What users are saying about
9 Ratings
6 Ratings
9 Ratings
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Score 7.6 out of 100
6 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 10 out of 100

Likelihood to Recommend

Natero

Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.
Garrett Genest | TrustRadius Reviewer

Planhat

Planhat is an excellent tool for any CS organization and will enable you to manage and reduce churn more strategically
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Security

Natero
10.0
Planhat
9.8
Role-based user permissions
Natero
10.0
Planhat
9.8

Platform & Infrastructure

Natero
7.6
Planhat
9.8
API
Natero
8.2
Planhat
9.8
Integration with Salesforce.com
Natero
8.2
Planhat
9.8
Integration with Marketo
Natero
7.0
Planhat
Integration with Eloqua
Natero
7.0
Planhat

Customer Data Extraction / Integration

Natero
9.1
Planhat
9.8
Product usage
Natero
8.8
Planhat
10.0
Help desk / support tickets
Natero
9.4
Planhat
9.5

Customer Success Management

Natero
7.6
Planhat
9.8
NPS surveys
Natero
7.0
Planhat
9.8
Sponsor tracking
Natero
7.0
Planhat
9.2
Customer profiles
Natero
7.4
Planhat
10.0
Automated workflow
Natero
8.0
Planhat
9.5
Internal collaboration
Natero
7.0
Planhat
9.8
Customer health scoring
Natero
8.8
Planhat
10.0
Customer segmentation
Natero
8.2
Planhat
10.0

CSM Reporting & Analytics

Natero
7.5
Planhat
9.8
Customer health trends
Natero
9.4
Planhat
10.0
Engagement analytics
Natero
7.0
Planhat
9.8
Revenue forecasting
Natero
4.4
Planhat
9.8
Dashboards
Natero
9.4
Planhat
9.7

Pros

Natero

  • Love the accounts view to see all my accounts, their health and some helpful stats!
  • The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
  • In the account, you can link to other documentation, which is great!
Anonymous | TrustRadius Reviewer

Planhat

  • Internal Collaboration on customer accounts (CS, Support, exec sponsors, CX).
  • For leadership to standardize methodology and initiatives.
  • Customizeable for basic or advance users.
  • Analytics - internal CS activities as well as customer engagement analytics.
Anonymous | TrustRadius Reviewer

Cons

Natero

  • Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
  • Automatically triggered emails based on certain usage.
Anonymous | TrustRadius Reviewer

Planhat

  • Giving access rights to different users is powerful but requires some thinking (who can see which accounts).
  • More templates would be great when creating customized dashboards.
  • Not much to complain about really - the team has been very responsive to feedback.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Natero

I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.
Anonymous | TrustRadius Reviewer

Planhat

Planhat has a better UI, covers a wide range of features and use-cases. It covers hybrid tech-touch and high touch well. Strong on revenue management.
Anonymous | TrustRadius Reviewer

Return on Investment

Natero

  • Visibility - We can now see in one place the many dimensions of customer health
  • Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
  • Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time
Ewen Fortune | TrustRadius Reviewer

Planhat

  • Improving net retention.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Natero

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Planhat

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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