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.

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.

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 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

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

“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

Director, Customer Success

Basis Technologies

Kelly Poydence

Director, Customer Success

Basis Technologies

Kelly Poydence

Director, Customer Success

Basis Technologies

Increase in project lifecycle insight

%

Increase in project lifecycle insight

%

Increase in project lifecycle insight

Customer Base Health Improvement

%

Customer Base Health Improvement

%

Customer Base Health Improvement

Decrease in onboarding time

%

Decrease in onboarding time

%

Decrease in onboarding time

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

Trusted by leading companies worldwide

Planhat for Enterprise

Planhat for Scale-ups

Planhat for Start-ups

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

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

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 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

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

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

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

Solutions

Platform

Customers

Explore

Pricing

Request a demo

Meet your new system of action

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

Request a demo

Meet your new system of action

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

Request a demo

Meet your new system of action

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

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

Cookie Policy

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

Cookie Policy

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

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.

Robust Native Integrations

Robust Native Integrations

Robust Native Integrations

Built-In Hygiene

Built-In Hygiene

Built-In Hygiene

Enabled by leading capabilities

Data Semantics

Data Governance

Integrations

Data Transformation

Unified Data Model

%

%

%

%

%

%

More in Operations

More in Operations

More in Operations

Revenue Forecasting

Data Enrichment

Team Reporting & Compensation

Team Enablement

Billing & Invoicing

Internal Collaboration

Executive & Board Reporting

Meet your new system of action

Meet your new system of action

Meet your new system of action

Know them. Grow them.

Know them. Grow them.