Features

Action

Action

NPS Surveys

Signal, not vanity NPS scores

Most NPS programs fire off surveys, collect a score, and then stall in a spreadsheet. Planhat’s NPS Survey is wired into your customer records, timelines, and workflows, so every response can trigger follow-ups, owner changes, or health updates automatically. AI helps group comments into themes, detect risk or advocacy, and surface what’s driving scores across segments. You get a closed-loop system where NPS actually shapes renewals, expansions, and how you allocate time across the portfolio.

Signal, not vanity NPS scores

Most NPS programs fire off surveys, collect a score, and then stall in a spreadsheet. Planhat’s NPS Survey is wired into your customer records, timelines, and workflows, so every response can trigger follow-ups, owner changes, or health updates automatically. AI helps group comments into themes, detect risk or advocacy, and surface what’s driving scores across segments. You get a closed-loop system where NPS actually shapes renewals, expansions, and how you allocate time across the portfolio.

Signal, not vanity NPS scores

Most NPS programs fire off surveys, collect a score, and then stall in a spreadsheet. Planhat’s NPS Survey is wired into your customer records, timelines, and workflows, so every response can trigger follow-ups, owner changes, or health updates automatically. AI helps group comments into themes, detect risk or advocacy, and surface what’s driving scores across segments. You get a closed-loop system where NPS actually shapes renewals, expansions, and how you allocate time across the portfolio.

Signal, not vanity NPS scores

Most NPS programs fire off surveys, collect a score, and then stall in a spreadsheet. Planhat’s NPS Survey is wired into your customer records, timelines, and workflows, so every response can trigger follow-ups, owner changes, or health updates automatically. AI helps group comments into themes, detect risk or advocacy, and surface what’s driving scores across segments. You get a closed-loop system where NPS actually shapes renewals, expansions, and how you allocate time across the portfolio.

01

Lifecycle-based NPS programs

Run NPS automatically at key milestones—like go-live, 90 days post-launch, or pre-renewal—and feed both scores and comments straight into health scoring, playbooks, and exec views.

01

Lifecycle-based NPS programs

Run NPS automatically at key milestones—like go-live, 90 days post-launch, or pre-renewal—and feed both scores and comments straight into health scoring, playbooks, and exec views.

01

Lifecycle-based NPS programs

Run NPS automatically at key milestones—like go-live, 90 days post-launch, or pre-renewal—and feed both scores and comments straight into health scoring, playbooks, and exec views.

01

Lifecycle-based NPS programs

Run NPS automatically at key milestones—like go-live, 90 days post-launch, or pre-renewal—and feed both scores and comments straight into health scoring, playbooks, and exec views.

02

NPS-driven save and upsell plays

Route detractors into fast-track save motions with clear owners and tasks, while pushing promoters into advocacy, reference, or expansion workflows based on their account potential.

02

NPS-driven save and upsell plays

Route detractors into fast-track save motions with clear owners and tasks, while pushing promoters into advocacy, reference, or expansion workflows based on their account potential.

02

NPS-driven save and upsell plays

Route detractors into fast-track save motions with clear owners and tasks, while pushing promoters into advocacy, reference, or expansion workflows based on their account potential.

02

NPS-driven save and upsell plays

Route detractors into fast-track save motions with clear owners and tasks, while pushing promoters into advocacy, reference, or expansion workflows based on their account potential.

03

03

03

03

Power your every process.

What's new

View Changelog

What's new

View Changelog

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

Discover the full power of NPS Surveys

Discover the full power of NPS Surveys

Discover the full power of NPS Surveys

Request a demo

Request a demo

Discover the full power of NPS Surveys

Request a demo

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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