Features

Action

Action

Project & Task Management

Project & Task Management

Plan, execute, and track projects with ease

Most teams manage projects, tasks, collaboration and customer data in separate tools, creating silos and a lack of full visibility. Planhat's Project & Task Management embeds workflow orchestration directly into your CRM, automatically triggering templated workflows (onboarding, renewals, churn mitigation) with relevant CRM context. Visualize workstreams in calendar, list, or kanban views, use step dependencies and checklists to break down complex workflows, and collaborate with customers directly via Portal on shared tasks.

Project & Task Management

Plan, execute, and track projects with ease

Most teams manage projects, tasks, collaboration and customer data in separate tools, creating silos and a lack of full visibility. Planhat's Project & Task Management embeds workflow orchestration directly into your CRM, automatically triggering templated workflows (onboarding, renewals, churn mitigation) with relevant CRM context. Visualize workstreams in calendar, list, or kanban views, use step dependencies and checklists to break down complex workflows, and collaborate with customers directly via Portal on shared tasks.

Project & Task Management

Plan, execute, and track projects with ease

Most teams manage projects, tasks, collaboration and customer data in separate tools, creating silos and a lack of full visibility. Planhat's Project & Task Management embeds workflow orchestration directly into your CRM, automatically triggering templated workflows (onboarding, renewals, churn mitigation) with relevant CRM context. Visualize workstreams in calendar, list, or kanban views, use step dependencies and checklists to break down complex workflows, and collaborate with customers directly via Portal on shared tasks.

Project & Task Management

Plan, execute, and track projects with ease

Most teams manage projects, tasks, collaboration and customer data in separate tools, creating silos and a lack of full visibility. Planhat's Project & Task Management embeds workflow orchestration directly into your CRM, automatically triggering templated workflows (onboarding, renewals, churn mitigation) with relevant CRM context. Visualize workstreams in calendar, list, or kanban views, use step dependencies and checklists to break down complex workflows, and collaborate with customers directly via Portal on shared tasks.

01

Automate Critical Workflows

Trigger templated projects automatically when your data is updated — launch onboarding when deals close, kick off renewal processes 90 days before contract end, or initiate churn risk mitigation when health scores drop—ensuring your team consistently executes proven playbooks without manually creating tasks or remembering timelines.

01

Automate Critical Workflows

Trigger templated projects automatically when your data is updated — launch onboarding when deals close, kick off renewal processes 90 days before contract end, or initiate churn risk mitigation when health scores drop—ensuring your team consistently executes proven playbooks without manually creating tasks or remembering timelines.

01

Automate Critical Workflows

Trigger templated projects automatically when your data is updated — launch onboarding when deals close, kick off renewal processes 90 days before contract end, or initiate churn risk mitigation when health scores drop—ensuring your team consistently executes proven playbooks without manually creating tasks or remembering timelines.

01

Automate Critical Workflows

Trigger templated projects automatically when your data is updated — launch onboarding when deals close, kick off renewal processes 90 days before contract end, or initiate churn risk mitigation when health scores drop—ensuring your team consistently executes proven playbooks without manually creating tasks or remembering timelines.

02

Collaborate with Customers Seamlessly

Share projects directly with customers via Portal so they can co-own initiatives, complete their steps, and track time and progress alongside your team — turning onboarding, implementation, and strategic initiatives into transparent, collaborative workflows with shared accountability.

02

Collaborate with Customers Seamlessly

Share projects directly with customers via Portal so they can co-own initiatives, complete their steps, and track time and progress alongside your team — turning onboarding, implementation, and strategic initiatives into transparent, collaborative workflows with shared accountability.

02

Collaborate with Customers Seamlessly

Share projects directly with customers via Portal so they can co-own initiatives, complete their steps, and track time and progress alongside your team — turning onboarding, implementation, and strategic initiatives into transparent, collaborative workflows with shared accountability.

02

Collaborate with Customers Seamlessly

Share projects directly with customers via Portal so they can co-own initiatives, complete their steps, and track time and progress alongside your team — turning onboarding, implementation, and strategic initiatives into transparent, collaborative workflows with shared accountability.

03

Manage Work Your Way

Tasks are highly extensible, with sub-tasks, custom fields, checklists, and bulk actions for efficient project management. Extend tasks by embedding videos and attachments.

03

Manage Work Your Way

Tasks are highly extensible, with sub-tasks, custom fields, checklists, and bulk actions for efficient project management. Extend tasks by embedding videos and attachments.

03

Manage Work Your Way

Tasks are highly extensible, with sub-tasks, custom fields, checklists, and bulk actions for efficient project management. Extend tasks by embedding videos and attachments.

03

Manage Work Your Way

Tasks are highly extensible, with sub-tasks, custom fields, checklists, and bulk actions for efficient project management. Extend tasks by embedding videos and attachments.

Power your every process.

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

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

What's new

View Changelog

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Introducing Timesheets and Time-tracking

12/31/24

AI Automations, Marketing Emails

11/1/24

What's new

View Changelog

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Introducing Timesheets and Time-tracking

12/31/24

AI Automations, Marketing Emails

11/1/24

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

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

Discover the full power of Project & Task Management

Discover the full power of Project & Task Management

Discover the full power of Project & Task Management

Request a demo

Request a demo

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Our Next Chapter

Planhat

Chris Regester

Our Next Chapter

Planhat

Chris Regester

Makes Us More Efficient and Profitable

Basis Technologies

Pam Dickson Fishman

Makes Us More Efficient and Profitable

Basis Technologies

Pam Dickson Fishman

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Our Next Chapter

Planhat

Chris Regester

Makes Us More Efficient and Profitable

Basis Technologies

Pam Dickson Fishman

Risk Implementation

Planhat

Andre Hollist

Discover the full power of Project & Task Management

Request a demo

Cutting Through the Advertising Fog

Basis Technologies

Jennifer Schaen

Our Next Chapter

Planhat

Chris Regester

Makes Us More Efficient and Profitable

Basis Technologies

Pam Dickson Fishman

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.

© 2025 Planhat inc.

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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