Grow customer revenue

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

Grow customer revenue

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

Grow customer revenue

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

Trusted by leading companies worldwide

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Trusted by leading companies worldwide

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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.

The Platform for Agentic Customer Success

Most customer success tools were built to help your team track what's happening. Planhat is built to act on it automatically, at scale, across your entire portfolio.

Your team sets the goals, defines the process, and decides when to intervene. Planhat and its agents handle the rest: monitoring signals, triggering workflows, drafting communications, and escalating what needs human intervention. This is what customer success looks like when your customer platform works alongside—not just behind—your team.

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.

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

Watch

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

Watch

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

Watch

One Platform. Three Commercial Functions.

Every commercial team has a different role to play. Planhat powers all three, in one system, on the same foundational customer data model. No sync required, no data silos.

Sales

Sales

Success

Services

Services

Who uses it

Sales & RevOps

Sales & RevOps

CS Managers & Leaders

CS Managers & Leaders

Delivery & Implementation teams

Delivery & Implementation teams

Primary job

Win new business

Win new business

Retain and grow customers

Retain and grow customers

Deliver and invoice for services

Deliver and invoice for services

Key data

Deals, pipeline, contacts

Deals, pipeline, contacts

Health, adoption, lifecycle

Health, adoption, lifecycle

Projects, resources, time

Projects, resources, time

The role of Agents

Score leads, forecast and close deals

Score leads, forecast and close deals

Detect churn, drive expansion

Detect churn, drive expansion

Optimize utilization, streamline delivery

Optimize utilization, streamline delivery

Outcome

New revenue growth

New revenue growth

Net Revenue Retention

Net Revenue Retention

Profitable service delivery

Profitable service delivery

Pre-Planhat we were blind. We couldn't see any of those things without logging into four or five different platforms. Now we just need to log into one platform and we see everything.”

Jon Twomey

Global Head of Account Management & Growth

Deliverect

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Pre-Planhat we were blind. We couldn't see any of those things without logging into four or five different platforms. Now we just need to log into one platform and we see everything.”

Jon Twomey

Global Head of Account Management & Growth

Deliverect

Watch

Pre-Planhat we were blind. We couldn't see any of those things without logging into four or five different platforms. Now we just need to log into one platform and we see everything.”

Jon Twomey

Global Head of Account Management & Growth

Deliverect

Watch

CONTEXT

CONTEXT

A living model of every customer—past, present and future.

A living model of every customer—past, present and future.

Planhat builds and maintains a living model of your entire commercial reality: customers, revenue, conversations, product usage, health and process delivery, all structured over time. Health scores, adoption metrics, and custom data points are all stored in time-series, not snapshots. This allows you to drive value proactively, anticipating customers’ trajectory and direction, not just current state. Agents reason across your entire full portfolio simultaneously, surfacing which accounts are at risk or due for expansion, where intervention is needed, and what is actually driving outcomes.

From day 1 to day 1,000

From day 1 to day 1,000

Most tools solve one stage well. Planhat powers the entire customer lifecycle from end to end.

Most tools solve one stage well. Planhat powers the entire customer lifecycle from end to end.

Command the lifecycle

Improve forecast reliability and increase renewal rates

Revenue quality depends entirely on whether customer retention is managed proactively rather than defended at the last minute. A strong renewal process connects customer health, adoption, and commercial timing early enough to improve forecast reliability and protect NRR. When managed systematically, renewals transform from a stressful, time-bound event into a structured operating rhythm that secures the core commercial base.

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

Revenue quality depends entirely on whether customer retention is managed proactively rather than defended at the last minute. A strong renewal process connects customer health, adoption, and commercial timing early enough to improve forecast reliability and protect NRR. When managed systematically, renewals transform from a stressful, time-bound event into a structured operating rhythm that secures the core commercial base.

Command the lifecycle
Improve forecast reliability and increase renewal rates

Revenue quality depends entirely on whether customer retention is managed proactively rather than defended at the last minute. A strong renewal process connects customer health, adoption, and commercial timing early enough to improve forecast reliability and protect NRR. When managed systematically, renewals transform from a stressful, time-bound event into a structured operating rhythm that secures the core commercial base.

Unified context.
Smarter workflows.

Unified context.
Smarter workflows.

Unified context.
Smarter workflows.

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.

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 Vulnerability Disclosure Policy (VDP)?