Underrun vs. Planhat: Transparent Onboarding Plans vs. Comprehensive Customer Success Management?
December 15 2024
Underrun vs. Planhat: Transparent Onboarding Plans vs. Comprehensive Customer Success Management?
A successful customer journey relies on both a well-defined initial onboarding and ongoing support to ensure continued value. Underrun focuses on the crucial first step by providing public, detailed, and exportable onboarding plan templates, emphasizing pre-sale clarity. Planhat, on the other hand, is a comprehensive Customer Success Platform (CSP) designed to manage the entire customer lifecycle. They address different stages with distinct functionalities.
Understanding the Players
Underrun: Offers public, detailed, structured onboarding plan templates with a focus on pre-sale transparency and export to customer PM tools.
Planhat: A full-fledged CSP managing the entire customer lifecycle with features like onboarding workflows, health scoring, and automation.
Core Focus
Underrun
Pre-sale transparency and initial onboarding planning.
Planhat
Comprehensive customer success management across the entire lifecycle.
Onboarding Approach
Underrun
Customer-led planning using structured, exportable plan templates.
Planhat
Internal team-managed workflows with automation and task management.
When to Use Underrun
Underrun is ideal when your priority is setting clear expectations and facilitating initial planning, especially if:
When to Use Planhat
Planhat is suitable when you need a comprehensive platform to manage the entire customer success journey, including a structured onboarding process managed internally. Consider Planhat if:
Integration Philosophy
Underrun
Integrates with customer tools: Fits into existing PM workflows.
Planhat
Central platform: Manages activities within its environment.
Customer Interaction
Underrun
Indirect: Through clear documentation and structured data.
Planhat
Direct: Through communication tools, surveys, and portals.
Pricing and Reviews
Pricing & Reputation
Underrun
Pricing: [Placeholder for Underrun's pricing model].
Reviews: Likely focus on pre-sale clarity and PM tool integration.
Planhat
Pricing: Tiered based on users and features.
Reviews: Praised for comprehensive features and customer health insights.
Conclusion
Underrun excels in providing upfront transparency and facilitating initial planning, integrating with customer PM tools. Planhat offers a holistic platform for managing the entire customer lifecycle. Choose based on your immediate onboarding needs versus your long-term customer success strategy.