The CRM that works from pipeline to lifetime
The CRM that works from pipeline to lifetime
Build your business on the AI-native CRM that is built to acquire, retain, and grow customers.
Sales
Success
Operations
Leadership
Build your own










Sales

Eliminate manual data entry
Stop tab-hopping
Every record is auto-enriched with firmographics, intent, product usage, and buying signals—no ad-hoc queries, no CSVs.
Turn conversations into data entry
Seamless one-click handovers




Eliminate manual data entry
Stop tab-hopping
Every record is auto-enriched with firmographics, intent, product usage, and buying signals—no ad-hoc queries, no CSVs.




AI-native platform capabilities
Flagship LLMs at your fingertips
Spin up task-specific agents on the latest models out of the box. Or simply bring your own approved provider on board.
The right playbook at the right time
Use code to solve any edge case




AI-native platform capabilities
Flagship LLMs at your fingertips
Spin up task-specific agents on the latest models out of the box. Or simply bring your own approved provider on board.




Enabled by leading AI capabilities.
Enabled by leading AI capabilities.
Enabled by leading AI capabilities.
Command the lifecycle
Increase meetings booked and boost SQLs per rep
Growth cannot rely solely on waiting for inbound demand — it requires a proactive engine to systematically identify and engage ideal customer profiles. A structured outbound process helps teams build deep commercial context before the first contact, creating qualified opportunities in a deliberate and repeatable way. When managed systematically, this approach improves pipeline quality, reduces wasted effort, and creates a dependable connection between market targeting and long-term revenue.
Grow qualified pipeline by improving lead-to-opportunity conversion
Improve win rate by engaging stakeholders earlier
Increase stage conversion and reduce cycle time
Instantly boost contact and firmographic coverage
Command the lifecycle
Increase meetings booked and boost SQLs per rep
Growth cannot rely solely on waiting for inbound demand — it requires a proactive engine to systematically identify and engage ideal customer profiles. A structured outbound process helps teams build deep commercial context before the first contact, creating qualified opportunities in a deliberate and repeatable way. When managed systematically, this approach improves pipeline quality, reduces wasted effort, and creates a dependable connection between market targeting and long-term revenue.
Give hours back to your team
Give hours back to your team
Automate the work that slows Succes, Sales, and RevOps teams down, so they spend time on customers, not admin.
Automate the work that slows Succes, Sales, and RevOps teams down, so they spend time on customers, not admin.
Time-to-Value milestones
Time-to-Value milestones
Day 1
Day 1
30
30
60
60
90
90
Data live. Team onboarded.
Data live. Team onboarded.
Data live. Team onboarded.
CRM, integrations, and core data in place. Your GTM teams work from one view instead of five tools.
CRM, integrations, and core data in place. Your GTM teams work from one view instead of five tools.
Agents running.
Agents running.
Agents running.
Lead scoring, intent analysis, sales workflows, and automated notifications live. Manual hours start dropping.
Lead scoring, intent analysis, sales workflows, and automated notifications live. Manual hours start dropping.
Measurable outcomes.
Measurable outcomes.
Measurable outcomes.
Teams shift from reactive to proactive. Pipeline, forecasting, and revenue tracking run on autopilot.
Teams shift from reactive to proactive. Pipeline, forecasting, and revenue tracking run on autopilot.
Most CRMs stop at Closed-Won. Planhat just accelerates.
Most CRMs stop at Closed-Won. Planhat just accelerates.
Pipeline-first CRMs break down the moment you add a post-sale team, a renewal motion, or an expansion target. Planhat unifies Sales, Customer Success, and RevOps in one AI-native platform.
Pipeline-first CRMs break down the moment you add a post-sale team, a renewal motion, or an expansion target. Planhat unifies Sales, Customer Success, and RevOps in one AI-native platform.
Legacy CRM
CRM + CSP Stack
Planhat
Sales pipeline only, post-sale is an afterthought.
Sales pipeline only, post-sale is an afterthought.
Two systems. Two vendors. Two admin burdens.
Two systems. Two vendors. Two admin burdens.
One platform powering every GTM team.
One platform powering every GTM team.
Customer data is spread across silos, with Customer Success living in spreadsheets.
Customer data is spread across silos, with Customer Success living in spreadsheets.
Data synced between tools creates gaps and misaligned handoffs.
Data synced between tools creates gaps and misaligned handoffs.
Pipeline, health, usage, revenue, and expansion in a single view.
