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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

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 Industry Leaders

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.

Discover

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.

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.

Discover

Adaptive

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

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.

Discover

Alive

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

Alive

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

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

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

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

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

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

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

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

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

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.

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

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

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

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

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

100

Hours Saved in First Month

Less Churn

Hours per week saved

100

Hours Saved in First Month

Less Churn

Hours per week saved

+

100

Hours Saved in First Month

20 %

Less Churn

+

30

Hours per week saved

+

100

Hours Saved in First Month

20 %

Less Churn

+

30

Hours per week saved

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.

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

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

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

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 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

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

“We quickly felt that the Planhat team understood our ambition to justify every decision we make with data and offered the toolbox we needed to drive that—it was a great fit from the get-go.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

“We quickly felt that the Planhat team understood our ambition to justify every decision we make with data and offered the toolbox we needed to drive that—it was a great fit from the get-go.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

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

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

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

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

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

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

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

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

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

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 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

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

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

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.

Request a demo

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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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Open

Contact

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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

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

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Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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

Your commercial digital twin

Your commercial digital twin

Unified

Unified

Unified

Unified

Adaptive

Adaptive

Adaptive

Adaptive

Alive

Alive

Alive

Alive

A singular source of commercial truth

A singular source of commercial truth

A singular source of commercial truth

A singular source of commercial truth

Built to endure scale

Built to endure scale

Built to endure scale

Built to endure scale

+

100

20

%

+

30

+

100

20

%

+

30

Data designed for action

Data designed for action

Data designed for action

Data designed for action

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

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

Powered by best-in-class technologies

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.