Data Platform

All your customer data in one place

Planhat is a Customer Data Platform that allows you to structure, manage and interact with your customer data. Planhat integrates with the applications you love to use and gives you a single view of all your customer data. You can dive into the conversations, notes, check out license data, activity data, or anything else related to that customer.

  • Unified view of customer data

    All your customer data is structured in one unified view. Easy to manage and interact with, whether it is customer data, user data or portfolio data.

  • Customer interactions at scale

    Build customized personas using data from multiple applications. Trigger personalized communication to drive engagement.

  • Data collection, automation and enrichment

    Add, edit, enrich your customer database directly from an easy-to-use interface. The real time, two-way synchronization capabilities allow the data flow between your applications.

  • Enjoy a modern REST API

    The Planhat API is easy to use. Push data by making a simple POST request.

The world's most collaborative
Customer Data Platform

  • Part spreadsheet, part database

  • Advanced organization tree structures

  • Real-time conversation alerts

  • One-to-many account user mapping

  • Custom and shareable worksheets

  • Task automation

  • Custom metrics

The architectural difference

Planhat’s unique data platform provides complete relational database support for both structured data, such as CSV files and tables, and semi-structured data, such as JSON. All within a single, logically integrated solution.


Integrations and
data flow

Get one single view of all your customer data. Planhat integrates with the applications you love to use and gives you a single view of all your customer data. May it be customer emails, chats, tickets, CRM notes, call transcripts or financial subscription data. Sync is bidirectional, seamless and easy to digest.

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Security and integrity

Planhat employs state of the art technology, design and processes for security controls such as firewalls, intrusion detection, change management. Planhat is SOC 2 and GDPR compliant. Read on more about Planhat's security under Planhat Security Statement.


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