Organize
Planhat is designed to bring clarity and order to your customer data. It helps you to get a holistic overview, keep data sources synced and data organised & actionable. You don’t need to worry about cleaning and structuring your data in Planhat - good hygiene comes as standard.
Standardize
Planhat is built for you to offload tasks as you onboard more successful customers. Workflow automation, projects and sequences create focus, set standards and establish routines. Define, deploy and optimise new processes at scale, in a matter of clicks.
Collaborate
Planhat is a new centre of gravity for cross-functional collaboration. Our unique data architecture points your data inwards, towards the customer, not out to siloed departments. It keeps your team on the same page, eliminating process inefficiency. Handoff seamlessly from Sales to Operations, Success and Support to Product and Engineering - all in one tool.
Report
You can’t become customer-centric without telling the right stories. Use Planhat’s advanced reporting to get the C-Suite on-side, fine-tune workflows, evaluate your teams’ performance during quarterly reviews, or demonstrate value created to your customer. Share any report automatically via email, as presentation-ready PDFs.
Customize
Planhat consists of horizontal technologies, not point solutions. This flexibility means it is capable of capturing the nuances of your business in a way that other tools can't, from unique revenue models to domain-specific properties, processes and terminology. The result is a highly tailored and intuitive experience no matter whether you’re serving a hundred customers, or a hundred thousand.
Secure
Enterprise-grade security, advanced permissions, backup, encryption, and more. Planhat is built to keep your data private and protected. We put security front and centre so you don’t have to.
