Unify and automate the entire customer lifecycle.
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Accelerate time-to-live with predictable outcomes
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Grow NRR through targeted upsell & cross-sell
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Serve the long tail of customers without eroding margins
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
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recently updated
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Sync custom models and match on any field with BigQuery and Snowflake
Jul 16
Send and schedule AI-enabled email sequences from Automation
Jul 10
Connect any models and create new ones
Connect third-party apps and AI tools to Planhat using OAuth Clients
Jul 2
Add human review to any step in an Automation
Jun 30
Upload and export Planhat Documents as markdown files
Jun 25
Read and create Planhat documents through MCP
Jun 23
Set OAuth permissions automatically when connecting to MCP
Jun 19
Fetch Salesforce formula fields to populate record associations in Planhat
Jun 15
Build Automations faster with smarter field-filling and step controls
Jun 8
Leave dates empty in Workflow templates for tasks without deadlines
Jun 4
Use Claude Opus 4.8 in AI Automations
Jun 1
What's new
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Success Venture Partners
John Gleeson
Planhat
Kaveh Rostampor
Julia Sommarlund
Surface adoption signals to drive timely action
Increase stage conversion and reduce cycle time
Improve forecast accuracy and scenario planning
Deliver projects on time and on margin—at scale
Maximize resource utilization and protect margins
Improve win rate by engaging stakeholders earlier
Take more decisive action through a unified view
Increase meetings booked and boost SQLs per rep
Grow qualified pipeline by improving lead-to-opportunity conversion
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