The only PSA built around your customers.
The only PSA built around your customers.
Deploy agents on top of your complete customer data, so they become the amplifier that helps Professional Services teams and FDEs deliver on time and on budget while building the relationship.
Deploy agents on top of your complete customer data, so they become the amplifier that helps Professional Services teams and FDEs deliver on time and on budget while building the relationship.
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.
