Features

Governance

System Hygiene

System Hygiene

Keeping Planhat tidy behind the scenes

Everybody want to talk about features - no ones wants to talk hygiene. But a primary reason why software fails to create value is because it gets too cluttered. Applications need to stay fresh, and adapt to a changing organisation, so we have embedded automations that help you with this (eg, auto-archiving unused Pages, ability to trace usage of data properties).

System Hygiene

Keeping Planhat tidy behind the scenes

Power your every process.

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

What's new

View Changelog

Use Salesforce Query to set up advanced syncs

3/23/26

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

2/24/26

Introducing Planhat Labs

2/16/26

Collaboration in Docs, Hygiene in focus

12/7/24

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

“Proactive customer management in Planhat has transformed our teams' operating performance.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

“Proactive customer management in Planhat has transformed our teams' operating performance.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

Discover the full power of System Hygiene

FAQ

What does System Hygiene do and why does it matter for platform reliability?

How does System Hygiene eliminate the data maintenance burden on account managers?

How does System Hygiene maintain data quality as the organisation scales?

How does System Hygiene protect the historical accuracy of the customer record?

How does Planhat's System Hygiene satisfy enterprise data governance and compliance requirements?

More in Governance

Explore Full Capability

Audit & Logs

Traceable logins, changes, and actions

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

Global Templates

Get started with best-practices in minutes

Developer Extensibility

Safe customization within your environment

Developer Extensibility

Safe customization within your environment

Solutions

Platform

Customers

Explore

Pricing

Request a demo

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

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

Meet your new system of action

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

Recognized as a world-leader by

880+ reviews

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

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Cookie Policy

Recognized as a world-leader by

880+ reviews

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

Status

Cookie Policy

Recognized as a world-leader by

880+ reviews

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

Status

Cookie Policy

System Hygiene

Keeping Planhat tidy behind the scenes

Keeping Planhat tidy behind the scenes

Power your every process.

Data Enrichment

Billing & Invoicing

Stakeholder Management

What's new

Discover the full power of System Hygiene

Discover the full power of System Hygiene

Discover the full power of System Hygiene

The Rise of the Forward-Deployed CSM

The Rise of the Forward-Deployed CSM

Planhat's AI Platform Upgrade

Planhat's AI Platform Upgrade

The Next Generation of Enterprise Systems

The Next Generation of Enterprise Systems

The Rise of the Forward-Deployed CSM

Planhat's AI Platform Upgrade

The Next Generation of Enterprise Systems

Introducing Planhat's AI Deployment Program

FAQ

FAQ

FAQ

More in Governance

More in Governance

Audit & Logs

Access & Action Control

Authentication & Identity

Global Templates

Developer Extensibility

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.