Features

Application

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

Power your every process.

Team Reporting

Give leaders real-time visibility and coaching signals

Team Reporting

Give leaders real-time visibility and coaching signals

Team Reporting

Give leaders real-time visibility and coaching signals

Team Reporting

Give leaders real-time visibility and coaching signals

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

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

Self-Serve Customer Support

Deflect tickets while improving the support experience

Self-Serve Customer Support

Deflect tickets while improving the support experience

Self-Serve Customer Support

Deflect tickets while improving the support experience

Self-Serve Customer Support

Deflect tickets while improving the support experience

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

Advocacy & Referrals

Sustainably boost references, reviews, and referrals

What's new

View Changelog

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

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

Upgrading Planhat AI Platform (AIP)

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

Upgrading Planhat AI Platform (AIP)

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

Discover the full power of Comments

Request a demo

Discover the full power of Comments

Request a demo

Collaboration & Context

Planhat

Daniel Sternegard

Reporting & Collaboration

Planhat

Daniel Sternegard

Sustainable Growth in Customer Success

Customer.io

Shannon Nishi

700+ reviews

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

Solutions

Platform

Explore

Editorial

Customers

Pricing

Request a demo