Planhat alternatives

Paid 25 alternatives

Official website

Planhat is the platform that provides you the solutions to deal with a large number of customers and manage new leads. It provides you with a dashboard in which you can add all your customer’s data and develop strategic plans and processes. The platform provides you the features to understand your customers and offer them services in a better way. It allows you to manage the customer portal, accesses the management reports, and understand the lifecycle management.

Planhat offers you the analytical data so you can understand your business processes and measure the performance of your team members. You can easily integrate the Planhat with other business tools to get a holistic view of your business. It is compatible with various plugins like Chrome and WordPress and allows your team to manage the customers effectively. The other features are cloud synchronization, conditional logic, and display, workflow, guest access management, etc.

Ranked alternatives

1
ClustdocPaid
Clustdoc is the platform that provides you the features to manage a large number of customers and onboard the new customers within a day. It allows you to collect a large number of files and documents, and you can also transfer your own files. You can easily create a form and collect the information from the clients. It is supported by a payment platform that offers you a seamless transaction process. You can close the deals and finalize the contracts by using the option of e-signing workflows.
Clustdoc helps you to avoid the hustle of copying a large amount of data by providing simple spreadsheets. You can assign the task to your clients and develop the tasks list which you can easily share with everyone in the team. It provides you the feature to schedule the tasks and put the reminders for the deadlines, and the software sends the notifications before the deadline automatically.
Clustdoc alternatives
2
ChurnZeroPaid
ChurnZero is the platform that helps you to understand the customer and their behaviors or opinions towards your product and services. It helps you to develop strong customer relationships by offering you the features to interact with the customers effectively. The platform provides you with an advanced level of customer insight solution which allows you to develop an overall view of the customers.
The software is compatible with the subscription business in which the retention of the customer is extremely important. It provides the suggestion to improve your services and you can expand the service effectively. Moreover, ChurnZero helps your business to onboard large customers and allows them to adopt the product solutions. It offers you detailed analytical reports which help you in retargeting. The analytical reports also help you to understand the customer life cycle, and you can make the decisions quickly.
ChurnZero alternatives
3
SuiteDashPaid
SuiteDash is the business software that provides the tools to collaborate with large teams and communicate with customers effectively. The software automates the customer management process and attracts more leads to your business. You can convert the leads to potential customers by developing personalized landing pages and funnel, and you can also add the customized URL and logo in the client portal. It provides you with a dashboard in which you can merge the large customer data.
SuiteDash provides you the features to create the invoices and directly send them to the party. The other remarkable features are client portal software, advanced file exchange, CRM, custom client on-board, appointment scheduling, project management, time tracking, billing, cloud-based proposal, invoicing, e-Signing, LMS, custom embeddable forms, email and drip marketing, real-time team chat, etc. The interface of the software is user-friendly and comprehensive and allows you to access all the features from a single screen.
SuiteDash alternatives
4
ClientSuccessPaid
ClientSuccess is the software that is used to create a large revenue by retaining the customers and attracting new leads to your business. It provides you the suggestions to build a process that is customer driven and you can train your team with the help of this software. ClientSuccess provides you to get the deep insight and understanding of the customer behavior of retention, growth, renewal, and you can provide the solutions which are actionable to your team members.
ClientSuccess allows you to access detailed analytical data so you can make decisions in real-time and solve the problems immediately. It further provides you the option to build a strong journey for your customer by onboarding, adapting, renewing, and growing. You can easily get the solutions and suggestions of any unforeseen situation on the customer side. It provides you the dedicated customer support and provides you with the solution within a day. You can get a large amount of data and analyze the performance of your organization.
ClientSuccess alternatives
5
ExpertrecPaid
Expertrec is the business development platform that provides tools to attract leads, increase the impression, boost the click-through rate, and allow you to generate large revenue by increasing sales. It provides you the option to search the results quickly and offers you real-time data. The platform helps the visitors to find the desired product seamlessly, and it showcases all the features related to the product perfectly. It further guides you to improve the SCO of your e-commerce store and develop the landing page which attracts and retains customers.
Expertrec helps you to engage your customers in a personalized way so that every time they visit your online store, the probability to purchase would be high. The other remarkable features are fast search results, spell checker, filters, facets, merchandising, compatibility with multiple platforms, support of more than thirty languages, and analytical reporting.
