A planthouse covered in snow in a snow-covered desert.

Gartner

Planhat is a Leader

The Unified Customer Platform

Software for lifelong revenue growth.

Request a demo

A planthouse covered in snow in a snow-covered desert.

Gartner

Planhat is a Leader

The Unified Customer Platform

Software for lifelong revenue growth.

Request a demo

A planthouse covered in snow in a snow-covered desert.

Gartner

Planhat is a Leader

The Unified Customer Platform

Software for lifelong revenue growth.

Request a demo

A planthouse covered in snow in a snow-covered desert.

Gartner

Planhat is a Leader

The Unified Customer Platform

Software for lifelong revenue growth.

Request a demo

Industry leaders trust Planhat to grow their revenue

Industry leaders trust Planhat to grow their revenue

Industry leaders trust Planhat to grow their revenue

Industry leaders trust Planhat to grow their revenue

One customer platform.

One customer platform.

One customer platform.

One customer platform.

Everyone's business.

Everyone's business.

Everyone's business.

Everyone's business.

Unite your Sales &
Service teams.
Unite your customer journey.
Unite your customer journey.

Acquire

Connect with target personas and streamline your sales process. Close more deals.

Planhat for Sales

Sales

Streamline your sales process. Close more deals.

Sales CRM Software

Sales

Streamline your sales process. Close more deals.

Sales CRM Software

Service

Deliver engaging client experiences at scale. Convert customers into promoters.

Planhat for Professional Services

Services

World-class service. Convert clients into promoters.

PSA Software

Services

World-class service. Convert clients into promoters.

PSA Software

Grow

Drive successful customer outcomes. Grow revenue sustainably.

Planhat for Customer Success

Success

Drive successful outcomes. Grow revenue.

Customer Success Software

Success

Drive successful outcomes. Grow revenue.

Customer Success Software

A screenshot of a Customer Success workspace in Planhat with rows of companies grouped by region and a slideout summarising the company "Allegro".
A screenshot of a Customer Success workspace in Planhat showing analysis of companies as bubbles of varying sizes and positions.
A screenshot of a Customer Success workspace in Planhat with rows of companies grouped by region and a slideout summarising the company "Allegro".
A screenshot of a Customer Success workspace in Planhat showing analysis of companies as bubbles of varying sizes and positions.
The Commercial AI Era

Discover Planhat's flexible, integrated and commercially rooted AI platform.

Discover AIP

The Commercial AI Era

Discover Planhat's flexible, integrated and commercially rooted AI platform.

Discover AIP

The Commercial AI Era

Discover Planhat's flexible, integrated and commercially rooted AI platform.

Discover AIP

The Commercial AI Era

Discover Planhat's flexible, integrated and commercially rooted AI platform.

Discover AIP

Scaled CS

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

1

2

3

4

5

Customer & Product Marketing

“With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Macrobond

1

2

3

4

5

Customer & Product Marketing

“Macrobond usage has increased massively, and churn has decreased massively. Now we can do more with less and my team can look after more customers and prioritise their time better, with better data.”

Howard Rees

Macrobond

1

2

3

4

5

Scaled CS

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Basis Technologies

1

2

3

4

5

Customer Handovers

“We used to spend around 2 hours for each customer handover — 1 hour analysing customer data and history and 1 hour on a meeting with the new CSM. Now it takes just 20 minutes.”

Fernanda Portes

Qulture.Rocks

1

2

3

4

5

Scaled CS

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

1

2

3

4

5

Customer & Product Marketing

“With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Macrobond

1

2

3

4

5

Customer & Product Marketing

“Macrobond usage has increased massively, and churn has decreased massively. Now we can do more with less and my team can look after more customers and prioritise their time better, with better data.”

Howard Rees

Macrobond

1

2

3

4

5

Scaled CS

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Basis Technologies

1

2

3

4

5

Customer Handovers

“We used to spend around 2 hours for each customer handover — 1 hour analysing customer data and history and 1 hour on a meeting with the new CSM. Now it takes just 20 minutes.”

