Features

Automation

Automations

Minimize workload while maximizing impact

Streamline your work by automating routine actions and data processes, allowing your team to focus on strategic initivates. Our powerful automations execute in real-time with dynamic triggers.

Highlights

No-code editor with over 100 templated automations for common processes
Notify, integrate, create or update data based on flexible event triggers
Dynamically assign tasks or accounts to balance workload

What's new

View Changelog

Improved Automations, Analyze Conversation Content and Take Action

10/8/25

Portal and Automation Upgrades

9/17/25

Improved Global Search, Automations and Collaboration

5/28/25

Automations, Upgraded

4/2/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

Collaboration in Docs, Hygiene in focus

12/7/24

What's new

View Changelog

Improved Automations, Analyze Conversation Content and Take Action

10/8/25

Portal and Automation Upgrades

9/17/25

Improved Global Search, Automations and Collaboration

5/28/25

Automations, Upgraded

4/2/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

Collaboration in Docs, Hygiene in focus

12/7/24

What's new

Changelog

Improved Automations, Analyze 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

Improved Automations, Analyze 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

Power your every process.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Stakeholder Management & Activation

Map, engage, and activate key stakeholders across accounts

Stakeholder Management & Activation

Map, engage, and activate key stakeholders across accounts

Stakeholder Management & Activation

Map, engage, and activate key stakeholders across accounts

Stakeholder Management & Activation

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

Billing & Invoicing

Manage invoices and revenue with full visibility

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

“It doesn't matter what the ACV is, it doesn't matter how large the account is: they're going to be guaranteed a successful path”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

“It doesn't matter what the ACV is, it doesn't matter how large the account is: they're going to be guaranteed a successful path”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

“It doesn't matter what the ACV is, it doesn't matter how large the account is: they're going to be guaranteed a successful path”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Discover the full power of Automations

Request a demo

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Trend Micro

Tracy Shouldice

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Solutions

Platform

Explore

Editorial

Customers

Pricing

Request a demo

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

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

700+ 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

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

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

700+ 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

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

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

700+ 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

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

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

700+ 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

Automations

Highlights

What's new

What's new

Power your every process.

Product Adoption

Product Adoption

Stakeholder Management & Activation

Stakeholder Management & Activation

Billing & Invoicing

Billing & Invoicing

Risk & Churn Mitigation

Risk & Churn Mitigation

Customer Handovers

Customer Handovers

Outbound Sales

Outbound Sales

Discover the full power of Automations

Discover the full power of Automations

Discover the full power of Automations

Discover the full power of Automations

Know them. Grow them.

Know them. Grow them.