Applications

Your entire commercial engine

Command the customer lifecycle from pipeline to lifetime with one AI-powered platform that adapts to the way your teams actually work.

Retain—Renew—Repeat

Customer Success

Retain—Renew—Repeat

Customer Success

Close—Connect—Compound

Sales CRM

Close—Connect—Compound

Sales CRM

Plan—Perform—Partner

Professional Services

Plan—Perform—Partner

Professional Services

A suite of Enterprise-grade applications

Custom Build

A suite of Enterprise-grade applications

Custom Build

Trusted by leading companies worldwide

Discover our impact

Trusted by leading companies worldwide

Customer success

Retain. Renew. Repeat.

Discover More

Unrivalled health score accuracy

Use analytics along with input from humans and AI to deploy adaptable scoring that gauges whether customers are truly thriving or failing.

Captures every touchpoint

Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.

Deep CRM integrations

Use Planhat together with all major CRMs to ensure you get the full picture and move in sync with your entire organization.

Customer success

Retain. Renew. Repeat.

Discover More

Unrivalled health score accuracy

Use analytics along with input from humans and AI to deploy adaptable scoring that gauges whether customers are truly thriving or failing.

Captures every touchpoint

Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.

Deep CRM integrations

Use Planhat together with all major CRMs to ensure you get the full picture and move in sync with your entire organization.

Customer success

Retain. Renew. Repeat.

Discover More

Unrivalled health score accuracy

Use analytics along with input from humans and AI to deploy adaptable scoring that gauges whether customers are truly thriving or failing.

Captures every touchpoint

Planhat automatically gathers transcripts, emails, tickets and every other interaction—allowing you to focus on execution, not admin.

Deep CRM integrations

Use Planhat together with all major CRMs to ensure you get the full picture and move in sync with your entire organization.

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

Blockbrain

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

Blockbrain

sales crm

Close. Connect. Compound.

Discover More

Built for a lifetime

For teams ready to embrace the future. Manage every commercial process in a single high-context source of truth for humans and AI alike.

Effortless handovers

Pass the baton with full context. AI agents compile history, decisions, owners, and documents so the next team can start at full speed.

Agent Collaboration

Infinite possibilities to deploy agents that enrich every record with firmographics, look at intent, product usage, and buying signals to loop you in at the right time.

sales crm

Close. Connect. Compound.

Discover More

Built for a lifetime

For teams ready to embrace the future. Manage every commercial process in a single high-context source of truth for humans and AI alike.

Effortless handovers

Pass the baton with full context. AI agents compile history, decisions, owners, and documents so the next team can start at full speed.

Agent Collaboration

Infinite possibilities to deploy agents that enrich every record with firmographics, look at intent, product usage, and buying signals to loop you in at the right time.

sales crm

Close. Connect. Compound.

Discover More

Built for a lifetime

For teams ready to embrace the future. Manage every commercial process in a single high-context source of truth for humans and AI alike.

Effortless handovers

Pass the baton with full context. AI agents compile history, decisions, owners, and documents so the next team can start at full speed.

Agent Collaboration

Infinite possibilities to deploy agents that enrich every record with firmographics, look at intent, product usage, and buying signals to loop you in at the right time.

Gartner Magic Quadrant™ for Customer Success Management Platforms

2025 Leader

Discover How

Gartner Magic Quadrant™ for Customer Success Management Platforms

2025 Leader

Discover How

Based on 880+ Verified Planhat Customer Reviews

Discover How

Based on 880+ Verified Planhat Customer Reviews

Discover How

IDC MarketScape for Worldwide Customer Success Applications

2025 Leader

Discover How

IDC MarketScape for Worldwide Customer Success Applications

2025 Leader

Discover How

professional services

Plan. Perform. Partner.

Discover More

Preempt risk

Know in advance whether work will turn a profit. Create projections and use AI analysis to identify client problems before they become your problem.

Unmatched visibility

Influence GTM direction by going beyond analysis of estimated vs actual effort and start analysing what kind of opportunities actually deliver returns over the long run.

Autonomous Delivery

Automatically generate projects from SOWs, send weekly summaries, and analyze risks in real time with Planhat's powerful AI Co-Pilot.

professional services

Plan. Perform. Partner.