Pipeline, health, usage, revenue, and expansion in a single view.
One-size-fits-all, not built for every team.
One-size-fits-all, not built for every team.
Requires a dedicated full-time admin to operate and audit.
Requires a dedicated full-time admin to operate and audit.
No FTE Admin needed—your ops team runs everything natively with no code.m powering every GTM team.
No FTE Admin needed—your ops team runs everything natively with no code.m powering every GTM team.
Months to implement, external consultants required.
Months to implement, external consultants required.
Significant professional services expense before go-live, which regularly exceeds 6 months.
Significant professional services expense before go-live, which regularly exceeds 6 months.
8 weeks to go live.
8 weeks to go live.
Reporting on pipeline only, with no visibility on retention or expansion.
Reporting on pipeline only, with no visibility on retention or expansion.
Analytics split across two platforms, with teams always looking for something in the other.
Analytics split across two platforms, with teams always looking for something in the other.
Highest-rated for dashboards and analytics in Gartner’s Customer Platform evaluation.
Highest-rated for dashboards and analytics in Gartner’s Customer Platform evaluation.
AI is bolted on—not natively embedded.
AI is bolted on—not natively embedded.
AI split across two platforms, without truly unified context.
AI split across two platforms, without truly unified context.
AI-native, with all pre- and post-sale context unified into a single source of agentic truth.
AI-native, with all pre- and post-sale context unified into a single source of agentic truth.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CRM can help you grow faster.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CRM can help you grow faster.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CRM can help you grow faster.
One platform that scales with you.
One platform that scales with you.
Whether you're unifying Sales and Customer Success for the first time or running customer operations across multiple business units, Planhat adapts to your complexity—without adding to it.
Whether you're unifying Sales and Customer Success for the first time or running customer operations across multiple business units, Planhat adapts to your complexity—without adding to it.
Mid-Market
Mid-Market
For B2B teams that have outgrown a legacy CRM or a disconnected stack, and need Sales and Customer Success to operate from the same source of truth.
For B2B teams that have outgrown a legacy CRM or a disconnected stack, and need Sales and Customer Success to operate from the same source of truth.
Without Planhat
Without Planhat
With Planhat
With Planhat
Without Planhat
With Planhat
Sales and Customer Success operate on separate tools, handovers fail and context disappears.
Sales and Customer Success operate on separate tools, handovers fail and context disappears.
One platform to run the entire lifecycle. Every team works from the same record, the same health data, the same renewal view.
One platform to run the entire lifecycle. Every team works from the same record, the same health data, the same renewal view.
At-risk accounts remain invisible until it’s too late.
At-risk accounts remain invisible until it’s too late.
Always-on agentic signals surface churn risks and expansion opportunities.
Always-on agentic signals surface churn risks and expansion opportunities.
RevOps builds dashboards manually and repeatedly from multiple sources.
RevOps builds dashboards manually and repeatedly from multiple sources.
Easy-to-build dashboards for every role. No SQL, no exports, no waiting for insights.
Easy-to-build dashboards for every role. No SQL, no exports, no waiting for insights.
Bad data from sales breaks Customer Success reporting downstream.
Bad data from sales breaks Customer Success reporting downstream.
Field rules and AI-enriched records enforce data quality at the source. One system holds one version of the truth.
Field rules and AI-enriched records enforce data quality at the source. One system holds one version of the truth.
Three or more tools—across pipeline management, customer management and project management—are doing the job one platform should.
One platform to manage the entire customer lifecycle from pipeline to lifetime, across: CRM, Customer Health, Renewals, Expansions and Project Management.
Three or more tools—across pipeline management, customer management and project management—are doing the job one platform should.
One platform to manage the entire customer lifecycle from pipeline to lifetime, across: CRM, Customer Health, Renewals, Expansions and Project Management.
Enterprise
Enterprise
For organizations running customer operations across multiple business units, regions, or scaled segments—where complexity compounds faster than headcount can.
