Features

Collaboration

Data Explorer

Data Explorer

Find answers quickly, without adding noise

Every team needs to explore data on the fly to answer quick questions, but traditional approaches create chaos: either you're limited to pre-built views that don't answer your specific question, or you create dozens of "copy copy" views that clutter your system over time. Planhat's Data Explorer solves this by making ad-hoc exploration extremely fast and ephemeral by default—ask your question, get your answer, and save it if needed. It puts powerful analysis in everyone's hands without polluting your workspace - featuring simple no-code queries to advanced cross-object and time-series analytics.

Data Explorer

Find answers quickly, without adding noise

Every team needs to explore data on the fly to answer quick questions, but traditional approaches create chaos: either you're limited to pre-built views that don't answer your specific question, or you create dozens of "copy copy" views that clutter your system over time. Planhat's Data Explorer solves this by making ad-hoc exploration extremely fast and ephemeral by default—ask your question, get your answer, and save it if needed. It puts powerful analysis in everyone's hands without polluting your workspace - featuring simple no-code queries to advanced cross-object and time-series analytics.

01

Instant Ad-hoc Analysis

Answer data questions in seconds with a few clicks—no technical skills required.

01

Instant Ad-hoc Analysis

Answer data questions in seconds with a few clicks—no technical skills required.

02

Selective Persistence

Explore data freely, and intentionally save analyses and reports worth keeping for ongoing work

02

Selective Persistence

Explore data freely, and intentionally save analyses and reports worth keeping for ongoing work

03

Power-User Analytics

Use advanced cross-object relationships and time-series analysis for sophisticated data exploration

Power your every process.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

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 & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

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

What's new

View Changelog

Improved Formatting of Fields Synced with Salesforce

2/10/26

Trigger Automations with Comments

2/2/26

Faster Bulk Selection in Tables

1/30/26

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

10/24/25

Smoother Navigation, Profiles and Navigation

5/2/25

Faster and more Powerful Analytics

3/25/25

What's new

Changelog

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

Faster Bulk Selection in Tables

Smarter, More Consistent AI Workflows with Structured Output and File Reading

“We're giving our teams a data superpower with Planhat's Al. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

Juan Pablo Dib

Solutions Specialist

Deliverect

“We're giving our teams a data superpower with Planhat's Al. The ability to instantly get answers from our CRM without ever leaving their workflow will be transforming how we operate and access our data.”

Juan Pablo Dib

Solutions Specialist

Deliverect

Discover the full power of Data Explorer

Discover the full power of Data Explorer

Discover the full power of Data Explorer

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Our Next Chapter

Planhat

Chris Regester

Our Next Chapter

Planhat

Chris Regester

Saves At-Risk Customers

Birdie

Jacqueline Roepers

Saves At-Risk Customers

Birdie

Jacqueline Roepers

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Our Next Chapter

Planhat

Chris Regester

Saves At-Risk Customers

Birdie

Jacqueline Roepers

Voice of the Customer

Basis Technologies

Kelly Poydence

More in Collaboration

More in Collaboration

More in Collaboration

Explore Full Capability

Explore Full Capability

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

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Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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Planhat for Enterprise

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Planhat for IT

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Migration Guides

Switch from Salesforce

Switch from Hubspot

Switch from Gainsight

Switch from Vitally

Switch from Churnzero

Switch from Totango

Switch from Pipedrive

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.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Partners

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

Planhat for Security

Migration Guides

Switch from Salesforce

Switch from Hubspot

Switch from Gainsight

Switch from Vitally

Switch from Churnzero

Switch from Totango

Switch from Pipedrive

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.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us