Features

Data

Data

Unified Data Model

Unified Data Model

One connected home for your commercial data

Today, customer-facing teams tend to live in silos across dozens of tools. Most of these platforms either lock you into static CRM objects or leave you building everything yourself - this is no longer enough. Planhat gives you conversations, collaboration, enablement and CRM data all in one place - flexibly ingested and automatically enriched. It’s a living home for your commercial activity, not just a store of record.

Unified Data Model

One connected home for your commercial data

Today, customer-facing teams tend to live in silos across dozens of tools. Most of these platforms either lock you into static CRM objects or leave you building everything yourself - this is no longer enough. Planhat gives you conversations, collaboration, enablement and CRM data all in one place - flexibly ingested and automatically enriched. It’s a living home for your commercial activity, not just a store of record.

Unified Data Model

One connected home for your commercial data

Today, customer-facing teams tend to live in silos across dozens of tools. Most of these platforms either lock you into static CRM objects or leave you building everything yourself - this is no longer enough. Planhat gives you conversations, collaboration, enablement and CRM data all in one place - flexibly ingested and automatically enriched. It’s a living home for your commercial activity, not just a store of record.

Unified Data Model

One connected home for your commercial data

Today, customer-facing teams tend to live in silos across dozens of tools. Most of these platforms either lock you into static CRM objects or leave you building everything yourself - this is no longer enough. Planhat gives you conversations, collaboration, enablement and CRM data all in one place - flexibly ingested and automatically enriched. It’s a living home for your commercial activity, not just a store of record.

01

Mirror your business

Start with pre-built models like companies, end users, opportunities, and licenses, and add custom fields and generic models for whatever else you track - physical assets, shared objectives, or custom processes. Adapt them to your needs, enrich them, and apply automations.

01

Mirror your business

Start with pre-built models like companies, end users, opportunities, and licenses, and add custom fields and generic models for whatever else you track - physical assets, shared objectives, or custom processes. Adapt them to your needs, enrich them, and apply automations.

01

Mirror your business

Start with pre-built models like companies, end users, opportunities, and licenses, and add custom fields and generic models for whatever else you track - physical assets, shared objectives, or custom processes. Adapt them to your needs, enrich them, and apply automations.

01

Mirror your business

Start with pre-built models like companies, end users, opportunities, and licenses, and add custom fields and generic models for whatever else you track - physical assets, shared objectives, or custom processes. Adapt them to your needs, enrich them, and apply automations.

02

Bring conversations and collaboration into the core

Emails, tickets, call transcripts, meeting notes, and shared documents live natively alongside your CRM data. They’re automatically summarised, searchable, and tied to the right customers or other commercial objectives.

02

Bring conversations and collaboration into the core

Emails, tickets, call transcripts, meeting notes, and shared documents live natively alongside your CRM data. They’re automatically summarised, searchable, and tied to the right customers or other commercial objectives.

02

Bring conversations and collaboration into the core

Emails, tickets, call transcripts, meeting notes, and shared documents live natively alongside your CRM data. They’re automatically summarised, searchable, and tied to the right customers or other commercial objectives.

02

Bring conversations and collaboration into the core

Emails, tickets, call transcripts, meeting notes, and shared documents live natively alongside your CRM data. They’re automatically summarised, searchable, and tied to the right customers or other commercial objectives.

03

Roll up data across complex hierarchies

Set up parent-child relationships (portfolios, regions, resellers) and automatically aggregate revenue, health scores, usage, open issues, or any custom metric to the customer - giving you a single view of the most important information.

03

Roll up data across complex hierarchies

Set up parent-child relationships (portfolios, regions, resellers) and automatically aggregate revenue, health scores, usage, open issues, or any custom metric to the customer - giving you a single view of the most important information.

03

Roll up data across complex hierarchies

Set up parent-child relationships (portfolios, regions, resellers) and automatically aggregate revenue, health scores, usage, open issues, or any custom metric to the customer - giving you a single view of the most important information.

03

Roll up data across complex hierarchies

Set up parent-child relationships (portfolios, regions, resellers) and automatically aggregate revenue, health scores, usage, open issues, or any custom metric to the customer - giving you a single view of the most important information.

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

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

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

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

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

What's new

View Changelog

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

AI Automations, Marketing Emails

11/1/24

What's new

View Changelog

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

AI Automations, Marketing Emails

11/1/24

What's new

Changelog

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

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

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

Discover the full power of Unified Data Model

Discover the full power of Unified Data Model

Discover the full power of Unified Data Model

Request a demo

Request a demo

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

Planhat's AI Platform Upgrade

Kaveh Rostampor

The Next Generation of Enterprise Systems

Kaveh Rostampor

The Next Generation of Enterprise Systems

Kaveh Rostampor

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

The Next Generation of Enterprise Systems

Kaveh Rostampor

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Discover the full power of Unified Data Model

Request a demo

The Rise of the Forward-Deployed CSM

Success Venture Partners

John Gleeson

Planhat's AI Platform Upgrade

Kaveh Rostampor

The Next Generation of Enterprise Systems

Kaveh Rostampor

More in Data

More in Data

More in Data

Explore Full Capability

Explore Full Capability

Explore Full Capability

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

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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.

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planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

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

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

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

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

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

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

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

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

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us