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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

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 Industry Leaders

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.

Discover

Secure

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

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.

Discover

Extendible

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

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.

Discover

Authoritative

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

Authoritative

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

“Planhat removed the need for an additional full-time CSM monitoring operations.”

Emil Chroona

Chief Revenue Officer

Bannerflow

“Planhat removed the need for an additional full-time CSM monitoring operations.”

Emil Chroona

Chief Revenue Officer

Bannerflow

“Planhat removed the need for an additional full-time CSM monitoring operations.”

Emil Chroona

Chief Revenue Officer

Bannerflow

“Planhat removed the need for an additional full-time CSM monitoring operations.”

Emil Chroona

Chief Revenue Officer

Bannerflow

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.

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

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

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

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

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

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.

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

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

MCP Server

Secure, real-time access to data with LLMs

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

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

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

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.

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

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

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

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

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

“Proactive customer management in Planhat has transformed our teams' operating performance.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

“Proactive customer management in Planhat has transformed our teams' operating performance.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

“Planhat removed the need for an additional full-time CSM monitoring operations.”

Emil Chroona

Chief Revenue Officer

Bannerflow

“Planhat removed the need for an additional full-time CSM monitoring operations.”

Emil Chroona

Chief Revenue Officer

Bannerflow

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

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

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

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

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

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

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

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

Developer Extensibility

Safe customization within your environment

Developer Extensibility

Safe customization within your environment

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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planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

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Resources

Pricing

Editorial

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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

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 authority layer

Your commercial authority layer

Your commercial authority layer

Your commercial authority layer

Secure

Secure

Secure

Secure

Extendible

Extendible

Extendible

Extendible

Authoritative

Authoritative

Authoritative

Authoritative

Protected by design

Protected by design

Protected by design

Protected by design

Grow your control

Grow your control

Grow your control

Grow your control

+

100

20

%

+

30

+

100

20

%

+

30

Order as standard

Order as standard

Order as standard

Order as standard

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

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

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.