Discover More

Preempt risk

Know in advance whether work will turn a profit. Create projections and use AI analysis to identify client problems before they become your problem.

Unmatched visibility

Influence GTM direction by going beyond analysis of estimated vs actual effort and start analysing what kind of opportunities actually deliver returns over the long run.

Autonomous Delivery

Automatically generate projects from SOWs, send weekly summaries, and analyze risks in real time with Planhat's powerful AI Co-Pilot.

professional services

Plan. Perform. Partner.

Discover More

Preempt risk

Know in advance whether work will turn a profit. Create projections and use AI analysis to identify client problems before they become your problem.

Unmatched visibility

Influence GTM direction by going beyond analysis of estimated vs actual effort and start analysing what kind of opportunities actually deliver returns over the long run.

Autonomous Delivery

Automatically generate projects from SOWs, send weekly summaries, and analyze risks in real time with Planhat's powerful AI Co-Pilot.

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

DrFirst

Watch

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

DrFirst

Watch

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

DrFirst

Watch

custom build

A suite of Enterprise-grade applications built just for you.

Discover More

Represent your reality

Create your commercial digital twin by mapping real world items—like invoices, objectives and products—and defining their relation to each other.

Tailor your interface

An entirely personalized home consisting of custom views ensure the right people are always looking at the right things—with absolutely no noise.

Mobilise your data

With projects, documents and comms plugged directly into real-time commercial data, teams work faster, spot risks earlier, and deliver with accuracy.

custom build

A suite of Enterprise-grade applications built just for you.

Discover More

Represent your reality

Create your commercial digital twin by mapping real world items—like invoices, objectives and products—and defining their relation to each other.

Tailor your interface

An entirely personalized home consisting of custom views ensure the right people are always looking at the right things—with absolutely no noise.

Mobilise your data

With projects, documents and comms plugged directly into real-time commercial data, teams work faster, spot risks earlier, and deliver with accuracy.

custom build

A suite of Enterprise-grade applications built just for you.

Discover More

Represent your reality

Create your commercial digital twin by mapping real world items—like invoices, objectives and products—and defining their relation to each other.

Tailor your interface

An entirely personalized home consisting of custom views ensure the right people are always looking at the right things—with absolutely no noise.

Mobilise your data

With projects, documents and comms plugged directly into real-time commercial data, teams work faster, spot risks earlier, and deliver with accuracy.

request a demo

Operationalize AI. Own the Lifecycle.

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

request a demo

Operationalize AI. Own the Lifecycle.

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

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.

Status

Cookie Policy

Brand Guidelines

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.

Status

Cookie Policy

Brand Guidelines

Solutions

Platform

Customers

Explore

Pricing

Applications

Your entire commercial engine

Customer Success

Customer Success

Sales CRM

Sales CRM

Professional Services

Professional Services

Custom Build

Custom Build

Retain. Renew. Repeat.

Unrivalled health score accuracy

Captures every touchpoint

Deep CRM integrations

Retain. Renew. Repeat.

Unrivalled health score accuracy

Captures every touchpoint

Deep CRM integrations

Retain. Renew. Repeat.

Unrivalled health score accuracy

Captures every touchpoint

Deep CRM integrations

Close. Connect. Compound.

Built for a lifetime

Effortless handovers

Agent Collaboration

Close. Connect. Compound.

Built for a lifetime

Effortless handovers

Agent Collaboration

Close. Connect. Compound.

Built for a lifetime

Effortless handovers

Agent Collaboration

Plan. Perform. Partner.

Preempt risk

Unmatched visibility

Autonomous Delivery

Plan. Perform. Partner.

Preempt risk

Unmatched visibility

Autonomous Delivery

Plan. Perform. Partner.

Preempt risk

Unmatched visibility

Autonomous Delivery

“

“

A suite of Enterprise-grade applications built just for you.

Represent your reality

Tailor your interface

Mobilise your data

A suite of Enterprise-grade applications built just for you.

Represent your reality

Tailor your interface

Mobilise your data

A suite of Enterprise-grade applications built just for you.

Represent your reality

Tailor your interface

Mobilise your data

request a demo

Operationalize AI. Own the Lifecycle.

request a demo

Operationalize AI. Own the Lifecycle.

Know them. Grow them.