Processes

Sales & Marketing

Outbound Sales

Why it matters

Predictable outbounding lowers customer acquisition cost and smooths the pipeline.

Why it matters

Predictable outbounding lowers customer acquisition cost and smooths the pipeline.

Why it matters

Predictable outbounding lowers customer acquisition cost and smooths the pipeline.

Why it matters

Predictable outbounding lowers customer acquisition cost and smooths the pipeline.

Challenges

Generic outreach consistently underperforms—yet context necessary for personalization is scattered across teams and tools.

Challenges

Generic outreach consistently underperforms—yet context necessary for personalization is scattered across teams and tools.

Challenges

Generic outreach consistently underperforms—yet context necessary for personalization is scattered across teams and tools.

Challenges

Generic outreach consistently underperforms—yet context necessary for personalization is scattered across teams and tools.

How Planhat helps

Sequences with Real Context

Planhat allows you to send highly personalized, multi-step email sequences that are triggered by and embed live buyer signals and respond dynamically to engagement.

How Planhat helps

Sequences with Real Context

Planhat allows you to send highly personalized, multi-step email sequences that are triggered by and embed live buyer signals and respond dynamically to engagement.

How Planhat helps

Sequences with Real Context

Planhat allows you to send highly personalized, multi-step email sequences that are triggered by and embed live buyer signals and respond dynamically to engagement.

How Planhat helps

Sequences with Real Context

Planhat allows you to send highly personalized, multi-step email sequences that are triggered by and embed live buyer signals and respond dynamically to engagement.

AI-Assisted Personalization

Through native integrations, Planhat allows you to deeply enrich contacts and then draft tight, relevant first touches and follow-ups from account signals—without even going into your inbox.

AI-Assisted Personalization

Through native integrations, Planhat allows you to deeply enrich contacts and then draft tight, relevant first touches and follow-ups from account signals—without even going into your inbox.

AI-Assisted Personalization

Through native integrations, Planhat allows you to deeply enrich contacts and then draft tight, relevant first touches and follow-ups from account signals—without even going into your inbox.

AI-Assisted Personalization

Through native integrations, Planhat allows you to deeply enrich contacts and then draft tight, relevant first touches and follow-ups from account signals—without even going into your inbox.

Enabled by leading capabilities

Writing Assistant

Faster, better, easier writing

Writing Assistant

Faster, better, easier writing

Writing Assistant

Faster, better, easier writing

Writing Assistant

Faster, better, easier writing

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

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

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

Discover all

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

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

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

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See why Planhat is the tool of choice for the world's most customer-centric businesses.

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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.

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planhat

About

Careers

Press

Security

Open

Contact

Legal

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

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Industries

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IT Services

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Healthcare

Financial Services

Business Services

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Customers

Enterprise

Mid-Market

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Testimonials

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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.

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Outbound Sales

Outbound Sales

Outbound Sales

Predictable outbounding lowers customer acquisition cost and smooths the pipeline.

Predictable outbounding lowers customer acquisition cost and smooths the pipeline.

Predictable outbounding lowers customer acquisition cost and smooths the pipeline.

Predictable outbounding lowers customer acquisition cost and smooths the pipeline.

Sequences with Real Context

Sequences with Real Context

Sequences with Real Context

Sequences with Real Context

AI-Assisted Personalization

AI-Assisted Personalization

AI-Assisted Personalization

AI-Assisted Personalization

Enabled by leading capabilities

Writing Assistant

Writing Assistant

Integrations

Integrations

Notifications

Notifications

Email and Call Intelligence

Email and Call Intelligence

Automations

Automations

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

Lead Capture & Qualification

Lead Capture & Qualification

PoC & Managed Trials

PoC & Managed Trials

Meet your new system of action

Know them. Grow them.

Know them. Grow them.