Expertrec alternatives
6
BaseDashPaid
BaseDash is the advanced-level software that helps your product teams to develop their own products rather than investing in internal tools. It allows you to complete a set of features and tools to build your own data and allows you to connect, configure and collaborate effectively. The software stops you to invest in internal tools by freezing your resources so that you are able to develop revenue-generating features quickly.
BaseDash allows you to track all the activities related to your team members and helps you to reduce bottleneck situations. It provides you with a centralized database that allows your team to access the data easily, and you can apply the restriction on the data. Moreover, it allows you to decide the roles for your team so that your data remain secure. It fixes the typos and other grammar mistakes automatically. You can collaborate with your team and customers in real-time.
BaseDash alternatives
7
DigitalChalkPaid
DigitalChalk is an online Software-as-a-Service training software and learning management system that allows users to produce courses. The software offer courses such as animated PowerPoint slides, HD videos, audio, quizzes, SCORM content, exams, and more. It also delivers pay-as-you-go or per-user pricing and e-commerce management that makes it better than others.
DigitalChalk is a secure cloud-based application that ensures trainees have any time, anywhere access from their phones and tablets devices. The software also allows every student and employee to access the educational materials that they need for their learning.
This learning management system assists businesses to deliver engaging and meaningful content by using its range of tools. DigitalChalk is known as a centralized solution that offers built-in compliance and regulatory tools that save a lot of time. You can use it to build e-commerce solutions and educate all your employees to create and provide online training courses effortlessly.
It is a simple but powerful dashboard full of new tools and features. The most prominent feature includes chalkboard elements, web archive, video training software, file element, assignment customization, online editing suite, etc.
DigitalChalk alternatives
8
Workplace by FacebookPaid
Workplace by Facebook is the spitting image of the social networking platform. It sports tools and features that are very similar to Facebook and can be used to join groups, share information, and organize events, etc. The app’s most notable feature is its function as a team collaboration and messaging tool that allows teams to instantly communicate with each other, share files, and enjoy a comprehensive collaboration experience.
For employees, Workplace by Facebook can be used to create profiles, connect with others through messaging, and make groups for individuals who share interests. It is also best for businesses that serve as a central communication hub from which both staff and managers can send messages using more advanced platforms.
Events can likewise be scheduled, with videos recorded or live stream that is useful for corporate presentations. It takes the conversation to a whole new level. It allows anyone to communicate and collaborate with the entire organization that offers better conversations and knowledge sharing as well as avoiding corporate silos.
The tool also opens channels for review through comments and likes. Employee engagement, multiple collaboration tools, integrated with G Suite and OKTA, monitoring tools of IT teams, and unlimited file storage are key features of the solution.
Workplace by Facebook alternatives
9
DigitalCRMPaid
igitalCRM is an online CRM (customer relationship management) platform that takes all your leads, customer information, and sales data into a centralized place. It makes it easy for you to manage and maximize them to enhance your sales, build your client base, and increase your business.
It does this by automating all the major processes, including lead management, sales pipeline, and customer acquisition, as well as marketing, among others. The solution also comes with all the features you need to help you stay on top of all your customer relationship management processes and workflows that include a comprehensive dashboard, contact management, reports and analytics, lead management, and sales pipeline management.
With this, you can easily capture leads automatically from a variety of sources such as websites, mobile platforms, emails, and CSVs. On top of that, DigitalCRM also automatically categorizes all your contacts based on their lead status. As compared to all the other leading platforms, it is quite simple. You no need to learn any IT skills, follow its guide, and enjoy it all features.
DigitalCRM alternatives
10
HappeoPaid
Happeo is a feature-rich digital workplace platform that allows internal communicators, IT teams, and managers to engage and inform as well as connect with employees through the unified intranet, social networking, and collaboration tools.
It is a cloud-based solution that comes with native iOS and Android apps that gives users the flexibility to easily connect and communicate on the go via any internet-enabled device. Happeo allows users to instantly set up channels from which to collaborate with employees anytime, anywhere.
As an enterprise social intranet, the solution allows users to post messages, share files, like, comment, tag users, and discuss any topics from a single, centralized location. Its personalized timeline ensures users only see the special announcements and news which are relevant to them.
The platform connects with Google Drive that helps users to find, share, and edit Google Drive files without leaving the Happeo. With this, users can also be able to create and maintain intranet pages with the help of its straightforward editor that makes it better than others.
Happeo also supports dynamic content widgets that allow users to share real-time content from their social channels or Google Drive folders. Other features include a visual organizational chart, fully searchable profiles, an up-to-date contact directory, a simple interface, and much more.
