Processes

Unify and automate the entire customer lifecycle.

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Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Resource Management

Maximize resource utilization and protect margins

Support & Service

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Deal Room

Improve win rate by engaging stakeholders earlier

Sales & Marketing

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Data Consolidation

Take more decisive action through a unified view

Operations

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

Onboarding

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

Christian Wolf

osapiens

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

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

Expansion

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

Continu

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

Sales-to-CS Handover

Reduce ramp time and prevent premature churn

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

Sales-to-CS Handover

Reduce ramp time and prevent premature churn

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

Sales-to-CS Handover

Reduce ramp time and prevent premature churn

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

Sales-to-CS Handover

Reduce ramp time and prevent premature churn

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

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

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

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

700+ reviews

Solutions

Overview

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

Overview

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

Overview

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

700+ reviews

Solutions

Overview

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

Cookie Policy

Status

Solutions

Platform

Explore

Editorial

Customers

Pricing

Request a demo

Processes

Resource Management

Resource Management

Resource Management

Resource Management

Deal Room

Deal Room

Deal Room

Deal Room

Data Consolidation

Data Consolidation

Data Consolidation

Data Consolidation

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

“With Planhat, osapiens scaled its delivery and customer success operations 5x in just 12 months.”

“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.”

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

“In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Planhat Processes

Planhat Processes

Sales & Marketing

Sales & Marketing

Sales & Marketing

Configure-Price-Quote (CPQ)

Deal Room

Lead Capture & Qualification

Outbound Sales

PoC & Managed Trials

Sales Pipeline Management

Sales-to-CS Handover

Configure-Price-Quote (CPQ)

Deal Room

Lead Capture & Qualification

Outbound Sales

PoC & Managed Trials

Sales Pipeline Management

Sales-to-CS Handover

Configure-Price-Quote (CPQ)

Deal Room

Lead Capture & Qualification

Outbound Sales

PoC & Managed Trials

Sales Pipeline Management

Sales-to-CS Handover

Configure-Price-Quote (CPQ)

Deal Room

Lead Capture & Qualification

Outbound Sales

PoC & Managed Trials

Sales Pipeline Management

Sales-to-CS Handover

Meet your new system of action

Meet your new system of action

Meet your new system of action

Meet your new system of action