Features

Governance

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

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

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

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).

Power your every process.

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Stakeholder Management

Map, engage, and activate key stakeholders across accounts

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

What's new

View Changelog

Collaboration in Docs, Hygiene in focus

12/7/24

What's new

View Changelog

Collaboration in Docs, Hygiene in focus

12/7/24

What's new

Changelog

Automations Run status and new AI Templates

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

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

What's new

Changelog

Automations Run status and new AI Templates

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

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

“With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

“With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

“With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

Redis

Discover the full power of System Hygiene

Discover the full power of System Hygiene

Discover the full power of System Hygiene

Request a demo

Request a demo

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

Planhat's AI Platform Upgrade

Kaveh Rostampor

The Next Generation of Enterprise Systems

Kaveh Rostampor

The Next Generation of Enterprise Systems

Kaveh Rostampor

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

The Next Generation of Enterprise Systems

Kaveh Rostampor

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Discover the full power of System Hygiene

Request a demo

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

The Next Generation of Enterprise Systems

Kaveh Rostampor

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Recognized as a world-leader by

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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.

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planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

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

880+ 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

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

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

880+ 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

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

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

880+ 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

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us