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.

Request a demo

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.

Request a demo

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.

Request a demo

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.

Request a demo

I Governance

II Data

III Intelligence

IV Action

V Collaboration

[] Governance

[] Data

[] Intelligence

[] Action

[] Collaboration

[] Governance

[] Data

[] Intelligence

[] Action

[] Collaboration

I Governance

II Data

III Intelligence

IV Action

V Collaboration

Features

Data

Intelligence

Collaboration

action

governance

Data

Intelligence

Collaboration

action

governance

Data

Intelligence

Collaboration

action

governance

Features

Data

Intelligence

Collaboration

action

governance

Data

A living model of your customers, revenue and commercial processes — engineered for action, not observation.

Learn More

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Intelligence

AI embedded into your commercial processes — to orchestrate workflows, support collaboration and accelerate action.

Learn More

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

Collaboration

A shared environment where context becomes alignment — and alignment becomes action.

Learn More

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Action

Where data-driven decisions materialize into results — with speed, precision and efficiency.

Learn More

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Governance

A governing framework for your data, access and commercial processes — enforcing structure while enabling action.

Learn More

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

Solutions

Platform

Customers

Explore

Editorial

Pricing

Request a demo

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880+ reviews

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

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Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

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ADP

Philanthropy

Capabilities

Data

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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.

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Cookie Policy

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.

Status

Cookie Policy

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.

Status

Cookie Policy