Planhat Features

recently Added

Discover All

Discover All

Discover All

AI Workflows

Embedded AI for a first-mover advantage

Intelligence

AI Workflows

Embedded AI for a first-mover advantage

Intelligence

AI Workflows

Embedded AI for a first-mover advantage

Intelligence

Unified Data Model

One connected home for your commercial data

Data

Unified Data Model

One connected home for your commercial data

Data

Unified Data Model

One connected home for your commercial data

Data

Conversational AI

AI-powered insights from every message

Intelligence

Conversational AI

AI-powered insights from every message

Intelligence

Conversational AI

AI-powered insights from every message

Intelligence

Features in action

Cutting Through the Advertising Fog

Data Explorer

Cutting Through the Advertising Fog

Data Explorer

Cutting Through the Advertising Fog

Data Explorer

A Single Pane of Glass

Integrations

A Single Pane of Glass

Integrations

A Single Pane of Glass

Integrations

From Zero to One

Dashboards & Widgets

From Zero to One

Dashboards & Widgets

From Zero to One

Dashboards & Widgets

Forecasting Retention With Ease

Dashboards & Widgets

Forecasting Retention With Ease

Dashboards & Widgets

Forecasting Retention With Ease

Dashboards & Widgets

recently updated

View Changelog

Smarter and more consistent AI Workflows with Structured Output and File Reading

1/9/26

Portals, Customer Notifications and Extended Sessions

1/9/26

Automations Run status and call summaries

12/11/25

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

12/9/25

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

11/21/25

All-New Portals

11/12/25

User Types, Customise Automation Templates, and more

11/5/25

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

recently updated

View Changelog

Smarter and more consistent AI Workflows with Structured Output and File Reading

1/9/26

Portals, Customer Notifications and Extended Sessions

1/9/26

Automations Run status and call summaries

12/11/25

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

12/9/25

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

11/21/25

All-New Portals

11/12/25

User Types, Customise Automation Templates, and more

11/5/25

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

What's new

Changelog

Smarter and more consistent AI Workflows with Structured Output and File Reading

Portals, Customer Notifications and Extended Sessions

Automations Run status and call summaries

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

Capabilities

Data

Intelligence

Collaboration

action

governance

Data

Intelligence

Collaboration

action

governance

Data

Intelligence

Collaboration

action

governance

Data

Data

Data

A living model of your customers, revenue and commercial processes — engineered for action, not observation.

Learn More

Learn More

Learn More

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Governance

Enforce and audit hygiene, lock down access

Integrations

Unify your tech stack in one platform

Collaboration

Collaboration

Collaboration

A shared environment where context becomes alignment — and alignment becomes action.

Learn More

Learn More

Learn More

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Embedded Chat

Real-time conversations within workflows

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

“We fundamentally believe that your data belongs to you and—as such—our platform is designed to ensure you always have full control over who can access your data and how it is used.”

Kristian Kivimägi

Chief Information Security Officer

Planhat

“We fundamentally believe that your data belongs to you and—as such—our platform is designed to ensure you always have full control over who can access your data and how it is used.”

Kristian Kivimägi

Chief Information Security Officer

Planhat

“We fundamentally believe that your data belongs to you and—as such—our platform is designed to ensure you always have full control over who can access your data and how it is used.”

Kristian Kivimägi

Chief Information Security Officer

Planhat

secure

Your built-in contingency plan.

Planhat maintains best-in-class data security protocols across both platform and services. We provide constant monitoring, enterprise-grade SIRP and dedicated security support as standard.

24/7 Monitoring

Planhat uses an industry standard security solution to monitor all systems 24/7 and trigger alerts based on event logs. Our global team is on-call to address threats and resolve incidents as soon as they arise.

Dedicated Security Team

Planhat has a dedicated squad of security specialists as part of its global platform team. They conduct regular security reviews and risk assessments and can provide targeted protocols and SLAs to meet unique security needs.

Reliable and secure infrastructure partners

Planhat uses Google Cloud Platform (GCP) and hosts services within its own secure cloud environment. Read about our partnership here.

