Processes

Operations

Data Enrichment

Why it matters

Richer data lifts routing, scoring and conversion—powering action across the lifecycle.

Why it matters

Richer data lifts routing, scoring and conversion—powering action across the lifecycle.

Why it matters

Richer data lifts routing, scoring and conversion—powering action across the lifecycle.

Why it matters

Richer data lifts routing, scoring and conversion—powering action across the lifecycle.

Challenges

Manual research doesn’t scale, and commercially valuable data is often inaccessible. Insufficient context on prospects and customers results in wasted time and resources.

Challenges

Manual research doesn’t scale, and commercially valuable data is often inaccessible. Insufficient context on prospects and customers results in wasted time and resources.

Challenges

Manual research doesn’t scale, and commercially valuable data is often inaccessible. Insufficient context on prospects and customers results in wasted time and resources.

Challenges

Manual research doesn’t scale, and commercially valuable data is often inaccessible. Insufficient context on prospects and customers results in wasted time and resources.

How Planhat helps

Rich Native Integrations

Planhat integrates deeply and natively with Clay, Ocean.io, FullEnrich and more—giving you the context you need to take focused action.

How Planhat helps

Rich Native Integrations

Planhat integrates deeply and natively with Clay, Ocean.io, FullEnrich and more—giving you the context you need to take focused action.

How Planhat helps

Rich Native Integrations

Planhat integrates deeply and natively with Clay, Ocean.io, FullEnrich and more—giving you the context you need to take focused action.

How Planhat helps

Rich Native Integrations

Planhat integrates deeply and natively with Clay, Ocean.io, FullEnrich and more—giving you the context you need to take focused action.

Intelligent Synthesis

Use AI steps to dynamically synthesise and append relevant context to power timely, targeted action at every single customer touchpoint.

Intelligent Synthesis

Use AI steps to dynamically synthesise and append relevant context to power timely, targeted action at every single customer touchpoint.

Intelligent Synthesis

Use AI steps to dynamically synthesise and append relevant context to power timely, targeted action at every single customer touchpoint.

Intelligent Synthesis

Use AI steps to dynamically synthesise and append relevant context to power timely, targeted action at every single customer touchpoint.

Enabled by leading capabilities

System Hygiene

Keeping Planhat tidy behind the scenes

System Hygiene

Keeping Planhat tidy behind the scenes

System Hygiene

Keeping Planhat tidy behind the scenes

System Hygiene

Keeping Planhat tidy behind the scenes

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

Developer Extensibility

Safe customization within your environment

Developer Extensibility

Safe customization within your environment

Developer Extensibility

Safe customization within your environment

Developer Extensibility

Safe customization within your environment

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

Conversational AI

AI-powered insights from every message

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

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

Trusted by Industry Leaders

“We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer.”

Tess Okonek

Director of Customer Experience

OnsiteIQ

“We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer.”

Tess Okonek

Director of Customer Experience

OnsiteIQ

“We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer.”

Tess Okonek

Director of Customer Experience

OnsiteIQ

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

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

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

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.

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

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 Enrichment

Data Enrichment

Data Enrichment

Richer data lifts routing, scoring and conversion—powering action across the lifecycle.

Richer data lifts routing, scoring and conversion—powering action across the lifecycle.

Richer data lifts routing, scoring and conversion—powering action across the lifecycle.

Richer data lifts routing, scoring and conversion—powering action across the lifecycle.

Rich Native Integrations

Rich Native Integrations

Rich Native Integrations

Rich Native Integrations

Intelligent Synthesis

Intelligent Synthesis

Intelligent Synthesis

Intelligent Synthesis

Enabled by leading capabilities

System Hygiene

System Hygiene

Integrations

Integrations

Developer Extensibility

Developer Extensibility

Conversational AI

Conversational AI

Unified Data Model

Unified Data Model

AI Workflows

AI Workflows

More in Operations

More in Operations

More in Operations

Revenue Forecasting

Revenue Forecasting

Data Consolidation

Data Consolidation

Executive & Board Reporting

Executive & Board Reporting

Internal Collaboration

Internal Collaboration

Billing & Invoicing

Billing & Invoicing

Team Enablement

Team Enablement

Team Reporting & Compensation

Team Reporting & Compensation

Meet your new system of action

Know them. Grow them.

Know them. Grow them.