Editorial

Testimonial

Open | The Proposition

Terri James

Talking Planhat

Open

Community

Open | The Proposition

Terri James

Talking Planhat

Open

Community

Open | The Proposition

Terri James

Talking Planhat

Open

Community

Open | Authentic Connection

Adam Cooney

Talking Planhat

Open

Community

Open | Authentic Connection

Adam Cooney

Talking Planhat

Open

Community

Open | Authentic Connection

Adam Cooney

Talking Planhat

Open

Community

Open | The Feeling

Catherine De Verteuil

Talking Planhat

Open

Community

Open | The Feeling

Catherine De Verteuil

Talking Planhat

Open

Community

Open | The Feeling

Catherine De Verteuil

Talking Planhat

Open

Community

Everything in One View

Kelly Poydence

Talking Planhat

Tools

Everything in One View

Kelly Poydence

Talking Planhat

Tools

Everything in One View

Kelly Poydence

Talking Planhat

Tools

Insight that Scales

Jeff Poteracki

Talking Planhat

Tools

Insight that Scales

Jeff Poteracki

Talking Planhat

Tools

Insight that Scales

Jeff Poteracki

Talking Planhat

Tools

The Comfort of Knowing

Kelly Poydence

Talking Planhat

Tools

The Comfort of Knowing

Kelly Poydence

Talking Planhat

Tools

The Comfort of Knowing

Kelly Poydence

Talking Planhat

Tools

Bridging the Product Gap

Jeff Poteracki

Talking Planhat

Tools

Bridging the Product Gap

Jeff Poteracki

Talking Planhat

Tools

Bridging the Product Gap

Jeff Poteracki

Talking Planhat

Tools

Voice of the Customer

Kelly Poydence

Talking Planhat

Tools

Voice of the Customer

Kelly Poydence

Talking Planhat

Tools

Voice of the Customer

Kelly Poydence

Talking Planhat

Tools

Capturing Every Detail

Jeff Poteracki

Talking Planhat

Tools

Capturing Every Detail

Jeff Poteracki

Talking Planhat

Tools

Capturing Every Detail

Jeff Poteracki

Talking Planhat

Tools

One Word | On Open

Alberto Lambert

Through the Lens

Open

Community

One Word | On Open

Alberto Lambert

Through the Lens

Open

Community

One Word | On Open

Alberto Lambert

Through the Lens

Open

Community

One Word | On Our Product

Alberto Lambert

Through the Lens

Open

Community

One Word | On Our Product

Alberto Lambert

Through the Lens

Open

Community

One Word | On Our Product

Alberto Lambert

Through the Lens

Open

Community

Open | From Snowplow

Andrew Fink

Talking Planhat

Community

Open

Open | From Snowplow

Andrew Fink

Talking Planhat

Community

Open

Open | From Snowplow

Andrew Fink

Talking Planhat

Community

Open

Open | From Acoustic

William Pinho

Talking Planhat

Community

Open

Open | From Acoustic

William Pinho

Talking Planhat

Community

Open

Open | From Acoustic

William Pinho

Talking Planhat

Community

Open

Open | From Dr First

Seth Terbeek

Talking Planhat

Community

Open

Open | From Dr First

Seth Terbeek

Talking Planhat

Community

Open

Open | From Dr First

Seth Terbeek

Talking Planhat

Community

Open

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Tools

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Tools

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Tools

A Single Pane of Glass

William Pinho

Talking Planhat

Tools

A Single Pane of Glass

William Pinho

Talking Planhat

Tools

A Single Pane of Glass

William Pinho

Talking Planhat

Tools

From Zero to One

Frank Lucier

Talking Planhat

Tools

From Zero to One

Frank Lucier

Talking Planhat

Tools

From Zero to One

Frank Lucier

Talking Planhat

Tools

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

Tools

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

Tools

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

Tools

An Adoptable Platform

Frank Lucier

Talking Planhat

Tools

An Adoptable Platform

Frank Lucier

Talking Planhat

Tools

An Adoptable Platform

Frank Lucier

Talking Planhat

Tools

Doing More With Less

Frank Lucier

Talking Planhat

Tools

Doing More With Less

Frank Lucier

Talking Planhat

Tools

