Features

Collaboration

Portals

Portals feature shown in the Planhat platform

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

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

Power your every process.

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

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

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Scaled Customer Success

Serve the long tail of customers without eroding margins

Scaled Customer Success

Serve the long tail of customers without eroding margins

What's new

View Changelog

Define your own utilization metrics in the Utilization widget

Aug 24

Coworker in multiplayer sessions

Aug 3

Sync custom models and match on any field with BigQuery and Snowflake

Jul 16

Send and schedule AI-enabled email sequences from Automation

Jul 10

Connect any models and create new ones

Jul 10

Connect third-party apps and AI tools to Planhat using OAuth Clients

Jul 2

Add human review to any step in an Automation

Jun 30

Upload and export Planhat Documents as markdown files

Jun 25

What's new

Changelog

Define your own utilization metrics in the Utilization widget

Coworker in multiplayer sessions

Sync custom models and match on any field with BigQuery and Snowflake

Send and schedule AI-enabled email sequences from Automation

Connect any models and create new ones

Connect third-party apps and AI tools to Planhat using OAuth Clients

Add human review to any step in an Automation

Upload and export Planhat Documents as markdown files

Read and create Planhat documents through MCP

Set OAuth permissions automatically when connecting to MCP

Fetch Salesforce formula fields to populate record associations in Planhat

Build Automations faster with smarter field-filling and step controls

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

“

Howard Rees

Chief Commercial Officer

21

%

Less Churn

21

%

Less Churn

Discover the full power of Portals

Discover the full power of Portals

Discover the full power of Portals

Request a Demo

Introducing Wikis

Louise Hultman

In Focus

/

Demonstration

/

Tools

Introducing Wikis

Louise Hultman

In Focus

/

Demonstration

/

Tools

Introducing Wikis

Louise Hultman

In Focus

/

Demonstration

/

Tools

Introducing Wikis — article poster image

The Power of Portals

Tess Okonek

Talking Planhat

/

Testimonial

/

Tools

The Power of Portals

Tess Okonek

Talking Planhat

/

Testimonial

/

Tools

The Power of Portals

Tess Okonek

Talking Planhat

/

Testimonial

/

Tools

The Power of Portals — article poster image

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

/

Testimonial

/

Tools

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

/

Testimonial

/

Tools

Delivering Exceptional Experiences

Tess Okonek

Talking Planhat

/

Testimonial

/

Tools

Delivering Exceptional Experiences — article poster image

Driving Retention in Digital Transformation

Victor Ivarsson

In Focus

/

Demonstration

/

Retention

Driving Retention in Digital Transformation

Victor Ivarsson

In Focus

/

Demonstration

/

Retention

Driving Retention in Digital Transformation

Victor Ivarsson

In Focus

/

Demonstration

/

Retention

Driving Retention in Digital Transformation — article poster image
FAQ

FAQ

FAQ

What do Planhat Portals give customers that a shared slide deck or email update can't?

How do Portals make the customer an active participant in their own success?

How do Portals reduce the time commercial teams spend preparing and delivering updates?

How do Portals ensure customers are always seeing accurate, live data?

How does Planhat control what customers can and can't see within a Portal?

More in Collaboration

More in Collaboration

More in Collaboration

Explore Full Capability

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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Time Tracking & Timesheets

Resource Management

Project Management

B2B CRM

Agentic Sales CRM

Recognized as a world-leader by

950+ 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

Brand Guidelines

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Partners

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

Planhat for Security

Guides

Services Automation

Project Profitability

Time Tracking & Timesheets

Resource Management

Project Management

B2B CRM

Agentic Sales CRM

Recognized as a world-leader by

950+ 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

Brand Guidelines

Follow us