Core Customer Platform
Powering all of Planhat
Data
Companies
Contacts
Opportunities
Data Module and Data Explorer
Workflow
Activities, Notes, Tasks
Calendar
Projects
Reporting
Documents
Reporting (Canvas, Dashboards, Presentation)
Automation & AI
Templated Automations
AI-Powered Technology
Planhat Products
Packages built for your business
Customer Success
Software for modern teams to deliver data-driven customer success
Highlights
Core Customer Platform
Workspace for Customer Success
Usage Metrics
Health Lab
Churn Management
Revenue Management
Advanced Projects
Sequences
Customer Portal
NPS
Advanced Automations
Advanced Customer Success Reporting
Advanced Data Models
Packages
Start-Up
Professional
Enterprise
Service Delivery
Software for professional services and project management
Highlights
Core Customer Platform
Workspace for Professional Services
Time-Tracking
Capacity Planning
Project Collaboration Portal
Advanced Project Reporting
Sales
Software for high-performing sales and account management teams
Highlights
Core Customer Platform
Workspace for Sales
Pipeline Management
Lead Routing
Email Sequencing
Deal Room
Forecasting
Revenue Management
Advanced Sales Reporting
Customization
Build around your business needs
Custom Workspaces
Custom Views (Pages, Previews, Profile Tabs, Profile Templates)
Custom Automations
Custom Naming of Data Models
Group Structures
Security & Administration
Enterprise-grade security built to keep your data private and protected
Custom Roles & Detailed Permissions
Single Sign-On
Two Factor-Authentication
Services
Market-leading expertise and guidance for commercial teams
Customer Success Management
Technical Account Management
24/5 Support
Implementation Services
Professional Services
Strategic Services
