their sales and marketing content. By seamlessly connecting and linking content from any source, reps and marketers can activate existing content and make data-driven decisions about what to create. Whether you're sharing with prospects, customers or partners, Enablix helps streamline communication and boost performance.

LeadBoxer

leadboxer.com

LeadBoxer is a lead generation and lead scoring platform for small to large B2B sales teams. LeadBoxer provides sales teams of any size with valuable insights on what their potential customers are interested in before they even reach out. The software automatically creates visitor profiles for website visitors, captures data on their online behaviour and interactions, and then assigns them a leadscore according to parameters set by the assigned account manager. With LeadBoxer, sales teams are able to track website visitors, page and video views, and document downloads, as well as measure traffic sources. The designated sales person can set the importance of various lead properties (industry, no. of page views, etc.) to in order to influence the leadscore assigned by LeadBoxer. When a lead is ready to be qualified, LeadBoxer reports and notifies the salesperson (or people) responsible. The relevant salesperson can engage with their lead directly via the LeadBoxer app, where leads can be reviewed, assigned, or removed at any time. LeadBoxer integrates with CRMs and other sales tools via an advanced API.

RollWorks

rollworks.com

RollWorks, a division of NextRoll, offers ambitious B2B companies of any size an account-based platform to align their marketing and sales teams and confidently grow revenue. Powered by machine learning and an extensive account data foundation, the RollWorks platform helps you identify your target accounts, engage them with digital ads, web personalization, email signatures and sales automation, and finally, measure the effectiveness of your programs. RollWorks is an indispensable platform for marketing and sales teams large and small who believe that an account-based approach is just good B2B marketing. Get started today at www.rollworks.com.

SuiteFiles

suitefiles.com

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!

PreSkale

preskale.com

PreSkale helps PreSales integrate with CRM and Product eco-systems to streamline evaluation experiences and track product-market insights to deliver impactful technical wins. 1/ Work in-sync with product, sales, and customers to identify winning practices 2/ Track efforts, winning solutions, and critical product gaps to drive repeatable technical wins 3/ Employ best-fit assignments to maximize resource allocation and improve PreSales performance 4/ Analyze product adoption across cohorts to map revenue to product roadmap 5/ Build insights into deal velocity with PreSales influence to drive sales conversions 6/ Monitor deal vitals and manage evaluations as one-pagers across pipeline stages

RevSetter

revsetter.com

RevSetter is a cutting-edge CS and revenue platform built on a unique data model and insights engine to super-charge customer success, account management, and revenue teams across the globe. RevSetter unlocks the efficiency of your revenue-facing teams – starting with a streamlined onboarding and fast time-to-value, it’s fully customizable for ICs, managers, and the C-Suite and capable of powering the actions and workflows of the full revenue journey. We built our platform to address the market’s current challenges, while also future-proofing the evolving needs of revenue teams worldwide. It’s time to empower your business with a comprehensive set of solutions ranging from automated workflows, robust data management, dynamic customer journeys, product usage analytics, and much more – all in one innovative solution.

Kapta

kapta.com

Kapta is key account management software that reduces churn and drives organic growth. Kapta's software, and our KAM Process, allow Account Management and Customer Success leaders to answer 3 critical questions about their customers: 1) Which customers are healthy and which are at risk? 2) Do we have actionable and accountable plans (growth plans, save plans, close plans) in place with each strategic account? 3) How do we measure and communicate value to customers?

Coho AI

coho.ai

Coho is building a next-generation customer revenue optimization platform that enables companies to become product-led growth companies, regardless of their sales model. Coho helps you maximize revenue from existing customers by combining product, sales, and customer success data. With the insights gained from the data, you are able to automate self-service motions, focus on high-touch upselling and cross-selling opportunities, and reduce churn.

Quadient

quadient.com

Quadient AP Automation by Beanworks gives accounting teams, from CFOs to AP professionals, the ability to work together from anywhere. With Quadient AP, you can reduce follow-ups, eliminate 83% of data entry with AI-powered data capture, and cut invoice processing costs by 86%. Strengthen AP controls with approval workflows for POs, invoices, and payments that automatically route requests to the right staff members at the right time. With greater control and better visibility across AP, you can reduce risks and hold all departments accountable for following finance processes.

Usermaven

usermaven.com

Usermaven is a no-code privacy-friendly analytics tool for marketers, product teams and agencies. It has website analytics, product analytics, funnels, journeys, attribution and a mini CRM called contacts-hub to view individual journey of each user. Usermaven helps teams make better, data-driven decisions to grow their business. Say goodbye to guessing and hello to success.

Ortto

ortto.com

Ortto is an AI-powered marketing automation software designed to streamline the marketing process and optimise outcomes. It is packed with features that aim to augment different facets of marketing including email and SMS marketing, push notifications, live chats, lead scoring, and more. Ortto boasts its own AI system implemented across the platform, thus ensuring seamless workflows. Its AI functionalities include suggestions for email subject lines, prediction of email open rates, as well as content recommendations during the creation of push notifications and SMS messages. Ortto also offers automated live chat content where the software generates responses based on the website content, past tickets, and existing help documentation. For more advanced operations, users can also train custom AI models on their own data. By doing this, they can foster precision and relevance in the generated suggestions. The intent behind Ortto is to help marketers scale their impact by integrating AI capabilities into their existing workflows. These tools are designed to boost productivity and achieve campaign goals quickly and accurately. The system is versatile and is targeted to work effectively for businesses of various scales.

Flatfile

flatfile.com

Migrating data is one of the biggest barriers to onboarding customers quickly and successfully. This process is often complex and error-prone, causing delays and frustration that can negatively impact the customer experience. Don’t let customer data become a bottleneck for your business. Accelerate your data onboard and migrations with AI-powered data transformations. Our source-to-target mapping auto-magically converts complex data into your desired format. Easily collaborate with stakeholders on data decisions with granular access control, ensuring the right people manage the right data at the right time. With our fully customizable developer-first platform and event-driven architecture you can create complex workflows tailored specifically to your business needs. No more costly, service-heavy migrations. Migrate data efficiently and with confidence. Come see how we help the world’s best data migration and implementation teams migrate customer data seamlessly.

Apphud

apphud.com

Apphud is the smartest way to integrate, measure and grow in-app purchases, including subscriptions, in iOS and Android apps. Made for leading mobile developers, marketers and product managers. Apphud provides a reliable subscriptions' infrastructure, deep real-time mobile analytics, powerful pricing A/B testing platform and tool set to increase app revenue, reduce churn and get customers insights.

Sprig

sprig.com

Sprig is a user insights platform that empowers product teams to build exceptional products with rich and rapid user insights. Next-generation product teams like Dropbox, Notion, and Loom improve their product experience with Sprig’s suite of insights tools: 1. Surveys: Listen and learn from targeted users right within your product. 2. Replays: Capture clips of your user sessions alongside their in-product feedback. 3. AI Analysis: Turn user feedback into product opportunities with GPT-powered AI. Sprig is based in San Francisco, CA and backed by Andreessen Horowitz, Accel, First Round Capital, and Figma Ventures.