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

Email and Call Intelligence

Conversations, captured and initiated

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.

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.

Data-driven email sendouts

Power your every process.

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Collaborate with Customers

Create shared spaces for customer collaboration and communication

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

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

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

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

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

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

“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

“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

Request a demo

Discover the full power of Email and Call Intelligence

Request a demo

Saves Us Hundreds of Hours

Trustpilot

Lasse Thomsen

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

Risk Implementation

Planhat

Andre Hollist

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

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

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

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

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

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

Solutions

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.

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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.

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Cookie Policy

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

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Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

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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.

Status

Cookie Policy

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

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.

Status

Cookie Policy

Email and Call Intelligence

Conversations, captured and initiated

Conversations, captured and initiated

Conversations, captured and initiated

Conversations, captured and initiated

Risk and intent from real conversations

Risk and intent from real conversations

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

Coaching from actual deal and CS calls

Coaching from actual deal and CS calls

Data-driven email sendouts

Data-driven email sendouts

Data-driven email sendouts

Data-driven email sendouts

Power your every process.

Collaborate with Customers

Self-Serve Customer Support

Capture & Analyze Feedback

Customer & Product Marketing

Renewal Management

PoC & Managed Trials

What's new

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

Discover the full power of Email and Call Intelligence

More in Action

More in Action

More in Action

Project & Task Management

Project & Task Management

Automations

Automations

NPS Surveys

NPS Surveys

Timesheets

Timesheets

Notifications

Notifications

Know them. Grow them.

Know them. Grow them.