Portals

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.