Features

Collaboration

Portals

Portals

A curated space for customer collaboration

Customer collaboration typically happens across scattered emails, calendar invites, and document links, creating misalignment, friction, and a poor customer experience. Planhat's Portals curate a shared, branded space where all relevant data, workflows, and collaboration stream live between your internal app and your customers. It's a one-stop-shop where customers can see real-time updates, take action on their own, and work alongside your team—all while you maintain granular control over access and build custom experiences at scale.

Portals

A curated space for customer collaboration

Customer collaboration typically happens across scattered emails, calendar invites, and document links, creating misalignment, friction, and a poor customer experience. Planhat's Portals curate a shared, branded space where all relevant data, workflows, and collaboration stream live between your internal app and your customers. It's a one-stop-shop where customers can see real-time updates, take action on their own, and work alongside your team—all while you maintain granular control over access and build custom experiences at scale.

Portals

A curated space for customer collaboration

Customer collaboration typically happens across scattered emails, calendar invites, and document links, creating misalignment, friction, and a poor customer experience. Planhat's Portals curate a shared, branded space where all relevant data, workflows, and collaboration stream live between your internal app and your customers. It's a one-stop-shop where customers can see real-time updates, take action on their own, and work alongside your team—all while you maintain granular control over access and build custom experiences at scale.

01

Deal Room

Collaborate on close plans, share interactive content and securely exchange files - dynamically tailored to each prospect's needs

01

Deal Room

Collaborate on close plans, share interactive content and securely exchange files - dynamically tailored to each prospect's needs

01

Deal Room

Collaborate on close plans, share interactive content and securely exchange files - dynamically tailored to each prospect's needs

02

Onboarding and Enablement

Run surveys, assign project tasks, and collaborate on planning documents—all within a secure environment with granular access controls for specific contacts

02

Onboarding and Enablement

Run surveys, assign project tasks, and collaborate on planning documents—all within a secure environment with granular access controls for specific contacts

02

Onboarding and Enablement

Run surveys, assign project tasks, and collaborate on planning documents—all within a secure environment with granular access controls for specific contacts

03

Scaled Customer Success

Deploy Content Templates to deliver consistent, best-practice customer experiences automatically as you grow your customer base

03

Scaled Customer Success

Deploy Content Templates to deliver consistent, best-practice customer experiences automatically as you grow your customer base

03

Scaled Customer Success

Deploy Content Templates to deliver consistent, best-practice customer experiences automatically as you grow your customer base

Power your every process.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

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

What's new

View Changelog

Portals, Customer Notifications and Extended Sessions

1/9/26

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

11/21/25

All-New Portals

11/12/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Collaboration and Portal improvements

8/25/25

What's new

Changelog

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

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

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

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

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

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 one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

Fredrik Stenström

Customer Success Manager

Telia Cygate

“With Planhat we have one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

Fredrik Stenström

Customer Success Manager

Telia Cygate

“With Planhat we have one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

Fredrik Stenström

Customer Success Manager

Telia Cygate

Discover the full power of Portals

Discover the full power of Portals

Discover the full power of Portals

Request a demo

Request a demo

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

Introducing Wikis

Planhat

Louise Hultman

Introducing Wikis

Planhat

Louise Hultman

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Greater Efficiency & Lower Churn

Macrobond

Howard Rees

Introducing Wikis

Planhat

Louise Hultman

Insight that Scales

Basis Technologies

Jeff Poteracki

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.

Know them. Grow them.

© 2026 Planhat inc.

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About

Careers

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Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco 360

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Industries

Software

IT Services

Connected Businesses

Healthcare

Financial Services

Business Services

Security

Impact

Customers

Enterprise

Mid-Market

SMB

Testimonials

Stories

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.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco 360

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Industries

Software

IT Services

Connected Businesses

Healthcare

Financial Services

Business Services

Security

Impact

Customers

Enterprise

Mid-Market

SMB

Testimonials

Stories

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.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us