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
“Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
VP, Global Customer Success
8x8
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
VP, Global Customer Success
8x8
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
VP, Global Customer Success
8x8
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
VP, Global Customer Success
8x8
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
“We are including details on feature requests, as well as challenges that customers face so they are easily shareable with our product team.”
Jeff Poteracki
Senior Customer Success Manager
Basis Technologies
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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