Features

Automation

Notifications

Stay up-to-date with real-time notifications

Stay focused with instant notifications that keep you informed in real time, tailored to you. Cut through the noise and get updates on what matters, when you need it. No delays, no missed updates.

Highlights

Receive notifications via in-app, Slack or Email
Customise your notifications to match your priorities

What's new

View Changelog

Improved Automations, Analyze Conversation Content and Take Action

10/8/25

Improved Global Search, Automations and Collaboration

5/28/25

Collaboration in Docs, Hygiene in focus

12/7/24

What's new

View Changelog

Improved Automations, Analyze Conversation Content and Take Action

10/8/25

Improved Global Search, Automations and Collaboration

5/28/25

Collaboration in Docs, Hygiene in focus

12/7/24

What's new

Changelog

Improved Automations, Analyze 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

Improved Automations, Analyze 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

Power your every process.

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

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

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

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

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

“With Planhat, we have everything in one place. So if it's a billing issue, a health score, failed orders, an invoicing issue, we can go to Planhat to give us a complete 360 view of that customer.”

Jon Twomey

Global Head of Account Management & Growth

Deliverect

Jon Twomey

Global Head of Account Management & Growth

Deliverect

Jon Twomey

Global Head of Account Management & Growth

Deliverect

Discover the full power of Notifications

Request a demo

Discover the full power of Notifications

Request a demo

The Sales to CS Handover

Planhat

Louise Hultman

Getting the Whole Picture

Deliverect

Jon Twomey

Unifying the Organization

OnsiteIQ

Tess Okonek

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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

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

700+ 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

700+ 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

700+ 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

Notifications

Highlights

What's new

What's new

Power your every process.

Scaled CS

Scaled CS

Collaborate with Customers

Collaborate with Customers

Risk & Churn Mitigation

Risk & Churn Mitigation

Team Enablement

Team Enablement

Capture & Analyze Feedback

Capture & Analyze Feedback

Outbound Sales

Outbound Sales

Discover the full power of Notifications

Discover the full power of Notifications

Discover the full power of Notifications

Discover the full power of Notifications

Know them. Grow them.

Know them. Grow them.