Catalyst from EBM Software in Minneapolis is a cloud-based business performance application suite, designed to provide an environment and workflow for understanding business profitability.
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Planhat
Score 8.2 out of 10
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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.
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Pricing
Catalyst, by EBM Software
Planhat
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Catalyst, by EBM Software
Planhat
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
Flexible and tiered pricing structures available - monthly, 1-3-5- contracts, and more
[Catalyst, by EBM Software] is well suited to track invoices from vendors to get them paid on time to avoid late fees. [Catalyst, by EBM Software] is less appropriate when paying vendor because that is not a function they currently have. If the system was an all in one system that could track and pay your invoices it would be an amazing software.
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.
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.
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.
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.
The support for Catalyst is great and they are usually within the 48 hour response time. There could be a little quicker upload time for invoices that are submitted. They usually show up until the next day on the system and sometimes gives us a stress on time. Overall, the support is quite good
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.
[Catalyst, by EBM Software] is a very easy system to use and is very user friendly. It gives you different ways of researching an invoice and not just one. Catalyst also helps to allow us to research an invoice within seconds and eliminates a lengthy and confusing process. It is a great software for first time users to learn quickly and efficiently.
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.
Catalyst is better than pencil and paper data analysis. But the app can be very frustrating when it's not working the way it did last week.
The GUI is very simple. Sometimes too simple, like there is no way to go back in and edit SOAP note options.
New feature roll-outs are mandatory. I understand that no one would opt in to being the guinea pig, but it would be nice if you weren't the first user to try it.
The integration with billing software has streamlined the billing notes and saved us money over having two separate systems.
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.
