A futuristic glass, curved architectural planthouse from the outside, sitting in an empty desert at dawn.

Pricing

Pricing built around your business

Planhat scales with you all the way from startup to household name and beyond.

A futuristic glass, curved architectural planthouse from the outside, sitting in an empty desert at dawn.

Pricing

Pricing built around your business

Planhat scales with you all the way from startup to household name and beyond.

A futuristic glass, curved architectural planthouse from the outside, sitting in an empty desert at dawn.

Pricing

Pricing built around your business

Planhat scales with you all the way from startup to household name and beyond.

Core Customer Platform

Powering all of Planhat

Data

Companies

Contacts

Opportunities

Data Module and Data Explorer

Workflow

Activities, Notes, Tasks

Calendar

Email

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

Professional Services

BETA

BETA

BETA

BETA

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

BETA

BETA

BETA

BETA

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

Built to partner with global enterprises

Built to partner with global enterprises

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

“Planhat built the first next-generation CRM”