Editorial

Tools

Introducing: User Flows

Daniel Sternegard

In Focus

Demonstration

Introducing: User Flows

Daniel Sternegard

In Focus

Demonstration

Introducing: User Flows

Daniel Sternegard

In Focus

Demonstration

Ease & Power

Daniel Sternegard

In Focus

Demonstration

Ease & Power

Daniel Sternegard

In Focus

Demonstration

Ease & Power

Daniel Sternegard

In Focus

Demonstration

Complete & Consolidated

Daniel Sternegard

In Focus

Demonstration

Complete & Consolidated

Daniel Sternegard

In Focus

Demonstration

Complete & Consolidated

Daniel Sternegard

In Focus

Demonstration

Speed & Context

Daniel Sternegard

In Focus

Demonstration

Speed & Context

Daniel Sternegard

In Focus

Demonstration

Speed & Context

Daniel Sternegard

In Focus

Demonstration

Static & Dynamic

Daniel Sternegard

In Focus

Demonstration

Static & Dynamic

Daniel Sternegard

In Focus

Demonstration

Static & Dynamic

Daniel Sternegard

In Focus

Demonstration

Reporting & Collaboration

Daniel Sternegard

In Focus

Demonstration

Reporting & Collaboration

Daniel Sternegard

In Focus

Demonstration

Reporting & Collaboration

Daniel Sternegard

In Focus

Demonstration

Data & Action

Daniel Sternegard

In Focus

Demonstration

Data & Action

Daniel Sternegard

In Focus

Demonstration

Data & Action

Daniel Sternegard

In Focus

Demonstration

Collaboration & Context

Daniel Sternegard

In Focus

Demonstration

Collaboration & Context

Daniel Sternegard

In Focus

Demonstration

Collaboration & Context

Daniel Sternegard

In Focus

Demonstration

Enablement & Context

Daniel Sternegard

In Focus

Demonstration

Enablement & Context

Daniel Sternegard

In Focus

Demonstration

Enablement & Context

Daniel Sternegard

In Focus

Demonstration

Cutting Through the Advertising Fog

Jennifer Schaen

Talking Planhat

Documentary

Cutting Through the Advertising Fog

Jennifer Schaen

Talking Planhat

Documentary

Cutting Through the Advertising Fog

Jennifer Schaen

Talking Planhat

Documentary

Everything in One View

Kelly Poydence

Talking Planhat

Testimonial

Everything in One View

Kelly Poydence

Talking Planhat

Testimonial

Everything in One View

Kelly Poydence

Talking Planhat

Testimonial

Insight that Scales

Jeff Poteracki

Talking Planhat

Testimonial

Insight that Scales

Jeff Poteracki

Talking Planhat

Testimonial

Insight that Scales

Jeff Poteracki

Talking Planhat

Testimonial

The Comfort of Knowing

Kelly Poydence

Talking Planhat

Testimonial

The Comfort of Knowing

Kelly Poydence

Talking Planhat

Testimonial

The Comfort of Knowing

Kelly Poydence

Talking Planhat

Testimonial

Bridging the Product Gap

Jeff Poteracki

Talking Planhat

Testimonial

Bridging the Product Gap

Jeff Poteracki

Talking Planhat

Testimonial

Bridging the Product Gap

Jeff Poteracki

Talking Planhat

Testimonial

Voice of the Customer

Kelly Poydence

Talking Planhat

Testimonial

Voice of the Customer

Kelly Poydence

Talking Planhat

Testimonial

Voice of the Customer

Kelly Poydence

Talking Planhat

Testimonial

Capturing Every Detail

Jeff Poteracki

Talking Planhat

Testimonial

Capturing Every Detail

Jeff Poteracki

Talking Planhat

Testimonial

Capturing Every Detail

Jeff Poteracki

Talking Planhat

Testimonial

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Testimonial

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Testimonial

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Testimonial

A Single Pane of Glass

William Pinho

Talking Planhat

Testimonial

A Single Pane of Glass

William Pinho

Talking Planhat

Testimonial

A Single Pane of Glass

William Pinho

Talking Planhat

Testimonial

From Zero to One

Frank Lucier

Talking Planhat

Testimonial

From Zero to One

Frank Lucier

Talking Planhat

Testimonial

From Zero to One

Frank Lucier

Talking Planhat

Testimonial

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

Testimonial

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

Testimonial

Elevating the Entire Techology Stack

Jason Graham

Talking Planhat

Testimonial

An Adoptable Platform

Frank Lucier

Talking Planhat

Testimonial

An Adoptable Platform

Frank Lucier

Talking Planhat

Testimonial

An Adoptable Platform

Frank Lucier

Talking Planhat

Testimonial

Doing More With Less

Frank Lucier

Talking Planhat

Testimonial

Doing More With Less

Frank Lucier

Talking Planhat

Testimonial

Doing More With Less

Frank Lucier

Talking Planhat

Testimonial

A Unified Source of Truth

Jon Twomey

Talking Planhat

Testimonial

A Unified Source of Truth

Jon Twomey

Talking Planhat

Testimonial

A Unified Source of Truth

Jon Twomey

Talking Planhat

Testimonial

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Testimonial

