Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value.
Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration.
The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.
Based on our record, Anaplan seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Anaplan (anaplan.com) is an option as you'll need to setup an integration via tray.io. They are not add-ons but separate applications that will take your Xero data and replicate a copy of the data into Anaplan. Once the Xero data is in Anaplan you'll be able to do the detailed Cash Flow. I don't work for any of the companies discussed here. Source: over 1 year ago
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