Page 8 - Top Planhat Alternatives

Zomentum

zomentum.com

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

ClientSuccess

clientsuccess.com

ClientSuccess is revolutionizing the way SaaS companies manage, retain, and grow their existing customer base. We deliver a holistic, personal approach to managing success throughout the customer lifecycle. Our true Customer Success Management Platform™ provides actionable insights, rich customer analytics, and best practices to reduce churn, increase revenue, and maximize the lifetime value of the customer. We believe that SaaS is more than software and service. It’s about relationships. Think beyond acquisition and support. You want a customer for life. And not one that exists because they’re locked into a contract. You want a customer that chooses to partner with you because you help them accomplish their goals and succeed—through personal relationships and delightful experiences. ClientSuccess is more than a reporting tool that users reference once or twice a week. We're a true customer management platform, providing a powerful solution for the front-line customer success managers and actionable insights for Executives.

Lifesight

lifesight.io

Make Every Marketing Dollar Count - Leverage your own data with AI-powered measurements to make optimal marketing decisions. No data analysts or scientists required. Lifesight’s platform enables modern marketers to achieve greater outcomes by taking ownership of customer data, mitigating the loss of IDs, powering personalized owned channel experiences and enabling privacy-safe measurements.

RudderStack

rudderstack.com

RudderStack is the leading warehouse native CDP. With RudderStack's end-to-end platform and flexible, powerful tooling, data teams can easily collect, unify, and activate customer data to drive growth for the entire business. Over 30,000 sites and apps run RudderStack including Crate & Barrel, Foot Locker, Glassdoor, Stripe, Allbirds, and more. RudderStack acquired Blendo in 2020

Nektar

nektar.io

Nektar is an intuitive mobile data collection and management platform designed to allow our clients to leverage their data and streamline workflows.

Squeezely

squeezely.tech

We help businesses, increase their conversion by turning customer interactions into personalized experiences, in a way everybody can do it. Squeezely CDP helps businesses drive personalization at scale in three simple steps: Collect - Collect data from all sources into one place. Convert - Convert data into segments and actions , f.e. our built in Intelligent Audiences and Product Recommendations. Capitalize - Personalized Experiences will be provided across your website, email marketing and advertising campaigns. Strengths Fast integration - You will be up and running in no-time Real-time data availability - no lags Personalization at scale - highly-relevant and automated approach to each individual customer Advanced machine learning technology - to ensure the best performance Excellent support - We are here to help you along the way to accomplishing your goals Check out our videos: https://www.youtube.com/channel/UCZlqrT5UzEtU96Q2XlEaJnA

Clustdoc

clustdoc.com

The new way to manage your pre-project phase & onboarding workflows. Invite third-parties to join your project from a custom portal, walk them through what needs to be done, review the submitted information with your team, sign contracts and NDA easily and get things done from your client management mobile app!

Gainsight PX

gainsight.com

The Most Customer-Centric User Analytics And Product Engagement Platform. Gainsight PX enables you to deeply understand what users are doing in your product, collect feedback, and create in-app engagements like walkthroughs and guides to drive onboarding and adoption.

SmartKarrot

smartkarrot.com

SmartKarrot allows Customer Success and Account Management teams to handle your Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Automation). 1. Built on a foundation of Augmented Intelligence, SmartKarrot proactively handles complex use cases around Expansion & Retention. Across multiple products, service lines and geographies. 2. SmartKarrot's Intense focus on Automation & Playbooks allows its customers to scale efficiently. 3. SmartKarrot's New Age Design with a PLG mindset allows for a great experience for users. 4. SmartKarrot's unlimited user packages allow its clients to become truly Customer Centric, and enables great alignment within teams.

Cust

cust.co

Elite Customer Success teams get better with Cust AI agents. AI agents enable CSMs to get to know even your smallest customers. Turns these insights into personalized success plans. Recommends the next best action across the customer journey. Cust is an autonomous customer success platform that makes high-touch experience possible for smaller customers. The platform gives companies AI agents that proactively get to know their long-tail customers. Turns these insights into a personalized success plan. Influences their decisions across the full customer journey - from onboarding to renewal.

Zapa Client Portal

zapaclientportal.com

Zapa Client Portals was built on the idea that, as a business it should not be painful or cumbersome to send and receive files securely with your clients. It should be a quick, easy and pleasant experience for both the business and their customers. With the ability to customize emails and brand Zapa with your own logo, customers will never feel like they aren't dealing directly with you. With a 30 day risk free trial, come give us a shot and see just how easy it is!

OneSuite

onesuite.io

OneSuite is your central hub for growth, designed by experienced agency veterans who understand the specific needs of modern, forward-thinking digital agencies. We’ve seen firsthand the challenges of juggling multiple platforms, losing valuable data, and struggling to gain actionable insights.

