Processes

Operations

Internal Collaboration

Why it matters

Shared context drives faster execution & consistency and keeps teams moving in sync

Why it matters

Shared context drives faster execution & consistency and keeps teams moving in sync

Why it matters

Shared context drives faster execution & consistency and keeps teams moving in sync

Challenges

Information sits in scattered tools, collaboration happens in silos, and teams lose time searching instead of creating

Challenges

Information sits in scattered tools, collaboration happens in silos, and teams lose time searching instead of creating

Challenges

Information sits in scattered tools, collaboration happens in silos, and teams lose time searching instead of creating

How Planhat helps

Live Collaboration

Work together in real time through comments, shared pages, and content libraries that keep everyone aligned on one source of truth

How Planhat helps

Live Collaboration

Work together in real time through comments, shared pages, and content libraries that keep everyone aligned on one source of truth

How Planhat helps

Live Collaboration

Work together in real time through comments, shared pages, and content libraries that keep everyone aligned on one source of truth

Centralized Knowledge

Store docs, notes, and best practices alongside customer data so teams can easily reference and reuse what matters most

Centralized Knowledge

Store docs, notes, and best practices alongside customer data so teams can easily reference and reuse what matters most

Centralized Knowledge

Store docs, notes, and best practices alongside customer data so teams can easily reference and reuse what matters most

Enabled by leading capabilities

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

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 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 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 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

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.

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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

Internal Collaboration

Internal Collaboration

Internal Collaboration

Shared context drives faster execution & consistency and keeps teams moving in sync

Shared context drives faster execution & consistency and keeps teams moving in sync

Shared context drives faster execution & consistency and keeps teams moving in sync

Live Collaboration

Live Collaboration

Live Collaboration

Centralized Knowledge

Centralized Knowledge

Centralized Knowledge

Enabled by leading capabilities

Live Collaboration

Enterprise Search

Notifications

Embedded Chat

Personalised Workspace

AI Workflows

More in Operations

More in Operations

More in Operations

Revenue Forecasting

Data Consolidation

Data Enrichment

Team Reporting & Compensation

Team Enablement

Billing & Invoicing

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.