Fernanda Portes

Qulture.Rocks

1

2

3

4

5

Scaled CS

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

Scaled CS

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

A person reaching out to type on a laptop showing a kanban calendar view of upcoming tasks and workflows.
Intuitive yet deep

A scalable platform your team can adopt in days.

Discover

A person reaching out to type on a laptop showing a kanban calendar view of upcoming tasks and workflows.
Intuitive yet deep

A scalable platform your team can adopt in days.

Discover

A person reaching out to type on a laptop showing a kanban calendar view of upcoming tasks and workflows.
Intuitive yet deep

A scalable platform your team can adopt in days.

Discover

A person reaching out to type on a laptop showing a kanban calendar view of upcoming tasks and workflows.
Intuitive yet deep

A scalable platform your team can adopt in days.

Discover

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Watch

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Director of Customer Success, Trend Micro

Watch

Watch

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Watch

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Home to every customer. And opportunity. And conversation. And ticket. And click. And action.

Home to every customer. And opportunity. And conversation. And ticket. And click. And action.

Home to every customer. And opportunity. And conversation. And ticket. And click. And action.

Home to every customer. And opportunity. And conversation. And ticket. And click. And action.

In Planhat, data is architected for action. Unify and transform data from across your entire tech stack to act on customers as you analyze them.

In Planhat, data is architected for action. Unify and transform data from across your entire tech stack to act on customers as you analyze them.

In Planhat, data is architected for action. Unify and transform data from across your entire tech stack to act on customers as you analyze them.

In Planhat, data is architected for action. Unify and transform data from across your entire tech stack to act on customers as you analyze them.

The inside of a futuristic-looking glass greenhouse filled with rows of small green plants and some taller green trees.

A unified ecosystem for customer action

Planhat is a customer platform that doubles as both your single source of truth and an everyday customer-centric control centre for your sales, service and success teams.

Get a demo

The inside of a futuristic-looking glass greenhouse filled with rows of small green plants and some taller green trees.

A unified ecosystem for customer action

Planhat is a customer platform that doubles as both your single source of truth and an everyday customer-centric control centre for your sales, service and success teams.

Get a demo

The inside of a futuristic-looking glass greenhouse filled with rows of small green plants and some taller green trees.

A unified ecosystem for customer action

Planhat is a customer platform that doubles as both your single source of truth and an everyday customer-centric control centre for your sales, service and success teams.

Get a demo

The inside of a futuristic-looking glass greenhouse filled with rows of small green plants and some taller green trees.
A unified ecosystem for customer action

Planhat is a customer platform that doubles as both your single source of truth and an everyday customer-centric control centre for your sales, service and success teams.

Get a demo

A matte black computer chip with orange lighting and an imprinted Planhat logo on it.
Enterprise-grade flexibility

Data warehousing, ETL, automation and reporting put your customer at the new centre of gravity.

Discover

A matte black computer chip with orange lighting and an imprinted Planhat logo on it.
Enterprise-grade flexibility

Data warehousing, ETL, automation and reporting put your customer at the new centre of gravity.

Discover

A matte black computer chip with orange lighting and an imprinted Planhat logo on it.
Enterprise-grade flexibility

Data warehousing, ETL, automation and reporting put your customer at the new centre of gravity.

Discover

A matte black computer chip with orange lighting and an imprinted Planhat logo on it.
Enterprise-grade flexibility

Data warehousing, ETL, automation and reporting put your customer at the new centre of gravity.

Discover

A Macbook on a sofa showing Planhat's document editor view.
Consumer-ready usability

An action-first interface, shortcuts and complete-sentence formulas bring Scandi simplicity to CRM.

Request a demo

A Macbook on a sofa showing Planhat's document editor view.
Consumer-ready usability

An action-first interface, shortcuts and complete-sentence formulas bring Scandi simplicity to CRM.