Doing More With Less

Frank Lucier

Talking Planhat

Tools

A Unified Source of Truth

Jon Twomey

Talking Planhat

Tools

A Unified Source of Truth

Jon Twomey

Talking Planhat

Tools

A Unified Source of Truth

Jon Twomey

Talking Planhat

Tools

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Tools

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Tools

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Tools

Getting the Whole Picture

Jon Twomey

Talking Planhat

Tools

Getting the Whole Picture

Jon Twomey

Talking Planhat

Tools

Getting the Whole Picture

Jon Twomey

Talking Planhat

Tools

A Platform Built for Scale

Seth Terbeek

Talking Planhat

Tools

A Platform Built for Scale

Seth Terbeek

Talking Planhat

Tools

A Platform Built for Scale

Seth Terbeek

Talking Planhat

Tools

Architecting Around the Customer

Andrew Fink

Talking Planhat

Tools

Architecting Around the Customer

Andrew Fink

Talking Planhat

Tools

Architecting Around the Customer

Andrew Fink

Talking Planhat

Tools

The Utility Knife

Brandon Ramsey

Talking Planhat

Tools

The Utility Knife

Brandon Ramsey

Talking Planhat

Tools

The Utility Knife

Brandon Ramsey

Talking Planhat

Tools

The One Platform

Tess Okonek

Talking Planhat

Tools

The One Platform

Tess Okonek

Talking Planhat

Tools

The One Platform

Tess Okonek

Talking Planhat

Tools

Unlocking higher-order collaboration

Brandon Ramsey

Talking Planhat

Tools

Unlocking higher-order collaboration

Brandon Ramsey

Talking Planhat

Tools

Unlocking higher-order collaboration

Brandon Ramsey

Talking Planhat

Tools

The Full Picture

Tess Okonek

Talking Planhat

Tools

The Full Picture

Tess Okonek

Talking Planhat

Tools

The Full Picture

Tess Okonek

Talking Planhat

Tools

The Planhat Effect

Brandon Ramsey

Talking Planhat

Tools

The Planhat Effect

Brandon Ramsey

Talking Planhat

Tools

The Planhat Effect

Brandon Ramsey

Talking Planhat

Tools

The Power of Portals

Tess Okonek

Talking Planhat

Tools

The Power of Portals

Tess Okonek

Talking Planhat

Tools

The Power of Portals

Tess Okonek

Talking Planhat

Tools

Powered by Planhat

Tracy Shouldice

Talking Planhat

Tools

Powered by Planhat

Tracy Shouldice

Talking Planhat

Tools

Powered by Planhat

Tracy Shouldice

Talking Planhat

Tools

A Customizable Solution

Tess Okonek

Talking Planhat

Tools

A Customizable Solution

Tess Okonek

Talking Planhat

Tools

A Customizable Solution

Tess Okonek

Talking Planhat

Tools

Harnessing Planhat

Bianca Ker

Talking Planhat

Tools

Harnessing Planhat

Bianca Ker

Talking Planhat

Tools

Harnessing Planhat

Bianca Ker

Talking Planhat

Tools

Everyone on Planhat

Tracy Shouldice

Talking Planhat

Tools

Everyone on Planhat

Tracy Shouldice

Talking Planhat

Tools

Everyone on Planhat

Tracy Shouldice

Talking Planhat

Tools

Becoming Proactive and Predictive

Tess Okonek

Talking Planhat

Tools

Becoming Proactive and Predictive

Tess Okonek

Talking Planhat

Tools

Becoming Proactive and Predictive

Tess Okonek

Talking Planhat

Tools

On Planhat Services

Bianca Ker

Talking Planhat

Tools

On Planhat Services

Bianca Ker

Talking Planhat

Tools

On Planhat Services

Bianca Ker

Talking Planhat

Tools

Choosing Planhat

Tracy Shouldice

Talking Planhat

Tools

Choosing Planhat

Tracy Shouldice

Talking Planhat

Tools

Choosing Planhat

Tracy Shouldice

Talking Planhat

Tools

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

Tools

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

Tools

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

Tools

Choosing a Customer Platform

Bianca Ker

Talking Planhat

Tools

Choosing a Customer Platform

Bianca Ker

Talking Planhat

Tools

Choosing a Customer Platform

Bianca Ker

Talking Planhat

Tools

Intuitive Yet Deep

Tracy Shouldice

Talking Planhat

Tools

Intuitive Yet Deep

Tracy Shouldice

Talking Planhat

Tools

Intuitive Yet Deep

Tracy Shouldice