Happeo alternatives
11
UnilyPaid
Unily is a digital experience platform that empowers modern companies and organizations with the best tools to collaborate, communicate, and innovate. Whether you need a solution to power your workforce or a portal to connect with your customers instantly, it contains all the core features and tools, including DXC, that delivers extraordinary digital experiences in any scenario.
Using its Intranet, Extranet, and Portal systems to support your internal teams with exceptional business experiences or delight your customers with a digital solution that represents your company at its best and allows you to build relationships that last.
One of the best things is that it integrates with hundreds of leading solutions that let you get the best out of your existing technology and connects users with everything they need. There is a comprehensive document management system that allows you to manage any size of files, store on the cloud, directly preview and modify and convert them into different formats. Unily also includes core features such as document center, office 365 integration, communication hub, analytics, collaboration sites, gamification, etc.
Unily alternatives
12
BeekeeperPaid
Beekeeper is the most leading award-winning internal communication solution designed for workforce-wide engagement, employee collaboration, and secure business messaging. It is an invaluable digital communications tool for businesses that come with dispersed workforces. Beekeeper is ideal for retail, logistics, transportation, hospitality, food industry, manufacturing, finance, and event management.
With the help of Beekeeper, businesses can reach every desktop, non-desktop, and employee. It also allows users to get real-time notifications and send messages to teammate’s on-the-go via smartphones. It also contains rich security and privacy features that make your company data secure for all kinds of threads. It offers dedicated live activity stream functions that encourage employee engagement between teams or the entire company.
Beekeeper integrates with most of the leading HR software to streamline tasks with secure messaging, polling, and HR chatbots that are automated to distribute announcements and onboarding documents. Beekeeper is a commercial software solution that comes with three different price plans; each plan has its own cost and features.
Beekeeper alternatives
13
ClinkedPaid
Clinked is a cloud-based business solution that provides collaboration functionalities to users via its set of features that includes social collaboration, file sharing, online documents, and a host of project management, etc. It is an ideal platform for both small and large organizations that have teams and operations all around the world.
Clinked boasts of solid integration with all the leading Google Apps and also comes with a smart syncing feature that automatically syncs files that you interact with or manually selects the folders you want to synchronize. There is also has a complete task management system that allows you to quickly assign tasks, check stats, preview, and modify without any limitation.
Clinked solution also includes core features such as activity stream, Wiki, universal search, file approval, online documents, group chat, discussion, etc. The software comes as the alternative to Igloo software and starts with a very basic level, and now it is available to use in more than 12 languages and is widely recognized as one of the best collaboration platform for business in Europe, the Middle East, and Africa.
Clinked alternatives
14
CommunifirePaid
Communifire is the most powerful enterprise social collaboration solution that brings the best features of collaboration, social networking, and community solution for small to mid-sized businesses. It is a feature-rich solution that comes with all the leading tools and features that automatically manage various tasks to save time and cost.
Its social and productivity applications such as calendars, notifications, and chat allow users to stay in the know and keep projects on track. Collaboration tools enable users to publish and share content via blogs, articles, wikis, and pages. Unlike most of the leading solutions, Communifire also supports gamification, polls and surveys, approval workflows, and comments.
The people and profile features in this software help users find collaborators, share new ideas, and produce work. It also has powerful permission settings that users give everyone permission to post blogs, add events, publish articles, collaborate on pages, and upload photos and videos. With this, users can also be able to create virtual online workspaces for any job or topic that is better than others.
Communifire alternatives
15
WizdomPaid
Wizdom is an entirely customizable intranet solution that helps users to create and manage their digital workplace with custom branding, media content, a news portal, gamification, and more. The solution delivers SharePoint and Office 365 functionality so users can easily communicate with their team.
This cloud-based platform is fully responsive, which means you can access your content anytime, anywhere, even on any device. The most exciting fact is that it has a web part template manager and options for custom branding that makes it better than others.
Wizdom includes a news portal for communicating details across the intranet that supports all the international languages and access to media content through photo galleries, videos, and more. The software also helps you manage and enhance employee productivity through KPI and BI reports and provide a people directory for searching coworkers, Office365 integration, quick links for accessed resources, etc.
There is also has a CMS that lets users create any content using its templates and metadata tagging that saves a lot of time. Wizdom also provides intranet building blocks with customization features to shape the intranet according to the user’s requirements.
Wizdom alternatives
16
Magentrix CommunitiesPaid
Magentrix Community is a complete solution designed to help SMB and Enterprise organizations redefine collaboration by providing a secure place to connect communication and engagement. The software is uniquely created by a professional team and contains all the core features and tools that help you easily manage your variety of tasks and projects.
