Features

Action

Email and Call Intelligence

Conversations, captured and initiated

Most tools only show stages and fields, not what was actually said in emails and calls. Planhat ingests customer emails and meeting recordings, then uses AI to transcribe, summarize, and extract risks, intent, and stakeholders into structured signals. These insights land directly in timelines, health scores, and playbooks, not in detached tools. The result is fewer “I didn’t know” surprises in deals and renewals, and clearer patterns you can act on to move win rate and NRR.

Email and Call Intelligence

Conversations, captured and initiated

Risk and intent from real conversations

Automatically flag accounts where recent calls and email threads show negative sentiment, stalled next steps, or new decision-makers, and push those signals into health, renewal, and save workflows.

Risk and intent from real conversations

Automatically flag accounts where recent calls and email threads show negative sentiment, stalled next steps, or new decision-makers, and push those signals into health, renewal, and save workflows.

Coaching from actual deal and CS calls

Use AI-generated recaps and talk tracks from sales and CS calls to coach teams on multi-threading, pricing discussions, and value articulation—without managers listening to every recording end to end.

Coaching from actual deal and CS calls

Data-driven email sendouts

Tie marketing email sends, opens, clicks, unsubscribes, and bounces back to accounts and segments, so you can spot fatigue, refine targeting and timing, and feed engagement signals directly into health scores and coverage models.

Power your every process.

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

What's new

View Changelog

More Customer Processes, Better Views

6/30/25

Live Collaboration, Object References

2/28/25

AI Automations, Marketing Emails

11/1/24

What's new

Changelog

Announcing Planhat Labs

Improved formatting of fields synced with Salesforce

Ratio Widgets for Time Series

Trigger automations from Comments

Improved Tables in Docs

Faster Bulk selection, improved Tables in Documents

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

Portals, Customer Notifications and Extended Sessions

Introducing OpenAI GPT‑5.2 in Automations

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

“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 Email and Call Intelligence

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More in Action

Explore Full Capability

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

NPS Surveys

Signal, not vanity NPS scores

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

Solutions

Platform

Customers

Explore

Pricing

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.

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.

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Cookie Policy

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.

Status

Cookie Policy

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.

Status

Cookie Policy

Email and Call Intelligence

Conversations, captured and initiated

Conversations, captured and initiated

Risk and intent from real conversations

Risk and intent from real conversations

Coaching from actual deal and CS calls

Coaching from actual deal and CS calls

Data-driven email sendouts

Power your every process.

Outbound Sales

PoC & Managed Trials

Health Management

Renewal Management

Customer & Product Marketing

Capture & Analyze Feedback

What's new

Discover the full power of Email and Call Intelligence

Discover the full power of Email and Call Intelligence

Discover the full power of Email and Call Intelligence

More in Action

More in Action

More in Action

Project & Task Management

Automations

NPS Surveys

Timesheets

Notifications

Meet your new system of action

Meet your new system of action

Meet your new system of action

Know them. Grow them.

Know them. Grow them.