Talking Planhat

Tools

A Platform for Everyone

Tess Okonek

Talking Planhat

Tools

A Platform for Everyone

Tess Okonek

Talking Planhat

Tools

A Platform for Everyone

Tess Okonek

Talking Planhat

Tools

All Hands on Deck

Tracy Shouldice

Talking Planhat

Tools

All Hands on Deck

Tracy Shouldice

Talking Planhat

Tools

All Hands on Deck

Tracy Shouldice

Talking Planhat

Tools

Unifying the Organization

Tess Okonek

Talking Planhat

Tools

Unifying the Organization

Tess Okonek

Talking Planhat

Tools

Unifying the Organization

Tess Okonek

Talking Planhat

Tools

The Personal Touch

Tracy Shouldice

Talking Planhat

Tools

The Personal Touch

Tracy Shouldice

Talking Planhat

Tools

The Personal Touch

Tracy Shouldice

Talking Planhat

Tools

A Highly Customizable Platform

Tess Okonek

Talking Planhat

Tools

A Highly Customizable Platform

Tess Okonek

Talking Planhat

Tools

A Highly Customizable Platform

Tess Okonek

Talking Planhat

Tools

Open | From Trend Micro

Tracy Shouldice

Talking Planhat

Open

Community

Open | From Trend Micro

Tracy Shouldice

Talking Planhat

Open

Community

Open | From Trend Micro

Tracy Shouldice

Talking Planhat

Open

Community

Open | From OnsiteIQ

Tess Okonek

Talking Planhat

Open

Community

Open | From OnsiteIQ

Tess Okonek

Talking Planhat

Open

Community

Open | From OnsiteIQ

Tess Okonek

Talking Planhat

Open

Community

Open | From Slack

Hayley Forman Schwartz

Talking Planhat

Open

Community

Open | From Slack

Hayley Forman Schwartz

Talking Planhat

Open

Community

Open | From Slack

Hayley Forman Schwartz

Talking Planhat

Open

Community

Open | From QGenda

Amos Patton Green

Talking Planhat

Open

Community

Open | From QGenda

Amos Patton Green

Talking Planhat

Open

Community

Open | From QGenda

Amos Patton Green

Talking Planhat

Open

Community

Open | From OnsiteIQ

Tess Okonek

Talking Planhat

Open

Community

Open | From OnsiteIQ

Tess Okonek

Talking Planhat

Open

Community

Open | From OnsiteIQ

Tess Okonek

Talking Planhat

Open

Community

On Our Company

Alberto Lambert

Through the Lens

Planhat

On Our Company

Alberto Lambert

Through the Lens

Planhat

On Our Company

Alberto Lambert

Through the Lens

Planhat

“Planhat is allowing us to scale not just from a CS perspective, but allowing us to bring in other teams and other departments.”

William Pinho

A Single Pane of Glass

December 31, 2024

“Planhat is allowing us to scale not just from a CS perspective, but allowing us to bring in other teams and other departments.”

William Pinho

A Single Pane of Glass

December 31, 2024

“Planhat is allowing us to scale not just from a CS perspective, but allowing us to bring in other teams and other departments.”

William Pinho

Dec 31, 2024

Teaser

Community

Open

Open | A Glimpse

Discover our annual retreat that takes Planhat customers, team members and friends away from the daily buzz. From surfing and trail running to discussion pods and long dinners, Open is a masterclass in authentic connection.

Through the Lens

Teaser

Community

Open

Open | A Glimpse

Discover our annual retreat that takes Planhat customers, team members and friends away from the daily buzz. From surfing and trail running to discussion pods and long dinners, Open is a masterclass in authentic connection.

Through the Lens

Teaser

Community

Open

Open | A Glimpse

Discover our annual retreat that takes Planhat customers, team members and friends away from the daily buzz. From surfing and trail running to discussion pods and long dinners, Open is a masterclass in authentic connection.

Through the Lens

700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

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About

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

© 2025 Planhat AB

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700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status