Features

Data

Time Series

Time Series

See trends, compare, and act in real time

A lot of businesses struggle to take decisions in CRMs that only give a point-in-time snapshot, telling you where you are today, without context. To understand direction and momentum you need native trends universally available for analysis and action. Planhat stores health scores, revenue, adoption, and any custom metric as living time-series that can be queried, visualised, and compared directly in the platform.

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Trigger alerts on trajectory changes

Plot recurring revenue, health delta, or product usage as smooth trajectories and feed rising risks or falling adoption into alerts and workflows.s

Trigger alerts on trajectory changes

Plot recurring revenue, health delta, or product usage as smooth trajectories and feed rising risks or falling adoption into alerts and workflows.s

Trigger alerts on trajectory changes

Plot recurring revenue, health delta, or product usage as smooth trajectories and feed rising risks or falling adoption into alerts and workflows.s

Trigger alerts on trajectory changes

Plot recurring revenue, health delta, or product usage as smooth trajectories and feed rising risks or falling adoption into alerts and workflows.s

Compare cohorts and periods side-by-side

Benchmark onboarding speed for 2024 vs. 2023 acquisitions, EMEA vs. Americas conversion rates, or ticket SLAs month-over-month using calculated metrics, funnel widgets and one-click Date Slicers.

Compare cohorts and periods side-by-side

Benchmark onboarding speed for 2024 vs. 2023 acquisitions, EMEA vs. Americas conversion rates, or ticket SLAs month-over-month using calculated metrics, funnel widgets and one-click Date Slicers.

Compare cohorts and periods side-by-side

Benchmark onboarding speed for 2024 vs. 2023 acquisitions, EMEA vs. Americas conversion rates, or ticket SLAs month-over-month using calculated metrics, funnel widgets and one-click Date Slicers.

Compare cohorts and periods side-by-side

Benchmark onboarding speed for 2024 vs. 2023 acquisitions, EMEA vs. Americas conversion rates, or ticket SLAs month-over-month using calculated metrics, funnel widgets and one-click Date Slicers.

Reconstruct any past state for reporting and audits

View exact revenue, health, adoption, or portfolio composition at any previous point in time – end-of-quarter snapshots, board reporting, or compliance requests – without manual reconstruction or exports.

Reconstruct any past state for reporting and audits

Power your every process.

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

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

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

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

Customer & Product Marketing

Boost engagement with events, launches, and updates

What's new

View Changelog

Faster and more Powerful Analytics

3/25/25

Smarter Workflows, Deeper Insights

2/4/25

What's new

View Changelog

Faster and more Powerful Analytics

3/25/25

Smarter Workflows, Deeper Insights

2/4/25

What's new

Changelog

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

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

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

Continu

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

Continu

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

Continu

Discover the full power of Time Series

Request a demo

Discover the full power of Time Series

Request a demo

It's Worth the Risk: Managing and Identifying Risk in CS

Amberā Cruz

Effectuation and a CRM for Strategies

Planhat

Daniel Sternegard

Surfaced Expansion Opportunities

Continu

Terri James

More in Data

Explore Full Capability

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Solutions

Platform

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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.

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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.

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Cookie Policy

planhat

About

Careers

Press

Security

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

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Developers

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Connected Businesses

Financial Services

Healthcare

IT Services

Customer Success

Software

Playbooks

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Health Scores

Retention

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.

Status

Cookie Policy

planhat

About

Careers

Press

Security

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

IT Services

Customer Success

Software

Playbooks

Onboarding

Health Scores

Retention

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.

Status

Cookie Policy

Time Series

See trends, compare, and act in real time

See trends, compare, and act in real time

See trends, compare, and act in real time

See trends, compare, and act in real time

Trigger alerts on trajectory changes

Trigger alerts on trajectory changes

Trigger alerts on trajectory changes

Trigger alerts on trajectory changes

Compare cohorts and periods side-by-side

Compare cohorts and periods side-by-side

Compare cohorts and periods side-by-side

Compare cohorts and periods side-by-side

Reconstruct any past state for reporting and audits

Reconstruct any past state for reporting and audits

Reconstruct any past state for reporting and audits

Reconstruct any past state for reporting and audits

Power your every process.

Project Management

Expansion

Executive & Board Reporting

Risk & Churn Mitigation

Asset Lifecycle Management

Customer & Product Marketing

What's new

What's new

Discover the full power of Time Series

Discover the full power of Time Series

Discover the full power of Time Series

Discover the full power of Time Series

More in Data

More in Data

More in Data

Unified Data Model

Unified Data Model

Data Transformation

Data Transformation

Health Lab

Health Lab

Revenue

Revenue

Custom Data Pipelines

Custom Data Pipelines

Advanced Filtering

Advanced Filtering

Data Semantics

Data Semantics

Data Governance

Data Governance

Integrations

Integrations

Know them. Grow them.

Know them. Grow them.