Editorial

Talking Planhat

We are the sum of the stories told about us.

We are the sum of the stories told about us.

A Flexible, Powerful, Scalable Solution

Mike Hurd

Testimonial

Planhat

Tools

Delivering Outcomes

A Flexible, Powerful, Scalable Solution

Mike Hurd

Testimonial

Planhat

Tools

Delivering Outcomes

A Flexible, Powerful, Scalable Solution

Mike Hurd

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Customer-Centricity

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Customer-Centricity

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Customer-Centricity

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

Becoming More Proactive and Efficient

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

Becoming More Proactive and Efficient

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

Becoming More Proactive and Efficient

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

One Place for Every Insight

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

One Place for Every Insight

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

One Place for Every Insight

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Impact with Speed & Flexibility

Eric Szafran

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Impact with Speed & Flexibility

Eric Szafran

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Impact with Speed & Flexibility

Eric Szafran

Testimonial

Planhat

Tools

Delivering Outcomes

Sovereign Sentinel

Fredrik Sidmar

Documentary

Planhat

Delivering Outcomes

Scaled CS

Sovereign Sentinel

Fredrik Sidmar

Documentary

Planhat

Delivering Outcomes

Scaled CS

Sovereign Sentinel

Fredrik Sidmar

Documentary

Planhat

Delivering Outcomes

Scaled CS

3

Episodes

A Customer-Centric Partnership

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

3

Episodes

A Customer-Centric Partnership

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

3

Episodes

A Customer-Centric Partnership

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

3

Episodes

Driving Renewals Programmatically

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

3

Episodes

Driving Renewals Programmatically

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

3

Episodes

Driving Renewals Programmatically

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

4

Episodes

Asked & Answered

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

4

Episodes

Asked & Answered

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

4

Episodes

Asked & Answered

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

Moving Faster Together

Kenn Gudbergsen

Testimonial

Planhat

Tools

Delivering Outcomes

Moving Faster Together

Kenn Gudbergsen

Testimonial

Planhat

Tools

Delivering Outcomes

Moving Faster Together

Kenn Gudbergsen

Testimonial

Planhat

Tools

Delivering Outcomes

Gartner Names Planhat a Leader

Planhat

Vendor Assessment

Markets

Gartner Names Planhat a Leader

Planhat

Vendor Assessment

Markets

Gartner Names Planhat a Leader

Planhat

Vendor Assessment

Markets

Planhat's AI Platform Upgrade

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

Planhat's AI Platform Upgrade

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

Planhat's AI Platform Upgrade

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

7

Episodes

Cutting Through the Advertising Fog

Jennifer Schaen

Documentary

Tools

7

Episodes

Cutting Through the Advertising Fog

Jennifer Schaen

Documentary

Tools

7

Episodes

Cutting Through the Advertising Fog

Jennifer Schaen

Documentary

Tools

A Single Pane of Glass

William Pinho

Testimonial

Tools

A Single Pane of Glass

William Pinho

Testimonial

Tools

A Single Pane of Glass

William Pinho

Testimonial

Tools

7

Episodes

Bridging the Construction Data Divide

Ardalan Khosrowpour

Documentary

Tools

7

Episodes

Bridging the Construction Data Divide

Ardalan Khosrowpour

Documentary

Tools

7

Episodes

Bridging the Construction Data Divide

Ardalan Khosrowpour

Documentary

Tools

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Perspective

Vendor Assessment

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Perspective

Vendor Assessment

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Perspective

Vendor Assessment

Our Next Chapter

Chris Regester

Bulletin

Planhat

Our Next Chapter

Chris Regester

Bulletin

Planhat

Our Next Chapter

Chris Regester

Bulletin

Planhat

Converting Data to Action with a 360-degree View of Customer Interactions

Google Cloud

Partnership

Technologies

Converting Data to Action with a 360-degree View of Customer Interactions

Google Cloud

Partnership

Technologies

Converting Data to Action with a 360-degree View of Customer Interactions

Google Cloud

Partnership

Technologies

Unlocks Our Products' Value

Alexey Smolyanyy

Impact Study

Planhat

Unlocks Our Products' Value

