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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.”

Fredrik Sidmar

CEO

Cygate

Watch

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.”

Fredrik Sidmar

CEO

Cygate

Watch

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.

880+ reviews

G2 Momentum Grid and Leader in 9 Categories.

Magic Quadrant™ for Customer Success Management Platforms

MarketScape for Worldwide Customer Success Applications

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.

880+ reviews

G2 Momentum Grid and Leader in 9 Categories.

Magic Quadrant™ for Customer Success Management Platforms

MarketScape for Worldwide Customer Success Applications

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

I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”

Adam Cooney

Jolt

I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”

Adam Cooney

Jolt

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

Basis Technologies

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

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

OnSiteIQ

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

OnSiteIQ

I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”

Adam Cooney

Jolt

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

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

OnSiteIQ

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

OnSiteIQ

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?