Processes
Operations
Why it matters
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
Planhat integrates deeply and natively with Clay, Ocean.io, FullEnrich and more—giving you the context you need to take focused action.
Use AI steps to dynamically synthesise and append relevant context to power timely, targeted action at every single customer touchpoint.
Learning to Love AI—and Getting it to Love You Back
Julia Sommarlund
MCP Server Demonstration
Planhat
Marco Rivolo
The Full Picture
OnsiteIQ
Tess Okonek
Keeping Planhat tidy behind the scenes
System Hygiene
Unify your tech stack in one platform
Integrations
Safe customization within your environment
Developer Extensibility
AI-powered insights from every message
Conversational AI
One connected home for your commercial data
Unified Data Model
Embedded AI for a first-mover advantage
AI Workflows
“With Planhat, the amount of customization that we can do is unbelievable.”
Director of Customer Experience
Trusted by leading companies worldwide
Planhat for Enterprise
Planhat for Scale-ups
Planhat for Start-ups
Discover all
Improve forecast accuracy and scenario planning
Revenue Forecasting
Take more decisive action through a unified view
Data Consolidation
Give leaders real-time visibility and coaching signals
Team Reporting & Compensation
Reduce team member ramp time and error rates
Team Enablement
Manage invoices and revenue with full visibility
Billing & Invoicing
Centralize knowledge and co-create content across teams
Internal Collaboration
Give leaders clarity and context through unified reporting
Executive & Board Reporting
Solutions
Platform
Customers
Explore
Pricing
Log In
Request a Demo
Request a demo
See why Planhat is the tool of choice for the world's most customer-centric businesses.
planhat
About
Careers
Press
Contact
Legal
Security
Capabilities
Data
Intelligence
Collaboration
Action
Governance
Features
Sales CRM Software
Customer Success Platform
Professional Services Software
Customer Success RFP Template
AI Deployment
Cisco 360
Resources
Editorial
Events
Partners
Help Center
Developers
Our Impact
Planhat for Scale Ups
Planhat for Start Ups
Planhat for SaaS
Planhat for IT
Planhat for Security
Migration Guides
Switch from Salesforce
Switch from Hubspot
Switch from Gainsight
Switch from Vitally
Switch from Churnzero
Switch from Totango
Switch from Pipedrive
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.
I agree to Planhat processing my personal data in accordance with Planhat's Privacy Policy.
Subscribe to our newsletter
Know them. Grow them.
© 2026 Planhat inc.
Status
Terms of Service
Privacy Policy
Cookie Policy
Follow us