Alexey Smolyanyy

Impact Study

Planhat

Unlocks Our Products' Value

Alexey Smolyanyy

Impact Study

Planhat

Saves Us Hundreds of Hours

Lasse Thomsen

Impact Study

Planhat

Saves Us Hundreds of Hours

Lasse Thomsen

Impact Study

Planhat

Saves Us Hundreds of Hours

Lasse Thomsen

Impact Study

Planhat

Makes Us More Efficient and Profitable

Pam Dickson Fishman

Impact Study

Planhat

Makes Us More Efficient and Profitable

Pam Dickson Fishman

Impact Study

Planhat

Makes Us More Efficient and Profitable

Pam Dickson Fishman

Impact Study

Planhat

Greater Efficiency & Lower Churn

Howard Rees

Impact Study

Planhat

Greater Efficiency & Lower Churn

Howard Rees

Impact Study

Planhat

Greater Efficiency & Lower Churn

Howard Rees

Impact Study

Planhat

Saves At-Risk Customers

Jacqueline Roepers

Impact Study

Planhat

Saves At-Risk Customers

Jacqueline Roepers

Impact Study

Planhat

Saves At-Risk Customers

Jacqueline Roepers

Impact Study

Planhat

3

Episodes

From Zero to One

Frank Lucier

Testimonial

Tools

3

Episodes

From Zero to One

Frank Lucier

Testimonial

Tools

3

Episodes

From Zero to One

Frank Lucier

Testimonial

Tools

2

Episodes

Forecasting Retention With Ease

Jason Graham

Testimonial

Tools

2

Episodes

Forecasting Retention With Ease

Jason Graham

Testimonial

Tools

2

Episodes

Forecasting Retention With Ease

Jason Graham

Testimonial

Tools

2

Episodes

Unifying Around the Customer

Seth Terbeek

Testimonial

Tools

2

Episodes

Unifying Around the Customer

Seth Terbeek

Testimonial

Tools

2

Episodes

Unifying Around the Customer

Seth Terbeek

Testimonial

Tools

2

Episodes

A Unified Source of Truth

Jon Twomey

Testimonial

Tools

2

Episodes

A Unified Source of Truth

Jon Twomey

Testimonial

Tools

2

Episodes

A Unified Source of Truth

Jon Twomey

Testimonial

Tools

Architecting Around the Customer

Andrew Fink

Testimonial

Tools

Architecting Around the Customer

Andrew Fink

Testimonial

Tools

Architecting Around the Customer

Andrew Fink

Testimonial

Tools

3

Episodes

Harnessing Planhat

Bianca Ker

Testimonial

Tools

3

Episodes

Harnessing Planhat

Bianca Ker

Testimonial

Tools

3

Episodes

Harnessing Planhat

Bianca Ker

Testimonial

Tools

6

Episodes

A Customizable Solution

Tess Okonek

Testimonial

Tools

6

Episodes

A Customizable Solution

Tess Okonek

Testimonial

Tools

6

Episodes

A Customizable Solution

Tess Okonek

Testimonial

Tools

6

Episodes

Powered by Planhat

Tracy Shouldice

Testimonial

Tools

6

Episodes

Powered by Planhat

Tracy Shouldice

Testimonial

Tools

6

Episodes

Powered by Planhat

Tracy Shouldice

Testimonial

Tools

The Infinite Frontier

Kristian Kivimägi

Perspective

Technologies

The Infinite Frontier

Kristian Kivimägi

Perspective

Technologies

The Infinite Frontier

Kristian Kivimägi

Perspective

Technologies

2

Episodes

Introduction

Daniel Sternegard

Update

Planhat

2

Episodes

Introduction

Daniel Sternegard

Update

Planhat

2

Episodes

Introduction

Daniel Sternegard

Update

Planhat

Planhat is Named a Customer Success Leader by IDC

IDC

Vendor Assessment

Markets

Planhat is Named a Customer Success Leader by IDC

IDC

Vendor Assessment

Markets

Planhat is Named a Customer Success Leader by IDC

IDC

Vendor Assessment

Markets

Store of Stores

Ivars Mucenieks

Perspective

Technologies

Store of Stores

Ivars Mucenieks

Perspective

Technologies

Store of Stores

Ivars Mucenieks

Perspective

Technologies

Combining Intuitiveness and Power

Daniel Sternegard

Perspective

Technologies

Combining Intuitiveness and Power

Daniel Sternegard

Perspective

Technologies

Combining Intuitiveness and Power

Daniel Sternegard

Perspective

Technologies

Effectuation and a CRM for Strategies

Daniel Sternegard

Perspective

Tools

Effectuation and a CRM for Strategies

Daniel Sternegard

Perspective

Tools

Effectuation and a CRM for Strategies

Daniel Sternegard

Perspective

Tools

Helps Us Deliver Value Faster

Yuriy Boyko

Impact Study

Planhat

Helps Us Deliver Value Faster

Yuriy Boyko

Impact Study

Planhat

Helps Us Deliver Value Faster

Yuriy Boyko

Impact Study

Planhat

Streamlines Our Workflows

Shannon Nishi

Impact Study

Planhat

Streamlines Our Workflows

Shannon Nishi

Impact Study

Planhat

Streamlines Our Workflows

Shannon Nishi

Impact Study

Planhat

Lets Us Deliver Value at Lightning-Speed

Hannah Revell

Impact Study

Planhat

Lets Us Deliver Value at Lightning-Speed

Hannah Revell

Impact Study

Planhat

Lets Us Deliver Value at Lightning-Speed

Hannah Revell

Impact Study

Planhat

Lets Our People Achieve More

Emil Chroona

Impact Study

Planhat

Lets Our People Achieve More

Emil Chroona

Impact Study

Planhat

Lets Our People Achieve More

Emil Chroona

Impact Study

Planhat

Supercharged Our Upsells

Christine Raby

Impact Study

Planhat

Supercharged Our Upsells

Christine Raby