Arrows

arrows.to

Customer-facing onboarding plans that attach to deals & tickets inside HubSpot. Are you waiting on your customers to complete their onboarding? Stop waiting. Arrows is the tool for onboarding, sales, and success teams to close revenue faster and create happy customers. Reduce time to value, increase adoption, and unlock growth. Customers always know what’s next on their path from signed up to successful and your teams stay focused on their most valuable work with workflow automations, email reminders, and in-depth reporting.

Hubflo

hubflo.com

Take your service business to the next level with a branded client portal and powerful and easy-to-use apps. Hubflo brings together all the tools you need to run your back-office and client-facing operations: File sharing, Messaging, Tasks/Projects, Proposals, Billing, CRM, and more. Connect to anything with embeds, Zapier, and native integrations (Gmail, Outlook, Stripe...) Hubflo is powering up 1,000+ businesses in 7 countries and has raised $3M from top-tier investors.

Content Snare

contentsnare.com

Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathering information from clients. Stop getting lost in email, messy client portals and confusing spreadsheets. Loved by 1200+ companies worldwide, including accounting firms, marketing agencies, and professional services. If you need your clients to send you information, Content Snare can help.

EverAfter

everafter.ai

Scale Customer Success, One Digital Touch at a Time. With EverAfter you can design scalable, customer-facing interfaces that guide, engage, and empower your customers to work autonomously and achieve their goals Unlike Customer Success Platforms, which are designed to optimize internal management, EverAfter equips businesses with the tools to optimize their services for their customers, to drive productivity and efficiency, ensuring that every interaction is strategic and goal-oriented by productizing programs like onboarding, ongoing communication, academy, QBRs, success plans, and more. By productizing your customer programs with EverAfter, your customers will be able to your achieve their desired outcomes so your business metrics see significant improvements. Experience accelerated time to value, higher engagement rates, superior setup quality, increased retention, enhanced customer experience, greater customer adoption, and reduced churn. All of this happens when you start with the customer.

Subscript

subscript.com

It's time to wave goodbye to old school billing and analytics software! Meet Subscript: the modern, flexible way for B2B SaaS companies to automate their invoicing, revenue recognition, and analytics. Finance leaders love Subscript because it saves their teams 20+ hours per month, helps them collect more revenue, and has a terrific ROI. When using Subscript you'll have complete confidence that: - Every invoice is being correctly sent out on time - Every unpaid invoice is being followed up with - Your B2B SaaS metrics are 100% accurate (including ARR, CARR, NRR and others!) Subscript is your partner for navigating the complexities of invoicing and anlaytics in the world of B2B SaaS!

Rebillia Platform

rebillia.com

A fully customizable, flexible, and scalable enterprise-level recurring orders & subscription billing engine suited for any business. Rebillia provides the tools necessary to generate a unique subscription model, and a seamless sign up process for customers including: - Completely embedded checkout - Fully customizable subscription models through our billing builder - Powerful notification system - Global payment configurations - Multiple sales channels all managed from a single platform.

Maxio

maxio.com

At Maxio, we help B2B SaaS companies unlock their next stage of growth. Our financial operations platform is designed to meet the unique financial challenges of B2B SaaS, including billing, subscription management, revenue & expense recognition, and SaaS metrics & analytics. We believe that in order for SaaS companies to unlock their next stage of growth, their financial operations tech stack must strike the right balance between flexibility, which allows them to pivot quickly in an ever-changing market, and complexity, which supports them as they scale their business, operations, and monetization strategies. No matter how complex your requirements are, Maxio will automate the full spectrum of your subscription lifecycle—from billing and invoicing to ARR management to revenue recognition–all in a single, unified system that allows you to generate custom reports that your investors will love. Maxio is taking finance farther so businesses can go faster.

Ahsuite

ahsuite.com

Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to display: dashboards, Figma boards, slide decks, videos, reports, or anything else. If it can be embedded in an iframe, you can share it in a client portal. Our client portals are secure, organized, and self-service. Once you try Ahsuite, you’ll never go back to sending links over email. Ahsuite comes packed with a suite of powerful collaboration tools built specifically for digital agencies. That means you can say goodbye to Trello, Slack, DropBox, and LastPass, because Ahsuite lets you do it all with one login. With a Pro or Agency plan, you can also get access to our exclusive network of freelancers and agencies. So you can even use Ahsuite to build your team! The Starter plan comes with tasks, files, conversations, and up to ten portals for FREE!

Velaris

velaris.io

Velaris is the all-in-one customer platform that helps you position customers for success and sets your operational cadence in place. Understanding your customers has never been this easy, or, dare we say it, fun.

