Pricing
CRM
CSP
PSA
For high-performing sales & account management teams
Pricing
CRM
CSP
PSA
For high-performing sales & account management teams
Included in all plans
Included in all plans
Data
Data
Worklow
Worklow
AI & automation
AI & automation
Reporting
Reporting
Application
Application
Companies, contacts, opperations
Project management
Templated automations
Dashboards
Advanced Security
Companies, contacts, opperations
Project management
Templated automations
Dashboards
Advanced Security
Native Integrations
Task Management
Advanced automations
Presentations
User Management
Native Integrations
Task Management
Advanced automations
Presentations
User Management
Open API
Email & Calendar
Planhat AIP
Custom Profiles
Advanced Permissions
Open API
Email & Calendar
Planhat AIP
Custom Profiles
Advanced Permissions
Custom Fields & Field Rules
Activities & Notes
Custom Pages
Audit Logs
Custom Fields & Field Rules
Activities & Notes
Custom Pages
Audit Logs
Metrics
Metrics
Documents
Documents
“
“
Partnership with Planhat has enabled us at Telia Cygate to get the customer data and the visibility we need to actually scale the customer experience to all customers at all times. That's unprecedented for us.”
Partnership with Planhat has enabled us at Telia Cygate to get the customer data and the visibility we need to actually scale the customer experience to all customers at all times. That's unprecedented for us.”
Cisco CX Partner of the Year 2025
Cisco CX Partner of the Year 2025
impact
impact
Immediate & resounding results
Immediate & resounding results
Immediate & resounding results
The Customer Platform
The next generation has arrived
Planhat is recognised by industry analysts and customers as a global leader in deploying AI-led automation for customer-facing teams.
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
The Customer Platform
The next generation has arrived
Planhat is recognised by industry analysts and customers as a global leader in deploying AI-led automation for customer-facing teams.
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
Add-ons
Add-ons
Extend your capabilities
Extend your capabilities
Upgraded AI Platform
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Advanced AI Capabilities for enterprise-wide transformation
Advanced Service
Advanced Service
Manage resources and automate service delivery
Manage resources and automate service delivery
Email Marketing
Email Marketing
Send personalised communications at scale
Send personalised communications at scale
Advanced Portals
Advanced Portals
A curated space for prospect and customer collaboration
A curated space for prospect and customer collaboration
Services
Services
Market-leading expertise & guidance
Market-leading expertise & guidance
Managed services
Managed services
Professional services
Professional services
Customer Success
Customer Success
Onboarding & Implementation
Onboarding & Implementation
Technical Deployment
Technical Deployment
AI Deployment
AI Deployment
24/5 Support
24/5 Support
Strategic Advisory
Strategic Advisory
Premium Services
Premium Services
Watch
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
Watch
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
Watch
“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Acoustic
Watch
“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Acoustic
Watch
“
Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”
Seth Terbeek
DrFirst
Watch
“
Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”
Seth Terbeek
DrFirst
Watch
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
Watch
“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Acoustic
Watch
“
Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”
Seth Terbeek
DrFirst
Watch
“
Even just a quarter into going live, my visibility into the business is significantly deeper than it was before. ”
Frank Lucier
Velocity Global