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Data

Your commercial digital twin

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

Request a demo

Data

Your commercial digital twin

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

Request a demo

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Unified

From CRM and revenue to conversations, documents and time-series data — Planhat unifies every signal into a single, accurate model of your commercial processes.

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Unified

From CRM and revenue to conversations, documents and time-series data — Planhat unifies every signal into a single, accurate model of your commercial processes.

Adaptive

Built to adapt to you, not the other way around — Planhat lets you flexibly ingest, transform, structure and govern data and action.

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Adaptive

Built to adapt to you, not the other way around — Planhat lets you flexibly ingest, transform, structure and govern data and action.

Alive

Always in motion, never static — Planhat converts data into coordinated action through automation, intelligence and real-time collaboration.

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Alive

Always in motion, never static — Planhat converts data into coordinated action through automation, intelligence and real-time collaboration.

“Partnership with Planhat has enabled us at Telia Cygate to get the customer data and the visibility we need to actually scale the customer experience to all customers at all times. That's unprecedented for us.”

CEO

CEO

CEO

Unified

A singular source of commercial truth

Go beyond simplistic customer records and unify revenue, people, conversations, processes, enablement, collaboration, and metrics.

Unified

A singular source of commercial truth

Go beyond simplistic customer records and unify revenue, people, conversations, processes, enablement, collaboration, and metrics.

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

“

During our first year on Planhat we increased Gross Revenue Retention by 1%”

Jason Graham

VP, Global Customer Success

Watch

“

During our first year on Planhat we increased Gross Revenue Retention by 1%”

Jason Graham

VP, Global Customer Success

Watch

“

During our first year on Planhat we increased Gross Revenue Retention by 1%”

Jason Graham

VP, Global Customer Success

Watch

Adaptive

Built to endure scale

As you grow and change, Planhat adapts with you — across teams, products and regions.

Adaptive

Built to endure scale

As you grow and change, Planhat adapts with you — across teams, products and regions.

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

100

Hours Saved in First Month

100

removal of CRM seats for CSMs

Less Time Spent on Handovers

100

Hours Saved in First Month

100

%

removal of CRM seats for CSMs

%

Less Time Spent on Handovers

100

Hours Saved in First Month

100

%

removal of CRM seats for CSMs

%

Less Time Spent on Handovers

Alive

Data designed for action

Flexible, low-latency and governed access to data for AI, automation and collaboration.

Alive

Data designed for action

Flexible, low-latency and governed access to data for AI, automation and collaboration.

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

“At the Swedish Space Corporation, we collect satellite data and bring it down to their secure network that Telia Cygate delivers. To keep the network secure, we have our CS governance and collect the data to keep the network updated and resilient with Planhat.”

Urban Jansson

Head of Customer Experience

Telia Cygate

“With Planhat we have one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

Fredrik Stenström

Customer Success Manager

Telia Cygate

Fredrik Stenström

Customer Success Manager

Telia Cygate

Command the lifecycle

Take more decisive action through a unified view

Effective and timely decisions depend on consistent, complete records.

Data Consolidation

Improve forecast accuracy and scenario planning

Keep customer objectives visible, measurable, and on track

Surface warning signals and act on churn risk early

Grow qualified pipeline by improving lead-to-opportunity conversion

Command the lifecycle

Take more decisive action through a unified view

Effective and timely decisions depend on consistent, complete records.

Data Consolidation

Command the lifecycle

Take more decisive action through a unified view

Effective and timely decisions depend on consistent, complete records.

Data Consolidation

FEATURES

Powered by best-in-class technologies

So you can deliver value with greater speed, scale and success

Discover features

FEATURES

Powered by best-in-class technologies

So you can deliver value with greater speed, scale and success

Discover features

FEATURES

Powered by best-in-class technologies

So you can deliver value with greater speed, scale and success

Discover features

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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

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

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

Your commercial digital twin

Your commercial digital twin

Unified

Unified

Adaptive

Adaptive

Alive

Alive

Flexible technologies that deliver end-to-end

Flexible technologies that deliver end-to-end

Flexible technologies that deliver end-to-end

A singular source of commercial truth

A singular source of commercial truth

Unified Data Model

Time Series

Email and Call Intelligence

Health Lab

Revenue

“

During our first year on Planhat we increased Gross Revenue Retention by 1%”

“

During our first year on Planhat we increased Gross Revenue Retention by 1%”

Built to endure scale

Built to endure scale

Data Transformation

Custom Data Pipelines

Data Governance

Integrations

%

%

%

%

Data designed for action

Data designed for action

Conversational AI

Automations

Advanced Filtering

Data Semantics

Enterprise Search

Command the lifecycle

Take more decisive action through a unified view

Improve forecast accuracy and scenario planning

Keep customer objectives visible, measurable, and on track

Surface warning signals and act on churn risk early

Grow qualified pipeline by improving lead-to-opportunity conversion

Command the lifecycle

Take more decisive action through a unified view

Command the lifecycle

Take more decisive action through a unified view

Powered by best-in-class technologies

Powered by best-in-class technologies

Powered by best-in-class technologies

Unified Data Model

Time Series

Data Transformation

Health Lab

Revenue

Custom Data Pipelines

Advanced Filtering

Data Semantics

Data Governance

Integrations

Meet your new system of action

Meet your new system of action

Meet your new system of action

Know them. Grow them.

Know them. Grow them.