NetWise

netwisedata.com

NetWise is the leading provider of B2B Audience Data to Brands, Agencies, Platforms, Sales & Marketing professionals, and Data Science teams. Our unique B2B Data Products enable true multi-channel marketing allowing you to target the same audience across all marketing channels in every platform you want to use. Our proprietary B2B-to-Consumer ID Graph means you reach the same person everywhere and every time. And, we provide the greatest audience reach in industry, period. Our customers regularly work with us to generate and activate custom segments and audiences. We are experts at extracting intelligence and making it useful for your specific business and audience needs. No other company has more unique business data readily available. NetWise uses world-class technology and non-traditional data sets to deliver unique B2B data products to its customers and partners, and we are one of the most experienced, trusted, and reliable data companies in the sales, marketing, and advertising industries.

Herogi

herogi.com

Herogi is end to end solution for intelligent automated actions on fast-moving big data. Its seamless integration with third party services and builtin complex event processing capacity provide automated intelligence for technology based solutions. Herogi focus on event data as the events occur and then take actions in time. Its event based and stateful architecture ensures real-time operational responsiveness to customer.

FLYDE

flyde.io

Most businesses are not using the power of their data stack properly which can cause a revenue loss of 4-7% each year. We built FLYDE SaaS platform to help consumer brands and retailers that already have an advanced tech stack (CRM, e-commerce platform, marketing automation software, retail tracking technology, digital marketing campaigns, etc) but they still experience pain or tension in two situations: Data dispersion. Companies that have their data sources in silos and disconnected from each other. FLYDE is the easiest and most accessible customer data platform able to connect all your data sources and deliver a customer control panel with a 360 granular view of your customer base, on which you can act on in real time. Predictions through last century systems. In many cases even with a good connection between the data sources, businesses deploy predictive models sporadically and through systems of the last century. FLYDE has embedded its own AI/ML-driven predictive models into the platform that help increase customer retention and life time value by 20%, maximize lead to sale conversion and ultimately increase profits and ROAS by 43%. We are much more than a CDP (Customer Data Platform) and with 15+ years of experience in creating and implementing big data technology solutions, we have as distinctive assets: (1) the accessibility and accuracy of our AI, (2) the smart and actionable segmentations that drive customer activation with higher ROI and (3) a world-class customer success approach to serve our client organisations.

Custobar

custobar.com

Your customers are individuals. Treat them that way. Custobar gives you a comprehensive understanding of each of your customers and how they interact with your business - across all the channels they meet you. 
 We collect all your customer transaction data and make it understandable and actionable.

Castled.io

castled.io

Create complex customer journeys and personalised engagement campaigns using customer data locked securely in your servers.

Splio

splio.com

Splio is an omnichannel marketing platform that combines marketing automation and loyalty marketing. Splio enables marketers to manage their transactional and relationship-based loyalty programs online and offline, as well as coordinate powerful marketing campaigns based on customer knowledge. More than 500 brands around the world use Splio every day, including The Kooples, Kusmi Tea, Givenchy, Le Slip Français, Caudalie, Degrenne, Intersport, Longchamp, Lindt, Air China, and Cache Cache.

Freshpaint

freshpaint.io

Freshpaint is lovingly referred to as a "recovering CDP". When Freshpaint first launched, it positioned itself as a general customer data platform before revamping its platform specifically for Healthcare providers. Unlike generic CDPs, Freshpaint's Healthcare Privacy Platform helps organizations execute data-driven marketing strategies while complying with industry regulations. Freshpaint helps healthcare providers keep their first-party customer data HIPAA-compliant by default. We replace the tracking technology used by Google, Facebook, and others to enable you to use those tools AND stay HIPAA compliant. ID masking and allowlists are built in, making Freshpaint HIPAA safe by default. Freshpaint is the only customer data platform purpose-built for healthcare.

Yespo

yespo.io

Yespo is an omnichannel platform that offers ready-made tools and campaigns for medium-sized ecommerce. Yespo makes it easy to create a personalized user experience and quickly generate revenue from existing customers. Ecommerce marketers will be able to integrate product feeds, choose the right campaigns from 53 proposed ones, or set up their own segments and scenarios without the involvement of developers. If the business has user data in third-party sources (PostgreSQL, Big Query, Google Sheets), Yespo will enrich customer profiles with them. In this way, the company will get the most from its base, and the subscribers will get the most accurate product recommendations from AI. International ecommerce will be able to automate work with multilingual campaigns.

Lytics

lytics.com

Lytics is a premier customer data platform for Google Cloud customers and 100% Google Cloud-native CDP. Lytics CDP offers a composable and modern architecture that fits with and accelerates your cloud data strategy. Integrated with existing cloud data warehouses, Lytics helps companies build a unified first-party data foundation, resolving identities to construct and maintain comprehensive profiles that are compliant, extensible, and accessible. Lytics connects to a robust ecosystem for third-party enrichment and activation using reverse ETL, generative AI, and the most comprehensive set of real-time connections into DSPs and action systems in the industry. Lytics unique approach enables brands to work without silos from a reliable source of truth, reimagining how they leverage their own customer data to increase customer engagement and boost ROI, empowering business users with the insights and tools they need to drive action while enabling compliance with global consumer data residency and privacy regulations.