Products
CRM
CSP
For high-performing sales & account management teams
Pipeline Management
Lead Routing
Lead Scoring
Email Sequencing
Email Analytics
Deal Rooms
Revenue Management
Funnel Analytics
Forecasting
+ Core
included in all plans
Data
Companies, Contacts, Opps.
Native Integrations
Open API
Custom Fields & Field Rules
Metrics
Workflow
Project Management
Task Management
Email & Calendar
Activities & Notes
AI & Automations
Templated Automations
Advanced Automations
Planhat AIP
Reporting
Dashboards
Presentations
Custom Profiles
Custom Pages
Application
Advanced Security
User Management
Advanced Permissions
Audit Logs
Documents
Products
CRM
CSP
For high-performing sales & account management teams
Pipeline Management
Lead Routing
Lead Scoring
Email Sequencing
Email Analytics
Deal Rooms
Revenue Management
Funnel Analytics
Forecasting
+ Core
included in all plans
Data
Companies, Contacts, Opps.
Native Integrations
Open API
Custom Fields & Field Rules
Metrics
Workflow
Project Management
Task Management
Email & Calendar
Activities & Notes
AI & Automations
Templated Automations
Advanced Automations
Planhat AIP
Reporting
Dashboards
Presentations
Custom Profiles
Custom Pages
Application
Advanced Security
User Management
Advanced Permissions
Audit Logs
Documents
Products
CRM
CSP
For high-performing sales & account management teams
Pipeline Management
Lead Routing
Lead Scoring
Email Sequencing
Email Analytics
Deal Rooms
Revenue Management
Funnel Analytics
Forecasting
+ Core
included in all plans
Data
Companies, Contacts, Opps.
Native Integrations
Open API
Custom Fields & Field Rules
Metrics
Workflow
Project Management
Task Management
Email & Calendar
Activities & Notes
AI & Automations
Templated Automations
Advanced Automations
Planhat AIP
Reporting
Dashboards
Presentations
Custom Profiles
Custom Pages
Application
Advanced Security
User Management
Advanced Permissions
Audit Logs
Documents
Products
CRM
CSP
For high-performing sales & account management teams
Pipeline Management
Lead Routing
Lead Scoring
Email Sequencing
Email Analytics
Deal Rooms
Revenue Management
Funnel Analytics
Forecasting
+ Core
included in all plans
Data
Companies, Contacts, Opps.
Native Integrations
Open API
Custom Fields & Field Rules
Metrics
Workflow
Project Management
Task Management
Email & Calendar
Activities & Notes
AI & Automations
Templated Automations
Advanced Automations
Planhat AIP
Reporting
Dashboards
Presentations
Custom Profiles
Custom Pages
Application
Advanced Security
User Management
Advanced Permissions
Audit Logs
Documents
add-ons
Extend your capabilities
Extend your capabilities
Extend your capabilities
Extend your capabilities
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Advanced Service
Manage resources and automate service delivery
Advanced Service
Manage resources and automate service delivery
Advanced Service
Manage resources and automate service delivery
Advanced Service
Manage resources and automate service delivery
Email Marketing
Send personalised communications at scale
Email Marketing
Send personalised communications at scale
Email Marketing
Send personalised communications at scale
Email Marketing
Send personalised communications at scale
Advanced Portals
A curated space for prospect and customer collaboration
Advanced Portals
A curated space for prospect and customer collaboration
Advanced Portals
A curated space for prospect and customer collaboration
Advanced Portals
A curated space for prospect and customer collaboration
services
Market-leading
expertise & guidance
Market-leading expertise & guidance for commercial teams
Market-leading
expertise & guidance
Market-leading
expertise & guidance
Managed Services
Customer Success
Technical Deployment
24/5 Support
Premium Services
Managed Services
Customer Success
Technical Deployment
24/5 Support
Premium Services
Managed Services
Customer Success
Technical Deployment
24/5 Support
Premium Services
Professional Services
Onboarding & Implementation
AI Deployment
Strategic Advisory
Professional Services
Onboarding & Implementation
AI Deployment
Strategic Advisory
Professional Services
Onboarding & Implementation
AI Deployment
Strategic Advisory
impact
Immediate &
resounding results
Immediate &
resounding results
Immediate & resounding results
Immediate &
resounding results
“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”
Jason Graham
VP, Global Customer Success
8x8
“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”
Jason Graham
VP, Global Customer Success
8x8
“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”
Jason Graham
VP, Global Customer Success
8x8
“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
“The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”
Jason Graham
VP, Global Customer Success
8x8
FAQ
FAQ
FAQ
FAQ
How does Planhat’s pricing work?
What types of Users are available in Planhat?
Do you offer unlimited View Users?
Can I pay in my local currency?
What payment methods are accepted and what billing terms apply?
What type of Onboarding and Implementation Services does Planhat offer?
Do I get access to a dedicated Customer Success Manager?
How does Planhat’s pricing work?
What types of Users are available in Planhat?
Do you offer unlimited View Users?
Can I pay in my local currency?
What payment methods are accepted and what billing terms apply?
What type of Onboarding and Implementation Services does Planhat offer?
Do I get access to a dedicated Customer Success Manager?
How does Planhat’s pricing work?
What types of Users are available in Planhat?
Do you offer unlimited View Users?
Can I pay in my local currency?
What payment methods are accepted and what billing terms apply?
What type of Onboarding and Implementation Services does Planhat offer?
Do I get access to a dedicated Customer Success Manager?
How does Planhat’s pricing work?
What types of Users are available in Planhat?
Do you offer unlimited View Users?
Can I pay in my local currency?
What payment methods are accepted and what billing terms apply?
What type of Onboarding and Implementation Services does Planhat offer?
Do I get access to a dedicated Customer Success Manager?
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Recognized as a world-leader by
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