Impact Study

Planhat

Supercharged Our Upsells

Christine Raby

Impact Study

Planhat

Empowers Us to Scale Effectively

Matthew Greenslade

Impact Study

Planhat

Empowers Us to Scale Effectively

Matthew Greenslade

Impact Study

Planhat

Empowers Us to Scale Effectively

Matthew Greenslade

Impact Study

Planhat

Turned Siloed Data Into Actionable Insights

Lisa Milnes

Impact Study

Planhat

Turned Siloed Data Into Actionable Insights

Lisa Milnes

Impact Study

Planhat

Turned Siloed Data Into Actionable Insights

Lisa Milnes

Impact Study

Planhat

6

Episodes

Open | The Proposition

Terri James

Testimonial

Open

Community

6

Episodes

Open | The Proposition

Terri James

Testimonial

Open

Community

6

Episodes

Open | The Proposition

Terri James

Testimonial

Open

Community

Surfaced Expansion Opportunities

Terri James

Impact Study

Planhat

Surfaced Expansion Opportunities

Terri James

Impact Study

Planhat

Surfaced Expansion Opportunities

Terri James

Impact Study

Planhat

Doubling in Size Through Scalable Onboarding

Christian Wolf

Impact Study

Planhat

Doubling in Size Through Scalable Onboarding

Christian Wolf

Impact Study

Planhat

Doubling in Size Through Scalable Onboarding

Christian Wolf

Impact Study

Planhat

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Update

Vendor Assessment

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Update

Vendor Assessment

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Update

Vendor Assessment

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Update

Vendor Assessment

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Update

Vendor Assessment

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Update

Vendor Assessment

6

Episodes

Open | From Trend Micro

Tracy Shouldice

Testimonial

Open

Community

6

Episodes

Open | From Trend Micro

Tracy Shouldice

Testimonial

Open

Community

6

Episodes

Open | From Trend Micro

Tracy Shouldice

Testimonial

Open

Community

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Update

Tools

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Update

Tools

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Update

Tools

Putting Tasks at the Center

Alberto Lambert

Update

Tools

Putting Tasks at the Center

Alberto Lambert

Update

Tools

Putting Tasks at the Center

Alberto Lambert

Update

Tools

Making Usage Data Meaningful

Alberto Lambert

Update

Tools

Making Usage Data Meaningful

Alberto Lambert

Update

Tools

Making Usage Data Meaningful

Alberto Lambert

Update

Tools

Building for Company-Wide Customer Success

Alberto Lambert

Update

Tools

Building for Company-Wide Customer Success

Alberto Lambert

Update

Tools

Building for Company-Wide Customer Success

Alberto Lambert

Update

Tools

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Bulletin

Markets

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Bulletin

Markets

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Bulletin

Markets

Drives Customer Health

Mychael Mulhern

Impact Study

Planhat

Drives Customer Health

Mychael Mulhern

Impact Study

Planhat

Drives Customer Health

Mychael Mulhern

Impact Study

Planhat

Answers the Questions We've Always Asked

Heidi Islann

Impact Study

Planhat

Answers the Questions We've Always Asked

Heidi Islann

Impact Study

Planhat

Answers the Questions We've Always Asked

Heidi Islann

Impact Study

Planhat

Unlocked Positive Net Revenue Retention

Jennifer Peters

Impact Study

Planhat

Unlocked Positive Net Revenue Retention

Jennifer Peters

Impact Study

Planhat

Unlocked Positive Net Revenue Retention

Jennifer Peters

Impact Study

Planhat

Gets Us on the Same Page

Ryan O’Connell

Impact Study

Planhat

Gets Us on the Same Page

Ryan O’Connell

Impact Study

Planhat

Gets Us on the Same Page

Ryan O’Connell

Impact Study

Planhat

Both Intuitive and Flexible

Marie-Ève Chartrand

Impact Study

Planhat

Both Intuitive and Flexible

Marie-Ève Chartrand

Impact Study

Planhat

Both Intuitive and Flexible

Marie-Ève Chartrand

Impact Study

Planhat

Our New Source of Truth

Zuzanna Ostojska

Impact Study

Planhat

Our New Source of Truth

Zuzanna Ostojska

Impact Study

Planhat

Our New Source of Truth

Zuzanna Ostojska

Impact Study

Planhat

Promotes Business Transparency

Gavin Danfelt

Impact Study

Planhat

Promotes Business Transparency

Gavin Danfelt

Impact Study

Planhat

Promotes Business Transparency

Gavin Danfelt

Impact Study

Planhat

Delivered Value Immediately

Alicia Quezada

Impact Study

Planhat

Delivered Value Immediately

Alicia Quezada

Impact Study

Planhat

Delivered Value Immediately

Alicia Quezada

Impact Study

Planhat

Planhat Power Users: Tell Stories with Data

Jonas Terning

Bulletin

Enablement

Planhat Power Users: Tell Stories with Data

Jonas Terning

Bulletin

Enablement

Planhat Power Users: Tell Stories with Data

Jonas Terning

