All-New Portals

An even richer, even more curated space for customer collaboration.

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John Williams

External

Lets train the team again on how to use Reports this quarter.

Sarah Khan

3 minutes ago

Sure, we can schedule that in the next two weeks. Thanks for the tip.

Reply…

With Planhat we have one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

“

Fredrik Stenström

Customer Success Manager

“

Fredrik Stenström

Customer Success Manager

“With Planhat we have one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

Fredrik Stenström

Customer Success Manager

01 — Your Unified Space

Work on outcomes—not admin

01 — Your Unified Space

Work on outcomes—not admin

02 — Highly adaptable

An extension of your product

02 — Highly adaptable

An extension of your product

03 — Enterprise Ready

Built to scale securely

03 — Enterprise Ready

Built to scale securely

Work on Outcomes—Not admin

Unified collaboration tools

Bring work to a single space with projects, meeting actions, emails, chats, file-sharing, presentations, enablement - and more.

Shared source of truth

Smart notifications

Work on Outcomes—Not admin

Unified collaboration tools

Bring work to a single space with projects, meeting actions, emails, chats, file-sharing, presentations, enablement - and more.

1000

hours saved

1000

hours saved

900

Seat expansion

900

Seat expansion

750

cross-sell revenue in 9 months

750

cross-sell revenue in 9 months

1000

hours saved

900

Seat expansion

750

cross-sell revenue in 9 months

500

expansion in a single month

An extension of your product

Curated content experience

Adapt Portals to your customers with custom roles, content and permissions - evolving across sales, service and growth.

Shared ownership across Teams

Personalised branding

An extension of your product

Curated content experience

Adapt Portals to your customers with custom roles, content and permissions - evolving across sales, service and growth.

Collaborate with Context

Portals sit directly on your consolidated CRM, usage, ticketing, and communication data so you can collaborate without ever losing context—no new integrations needed.

Explore Integrations

Built to scale securely

Scaled account management

Accelerate setup Portal templates and a re-usable content library, tailored and automatically added to each segment.

Deep access controls

Layered permissions

Built to scale securely

Scaled account management

Accelerate setup Portal templates and a re-usable content library, tailored and automatically added to each segment.

Enabled by leading capabilities.

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

950+ reviews

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

“Built for teams who want to win”

CS Strategy Manager

“I cannot do my job without Planhat”

Client Success Manager

“Customer success as you need it”

Operations Director

“Brings everything into the single source of truth”

Sr. Customer Success Manager

“My everyday ally”

Account Manager

“Extremely intuitive”

Head of Customer Success

Discover Our impact

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

Discover Our impact

Power your every process.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

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

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

FAQs

What can I use Portals for?

Portals can be used for a variety of cases - deal rooms, customer onboarding and handoff, account management, customer enablement, or success planning.

How is my data secured?

Portals maintain Planhat's full security standards—SOC 2 and ISO 27001 certified—with AES-256 encryption and TLS in transit. Three layers of access control (company, user, and content permissions) ensure you have complete control over what data is shared.

What data can customers access?

Customers can only access data that exists in their own company and has been explicitly shared to the Portal. They must also have the appropriate permissions to view the data. Certain sensitive data, like API logs and automations, cannot be accessed.

How is Portals priced?

Portals is included with Professional and Advanced tier purchases. Additional end users or additional features can be purchased at an additional cost.

What is the difference between the old Portals and upgraded Portals?

Upgraded Portals bring improved collaboration tools—including enhanced Documents, Dashboards, and better content organization—plus reusable templates to scale efficiently across your customer base. Each Portal can be customised with your brand colors and login pages to create a seamless extension of your product. Security can now be controlled with multiple external user roles, granular field-level permissions and gated content access at the section or page level.

Request a demo

Collaborate Effortlessly

Launch your own rich, deeply integrated environments for seamless collaboration with customers, partners, and more.

Request a demo

Collaborate Effortlessly

Launch your own rich, deeply integrated environments for seamless collaboration with customers, partners, and more.

Request a Demo

Recognized as a world-leader by

950+ 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

950+ 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

950+ 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