With the help of this tool, you can extend your CRM to allow channel partners, customers, and staff to work with the data that runs your business, whether it’s a PRM Community that enables your partners to submit leads and opportunities as well as access documentation.
Magentrix Communities provide a collaboration workspace where you can easily communicate with partners, share files, and securely discuss projects. The software offers a powerful file manager that manages all kinds of data.
Client portal, partner portal, learning management, content management, CRM integration, online forums, reporting and dashboard, MDF, and collaboration are the most prominent features of the solution.
Magentrix Communities alternatives
17
Talk on TaskPaid
Talk on Task is a powerful cloud-based collaborative and task management software solution designed to help users manage their projects, teams, and tasks. It offers task assignments, instant messaging, project progress tracking, real-time task status updates, work logs, and productivity analysis that make it a complete solution for all sizes of businesses.
With this, users can instantly search for individual tasks by their description, priority, due date, and all the other fields. With the help of Talk on Task software, you can easily manage multiple tasks and projects with collaborated on, and real-time chats can be initiated from within any task.
During communication, you can change task priorities, deadlines, assignees, and other related details with just a single click. The great fact about this platform is that it allows you to track project progress and team productivity, and individual work logs, as well as task histories, provide insight into completed work. Talk on Task also offer a native mobile application for Android that enables you to manage, update, and track their projects, and teams from wherever they are, at any time.
Talk on Task alternatives
18
GlasscubesPaid
Glasscubes is a cloud-hosted collaboration solution that is used by enterprises and the government. The platform provides an efficient way to collaborate by sharing details outside of a businesses’ firewall that’s secure and accessible from anywhere.
It is designed to deliver an efficient way to share files, manage all sizes of projects and communicate, all from a central and secure online workspace. Whether you need to connect with team members, clients, or partners, it ensures that users all work together productively.
The best thing about Glasscubes is that it supports secure file sharing, task management, group intranet, remote teamwork, client and partner portals, knowledge management and communication, and broadcasting that complete solution for all sizes of businesses.
With the help of Glasscubes, you can connect distributed teams in a user-friendly online workspace and organize communication to encourage collaboration and enhance teamwork.
There is also an option that allows you to customize brand portals that provide an efficient way to collaborate by securely storing and sharing details outside of the business’s firewall. Glasscubes also includes core features such as share workspace, time tracking by project, white labeling, secure file storage, single sign-on, file sharing, file and folder permission, and much more.
Glasscubes alternatives
19
eXo PlatformPaid
eXo Platform is a simple yet powerful tool that offers a broad set of collaboration tools that are uniquely integrated around a social layer. The software has a user-centric design that creates spontaneous engagement. Also, the software is open-source and favors open standards for better integration to existing IT systems.
eXo’s also an applicative solution coming with APIs and high customizability, which can be leveraged by developers for social enabling your company. It offers advanced document management with central storage that helps teams to access shared files easily.
With the help of the eXo Platform, you can categorize the documents based on your sorting for quick retrieval. Unlike others, it also has a search feature that helps you quickly find non-document files such as posts, tasks, and events. It also helps you quickly pull out a post that is relevant to the document.
There is also has a complete Lifecycle Management feature that ensures you and your team members are working on the latest document version. Through this, you can also set custom access rules to ensure only authorized workers access sensitive data.
eXo Platform comes with flexible customization and integration features that make it robust and feature-rich than others. Its most prominent feature includes a social network, collaboration tools, built to localize, cloud-ready, task management, and much more.
eXo Platform alternatives
20
Igloo SoftwarePaid
Igloo is the most leading digital workplace that lets you and your team do your best work together. It is an advanced level solution that contains all the leading features and tools. You can access this solution on a desktop, on your phone, on the go, or from a tablet during a meeting. The platform works for businesses of all sizes and will scale with you as you grow.
Igloos software are an excellent way to retain your culture, transfer details, and keep your core values even as your company add new offices and hire slowly. One of the best things about Igloo is that it enables you to share files securely with your team, go back and forth between the different versions of the presentation, coordinate department or out-of-the-office calendars and promote corporate announcements via blog posts.
And all of it is social, which means your workers will be able to like or comment on the page, which helps you get a look at the conversations that happen within your business. With Igloo’s LDAP sync and OAuth tools, cascading permissions, and classified online workspace, you can ensure that your corporate data stays private. Igloo Software is available to use in multiple price plans; each plan has its own cost and core benefits.
