Processes

Operations

Data Consolidation

Why it matters

Effective and timely decisions depend on consistent, complete records.

Why it matters

Effective and timely decisions depend on consistent, complete records.

Why it matters

Effective and timely decisions depend on consistent, complete records.

Why it matters

Effective and timely decisions depend on consistent, complete records.

Challenges

Data sprawled across systems leads to wasted time and missed insights.

Challenges

Data sprawled across systems leads to wasted time and missed insights.

Challenges

Data sprawled across systems leads to wasted time and missed insights.

Challenges

Data sprawled across systems leads to wasted time and missed insights.

How Planhat helps

Robust Native Integrations

Unify CRM, product analytics, support tickets, billing & invoicing, documentation, and conversations into a single, opinionated data model.

How Planhat helps

Robust Native Integrations

Unify CRM, product analytics, support tickets, billing & invoicing, documentation, and conversations into a single, opinionated data model.

How Planhat helps

Robust Native Integrations

Unify CRM, product analytics, support tickets, billing & invoicing, documentation, and conversations into a single, opinionated data model.

How Planhat helps

Robust Native Integrations

Unify CRM, product analytics, support tickets, billing & invoicing, documentation, and conversations into a single, opinionated data model.

Built-In Hygiene

Out-of-the-box automation and data hygiene—including merge and deduplication—ensure data is both clean and centralised.

Built-In Hygiene

Out-of-the-box automation and data hygiene—including merge and deduplication—ensure data is both clean and centralised.

Built-In Hygiene

Out-of-the-box automation and data hygiene—including merge and deduplication—ensure data is both clean and centralised.

Built-In Hygiene

Out-of-the-box automation and data hygiene—including merge and deduplication—ensure data is both clean and centralised.

Enabled by leading capabilities

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Trusted by Industry Leaders

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management

Belkins

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management

Belkins

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management

Belkins

Customer Base Health Improvement

Less Churn

Install Base in Year 1

More in Operations

Discover all

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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planhat

About

Careers

Press

Security

Open

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Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

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Connected Businesses

Financial Services

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IT Services

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Legal

Cookie Policy

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Legal

Cookie Policy

Data Consolidation

Data Consolidation

Data Consolidation

Effective and timely decisions depend on consistent, complete records.

Effective and timely decisions depend on consistent, complete records.

Effective and timely decisions depend on consistent, complete records.

Effective and timely decisions depend on consistent, complete records.

Robust Native Integrations

Robust Native Integrations

Robust Native Integrations

Robust Native Integrations

Built-In Hygiene

Built-In Hygiene

Built-In Hygiene

Built-In Hygiene

Enabled by leading capabilities

Data Semantics

Data Semantics

Data Governance

Data Governance

Integrations

Integrations

Data Transformation

Data Transformation

Unified Data Model

Unified Data Model

More in Operations

More in Operations

More in Operations

Revenue Forecasting

Revenue Forecasting

Executive & Board Reporting

Executive & Board Reporting

Internal Collaboration

Internal Collaboration

Billing & Invoicing

Billing & Invoicing

Team Enablement

Team Enablement

Team Reporting & Compensation

Team Reporting & Compensation

Data Enrichment

Data Enrichment

Meet your new system of action

Know them. Grow them.

Know them. Grow them.