Features

Collaboration

Comments

Chat directly where the work happens

Too often, communication and collaboration becomes siloed off from the data and workflows. Planhat’s comments are live-updated and threaded, like chats, and happen directly on any object - from your projects and companies down to tasks and tickets.

Highlights

Collaborate directly where your data is
Get a complete representation of your work when discussions are integrated

What's new

View Changelog

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Collaboration in Docs, Hygiene in focus

12/7/24

AI Automations, Marketing Emails

11/1/24

What's new

View Changelog

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Collaboration in Docs, Hygiene in focus

12/7/24

AI Automations, Marketing Emails

11/1/24

What's new

Changelog

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

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

Power your every process.

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Discover the full power of Comments

Request a demo

Discover the full power of Comments

Request a demo

Reporting & Collaboration

Planhat

Daniel Sternegard

Collaboration & Context

Planhat

Daniel Sternegard

Sustainable Growth in Customer Success

Customer.io

Shannon Nishi

Solutions

Platform

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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.

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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

800+ 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

800+ 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

800+ 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

Comments

Highlights

What's new

What's new

Power your every process.

Revenue Forecasting

Revenue Forecasting

Project Management

Project Management

Resource Management

Resource Management

Deal Room

Deal Room

Executive & Board Reporting

Executive & Board Reporting

Internal Collaboration

Internal Collaboration

Discover the full power of Comments

Discover the full power of Comments

Discover the full power of Comments

Discover the full power of Comments

Know them. Grow them.

Know them. Grow them.