Features

Data

Data Governance

Data Governance

Enforce and audit hygiene, lock down access

Growing customer teams need enforceable data standards, precise access controls, and granular audit trails - especially as regulations and internal policies tighten. Planhat delivers the depth of governance you expect from leading enterprise platforms, with rules, permissions, and logging that scale securely across thousands of users and complex organisational structures.

Data Governance

Enforce and audit hygiene, lock down access

Enforce data quality where and when it matters

Create conditional field rules that trigger on changes to fields like lifecycle stage, workflow step, portal approval stage, or any other field value. For example, require ARR and close date only for negotiation-stage opportunities, and only for users in sales or finance roles.

Enforce data quality where and when it matters

Control access with portfolio- and role-specific permissions

Build roles that automatically scope visibility and edit rights to specific company portfolios, or any other criteria, with controls that extend down to individual fields and actions (create/read/update/delete/export).

Control access with portfolio- and role-specific permissions

Provide a complete, immutable audit trail

Capture every user action, field change, login, and data export. Review history in-app via Field History and Logs Explorer, or forward the tamper-evident log to your SIEM, data warehouse, or compliance system.

Power your every process.

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

What's new

View Changelog

Smarter Workflows, Deeper Insights

2/4/25

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

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

“”

Shannon Nishi

Director of Customer Success

Customer.io

“”

Shannon Nishi

Director of Customer Success

Customer.io

Discover the full power of Data Governance

FAQ

What does Data Governance actually enforce in practice within Planhat?

How does Data Governance keep automation reliable as operations scale?

How does Data Governance eliminate the hesitation teams feel before acting on an insight?

How does Planhat maintain data hygiene across large, complex data environments?

How does Data Governance underpin the reliability of AI and revenue forecasting?

More in Data

Explore Full Capability

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

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

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

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

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

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.

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

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

Data Governance

Enforce and audit hygiene, lock down access

Enforce and audit hygiene, lock down access

Enforce data quality where and when it matters

Enforce data quality where and when it matters

Control access with portfolio- and role-specific permissions

Control access with portfolio- and role-specific permissions

Provide a complete, immutable audit trail

Power your every process.

Data Consolidation

What's new

Discover the full power of Data Governance

Discover the full power of Data Governance

Discover the full power of Data Governance

Unifying the Organization

Unifying the Organization

Streamlines Our Workflows

Streamlines Our Workflows

Implementing Customer Success Software: Step-by-Step Guide

Implementing Customer Success Software: Step-by-Step Guide

Unifying the Organization

Streamlines Our Workflows

Implementing Customer Success Software: Step-by-Step Guide

Delivering Customer Outcomes with a Value Framework

FAQ

FAQ

FAQ

More in Data

More in Data

Unified Data Model

Time Series

Data Transformation

Health Lab

Revenue

Custom Data Pipelines

Advanced Filtering

Data Semantics

Integrations

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.