Agent-powered, human-led delivery.

Agent-powered, human-led delivery.

Agent-powered, human-led delivery.

Give your team and agents the full customer context, everything already promised, not just the task list. Agents act on it, your team decides, and every stakeholder stays aligned from kickoff through renewal.

Give your team and agents the full customer context, everything already promised, not just the task list. Agents act on it, your team decides, and every stakeholder stays aligned from kickoff through renewal.

Context

Full lifecycle visibility

Unify every email, call transcript and other data point automatically, so agent-powered handovers are rich and teams know what was promised, to whom, and why.

Customer & project health
One living record
Context
Full lifecycle visibility

Unify every email, call transcript and other data point automatically, so agent-powered handovers are rich and teams know what was promised, to whom, and why.

Streamline and automate

Resourcing that knows the team

An agent that suggests the right person for every project using live visibility into each teammember’s skills, availability and capacity.

Automated time tracking
Human control—agentic execution
Streamline and automate
Resourcing that knows the team

An agent that suggests the right person for every project using live visibility into each teammember’s skills, availability and capacity.

Agents and people driving delivery together.

Agents and people driving delivery together.

Agents and people driving delivery together.

End-to-end collaboration

Customer Portals

A dynamic external space with selective task sharing from your team and agents, that houses documents and updates, so customers stay informed.

Agentic RAID Logs
GANTT and Milestones
End-to-end collaboration
Customer Portals

A dynamic external space with selective task sharing from your team and agents, that houses documents and updates, so customers stay informed.

Unified context. Agentic execution.

Unified context. Agentic execution.

Everything you need to win. Working as one.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more—all available in Planhat.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more—all available in Planhat.

Command the lifecycle

Deliver projects on time and on margin—at scale

Customer value is rarely delivered through one-off interactions — it is realized through coordinated execution. When onboarding, implementations, and Professional Services are managed with operational rigor, teams accelerate time-to-value while leadership gains total visibility into effort, progress, and delivery risk. This structured approach to project management creates a vital connection between flawless operational execution and long-term revenue quality.

Maximize resource utilization and protect margins

Create shared spaces for customer collaboration and communication

Take more decisive action through a unified view

Centralize knowledge and co-create content across teams

Command the lifecycle
Deliver projects on time and on margin—at scale

Customer value is rarely delivered through one-off interactions — it is realized through coordinated execution. When onboarding, implementations, and Professional Services are managed with operational rigor, teams accelerate time-to-value while leadership gains total visibility into effort, progress, and delivery risk. This structured approach to project management creates a vital connection between flawless operational execution and long-term revenue quality.

Data. Secured.

Data. Secured.

Data. Secured.

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

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

Do you encrypt data both in transit and in rest?

Is there an Incident Response Plan in place?

How often is my data backed up?

Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?

Do you have a Data Processing Agreement (DPA) in place?

Do you use sub-processors?

Do you conduct employee security awareness training?

What security compliance standards do you follow?

Is Planhat GDPR compliant?

Do you conduct third-party penetration testing?

Do you have a Vulnerability Disclosure Policy (VDP)?