Tell stories
with data

  1. Deeply data-driven reporting...

    Like a BI tool, build dashboards and graphs directly connected with your data

  2. ...combined with visual storytelling

    Like in Miro or Figma, create storyboards and presentations that compel engagement and action

  3. A new model for collaboration

    Re-think how you interact with your customers using Planhat's Pages and Customer Portal

We use Planhat for customer intelligence, importing different graphs in Pages and use the different dashboards for business insights. Salesforce isn’t able to do that in the same way.
Heidi Islann
VP of Customer Success
Portal is an amazing feature we use for enterprise clients. We can share meetings notes, checklists and users usage with it and so far we've got very positive feedback from our clients about it.
Susan Ostojska
VP of Customer Success

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