Features

recently Added

Discover All

Discover All

Discover All

AI Automations

Embedded AI for a first-mover advantage

Action

AI Automations

Embedded AI for a first-mover advantage

Action

AI Automations

Embedded AI for a first-mover advantage

Action

AI Automations

Embedded AI for a first-mover advantage

Action

Portals

A curated space for customer collaboration

Application

Portals

A curated space for customer collaboration

Application

Portals

A curated space for customer collaboration

Application

Portals

A curated space for customer collaboration

Application

Pages

Work with any type of data and content

Application

Pages

Work with any type of data and content

Application

Pages

Work with any type of data and content

Application

Pages

Work with any type of data and content

Application

Features in action

Cutting Through the Advertising Fog

Data Explorer

Cutting Through the Advertising Fog

Data Explorer

Cutting Through the Advertising Fog

Data Explorer

Cutting Through the Advertising Fog

Data Explorer

Bridging the Construction Data Divide

Custom Connections

Bridging the Construction Data Divide

Custom Connections

Bridging the Construction Data Divide

Custom Connections

Bridging the Construction Data Divide

Custom Connections

Forecasting Retention With Ease

Dashboards & Widgets

Forecasting Retention With Ease

Dashboards & Widgets

Forecasting Retention With Ease

Dashboards & Widgets

Forecasting Retention With Ease

Dashboards & Widgets

A Single Pane of Glass

Native Integrations

A Single Pane of Glass

Native Integrations

A Single Pane of Glass

Native Integrations

A Single Pane of Glass

Native Integrations

From Zero to One

Dashboards & Widgets

From Zero to One

Dashboards & Widgets

From Zero to One

Dashboards & Widgets

From Zero to One

Dashboards & Widgets

A Unified Source of Truth

Dashboards & Widgets

A Unified Source of Truth

Dashboards & Widgets

A Unified Source of Truth

Dashboards & Widgets

A Unified Source of Truth

Dashboards & Widgets

recently updated

View Changelog

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

Collaboration in Docs, Hygiene in focus

12/7/24

AI Automations, Marketing Emails

11/1/24

recently updated

View Changelog

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

Collaboration in Docs, Hygiene in focus

12/7/24

AI Automations, Marketing Emails

11/1/24

recently updated

View Changelog

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

Collaboration in Docs, Hygiene in focus

12/7/24

AI Automations, Marketing Emails

11/1/24

What's new

Changelog

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

Planhat Features

All

All

All

Data

Data

Data

Application

Application

Application

Action

Action

Action

Action

Action

Action

AI Automations

Embedded AI for a first-mover advantage

Automations

Minimize workload while maximizing impact

Code Editor

Build custom .js features and integrations

Custom Connections

Consolidate all your data from any API

Email Communications

Send personalized communications at scale

Notifications

Stay up-to-date with real-time notifications

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

AI Automations

Embedded AI for a first-mover advantage

Automations

Minimize workload while maximizing impact

Code Editor

Build custom .js features and integrations

Custom Connections

Consolidate all your data from any API

Email Communications

Send personalized communications at scale

Notifications

Stay up-to-date with real-time notifications

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

AI Automations

Embedded AI for a first-mover advantage

Automations

Minimize workload while maximizing impact

Code Editor

Build custom .js features and integrations

Custom Connections

Consolidate all your data from any API

Email Communications

Send personalized communications at scale

Notifications

Stay up-to-date with real-time notifications

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

AI Automations

Embedded AI for a first-mover advantage

Automations

Minimize workload while maximizing impact

Code Editor

Build custom .js features and integrations

Custom Connections

Consolidate all your data from any API

Email Communications

Send personalized communications at scale

Notifications

Stay up-to-date with real-time notifications

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

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

Overview

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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

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

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