Igloo Software alternatives
21
PathgatherPaid
Pathgather is a learning and talent development platform that enables the companies to reshape and mentally grow their workforce. The platform allows the managers to organize all the content from different sources and integrates it with their existing resources to boost engagement. It enables the managers to have insights into the demand for the content, which helps them in managing critical learning initiatives.
The software enables the managers to manage development and support team growth through its data and tools. Moreover, the best feature of this platform is that it allows every employee to share the best sources which they have for learning.
Pathgather comes with simple tools that enable anyone to curate content and get recognized for what they know. The data-driven recommendations help the employees to move in the right direction, which improves the performance. Moreover, it comes with integrations like HRIS, LRS, or internal HR systems, and offers a paid version only.
Pathgather alternatives
22
Alfresco Document Management SystemPaid
Alfresco Document Management System is a platform that allows users to manage their documents and other files in a single place to help them in increasing their productivity. It offers seamless information governance and effective GDPR compliance, which allows businesses to gain benefits.
It provides users with actionable insights through document scanning, which helps in unlocking business information through AI and machine learning technology. It comes with a powerful search feature that allows users to locate the exact document within seconds. It enables users to create groups of documents that have the same content.
Users can work from anywhere and can access these documents through their cell phones or laptop. The software helps users in integrating content into processes such as it simplifies document review and approval workflows. Moreover, managers can set up multiple layers of access permissions for all kinds of files. Lastly, the cloud platform offers enterprise-grade security to keep all the files safe.
Alfresco Document Management System alternatives
23
FileBRIDGE RecordsPaid
FileBRIDGE Records is an enterprise-level electronic records management software that enables users to manage their records and materials. The platform enables users to generate reports and insights about the records stored with MS Access. It helps users to manage and govern the records and enables users to control all the stored information.
FileBRIDGE Records allows users to add new records and search for the records in a few clicks. Moreover, it also stays compliant with the industry standards and keeps all the records secured. The solution allows users to run reports on their information, and they can get visibility into their inventory.
The platform comes with various reports templates that enable users to run reports in their data, and they can easily adapt to its simple interface. The software increases information security, saves time, and provides direct access to users to their valuable data and analytics within the Access software.
FileBRIDGE Records alternatives
24
Microsoft Dynamics 365Paid
Microsoft Dynamics 365 is a customer relations management tool known as a repackaged version of Dynamics CRM Online that is broken down into applications, combining Dynamic CRM and ERP solutions into a cloud-based platform. This new solution is customized with two different applications, such as PowerApps and Flow. PowerApps provides you the ability to create mobile apps while the workflow engine can run third-party apps.
Microsoft Dynamics 365 is made of an integrated solution that allows businesses to enhance lead tracking, boost sales, and improves operations that utilize mobile devices and cloud-based business apps. It is loaded with all the leading business solutions that help drive sales, finance management, and all-around operations. The best fact about this platform is that it offers a native mobile application on iOS, Android, and Windows phones that allows you to work even without an internet connection.
To make it a comprehensive CRM solution, Microsoft Dynamics 365 integrates seamlessly with Outlook, Lync, OneNote, other Microsoft applications, etc. All these are very useful as they minimize double entry aside from saving time. There is also a connected field service feature that aids service organizations in shift to the proactive and predictive services model that makes it better than others. Editable grids, client APIs for creating and managing, web API enhancement, Power BI, and define access permission are also features of the solution.
Microsoft Dynamics 365 alternatives
25
PipefyPaid
Pipefy is a leading process management software solution that caters to the needs of different businesses and industries. The software comes with a range of advanced tools and features that save you time and costs. Be it shared services, IT, service desk, software development, and finance. This software is equipped to handle all kinds of operational processes.
Regarded as an easy-to-use system, Pipefy allows users to enhance their productivity and profitability by helping them create, organize, control, and manage their business processes and workflows in a single solution. The software can also help businesses and organizations assess and refine their processes to attain their goals and facilitate company growth more effectively.
With the Pipefy solution, users can visualize their work processes in a way that they can easily see what is done and what is being done, as well as what needs to be done. The platform leverages the use of the Kanban technique, a visual project management system that delivers users with the capability to instantly track the progress of their work from start to finish.
It has a simple dashboard full of features and tools such as CMS editor, language support, metadata tagging, chat and messages, custom branding, photo gallery, unlimited customization, etc.
Pipefy alternatives