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.
