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.

Live Collaboration

Real-time multimodal collaboration

Power your every process.

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

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

Analyze and extract information from Files in Automations

Access every Planhat users emails with one-click

Introducing OpenAI GPT‑5.2 in Automations

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

Automations Run status and call summaries

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

Dr First

Discover the full power of Live Collaboration

Request a demo

More in Collaboration

Explore Full Capability

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Solutions

Platform

Customers

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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

Live Collaboration

Real-time multimodal collaboration

Real-time multimodal collaboration

Power your every process.

Deal Room

Track & Achieve Customer Objectives

Collaborate with Customers

Internal Collaboration

What's new

Discover the full power of Live Collaboration

Discover the full power of Live Collaboration

Discover the full power of Live Collaboration

More in Collaboration

More in Collaboration

More in Collaboration

Personalised Workspace

Portals

Embedded Chat

Documents & Libraries

Presentations

Data Explorer

Dashboards & Widgets

Enterprise Search

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.