For organizations running customer operations across multiple business units, regions, or scaled segments—where complexity compounds faster than headcount can.
Without Planhat
Without Planhat
With Planhat
With Planhat
Without Planhat
With Planhat
Admin-heavy platform requiring at least one full-time Admin. Limited adoption since it is neither built for end users or function leaders.
Admin-heavy platform requiring at least one full-time Admin. Limited adoption since it is neither built for end users or function leaders.
Planhat is deployed and run without the need for any dedicated Admins. SCIM 2.0 provisions users automatically via Okta and Azure AD.
Planhat is deployed and run without the need for any dedicated Admins. SCIM 2.0 provisions users automatically via Okta and Azure AD.
Multiple business units have no shared customer view. Decentralized data and working practices are impossible to standardize with rigid point solutions.
Multiple business units have no shared customer view. Decentralized data and working practices are impossible to standardize with rigid point solutions.
Bespoke views for each individual and team; bespoke app structures to maximize focus on what matters most. A unified view for leadership to drive decisions.
Bespoke views for each individual and team; bespoke app structures to maximize focus on what matters most. A unified view for leadership to drive decisions.
Lengthy security and procurement reviews stall or block the decision.
Lengthy security and procurement reviews stall or block the decision.
SOC 2 Type II, ISO 27001, SSO/SAML, RBAC, data residency. Full documentation at trust.planhat.com.
SOC 2 Type II, ISO 27001, SSO/SAML, RBAC, data residency. Full documentation at trust.planhat.com.
Thousands of long-tail customers are managed reactively, or not at all.
Thousands of long-tail customers are managed reactively, or not at all.
Agentic workflows, health scores, and sequences run the segment. The system scales, so headcount doesn’t have to.
Agentic workflows, health scores, and sequences run the segment. The system scales, so headcount doesn’t have to.
Data remains fragmented across CRM, CSP and other GTM platforms, and data warehouses like Snowflake or BigQuery.
Data remains fragmented across CRM, CSP and other GTM platforms, and data warehouses like Snowflake or BigQuery.
Real-time integrations with 60+ native connectors result in one commercial reality—eliminating data siloes entirely.
Real-time integrations with 60+ native connectors result in one commercial reality—eliminating data siloes entirely.
Everything you need to win.
Working as one.
Everything you need to win. Working as one.
From GTM integrations to usage tracking, ticketing, issues, customer communications, and more, Planhat is the action station your team can rally around.
Getting started with Planhat
Getting started with Planhat
Getting started with Planhat
Whether you're migrating from an existing tool or building from scratch, Planhat is built to smooth the transition.
Whether you're migrating from an existing tool or building from scratch, Planhat is built to smooth the transition.
Whether you're migrating from an existing tool or building from scratch, Planhat is built to smooth the transition.
All your teams. Unified.
All your teams. Unified.
All your teams. Unified.
Choosing a CRM is not a decision any team should take lightly. Here is what each stakeholder needs to know about Planhat, and the evidence to back it up.
Choosing a CRM is not a decision any team should take lightly. Here is what each stakeholder needs to know about Planhat, and the evidence to back it up.
Choosing a CRM is not a decision any team should take lightly. Here is what each stakeholder needs to know about Planhat, and the evidence to back it up.
Pipeline, adoption, handovers
Sales
Effortlessly hand over between Sales and Success, and let Agents handle the admin.
Clean data, automation, reporting
RevOps
60+ native integrations. Extremely flexible revenue recognition and native reporting.
SSO, RBAC, SOC 2, data residency
IT + Security
SOC 2 Type II. ISO 27001. SCIM 2.0. CCPA. GDPR.
Cost, consolidation, retention
CFO
Replace a legacy technology stack with a single agentic platform. Save hours in admin.
DPA, GDPR, subprocessors
Legal
Review-ready DPA. GDPR-aligned. Public Processors & Sub-processors.
SLA, vendor risk, terms
Procurement
Standard ToS + DPA. Fair platform-based, rather than seat-based, pricing.
Making the internal case
Champion
Research firms and organizations alike recognize Planhat as the world-leading customer platform.
Data. Secured.
Data. Secured.
Data. Secured.
Planhat is built to keep your data safe. We put privacy and security front and center, so you don’t have to.
Planhat is built to keep your data safe. We put privacy and security front and center, so you don’t have to.





