Why it matters
Handovers are high-risk moments - a clear process keeps continuity and builds trust.
Handovers are high-risk moments - a clear process keeps continuity and builds trust.
Handovers are high-risk moments - a clear process keeps continuity and builds trust.
Challenges
All the customer context lives scattered across emails, CRM, tickets and sales anecdotes. Owners change and information falls through the cracks as prospect becomes customer.
How Planhat Helps
Shared Inbox
Shared Inbox
Shared Inbox
Sales and Customer Success Centralize conversations, deals, tickets, and notes into a single AI-synthesised source of truth—eliminating cross-functional context loss.
Immediate Onboarding
Immediate Onboarding
Immediate Onboarding
The moment a deal is closed, Planhat can auto-create projects and tasks to complete handover, notify stakeholders and deploy collaborative customer Portals tailored to the specific customer profile.
Enabled by leading capabilities
What's new
What's new
Trusted by Industry Leaders
Trusted by Industry Leaders
Trusted by Industry Leaders
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by