Processes

Operations

Team Enablement

Why it matters

Teams move faster—and smarter—with the right playbooks to hand.

Why it matters

Teams move faster—and smarter—with the right playbooks to hand.

Why it matters

Teams move faster—and smarter—with the right playbooks to hand.

Why it matters

Teams move faster—and smarter—with the right playbooks to hand.

Challenges

Team members don't know where to begin: content is scattered, guidance isn’t phased, and best practices aren't tied to the activities they relate to.

Challenges

Team members don't know where to begin: content is scattered, guidance isn’t phased, and best practices aren't tied to the activities they relate to.

Challenges

Team members don't know where to begin: content is scattered, guidance isn’t phased, and best practices aren't tied to the activities they relate to.

Challenges

Team members don't know where to begin: content is scattered, guidance isn’t phased, and best practices aren't tied to the activities they relate to.

How Planhat helps

An Adoptable Interface

Planhat's interface is light and approachable, allowing you to enable your team with a personalised, adaptive app experience from day 1.

How Planhat helps

An Adoptable Interface

Planhat's interface is light and approachable, allowing you to enable your team with a personalised, adaptive app experience from day 1.

How Planhat helps

An Adoptable Interface

Planhat's interface is light and approachable, allowing you to enable your team with a personalised, adaptive app experience from day 1.

How Planhat helps

An Adoptable Interface

Planhat's interface is light and approachable, allowing you to enable your team with a personalised, adaptive app experience from day 1.

Live Enablement

Best-practices don't live in a separate system. Leveraging AI and templating, Planhat dynamically guides your team as they engage across every touchpoint.

Live Enablement

Best-practices don't live in a separate system. Leveraging AI and templating, Planhat dynamically guides your team as they engage across every touchpoint.

Live Enablement

Best-practices don't live in a separate system. Leveraging AI and templating, Planhat dynamically guides your team as they engage across every touchpoint.

Live Enablement

Best-practices don't live in a separate system. Leveraging AI and templating, Planhat dynamically guides your team as they engage across every touchpoint.

Enabled by leading capabilities

Global Templates

Get started with best-practices in minutes

Global Templates

Get started with best-practices in minutes

Global Templates

Get started with best-practices in minutes

Global Templates

Get started with best-practices in minutes

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

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

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

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Trusted by Industry Leaders

“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

VP Customer Success and Onboarding

Basis Technologies

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

Pam Dickson Fishman

VP Customer Success and Onboarding

Basis Technologies

Days saved each year

Customer Base Health Improvement

Hours per week saved

More in Operations

Discover all

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Executive & Board Reporting

Give leaders clarity and context through unified reporting

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Billing & Invoicing

Manage invoices and revenue with full visibility

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Team Reporting & Compensation

Give leaders real-time visibility and coaching signals

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

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.

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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.

Status

Legal

Cookie Policy

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

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

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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.

Status

Legal

Cookie Policy

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

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

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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.

Status

Legal

Cookie Policy

Team Enablement

Team Enablement

Team Enablement

Teams move faster—and smarter—with the right playbooks to hand.

Teams move faster—and smarter—with the right playbooks to hand.

Teams move faster—and smarter—with the right playbooks to hand.

Teams move faster—and smarter—with the right playbooks to hand.

An Adoptable Interface

An Adoptable Interface

An Adoptable Interface

An Adoptable Interface

Live Enablement

Live Enablement

Live Enablement

Live Enablement

Enabled by leading capabilities

Global Templates

Global Templates

Notifications

Notifications

Documents & Libraries

Documents & Libraries

Embedded Chat

Embedded Chat

Project & Task Management

Project & Task Management

Personalised Workspace

Personalised Workspace

More in Operations

More in Operations

More in Operations

Revenue Forecasting

Revenue Forecasting

Data Consolidation

Data Consolidation

Executive & Board Reporting

Executive & Board Reporting

Internal Collaboration

Internal Collaboration

Billing & Invoicing

Billing & Invoicing

Team Reporting & Compensation

Team Reporting & Compensation

Data Enrichment

Data Enrichment

Meet your new system of action

Know them. Grow them.

Know them. Grow them.