Features

Data

Unified Data Model

Unified Data Model

One connected home for your commercial data

Today, customer-facing teams tend to live in silos across dozens of tools. Most of these platforms either lock you into static CRM objects or leave you building everything yourself - this is no longer enough. Planhat gives you conversations, collaboration, enablement and CRM data all in one place - flexibly ingested and automatically enriched. It’s a living home for your commercial activity, not just a store of record.

Unified Data Model

One connected home for your commercial data

Mirror your business

Start with pre-built models like companies, end users, opportunities, and licenses, and add custom fields and generic models for whatever else you track - physical assets, shared objectives, or custom processes. Adapt them to your needs, enrich them, and apply automations.

Mirror your business

Bring conversations and collaboration into the core

Emails, tickets, call transcripts, meeting notes, and shared documents live natively alongside your CRM data. They’re automatically summarised, searchable, and tied to the right customers or other commercial objectives.

Bring conversations and collaboration into the core

Roll up data across complex hierarchies

Set up parent-child relationships (portfolios, regions, resellers) and automatically aggregate revenue, health scores, usage, open issues, or any custom metric to the customer - giving you a single view of the most important information.

Power your every process.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

Risk & Churn Mitigation

Surface warning signals and act on churn risk early

What's new

View Changelog

Improved formatting of fields synced with Salesforce

2/10/26

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

AI Automations, Marketing Emails

11/1/24

What's new

Changelog

Announcing Planhat Labs

Improved formatting of fields synced with Salesforce

Ratio Widgets for Time Series

Trigger automations from Comments

Improved Tables in Docs

Faster Bulk selection, improved Tables in Documents

Smarter and more consistent AI Workflows with Structured Output and File Reading

Portals, Customer Notifications and Extended Sessions

Introducing OpenAI GPT‑5.2 in Automations

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

“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

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

Discover the full power of Unified Data Model

Request a demo

More in Data

Explore Full Capability

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

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

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

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 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

Solutions

Platform

Customers

Explore

Pricing

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.

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.

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

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

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

Unified Data Model

One connected home for your commercial data

One connected home for your commercial data

Mirror your business

Mirror your business

Bring conversations and collaboration into the core

Bring conversations and collaboration into the core

Roll up data across complex hierarchies

Power your every process.

Product Adoption

Data Consolidation

Asset Lifecycle Management

Data Enrichment

Track & Achieve Customer Objectives

Risk & Churn Mitigation

What's new

Discover the full power of Unified Data Model

Discover the full power of Unified Data Model

Discover the full power of Unified Data Model

More in Data

More in Data

More in Data

Time Series

Data Transformation

Health Lab

Revenue

Custom Data Pipelines

Advanced Filtering

Data Semantics

Data Governance

Integrations

Meet your new system of action

Meet your new system of action

Meet your new system of action

Know them. Grow them.

Know them. Grow them.