Processes

Sales & Marketing

Lead Capture & Qualification

Why it matters

Faster, smarter triage builds high-intent pipeline without inflating spend.

Why it matters

Faster, smarter triage builds high-intent pipeline without inflating spend.

Why it matters

Faster, smarter triage builds high-intent pipeline without inflating spend.

Why it matters

Faster, smarter triage builds high-intent pipeline without inflating spend.

Challenges

Most leads arrive messy, data enrichment is patchy, and static scores become almost immediately outdated—wasting representatives' time.

Challenges

Most leads arrive messy, data enrichment is patchy, and static scores become almost immediately outdated—wasting representatives' time.

Challenges

Most leads arrive messy, data enrichment is patchy, and static scores become almost immediately outdated—wasting representatives' time.

Challenges

Most leads arrive messy, data enrichment is patchy, and static scores become almost immediately outdated—wasting representatives' time.

How Planhat helps

AI Fit & Intent Scoring

Planhat Agents instantly enrich and summarize leads, compute real-time fit and intent scores with Calculated Metrics, and trigger assignments based on priority.

How Planhat helps

AI Fit & Intent Scoring

Planhat Agents instantly enrich and summarize leads, compute real-time fit and intent scores with Calculated Metrics, and trigger assignments based on priority.

How Planhat helps

AI Fit & Intent Scoring

Planhat Agents instantly enrich and summarize leads, compute real-time fit and intent scores with Calculated Metrics, and trigger assignments based on priority.

How Planhat helps

AI Fit & Intent Scoring

Planhat Agents instantly enrich and summarize leads, compute real-time fit and intent scores with Calculated Metrics, and trigger assignments based on priority.

Data Hygiene & Routing

Auto-dedupe leads and route by territory or capacity with no-code Automations. Ensure every lead you engage has been pre-screened by Planhat Agents, giving you confidence in relevance and accuracy.

Data Hygiene & Routing

Auto-dedupe leads and route by territory or capacity with no-code Automations. Ensure every lead you engage has been pre-screened by Planhat Agents, giving you confidence in relevance and accuracy.

Data Hygiene & Routing

Auto-dedupe leads and route by territory or capacity with no-code Automations. Ensure every lead you engage has been pre-screened by Planhat Agents, giving you confidence in relevance and accuracy.

Data Hygiene & Routing

Auto-dedupe leads and route by territory or capacity with no-code Automations. Ensure every lead you engage has been pre-screened by Planhat Agents, giving you confidence in relevance and accuracy.

The Planhat Effect

OnsiteIQ

Brandon Ramsey

The Planhat Effect

OnsiteIQ

Brandon Ramsey

The Planhat Effect

OnsiteIQ

Brandon Ramsey

The Planhat Effect

OnsiteIQ

Brandon Ramsey

Enabled by leading capabilities

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

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

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

Notifications

Real-time alerts on what matters to you

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

More in Sales & Marketing

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Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

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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

Lead Capture & Qualification

Lead Capture & Qualification

Lead Capture & Qualification

Faster, smarter triage builds high-intent pipeline without inflating spend.

Faster, smarter triage builds high-intent pipeline without inflating spend.

Faster, smarter triage builds high-intent pipeline without inflating spend.

Faster, smarter triage builds high-intent pipeline without inflating spend.

AI Fit & Intent Scoring

AI Fit & Intent Scoring

AI Fit & Intent Scoring

AI Fit & Intent Scoring

Data Hygiene & Routing

Data Hygiene & Routing

Data Hygiene & Routing

Data Hygiene & Routing

Enabled by leading capabilities

Advanced Filtering

Advanced Filtering

Dashboards & Widgets

Dashboards & Widgets

Integrations

Integrations

Notifications

Notifications

AI Workflows

AI Workflows

More in Sales & Marketing

More in Sales & Marketing

More in Sales & Marketing

Sales Pipeline Management

Sales Pipeline Management

Deal Room

Deal Room

PoC & Managed Trials

PoC & Managed Trials

Outbound Sales

Outbound Sales

Meet your new system of action

Know them. Grow them.

Know them. Grow them.