
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.

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
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
“
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.
PROCESS
PROCESS
Define the process, delegate the details. Agents keep you in the loop.
Define the process, delegate the details. Agents keep you in the loop.
Planhat empowers you to deploy a single automated step inside an otherwise human-led process, to a fully autonomous agent running your renewal motion end-to-end. You define the goals and guardrails, while Planhat proactively drives execution.
COLLABORATion
COLLABORATion
Work with agents and customers, directly where it matters.
Work with agents and customers, directly where it matters.
Planhat is a frontier workspace where humans and agents plan, coordinate and communicate with each other and with customers with unified context. Customer Portals extend this beyond your walls, giving your team and agents a surface to drive value collaboratively.
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.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CSP can help you grow faster.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CSP can help you grow faster.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CSP can help you grow faster.
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.
CRM
CRM
AI
AI
Customer Experience
Customer Experience
Product Analysis
Product Analysis
Communication
Communication
Data Warehouse
Data Warehouse
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.