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Testimonial

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Testimonial

Getting the Whole Picture

Jon Twomey

Talking Planhat

Testimonial

Getting the Whole Picture

Jon Twomey

Talking Planhat

Testimonial

Getting the Whole Picture

Jon Twomey

Talking Planhat

Testimonial

A Platform Built for Scale

Seth Terbeek

Talking Planhat

Testimonial

A Platform Built for Scale

Seth Terbeek

Talking Planhat

Testimonial

A Platform Built for Scale

Seth Terbeek

Talking Planhat

Testimonial

Architecting Around the Customer

Andrew Fink

Talking Planhat

Testimonial

Architecting Around the Customer

Andrew Fink

Talking Planhat

Testimonial

Architecting Around the Customer

Andrew Fink

Talking Planhat

Testimonial

Bridging the Construction Data Divide

Ardalan Khosrowpour

Talking Planhat

Documentary

Bridging the Construction Data Divide

Ardalan Khosrowpour

Talking Planhat

Documentary

Bridging the Construction Data Divide

Ardalan Khosrowpour

Talking Planhat

Documentary

The Utility Knife

Brandon Ramsey

Talking Planhat

Testimonial

The Utility Knife

Brandon Ramsey

Talking Planhat

Testimonial

The Utility Knife

Brandon Ramsey

Talking Planhat

Testimonial

The One Platform

Tess Okonek

Talking Planhat

Testimonial

The One Platform

Tess Okonek

Talking Planhat

Testimonial

The One Platform

Tess Okonek

Talking Planhat

Testimonial

Unlocking higher-order collaboration

Brandon Ramsey

Talking Planhat

Testimonial

Unlocking higher-order collaboration

Brandon Ramsey

Talking Planhat

Testimonial

Unlocking higher-order collaboration

Brandon Ramsey

Talking Planhat

Testimonial

The Full Picture

Tess Okonek

Talking Planhat

Testimonial

The Full Picture

Tess Okonek

Talking Planhat

Testimonial

The Full Picture

Tess Okonek

Talking Planhat

Testimonial

The Planhat Effect

Brandon Ramsey

Talking Planhat

Testimonial

The Planhat Effect

Brandon Ramsey

Talking Planhat

Testimonial

The Planhat Effect

Brandon Ramsey

Talking Planhat

Testimonial

The Power of Portals

Tess Okonek

Talking Planhat

Testimonial

The Power of Portals

Tess Okonek

Talking Planhat

Testimonial

The Power of Portals

Tess Okonek

Talking Planhat

Testimonial

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Guide

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Guide

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Guide

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Guide

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Guide

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Guide

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Guide

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Guide

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Guide

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Guide

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Guide

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Guide

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Guide

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Guide

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Guide

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Guide

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Guide

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Guide

Effectuation and a CRM for Strategies

Daniel Sternegard

Talking Planhat

Perspective

Effectuation and a CRM for Strategies

Daniel Sternegard

Talking Planhat

Perspective

Effectuation and a CRM for Strategies

Daniel Sternegard

Talking Planhat

Perspective

Powered by Planhat

Tracy Shouldice

Talking Planhat

Testimonial

Powered by Planhat

Tracy Shouldice

Talking Planhat

Testimonial

Powered by Planhat

Tracy Shouldice

Talking Planhat

Testimonial

A Customizable Solution

Tess Okonek

Talking Planhat

Testimonial

A Customizable Solution

Tess Okonek

Talking Planhat

Testimonial

A Customizable Solution

Tess Okonek

Talking Planhat

Testimonial

Harnessing Planhat

Bianca Ker

Talking Planhat

Testimonial

Harnessing Planhat

Bianca Ker

Talking Planhat

Testimonial

Harnessing Planhat

Bianca Ker

Talking Planhat

Testimonial

Everyone on Planhat

Tracy Shouldice

Talking Planhat

Testimonial

Everyone on Planhat

Tracy Shouldice

Talking Planhat

Testimonial

Everyone on Planhat

Tracy Shouldice

Talking Planhat

Testimonial

Becoming Proactive and Predictive

Tess Okonek

Talking Planhat

Testimonial

Becoming Proactive and Predictive

Tess Okonek

Talking Planhat

Testimonial

Becoming Proactive and Predictive

Tess Okonek

Talking Planhat

Testimonial

On Planhat Services

Bianca Ker

Talking Planhat

Testimonial

On Planhat Services

Bianca Ker

