Lead Capture & Qualification

Lead Capture & Qualification

Lead Capture & Qualification

Why it matters

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.

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Most leads arrive messy, data enrichment is patchy, and static scores become almost immediately outdated—wasting representatives' time.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

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
Data Hygiene & Routing

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.

Trusted by Industry Leaders

Trusted by Industry Leaders

Trusted by Industry Leaders

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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.