Features

Action

Action

Notifications

Notifications

Real-time alerts on what matters to you

In today's busy world, teams deal everyday with noise (every ping, email alert, system update) and miss critical account signals. Planhat's Notifications deliver targeted, real-time alerts across the channels you actually use—in-app, email, Slack, or desktop—customized to your priorities. Get notified when owned accounts experience health score drops, when colleagues @mention you, or when sent emails are opened, clicked or bounced. Build your own custom notifications or choose from tempates in our Notification Library. As a result, teams stay proactive and data-driven and can respond quickly to both opportunities and risks as they happen.

Notifications

Real-time alerts on what matters to you

In today's busy world, teams deal everyday with noise (every ping, email alert, system update) and miss critical account signals. Planhat's Notifications deliver targeted, real-time alerts across the channels you actually use—in-app, email, Slack, or desktop—customized to your priorities. Get notified when owned accounts experience health score drops, when colleagues @mention you, or when sent emails are opened, clicked or bounced. Build your own custom notifications or choose from tempates in our Notification Library. As a result, teams stay proactive and data-driven and can respond quickly to both opportunities and risks as they happen.

Notifications

Real-time alerts on what matters to you

In today's busy world, teams deal everyday with noise (every ping, email alert, system update) and miss critical account signals. Planhat's Notifications deliver targeted, real-time alerts across the channels you actually use—in-app, email, Slack, or desktop—customized to your priorities. Get notified when owned accounts experience health score drops, when colleagues @mention you, or when sent emails are opened, clicked or bounced. Build your own custom notifications or choose from tempates in our Notification Library. As a result, teams stay proactive and data-driven and can respond quickly to both opportunities and risks as they happen.

Notifications

Real-time alerts on what matters to you

In today's busy world, teams deal everyday with noise (every ping, email alert, system update) and miss critical account signals. Planhat's Notifications deliver targeted, real-time alerts across the channels you actually use—in-app, email, Slack, or desktop—customized to your priorities. Get notified when owned accounts experience health score drops, when colleagues @mention you, or when sent emails are opened, clicked or bounced. Build your own custom notifications or choose from tempates in our Notification Library. As a result, teams stay proactive and data-driven and can respond quickly to both opportunities and risks as they happen.

01

Catch Issues Before They Escalate

Get instant alerts when accounts you own experience health score drops, usage declines, or risk signals — so you can investigate and intervene immediately instead of discovering problems in your weekly portfolio review when it's too late to course-correct.

01

Catch Issues Before They Escalate

Get instant alerts when accounts you own experience health score drops, usage declines, or risk signals — so you can investigate and intervene immediately instead of discovering problems in your weekly portfolio review when it's too late to course-correct.

01

Catch Issues Before They Escalate

Get instant alerts when accounts you own experience health score drops, usage declines, or risk signals — so you can investigate and intervene immediately instead of discovering problems in your weekly portfolio review when it's too late to course-correct.

01

Catch Issues Before They Escalate

Get instant alerts when accounts you own experience health score drops, usage declines, or risk signals — so you can investigate and intervene immediately instead of discovering problems in your weekly portfolio review when it's too late to course-correct.

02

Cut Through the NoiseStay in Your Workflow

Customize exactly what triggers notifications — only alert on high-value accounts, specific health thresholds, or automation failures that require action — ensuring you're informed about what matters without notification fatigue drowning out critical signals.

02

Cut Through the NoiseStay in Your Workflow

Customize exactly what triggers notifications — only alert on high-value accounts, specific health thresholds, or automation failures that require action — ensuring you're informed about what matters without notification fatigue drowning out critical signals.

02

Cut Through the NoiseStay in Your Workflow

Customize exactly what triggers notifications — only alert on high-value accounts, specific health thresholds, or automation failures that require action — ensuring you're informed about what matters without notification fatigue drowning out critical signals.

02

Cut Through the NoiseStay in Your Workflow

Customize exactly what triggers notifications — only alert on high-value accounts, specific health thresholds, or automation failures that require action — ensuring you're informed about what matters without notification fatigue drowning out critical signals.

03

Stay in Your Workflow

Receive notifications in the tools you already live in — Slack, email, or in-app where you are already working. Stay informed without needing to constantly switch contexts.

03

Stay in Your Workflow

Receive notifications in the tools you already live in — Slack, email, or in-app where you are already working. Stay informed without needing to constantly switch contexts.

03

Stay in Your Workflow

Receive notifications in the tools you already live in — Slack, email, or in-app where you are already working. Stay informed without needing to constantly switch contexts.

03

Stay in Your Workflow

Receive notifications in the tools you already live in — Slack, email, or in-app where you are already working. Stay informed without needing to constantly switch contexts.

Power your every process.

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

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

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

What's new

View Changelog

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

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, Analyse Conversation Content and Take Action

10/17/25

Improved Global Search, Automations and Collaboration

5/28/25

Collaboration in Docs, Hygiene in focus

12/7/24

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

“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

“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

“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

Discover the full power of Notifications

Discover the full power of Notifications

Discover the full power of Notifications

Request a demo

Request a demo

The Sales to CS Handover

Planhat

Louise Hultman

The Sales to CS Handover

Planhat

Louise Hultman

Getting the Whole Picture

Deliverect

Jon Twomey

Getting the Whole Picture

Deliverect

Jon Twomey

Unifying the Organization

OnsiteIQ

Tess Okonek

Unifying the Organization

OnsiteIQ

Tess Okonek

The Sales to CS Handover

Planhat

Louise Hultman

Getting the Whole Picture

Deliverect

Jon Twomey

Unifying the Organization

OnsiteIQ

Tess Okonek

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

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

planhat

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Recognized as a world-leader by

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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

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us