Features

recently Added

Discover All

Discover All

Discover All

AI Workflows

Embedded AI for a first-mover advantage

Artificial Intelligence

AI Workflows

Embedded AI for a first-mover advantage

Artificial Intelligence

AI Workflows

Embedded AI for a first-mover advantage

Artificial Intelligence

AI Workflows

Embedded AI for a first-mover advantage

Artificial Intelligence

Conversational AI

AI-powered insights from every message

Artificial Intelligence

Conversational AI

AI-powered insights from every message

Artificial Intelligence

Conversational AI

AI-powered insights from every message

Artificial Intelligence

Conversational AI

AI-powered insights from every message

Artificial Intelligence

Portals

A curated space for customer collaboration

Collaboration

Portals

A curated space for customer collaboration

Collaboration

Portals

A curated space for customer collaboration

Collaboration

Portals

A curated space for customer collaboration

Collaboration

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

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 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

recently updated

View Changelog

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

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

recently updated

View Changelog

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

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

What's new

Changelog

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

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

recently updated

View Changelog

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

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

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

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About

Careers

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Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

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Automations

Integrations

AI

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

800+ 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.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

AI

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

800+ 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.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

AI

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

800+ 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.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us