Features

Collaboration

Live Collaboration

Live Collaboration

Real-time multimodal collaboration

The world is constantly changing all around you: news events about your customer, tickets escalated, and meeting preparation summaries auto-generated. Live Collaboration spans all of Planhat, from multiplayer document editing to data warehouse integration updates in data tables to showing new comments directly in-feed.

Power your every process.

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

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

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

What's new

View Changelog

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

11/21/25

All-New Portals

11/12/25

Collaboration and Portal improvements

8/25/25

Live Collaboration, Object References

2/28/25

What's new

View Changelog

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

11/21/25

All-New Portals

11/12/25

Collaboration and Portal improvements

8/25/25

Live Collaboration, Object References

2/28/25

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

“We'd run NPS through a survey system, then you'd have to do Excel, spreadsheets. Now I can just design some filters and it's right there.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

“We'd run NPS through a survey system, then you'd have to do Excel, spreadsheets. Now I can just design some filters and it's right there.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

“We'd run NPS through a survey system, then you'd have to do Excel, spreadsheets. Now I can just design some filters and it's right there.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

Discover the full power of Live Collaboration

Request a demo

Discover the full power of Live Collaboration

Request a demo

A Platform Built for Scale

Dr First

Seth Terbeek

Unifying Around the Customer

Dr First

Seth Terbeek

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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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planhat

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Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

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

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

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

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

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

Live Collaboration

Real-time multimodal collaboration

Real-time multimodal collaboration

Real-time multimodal collaboration

Power your every process.

Deal Room

Internal Collaboration

Collaborate with Customers

Track & Achieve Customer Objectives

What's new

What's new

Discover the full power of Live Collaboration

Discover the full power of Live Collaboration

Discover the full power of Live Collaboration

Discover the full power of Live Collaboration

Know them. Grow them.

Know them. Grow them.