Processes

Unify and automate the entire customer lifecycle.

Unify and automate the entire customer lifecycle.

Unify and automate the entire customer lifecycle.

FEATURED

Discover All

Discover All

Discover All

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Onboarding

Accelerate time-to-live with predictable outcomes

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Expansion

Grow NRR through targeted upsell & cross-sell

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

Serve the long tail of customers without eroding margins

Customer Success

Scaled CS

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

1

2

3

4

5

Customer & Product Marketing

“With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Macrobond

1

2

3

4

5

Resource Management

“Planhat removed the need for an additional full-time CSM monitoring operations.”

Emil Chroona

Bannerflow

1

2

3

4

5

Scaled CS

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Basis Technologies

1

2

3

4

5

Health Management

“The relationship we have, the discussions with our CSMs, the EBRs where we plan ahead together, the synergy between Natilik and Planhat, and how we create value together... that’s an outstanding part of what Planhat offers.”

Lisa Milnes

Natilik

1

2

3

4

5

Scaled CS

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

Scaled CS

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Trustpilot

recently updated

View Changelog

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

What's new

Changelog

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

recently updated

View Changelog

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

Learning to Love AI—and Getting it to Love You Back

Julia Sommarlund

Data Enrichment

Learning to Love AI—and Getting it to Love You Back

Julia Sommarlund

Data Enrichment

Learning to Love AI—and Getting it to Love You Back

Julia Sommarlund

Data Enrichment

Learning to Love AI—and Getting it to Love You Back

Julia Sommarlund

Data Enrichment

Reading the Revenue

Help Scout

Malin Skoglund

Customer & Product Marketing

Reading the Revenue

Help Scout

Malin Skoglund

Customer & Product Marketing

Reading the Revenue

Help Scout

Malin Skoglund

Customer & Product Marketing

Reading the Revenue

Help Scout

Malin Skoglund

Customer & Product Marketing

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Data Consolidation

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Data Consolidation

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Data Consolidation

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Data Consolidation

Planhat Processes

Planhat Processes

Planhat Processes

All

All

All

Sales & Marketing

Sales & Marketing

Sales & Marketing

Customer Success

Customer Success

Customer Success

Support & Service

Support & Service

Support & Service

Operations

Operations

Operations

Sales & Marketing

Sales & Marketing

Sales & Marketing

Configure-Price-Quote (CPQ)

Shorten quote turnaround and increase quote-to-close

Deal Room

Improve win rate by engaging stakeholders earlier

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Outbound Sales

Increase meetings booked and boost SQLs per rep

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Configure-Price-Quote (CPQ)

Shorten quote turnaround and increase quote-to-close

Deal Room

Improve win rate by engaging stakeholders earlier

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Outbound Sales

Increase meetings booked and boost SQLs per rep

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Configure-Price-Quote (CPQ)

Shorten quote turnaround and increase quote-to-close

Deal Room

Improve win rate by engaging stakeholders earlier

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Outbound Sales

Increase meetings booked and boost SQLs per rep

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Configure-Price-Quote (CPQ)

Shorten quote turnaround and increase quote-to-close

Deal Room

Improve win rate by engaging stakeholders earlier

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Outbound Sales

Increase meetings booked and boost SQLs per rep

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Sales Pipeline Management

Increase stage conversion and reduce cycle time

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
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

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
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

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
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

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
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

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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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planhat

About

Careers

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Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

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Integrations

AI

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

800+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

AI

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

800+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

AI

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

800+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us