Personalised Workspace
Personalised Workspace
Adaptive to your workflows
Adaptive to your workflows
Adaptive to your workflows
Commercial teams struggle with static, rigid interfaces that are designed generically. Planhat's Personalized Workspace provides flexibility for you to build around what's relevant, ensuring focus on the content that matters to each individual. Home Templates provide a starting point for each role, and users further curate their own space with custom Sections, Pages, and Company profiles. This flexibility doesn't mean isolation—shared content, team Pages, and organizational knowledge keep everyone aligned and collaborating effectively.
Creating a Page
01
Curate Your Daily Workspace
Curate Your Daily Workspace
Curate Your Daily Workspace
Get started quickly with a Home Template, then customize Sections and Pages to match your personal workflow—so you log in to exactly what matters to you. As your needs evolve, your Home workspace adapts alongside.
02
Build Work Hubs
Build Work Hubs
Build Work Hubs
Combine data tables, kanban boards, dashboards, and docs into Pages and Sections that model your actual daily workflows. With built-in collaboration, work in tandem with your teammates or customers via Portal in a unified system.
03
Dynamic Company Views for Every Role
Dynamic Company Views for Every Role
Dynamic Company Views for Every Role
Customize Company profiles to adpat to individual roles or customer stages, ensuring everyone gets relevant information without navigating through cluttered, generic layouts.
Power your every process.
What's new
What's new
What's new
What's new
Discover the full power of Personalised Workspace
Discover the full power of Personalised Workspace
Discover the full power of Personalised Workspace
Request a demo
Request a demo
Discover the full power of Personalised Workspace
Request a demo
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by