Your commercial collaboration hub

Vice President of Customer Success

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Vice President of Customer Success

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Vice President of Customer Success

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Vice President of Customer Success

“Planhat Portals enable our GTM team to be true value drivers, not switchboard operators. Customers feel a joint sense of ownership and accountability that naturally surfaces high-value upsell and expansion conversations.”

Unified

A singular space for commercial collaboration

Unify conversations, decisions and work into one connected environment — removing fragmentation and saving time.

Unified

A singular space for commercial collaboration

Unify conversations, decisions and work into one connected environment — removing fragmentation and saving time.

Unified

A singular space for commercial collaboration

Unify conversations, decisions and work into one connected environment — removing fragmentation and saving time.

Unified

A singular space for commercial collaboration

Unify conversations, decisions and work into one connected environment — removing fragmentation and saving time.

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

Collective

Designed for shared participation

Bring teams and customers together to collaborate and move forward in the same secure, structured environment.

Collective

Designed for shared participation

Bring teams and customers together to collaborate and move forward in the same secure, structured environment.

Collective

Designed for shared participation

Bring teams and customers together to collaborate and move forward in the same secure, structured environment.

Collective

Designed for shared participation

Bring teams and customers together to collaborate and move forward in the same secure, structured environment.

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Access & Action Control

Guardrails for speed

Access & Action Control

Guardrails for speed

Access & Action Control

Guardrails for speed

Access & Action Control

Guardrails for speed

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

100

Hours Saved in First Month

Less Time Spent on Handovers

At-Risk SME Customers Saved

100

Hours Saved in First Month

Less Time Spent on Handovers

At-Risk SME Customers Saved

100

Hours Saved in First Month

Less Time Spent on Handovers

At-Risk SME Customers Saved

100

Hours Saved in First Month

Less Time Spent on Handovers

At-Risk SME Customers Saved

Contextual

Where collaboration strengthens context

Every interaction in Planhat strengthens your data model — keeping it current and complete.

Contextual

Where collaboration strengthens context

Every interaction in Planhat strengthens your data model — keeping it current and complete.

Contextual

Where collaboration strengthens context

Every interaction in Planhat strengthens your data model — keeping it current and complete.

Contextual

Where collaboration strengthens context

Every interaction in Planhat strengthens your data model — keeping it current and complete.

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

VP Product & Customer Success

VP Product & Customer Success

VP Product & Customer Success

VP Product & Customer Success