Processes

Sales & Marketing

Sales Pipeline Management

Why it matters

A clean, forward-looking pipeline improves forecasts and win rates.

Why it matters

A clean, forward-looking pipeline improves forecasts and win rates.

Why it matters

A clean, forward-looking pipeline improves forecasts and win rates.

Why it matters

A clean, forward-looking pipeline improves forecasts and win rates.

Challenges

Pipelines become hard to manage across mixed motions (new, renewal, expansion) often owned by different teams. Scattered across CRMs, chats and emails, updates lag and pipe reviews go anecdotal.

Challenges

Pipelines become hard to manage across mixed motions (new, renewal, expansion) often owned by different teams. Scattered across CRMs, chats and emails, updates lag and pipe reviews go anecdotal.

Challenges

Pipelines become hard to manage across mixed motions (new, renewal, expansion) often owned by different teams. Scattered across CRMs, chats and emails, updates lag and pipe reviews go anecdotal.

Challenges

Pipelines become hard to manage across mixed motions (new, renewal, expansion) often owned by different teams. Scattered across CRMs, chats and emails, updates lag and pipe reviews go anecdotal.

How Planhat helps

Purpose-Built Opportunities

Planhat's flexible data model embeds purpose-built Opportunity objects designed to help you track new business, renewals and upsells cleanly and collaboratively—with custom stages and forecast fields.

How Planhat helps

Purpose-Built Opportunities

How Planhat helps

Purpose-Built Opportunities

How Planhat helps

Purpose-Built Opportunities

System of Action

Changes in Opportunities or movements on Pipe dashboards instantly trigger tasks, initiate sequences, and generate AI summaries. Automations ensure deals maintain momentum and never get left behind.

System of Action

Changes in Opportunities or movements on Pipe dashboards instantly trigger tasks, initiate sequences, and generate AI summaries. Automations ensure deals maintain momentum and never get left behind.

System of Action

Changes in Opportunities or movements on Pipe dashboards instantly trigger tasks, initiate sequences, and generate AI summaries. Automations ensure deals maintain momentum and never get left behind.

System of Action

Changes in Opportunities or movements on Pipe dashboards instantly trigger tasks, initiate sequences, and generate AI summaries. Automations ensure deals maintain momentum and never get left behind.

Enabled by leading capabilities

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

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

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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

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

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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Meet your new system of action

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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About

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Press

Security

Open

Contact

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CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

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Action

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Pricing

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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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Sales Pipeline Management

Sales Pipeline Management

Sales Pipeline Management

A clean, forward-looking pipeline improves forecasts and win rates.

A clean, forward-looking pipeline improves forecasts and win rates.

A clean, forward-looking pipeline improves forecasts and win rates.

A clean, forward-looking pipeline improves forecasts and win rates.

Purpose-Built Opportunities

Purpose-Built Opportunities

Purpose-Built Opportunities

Purpose-Built Opportunities

System of Action

System of Action

System of Action

System of Action

Enabled by leading capabilities

Dashboards & Widgets

Dashboards & Widgets

Revenue

Revenue

Data Transformation

Data Transformation

Project & Task Management

Project & Task Management

Portals

Portals

AI Workflows

AI Workflows

More in Sales & Marketing

More in Sales & Marketing

More in Sales & Marketing

Deal Room

Deal Room

Lead Capture & Qualification

Lead Capture & Qualification

Outbound Sales

Outbound Sales

PoC & Managed Trials

PoC & Managed Trials

Meet your new system of action

Know them. Grow them.

Know them. Grow them.