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Accelerate time-to-live with predictable outcomes
Customer Success
Grow NRR through targeted upsell & cross-sell
Serve the long tail of customers without eroding margins
Scaled CS
“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”
Lasse Thomsen
Trustpilot
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Customer & Product Marketing
“With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”
Howard Rees
Macrobond
“Macrobond usage has increased massively, and churn has decreased massively. Now we can do more with less and my team can look after more customers and prioritise their time better, with better data.”
“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration—hours that can now be spent on driving value for our customers.”
Pam Dickson Fishman
Basis Technologies
Resource Management
“Planhat removed the need for an additional full-time CSM monitoring operations, saving thousands of dollars each year”
Emil Chroona
Bannerflow
recently updated
View Changelog
Time-boxed Tasks
3/4/26
SCIM 2.0 Provisioning
3/2/26
Analyze and Extract Information from Files in Automations
2/27/26
Domain-Wide Delegation of Email Data for Google Workspace and Microsoft
2/24/26
Introducing OpenAI GPT-5.2 in Automations
2/17/26
Introducing Planhat Labs
2/16/26
Improved Formatting of Fields Synced with Salesforce
2/10/26
Ratio Widgets for Time Series
2/5/26
Trigger Automations with Comments
2/2/26
Improved Tables in Docs
2/1/26
Faster Bulk Selection in Tables
1/30/26
Smarter, More Consistent AI Workflows with Structured Output and File Reading
1/9/26
What's new
Changelog
Becoming More Proactive and Efficient
Jolt
Adam Cooney
Track & Achieve Customer Objectives
One Place for Every Insight
Intelerad
Catherine De Verteuil
Product Adoption
Scaling Impact with Speed & Flexibility
Dialpad
Eric Szafran
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Sales & Marketing
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Operations
Increase stage conversion and reduce cycle time
Improve win rate by engaging stakeholders earlier
Grow qualified pipeline by improving lead-to-opportunity conversion
Increase meetings booked and boost SQLs per rep
Increase PoC win rate and compress time-to-value
Sales Pipeline Management
Deal Room
Lead Capture & Qualification
Outbound Sales
PoC & Managed Trials
Surface adoption signals to drive timely action
Ensure smooth transitions between teams without losing context or momentum
Proactively and rapidly address both opportunities and risks
Improve forecast reliability and increase renewal rates
Sustainably boost references, reviews, and referrals
Boost engagement with events, launches, and updates
Turn feedback into roadmap and retention actions
Keep customer objectives visible, measurable, and on track
Surface warning signals and act on churn risk early
Create shared spaces for customer collaboration and communication
Map, engage, and activate key stakeholders across accounts
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Collaborate with Customers
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Deliver projects on time and on margin—at scale
Maximize resource utilization and protect margins
Track deployments and reduce asset-related churn
Project Management
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Improve forecast accuracy and scenario planning
Take more decisive action through a unified view
Instantly boost contact and firmographic coverage
Give leaders real-time visibility and coaching signals
Reduce team member ramp time and error rates
Manage invoices and revenue with full visibility
Centralize knowledge and co-create content across teams
Give leaders clarity and context through unified reporting
Revenue Forecasting
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