Bulletin

Enablement

Planhat Power Users: Take Action with Data

Jonas Terning

Bulletin

Enablement

Planhat Power Users: Take Action with Data

Jonas Terning

Bulletin

Enablement

Planhat Power Users: Take Action with Data

Jonas Terning

Bulletin

Enablement

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

Planhat Power Users: Creating Even More Value

Jonas Terning

Bulletin

Enablement

Planhat Power Users: Creating Even More Value

Jonas Terning

Bulletin

Enablement

Planhat Power Users: Creating Even More Value

Jonas Terning

Bulletin

Enablement

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Update

Vendor Assessment

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Update

Vendor Assessment

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Update

Vendor Assessment

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Update

Vendor Assessment

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Update

Vendor Assessment

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Update

Vendor Assessment

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Update

Vendor Assessment

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Update

Vendor Assessment

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Update

Vendor Assessment

A G2 Leader Throughout the Customer Journey

Jonas Terning

Update

Vendor Assessment

A G2 Leader Throughout the Customer Journey

Jonas Terning

Update

Vendor Assessment

A G2 Leader Throughout the Customer Journey

Jonas Terning

Update

Vendor Assessment

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Update

Vendor Assessment

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Update

Vendor Assessment

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Update

Vendor Assessment

Gives Us the Whole Picture

Fernanda Portes

Impact Study

Planhat

Gives Us the Whole Picture

Fernanda Portes

Impact Study

Planhat

Gives Us the Whole Picture

Fernanda Portes

Impact Study

Planhat

“It is a flexible, powerful solution that I know we can grow with. And actually, I underestimated it by a lot.”

Mike Hurd

A Flexible, Powerful, Scalable Solution

November 19, 2025

“It is a flexible, powerful solution that I know we can grow with. And actually, I underestimated it by a lot.”

Mike Hurd

A Flexible, Powerful, Scalable Solution

November 19, 2025

“It is a flexible, powerful solution that I know we can grow with. And actually, I underestimated it by a lot.”

Mike Hurd

Nov 19, 2025

Builder's Hour: AI

Online

Dec 11, 2025

Demonstration

Builder's Hour: AI

Online

Dec 11, 2025

Demonstration

Builder's Hour: AI

Online

Dec 11, 2025

Demonstration

Planhat Portals: Builder's Hour

Online

Nov 20, 2025

Demonstration

Planhat Portals: Builder's Hour

Online

Nov 20, 2025

Demonstration

Planhat Portals: Builder's Hour

Online

Nov 20, 2025

Demonstration

Planhat AI: Builder's Hour

Online

Oct 2, 2025

Demonstration

Planhat AI: Builder's Hour

Online

Oct 2, 2025

Demonstration

Planhat AI: Builder's Hour

Online

Oct 2, 2025

Demonstration

Demonstration

Tools

AI For Commercial Teams

Discover how Planhat's AI vision and capabilities empower you to deliver more value, to more customers, faster than ever.

In Focus

Demonstration

Tools

AI For Commercial Teams

Discover how Planhat's AI vision and capabilities empower you to deliver more value, to more customers, faster than ever.

In Focus

Demonstration

Tools

AI For Commercial Teams

Discover how Planhat's AI vision and capabilities empower you to deliver more value, to more customers, faster than ever.

In Focus

planhat

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Recognized as a world-leader by

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Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

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Switch from Salesforce

Switch from Hubspot

Switch from Gainsight

Switch from Vitally

Switch from Churnzero

Switch from Totango

Switch from Pipedrive

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.

Know them. Grow them.

© 2026 Planhat inc.

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Terms of Service

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About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

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Cisco 360

Processes

Resources

Pricing

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Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

Planhat for Security

Migration Guides

Switch from Salesforce

Switch from Hubspot

Switch from Gainsight

Switch from Vitally

Switch from Churnzero

Switch from Totango

Switch from Pipedrive

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.

Know them. Grow them.

© 2026 Planhat inc.

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Terms of Service

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