Elevio by Dixa vs. Planhat

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Elevio by Dixa
Score 8.0 out of 10
N/A
The Elevio knowledge platform, now from Dixa (acquired February 2021) is designed to intelligently deliver contextual content to customers. Elevio acts as a 24/7 automated support team, intelligently delivering in-app help to the right customer at the right time, and actively deflecting incoming support tickets. Elevio uses data to help constantly improve the company's products and documentations, designed to allow the user to leave no customer behind.N/A
Planhat
Score 8.2 out of 10
N/A
Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.N/A
Pricing
Elevio by DixaPlanhat
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Elevio by DixaPlanhat
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Elevio by DixaPlanhat
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Features
Elevio by DixaPlanhat
Security
Comparison of Security features of Product A and Product B
Elevio by Dixa
-
Ratings
Planhat
8.9
10 Ratings
2% above category average
Role-based user permissions00 Ratings8.910 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
Elevio by Dixa
-
Ratings
Planhat
9.2
10 Ratings
7% above category average
API00 Ratings9.09 Ratings
Integration with Salesforce.com00 Ratings9.56 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
Elevio by Dixa
-
Ratings
Planhat
9.0
11 Ratings
4% above category average
Product usage00 Ratings9.011 Ratings
Help desk / support tickets00 Ratings9.09 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
Elevio by Dixa
-
Ratings
Planhat
8.8
11 Ratings
5% above category average
NPS surveys00 Ratings9.29 Ratings
Sponsor tracking00 Ratings9.16 Ratings
Customer profiles00 Ratings10.011 Ratings
Automated workflow00 Ratings7.011 Ratings
Internal collaboration00 Ratings10.011 Ratings
Customer health scoring00 Ratings8.011 Ratings
Customer segmentation00 Ratings8.011 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
Elevio by Dixa
-
Ratings
Planhat
6.8
10 Ratings
19% below category average
Customer health trends00 Ratings5.110 Ratings
Engagement analytics00 Ratings5.110 Ratings
Revenue forecasting00 Ratings8.07 Ratings
Dashboards00 Ratings9.010 Ratings
Best Alternatives
Elevio by DixaPlanhat
Small Businesses
Intercom
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Score 8.7 out of 10
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Intercom
Score 8.7 out of 10
Medium-sized Companies
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Enterprises
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.8 out of 10
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.8 out of 10
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User Ratings
Elevio by DixaPlanhat
Likelihood to Recommend
-
(0 ratings)
9.0
(11 ratings)
Usability
-
(0 ratings)
9.0
(4 ratings)
Support Rating
-
(0 ratings)
9.7
(4 ratings)
User Testimonials
Elevio by DixaPlanhat
Likelihood to Recommend
Dixa
No answers on this topic
Planhat
Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
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Pros
Dixa
No answers on this topic
Planhat
  • Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features.
  • The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it.
  • The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency.
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Cons
Dixa
No answers on this topic
Planhat
  • Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
  • The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.
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Usability
Dixa
No answers on this topic
Planhat
Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
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Support Rating
Dixa
No answers on this topic
Planhat
Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
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Alternatives Considered
Dixa
No answers on this topic
Planhat
I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.
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Return on Investment
Dixa
No answers on this topic
Planhat
  • Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
  • The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.
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ScreenShots

Elevio by Dixa Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Planhat Screenshots

Screenshot of Insights identify outliers in a portfolio to help users understand risks and opportunities.Screenshot of Displays clients through any filter to shows only the information that matters.