Request a demo

A Macbook on a sofa showing Planhat's document editor view.
Consumer-ready usability

An action-first interface, shortcuts and complete-sentence formulas bring Scandi simplicity to CRM.

Request a demo

A Macbook on a sofa showing Planhat's document editor view.
Consumer-ready usability

An action-first interface, shortcuts and complete-sentence formulas bring Scandi simplicity to CRM.

Request a demo

An Apple Studio Mac display showing Plahat's Data explorer functionality with multiple coloured time-series lines.
Data explorer

Access your data like never before. Anyone can transform a no-code query into customer action in a matter of clicks.

Request a demo

An Apple Studio Mac display showing Plahat's Data explorer functionality with multiple coloured time-series lines.
Data explorer

Access your data like never before. Anyone can transform a no-code query into customer action in a matter of clicks.

Request a demo

An Apple Studio Mac display showing Plahat's Data explorer functionality with multiple coloured time-series lines.
Data explorer

Access your data like never before. Anyone can transform a no-code query into customer action in a matter of clicks.

Request a demo

An Apple Studio Mac display showing Plahat's Data explorer functionality with multiple coloured time-series lines.
Data explorer

Access your data like never before. Anyone can transform a no-code query into customer action in a matter of clicks.

Request a demo

Capabilities

Capabilities

Capabilities

Flexible technologies that deliver end-to-end

Power proactive go-to-market motions with frontier AI built on a robust, secure and well-governed data foundation.

Explore Capabilities

Flexible technologies that deliver end-to-end

Power proactive go-to-market motions with frontier AI built on a robust, secure and well-governed data foundation.

Explore Capabilities

Flexible technologies that deliver end-to-end

Power proactive go-to-market motions with frontier AI built on a robust, secure and well-governed data foundation.

Explore Capabilities

Flexible technologies that deliver end-to-end

Power proactive go-to-market motions with frontier AI built on a robust, secure and well-governed data foundation.

Explore Capabilities

I Governance

II Data

III Intelligence

IV Action

V Collaboration

I Governance

II Data

III Intelligence

IV Action

V Collaboration

[] Governance

[] Data

[] Intelligence

[] Action

[] Collaboration

[] Governance

[] Data

[] Intelligence

[] Action

[] Collaboration

Powering 2.6 million customers.

See the impact we're making in the world.

Our impact

No passengers. We're all crew.

We've always got missions for the curious and daring.

Apply now

Powering 2.6 million customers.

See the impact we're making in the world.

Our impact

No passengers. We're all crew.

We've always got missions for the curious and daring.

Apply now

Powering 2.6 million customers.

See the impact we're making in the world.

Our impact

No passengers. We're all crew.

We've always got missions for the curious and daring.

Apply now

Powering 2.6 million customers.

See the impact we're making in the world.

Our impact

No passengers. We're all crew.

We've always got missions for the curious and daring.

Apply now

Your new system of action

Act on customers as you analyze them.

Request a demo

Three layered card view of different Planhat workspaces: Customer Success, Sales and Support.
Your new system of action

Act on customers as you analyze them.

Request a demo

Three layered card view of different Planhat workspaces: Customer Success, Sales and Support.
Your new system of action

Act on customers as you analyze them.

Request a demo

Three layered card view of different Planhat workspaces: Customer Success, Sales and Support.
Your new system of action

Act on customers as you analyze them.

Request a demo

Three layered card view of different Planhat workspaces: Customer Success, Sales and Support.

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Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

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planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Industries

Software

IT Services

Connected Businesses

Healthcare

Financial Services

Business Services

Security

Impact

Customers

Enterprise

Mid-Market

SMB

Testimonials

Stories

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Industries

Software

IT Services

Connected Businesses

Healthcare

Financial Services

Business Services

Security

Impact

Customers

Enterprise

Mid-Market

SMB

Testimonials

Stories

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Industries

Software

IT Services

Connected Businesses

Healthcare

Financial Services

Business Services

Security

Impact

Customers

Enterprise

Mid-Market

SMB

Testimonials

Stories

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us