Solutions

Platform

Explore

Studio

Customers

Pricing

Request a demo

Features

Data

Access Control

Ensure granular data privacy and security

Data Filtering

No code advanced cross-model querying

Data Models

Model your data objects after your business

Feeds

Host real-time conversations with context

Field Rules

Seamlessly enforce important processes

Flexible API

Fast, powerful connections for developers

Group Structures

Reflect groups and aggregate data up them

Health Lab

The beating heart of Customer Success

Import & Export

Move thousands datapoints in a single click

Native Integrations

Unify data across teams and use cases

Private Apps

Build your own flexible data flows

Properties

Your commercial building blocks

Revenue Analytics

Real-time GTM reporting you can trust

Search

Search everything, biased to recent actions

Time Series

Analyse and action on change over time

Access Control

Ensure granular data privacy and security

Data Filtering

No code advanced cross-model querying

Data Models

Model your data objects after your business

Feeds

Host real-time conversations with context

Field Rules

Seamlessly enforce important processes

Flexible API

Fast, powerful connections for developers

Group Structures

Reflect groups and aggregate data up them

Health Lab

The beating heart of Customer Success

Import & Export

Move thousands datapoints in a single click

Native Integrations

Unify data across teams and use cases

Private Apps

Build your own flexible data flows

Properties

Your commercial building blocks

Revenue Analytics

Real-time GTM reporting you can trust

Search

Search everything, biased to recent actions

Time Series

Analyse and action on change over time

Access Control

Ensure granular data privacy and security

Data Filtering

No code advanced cross-model querying

Data Models

Model your data objects after your business

Feeds

Host real-time conversations with context

Field Rules

Seamlessly enforce important processes

Flexible API

Fast, powerful connections for developers

Group Structures

Reflect groups and aggregate data up them

Health Lab

The beating heart of Customer Success

Import & Export

Move thousands datapoints in a single click

Native Integrations

Unify data across teams and use cases

Private Apps

Build your own flexible data flows

Properties

Your commercial building blocks

Revenue Analytics

Real-time GTM reporting you can trust

Search

Search everything, biased to recent actions

Time Series

Analyse and action on change over time

Access Control

Ensure granular data privacy and security

Data Filtering

No code advanced cross-model querying

Data Models

Model your data objects after your business

Feeds

Host real-time conversations with context

Field Rules

Seamlessly enforce important processes

Flexible API

Fast, powerful connections for developers

Group Structures

Reflect groups and aggregate data up them

Health Lab

The beating heart of Customer Success

Import & Export

Move thousands datapoints in a single click

Native Integrations

Unify data across teams and use cases

Private Apps

Build your own flexible data flows

Properties

Your commercial building blocks

Revenue Analytics

Real-time GTM reporting you can trust

Search

Search everything, biased to recent actions

Time Series

Analyse and action on change over time

Application

Automated Hygiene

Keeping Planhat tidy behind the scenes

Comments

Chat directly where the work happens

Custom Object Profiles

Configure data objects for maximum focus

Dashboards & Widgets

Visualise and report on any data

Data Explorer

Find answers quickly, without adding noise

Global Templates

Get started with best-practices in minutes

Home

Work from your own personalised interface

Home Templates

Enable teams with a templated interface

Live Collaboration

Real-time multimodal collaboration

Mentions & Object References

Comment to connect data and collaboration

Pages

Work with any type of data and content

Portals

A curated space for customer collaboration

Automated Hygiene

Keeping Planhat tidy behind the scenes

Comments

Chat directly where the work happens

Custom Object Profiles

Configure data objects for maximum focus

Dashboards & Widgets

Visualise and report on any data

Data Explorer

Find answers quickly, without adding noise

Global Templates

Get started with best-practices in minutes

Home

Work from your own personalised interface

Home Templates

Enable teams with a templated interface

Live Collaboration

Real-time multimodal collaboration

Mentions & Object References

Comment to connect data and collaboration

Pages

Work with any type of data and content

Portals

A curated space for customer collaboration

Automated Hygiene

Keeping Planhat tidy behind the scenes

Comments

Chat directly where the work happens

Custom Object Profiles

Configure data objects for maximum focus

Dashboards & Widgets

Visualise and report on any data

Data Explorer

Find answers quickly, without adding noise

Global Templates

Get started with best-practices in minutes

Home

Work from your own personalised interface

Home Templates

Enable teams with a templated interface

Live Collaboration

Real-time multimodal collaboration

Mentions & Object References

Comment to connect data and collaboration

Pages

Work with any type of data and content

Portals

A curated space for customer collaboration

Automated Hygiene

Keeping Planhat tidy behind the scenes

Comments

Chat directly where the work happens

Custom Object Profiles

Configure data objects for maximum focus

Dashboards & Widgets

Visualise and report on any data

Data Explorer

Find answers quickly, without adding noise

Global Templates

Get started with best-practices in minutes

Home

Work from your own personalised interface

Home Templates

Enable teams with a templated interface

Live Collaboration

Real-time multimodal collaboration

Mentions & Object References

Comment to connect data and collaboration

Pages

Work with any type of data and content

Portals

A curated space for customer collaboration

Stay up-to-date with real-time notifications

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

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

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Documentation

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

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

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Documentation

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

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

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Documentation

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

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

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Documentation

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

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