Talking Planhat

Testimonial

On Planhat Services

Bianca Ker

Talking Planhat

Testimonial

Choosing Planhat

Tracy Shouldice

Talking Planhat

Testimonial

Choosing Planhat

Tracy Shouldice

Talking Planhat

Testimonial

Choosing Planhat

Tracy Shouldice

Talking Planhat

Testimonial

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

Testimonial

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

Testimonial

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

Testimonial

Choosing a Customer Platform

Bianca Ker

Talking Planhat

Testimonial

Choosing a Customer Platform

Bianca Ker

Talking Planhat

Testimonial

Choosing a Customer Platform

Bianca Ker

Talking Planhat

Testimonial

Intuitive Yet Deep

Tracy Shouldice

Talking Planhat

Testimonial

Intuitive Yet Deep

Tracy Shouldice

Talking Planhat

Testimonial

Intuitive Yet Deep

Tracy Shouldice

Talking Planhat

Testimonial

A Platform for Everyone

Tess Okonek

Talking Planhat

Testimonial

A Platform for Everyone

Tess Okonek

Talking Planhat

Testimonial

A Platform for Everyone

Tess Okonek

Talking Planhat

Testimonial

All Hands on Deck

Tracy Shouldice

Talking Planhat

Testimonial

All Hands on Deck

Tracy Shouldice

Talking Planhat

Testimonial

All Hands on Deck

Tracy Shouldice

Talking Planhat

Testimonial

Unifying the Organization

Tess Okonek

Talking Planhat

Testimonial

Unifying the Organization

Tess Okonek

Talking Planhat

Testimonial

Unifying the Organization

Tess Okonek

Talking Planhat

Testimonial

The Personal Touch

Tracy Shouldice

Talking Planhat

Testimonial

The Personal Touch

Tracy Shouldice

Talking Planhat

Testimonial

The Personal Touch

Tracy Shouldice

Talking Planhat

Testimonial

A Highly Customizable Platform

Tess Okonek

Talking Planhat

Testimonial

A Highly Customizable Platform

Tess Okonek

Talking Planhat

Testimonial

A Highly Customizable Platform

Tess Okonek

Talking Planhat

Testimonial

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Talking Planhat

Update

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Talking Planhat

Update

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Talking Planhat

Update

Putting Tasks at the Center

Alberto Lambert

Talking Planhat

Update

Putting Tasks at the Center

Alberto Lambert

Talking Planhat

Update

Putting Tasks at the Center

Alberto Lambert

Talking Planhat

Update

Making Usage Data Meaningful

Alberto Lambert

Talking Planhat

Update

Making Usage Data Meaningful

Alberto Lambert

Talking Planhat

Update

Making Usage Data Meaningful

Alberto Lambert

Talking Planhat

Update

Building for Company-Wide Customer Success

Alberto Lambert

Talking Planhat

Update

Building for Company-Wide Customer Success

Alberto Lambert

Talking Planhat

Update

Building for Company-Wide Customer Success

Alberto Lambert

Talking Planhat

Update

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

In Conversation

Interview

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

In Conversation

Interview

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

In Conversation

Interview

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Guide

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Guide

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Guide

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Guide

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Guide

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Guide

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Guide

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Guide

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Guide

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Guide

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Guide

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Guide

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Ardalan Khosrowpour

Bridging the Construction Data Divide

December 10, 2024

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Ardalan Khosrowpour

Bridging the Construction Data Divide

December 10, 2024

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Ardalan Khosrowpour

Dec 10, 2024

Selection to Optimization

Online

Jun 27, 2024

Panel

Selection to Optimization

Online

Jun 27, 2024

Panel

Selection to Optimization

Online

Jun 27, 2024

Panel

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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.

Solutions

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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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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

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