Grow customer revenue

Grow customer revenue

The AI-native customer success platform built to power enterprise post-sales teams.

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Trusted by Industry Leaders

Trusted by Industry Leaders

Trusted by Industry Leaders

Accelerate and scale outcomes with AI

Connect all your data

Databases, CRMs, Support Tickets, Emails, Meetings and more. However you interact with your customers, Planhat can capture it, consolidate it and empower you to act on it.

Flagship LLMs at your fingertips

Customizable beyond belief

Accelerate and scale outcomes with AI

Connect all your data

Databases, CRMs, Support Tickets, Emails, Meetings and more. However you interact with your customers, Planhat can capture it, consolidate it and empower you to act on it.

Accelerate and scale outcomes with AI

Connect all your data

Databases, CRMs, Support Tickets, Emails, Meetings and more. However you interact with your customers, Planhat can capture it, consolidate it and empower you to act on it.

Flagship LLMs at your fingertips

Customizable beyond belief

Accelerate and scale outcomes with AI

Connect all your data

Databases, CRMs, Support Tickets, Emails, Meetings and more. However you interact with your customers, Planhat can capture it, consolidate it and empower you to act on it.

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

“The email open rate, because they're coming from the CSM, is 38% - whereas a typical marketing email would have a 1-2% open rate. "

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Unlock results in weeks—not months

Zero data input

Instantly record every customer interaction and conversation with no human input—and ask Planhat any question about your customers with instant, AI-enriched responses.

Built around any role

Collaborate in real-time

Unlock results in weeks—not months

Zero data input

Instantly record every customer interaction and conversation with no human input—and ask Planhat any question about your customers with instant, AI-enriched responses.

Unlock results in weeks—not months

Zero data input

Instantly record every customer interaction and conversation with no human input—and ask Planhat any question about your customers with instant, AI-enriched responses.

Built around any role

Collaborate in real-time

Unlock results in weeks—not months

Zero data input

Instantly record every customer interaction and conversation with no human input—and ask Planhat any question about your customers with instant, AI-enriched responses.

“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”

Tracy Shouldice

Director of Customer Success

Trend Micro

“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”

Tracy Shouldice

Director of Customer Success

Trend Micro

“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”

Tracy Shouldice

Director of Customer Success

Trend Micro

“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”

Tracy Shouldice

Director of Customer Success

Trend Micro

Command the lifecycle

Improve forecast reliability and increase renewal rates

Renewals are the core of NRR and cash flow. Revenue that doesn't last isn't worth closing.

Proactively and rapidly address both opportunities and risks
Create shared spaces for customer collaboration and communication
Accelerate time-to-live with predictable outcomes
Serve the long tail of customers without eroding margins
Command the lifecycle
Improve forecast reliability and increase renewal rates

Renewals are the core of NRR and cash flow. Revenue that doesn't last isn't worth closing.

Command the lifecycle

Improve forecast reliability and increase renewal rates

Renewals are the core of NRR and cash flow. Revenue that doesn't last isn't worth closing.

Proactively and rapidly address both opportunities and risks
Create shared spaces for customer collaboration and communication
Accelerate time-to-live with predictable outcomes
Serve the long tail of customers without eroding margins
Command the lifecycle
Improve forecast reliability and increase renewal rates

Renewals are the core of NRR and cash flow. Revenue that doesn't last isn't worth closing.

Unified context.
Smarter workflows.

Unified context.
Smarter workflows.

Everything you need to win. Working as one.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more — all available in Planhat.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more — all available in Planhat.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more — all available in Planhat.

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.

Planhat is built to keep your data safe. We put privacy and security front and center, so you don’t have to.

Do you encrypt data both in transit and in rest?

Is there an Incident Response Plan in place?

How often is my data backed up?

Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?

Do you have a Data Processing Agreement (DPA) in place?

Do you use sub-processors?

Do you conduct employee security awareness training?

What security compliance standards do you follow?

Is Planhat GDPR compliant?

Do you conduct third-party penetration testing?

Do you have a VDP?

Do you encrypt data both in transit and in rest?

Is there an Incident Response Plan in place?

How often is my data backed up?

Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?

Do you have a Data Processing Agreement (DPA) in place?

Do you use sub-processors?

Do you conduct employee security awareness training?

What security compliance standards do you follow?

Is Planhat GDPR compliant?

Do you conduct third-party penetration testing?

Do you have a VDP?

Do you encrypt data both in transit and in rest?

Is there an Incident Response Plan in place?

How often is my data backed up?

Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?

Do you have a Data Processing Agreement (DPA) in place?

Do you use sub-processors?

Do you conduct employee security awareness training?

What security compliance standards do you follow?

Is Planhat GDPR compliant?

Do you conduct third-party penetration testing?

Do you have a VDP?

Do you encrypt data both in transit and in rest?

Is there an Incident Response Plan in place?

How often is my data backed up?

Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?

Do you have a Data Processing Agreement (DPA) in place?

Do you use sub-processors?

Do you conduct employee security awareness training?

What security compliance standards do you follow?

Is Planhat GDPR compliant?

Do you conduct third-party penetration testing?

Do you have a VDP?

Create exceptional experiences

Build your business on the world's most flexible, integrated and AI-native customer platform.

Create exceptional experiences

Build your business on the world's most flexible, integrated and AI-native customer platform.

Create exceptional experiences

Build your business on the world's most flexible, integrated and AI-native customer platform.

Create exceptional experiences

Build your business on the world's most flexible, integrated and AI-native customer platform.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.