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Governance

Your commercial authority layer

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

Request a demo

Governance

Your commercial authority layer

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

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

Secure

Built to protect access across teams, systems and regions — Planhat defines, controls and audits who can see, change and act on commercial data.

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Secure

Built to protect access across teams, systems and regions — Planhat defines, controls and audits who can see, change and act on commercial data.

Extendible

Designed to adapt and extend governance — Planhat supports embedded code and in-platform control, so you can focus on growth, not guardrails.

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Extendible

Designed to adapt and extend governance — Planhat supports embedded code and in-platform control, so you can focus on growth, not guardrails.

Authoritative

Established to maintain order and consistency — Planhat enforces system hygiene, shared standards and global structure across your commercial processes.

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Authoritative

Established to maintain order and consistency — Planhat enforces system hygiene, shared standards and global structure across your commercial processes.

“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

Secure

Protected by design

Define and enforce exactly who can see, change and act on every commercial datapoint.

Secure

Protected by design

Define and enforce exactly who can see, change and act on every commercial datapoint.

Access & Action Control

Guardrails for speed

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Authentication & Identity

Centralized authentication for secure access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Data Governance

Enforce and audit hygiene, lock down access

“

The structures on the platform are extensible and usable by any function.”

Tracy Shouldice

Director of Customer Success

Watch

“

The structures on the platform are extensible and usable by any function.”

Tracy Shouldice

Director of Customer Success

Watch

“

The structures on the platform are extensible and usable by any function.”

Tracy Shouldice

Director of Customer Success

Watch

Extendible

Grow your control

Extend rules, logic and permissions directly inside the platform as your requirements evolve.

Extendible

Grow your control

Extend rules, logic and permissions directly inside the platform as your requirements evolve.

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

MCP Server

Secure, real-time access to data with LLMs

MCP Server

Secure, real-time access to data with LLMs

Developer Extensibility

Safe customization within your environment

Developer Extensibility

Safe customization within your environment

Data Transformation

Turn raw events into meaningful metrics

Custom Data Pipelines

Flexible pipelines in and out of Planhat

MCP Server

Secure, real-time access to data with LLMs

Developer Extensibility

Safe customization within your environment

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

Dynamic

Order as standard

Establish a consistent, governed foundation for processes, standards and long-term integrity.

Dynamic

Order as standard

Establish a consistent, governed foundation for processes, standards and long-term integrity.

Audit & Logs

Traceable logins, changes, and actions

Audit & Logs

Traceable logins, changes, and actions

Global Templates

Get started with best-practices in minutes

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

System Hygiene

Keeping Planhat tidy behind the scenes

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

“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

CEO

CEO

Command the lifecycle

Take more decisive action through a unified view

Effective and timely decisions depend on consistent, complete records.

Data Consolidation

Give leaders clarity and context through unified reporting

Manage invoices and revenue with full visibility

Give leaders real-time visibility and coaching signals

Surface warning signals and act on churn risk early

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

Audit & Logs

Traceable logins, changes, and actions

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

Developer Extensibility

Safe customization within your environment

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 authority layer

Your commercial authority layer

Secure

Secure

Extendible

Extendible

Authoritative

Authoritative

Flexible technologies that deliver end-to-end

Flexible technologies that deliver end-to-end

Flexible technologies that deliver end-to-end

Protected by design

Protected by design

Access & Action Control

Authentication & Identity

Data Governance

“

The structures on the platform are extensible and usable by any function.”

“

The structures on the platform are extensible and usable by any function.”

Grow your control

Grow your control

Data Transformation

Custom Data Pipelines

MCP Server

Developer Extensibility

%

%

%

%

Order as standard

Order as standard

Audit & Logs

Global Templates

System Hygiene

Data Governance

Command the lifecycle

Take more decisive action through a unified view

Give leaders clarity and context through unified reporting

Manage invoices and revenue with full visibility

Give leaders real-time visibility and coaching signals

Surface warning signals and act on churn risk early

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

Audit & Logs

Access & Action Control

Authentication & Identity

Global Templates

System Hygiene

Developer Extensibility

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.