Deal Room

Deal Room

Deal Room

Why it matters

Complex deals close faster when buyers and sellers work collaboratively on a joint plan.
Complex deals close faster when buyers and sellers work collaboratively on a joint plan.

Complex deals close faster when buyers and sellers work collaboratively on a joint plan.

Challenges

Mutual plans live in slide decks which quickly become outdated. Late joiners lack the context they need and salespeople waste time on updating collateral, not proving value.

How Planhat Helps

Buyer Collaboration via Portals
Buyer Collaboration via Portals

Buyer Collaboration via Portals

Use Planhat Portals to share mutual plans, dashboards, docs, and files with automatic notifications.

AI-Enabled Momentum
AI-Enabled Momentum

AI-Enabled Momentum

Summarize threads, flag risk, and suggest next moves. Motivate buyers and drive approvals with Automations.

Trusted by Industry Leaders

Trusted by Industry Leaders

Trusted by Industry Leaders

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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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Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.