Features

Action

Action

Automations

Automations

Minimize workload while maximizing impact

Customer teams drown in the day-to-day of operational work — assigning new accounts, scheduling follow-ups, copying data between systems, sending status updates — stealing time from strategic initiatives that moves the business forward. Planhat's Automations handling routine processes so your team doesn't have to. With our no-code editor, 100+ templates and AI-capabilities, teams can automate common workflows in minutes, from ownership assignment and dynamic workload balancing to QBR preparation. Your team can focus on building relationships and driving outcomes while the system handles operational overhead.

Automations

Minimize workload while maximizing impact

Customer teams drown in the day-to-day of operational work — assigning new accounts, scheduling follow-ups, copying data between systems, sending status updates — stealing time from strategic initiatives that moves the business forward. Planhat's Automations handling routine processes so your team doesn't have to. With our no-code editor, 100+ templates and AI-capabilities, teams can automate common workflows in minutes, from ownership assignment and dynamic workload balancing to QBR preparation. Your team can focus on building relationships and driving outcomes while the system handles operational overhead.

Automations

Minimize workload while maximizing impact

Customer teams drown in the day-to-day of operational work — assigning new accounts, scheduling follow-ups, copying data between systems, sending status updates — stealing time from strategic initiatives that moves the business forward. Planhat's Automations handling routine processes so your team doesn't have to. With our no-code editor, 100+ templates and AI-capabilities, teams can automate common workflows in minutes, from ownership assignment and dynamic workload balancing to QBR preparation. Your team can focus on building relationships and driving outcomes while the system handles operational overhead.

Automations

Minimize workload while maximizing impact

Customer teams drown in the day-to-day of operational work — assigning new accounts, scheduling follow-ups, copying data between systems, sending status updates — stealing time from strategic initiatives that moves the business forward. Planhat's Automations handling routine processes so your team doesn't have to. With our no-code editor, 100+ templates and AI-capabilities, teams can automate common workflows in minutes, from ownership assignment and dynamic workload balancing to QBR preparation. Your team can focus on building relationships and driving outcomes while the system handles operational overhead.

01

Trigger Proactive Workflows

Turn reactive firefighting into proactive account management. For example, trigger opportunity creation, schedule check-in tasks when usage drops, or kick off onboarding workflows when deals close — and allow your team to focus on strategic relationship building.

01

Trigger Proactive Workflows

Turn reactive firefighting into proactive account management. For example, trigger opportunity creation, schedule check-in tasks when usage drops, or kick off onboarding workflows when deals close — and allow your team to focus on strategic relationship building.

01

Trigger Proactive Workflows

Turn reactive firefighting into proactive account management. For example, trigger opportunity creation, schedule check-in tasks when usage drops, or kick off onboarding workflows when deals close — and allow your team to focus on strategic relationship building.

01

Trigger Proactive Workflows

Turn reactive firefighting into proactive account management. For example, trigger opportunity creation, schedule check-in tasks when usage drops, or kick off onboarding workflows when deals close — and allow your team to focus on strategic relationship building.

02

AI-Powered Intelligence at Scale

Let AI analyze account states to generate QBR summaries, rank companies by ICP fit, or identify at-risk accounts with recommended action plans — delivering insights and preparation work that would take hours manually, available instantly when you need them.

02

AI-Powered Intelligence at Scale

Let AI analyze account states to generate QBR summaries, rank companies by ICP fit, or identify at-risk accounts with recommended action plans — delivering insights and preparation work that would take hours manually, available instantly when you need them.

02

AI-Powered Intelligence at Scale

Let AI analyze account states to generate QBR summaries, rank companies by ICP fit, or identify at-risk accounts with recommended action plans — delivering insights and preparation work that would take hours manually, available instantly when you need them.

02

AI-Powered Intelligence at Scale

Let AI analyze account states to generate QBR summaries, rank companies by ICP fit, or identify at-risk accounts with recommended action plans — delivering insights and preparation work that would take hours manually, available instantly when you need them.

03

Balance Workloads Automatically

Dynamically assign accounts across the team based on capacity, territory, or expertise — eliminating manual routing and ensuring balance across the team.

03

Balance Workloads Automatically

Dynamically assign accounts across the team based on capacity, territory, or expertise — eliminating manual routing and ensuring balance across the team.

03

Balance Workloads Automatically

Dynamically assign accounts across the team based on capacity, territory, or expertise — eliminating manual routing and ensuring balance across the team.

03

Balance Workloads Automatically

Dynamically assign accounts across the team based on capacity, territory, or expertise — eliminating manual routing and ensuring balance across the team.

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

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

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

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

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

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

What's new

View Changelog

Smarter and more consistent AI Workflows with Structured Output and File Reading

1/9/26

Automations Run status and call summaries

12/11/25

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

12/9/25

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

11/21/25

User Types, Customise Automation Templates, and more

11/5/25

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

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

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

Smarter and more consistent AI Workflows with Structured Output and File Reading

1/9/26

Automations Run status and call summaries

12/11/25

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

12/9/25

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

11/21/25

User Types, Customise Automation Templates, and more

11/5/25

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

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

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

Smarter and more consistent AI Workflows with Structured Output and File Reading

Portals, Customer Notifications and Extended Sessions

Automations Run status and call summaries

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

Smarter and more consistent AI Workflows with Structured Output and File Reading

Portals, Customer Notifications and Extended Sessions

Automations Run status and call summaries

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

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Trustpilot

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Trustpilot

Discover the full power of Automations

Discover the full power of Automations

Discover the full power of Automations

Request a demo

Request a demo

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Powered by Planhat

Trend Micro

Tracy Shouldice

Powered by Planhat

Trend Micro

Tracy Shouldice

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Powered by Planhat

Trend Micro

Tracy Shouldice

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Lets Our People Achieve More

Bannerflow

Emil Chroona

Discover the full power of Automations

Request a demo

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Powered by Planhat

Trend Micro

Tracy Shouldice

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

planhat

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Health Scores

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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

Terms of Service

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Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

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Cisco CX

Processes

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Capabilities

Data

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Pricing

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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

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

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Help Center

Developers

RFP

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Telecommunications

Financial Services

Healthcare

IT Services

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Customer Success

AI

Software

Playbooks

Onboarding

Health Scores

Retention

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

Terms of Service

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Cookie Policy

Follow us