Processes
Sales & Marketing
Why it matters
Challenges
Most leads arrive messy, data enrichment is patchy, and static scores become almost immediately outdated—wasting representatives' time.
How Planhat helps
Planhat Agents instantly enrich and summarize leads, compute real-time fit and intent scores with Calculated Metrics, and trigger assignments based on priority.
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
Build precise, reusable segments for action
Advanced Filtering
Visualise and report on any data
Dashboards & Widgets
Unify your tech stack in one platform
Integrations
Real-time alerts on what matters to you
Notifications
Embedded AI for a first-mover advantage
AI Workflows
Trusted by leading companies worldwide
Planhat for Enterprise
Planhat for Scale-ups
Planhat for Start-ups
Discover all
Increase stage conversion and reduce cycle time
Sales Pipeline Management
Improve win rate by engaging stakeholders earlier
Deal Room
Increase meetings booked and boost SQLs per rep
Outbound Sales
Increase PoC win rate and compress time-to-value
PoC & Managed Trials
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