ISO27001

Planhat’s commitment to exceptional security standards and policies has been independently validated through ISO 27001 certification.

Robust SIRP

Planhat has developed an Incident Response Plan to manage security events with efficiency and precision. Critical issues are addressed immediately, while less pressing concerns are prioritized for resolution within our standard development and release cycles.

secure

Your built-in contingency plan.

Planhat maintains best-in-class data security protocols across both platform and services. We provide constant monitoring, enterprise-grade SIRP and dedicated security support as standard.

24/7 Monitoring

Planhat uses an industry standard security solution to monitor all systems 24/7 and trigger alerts based on event logs. Our global team is on-call to address threats and resolve incidents as soon as they arise.

Dedicated Security Team

Planhat has a dedicated squad of security specialists as part of its global platform team. They conduct regular security reviews and risk assessments and can provide targeted protocols and SLAs to meet unique security needs.

Reliable and secure infrastructure partners

Planhat uses Google Cloud Platform (GCP) and hosts services within its own secure cloud environment. Read about our partnership here.

ISO27001

Planhat’s commitment to exceptional security standards and policies has been independently validated through ISO 27001 certification.

Robust SIRP

Planhat has developed an Incident Response Plan to manage security events with efficiency and precision. Critical issues are addressed immediately, while less pressing concerns are prioritized for resolution within our standard development and release cycles.

secure

Your built-in contingency plan.

Planhat maintains best-in-class data security protocols across both platform and services. We provide constant monitoring, enterprise-grade SIRP and dedicated security support as standard.

24/7 Monitoring

Planhat uses an industry standard security solution to monitor all systems 24/7 and trigger alerts based on event logs. Our global team is on-call to address threats and resolve incidents as soon as they arise.

Dedicated Security Team

Planhat has a dedicated squad of security specialists as part of its global platform team. They conduct regular security reviews and risk assessments and can provide targeted protocols and SLAs to meet unique security needs.

Reliable and secure infrastructure partners

Planhat uses Google Cloud Platform (GCP) and hosts services within its own secure cloud environment. Read about our partnership here.

ISO27001

Planhat’s commitment to exceptional security standards and policies has been independently validated through ISO 27001 certification.

Robust SIRP

Planhat has developed an Incident Response Plan to manage security events with efficiency and precision. Critical issues are addressed immediately, while less pressing concerns are prioritized for resolution within our standard development and release cycles.

PROTECTED

Data made indestructible.

Planhat stores all your data in secure, distributed, and fully redundant databases through scheduled daily and intraday backups. Our encryption protocol – in transit and at rest – is virtually impenetrable.

SOC 2 Type II

Planhat’s is SOC 2 Type II certified, guaranteeing protection of sensitive data and adherence to global regulatory requirements.

Daily & Intraday Backup

Put nothing at risk with near-continuous backup of your entire Planhat environment and database.

Secure Multi-Location Storage

We mitigate correlated risk by storing all backups in geographically separate locations to our main warehouse.

Redundancy as Standard

Planhat is architected to ensure no system or device has a single point of failure. Data is always written to two locations when stored.

TLS in-transit

Planhat forces HTTPS on all connections and encrypts data in-transit with TLS 1.2 or 1.3 (browser dependent) to ensure in-transit data remains private and secure.

AES-256 at-rest

All data at-rest is secured using AES 256-bit encryption, a best-in-class standard designed to safeguard sensitive information.

PROTECTED

Data made indestructible.

Planhat stores all your data in secure, distributed, and fully redundant databases through scheduled daily and intraday backups. Our encryption protocol – in transit and at rest – is virtually impenetrable.

SOC 2 Type II

Planhat’s is SOC 2 Type II certified, guaranteeing protection of sensitive data and adherence to global regulatory requirements.

Daily & Intraday Backup

Put nothing at risk with near-continuous backup of your entire Planhat environment and database.

Secure Multi-Location Storage

We mitigate correlated risk by storing all backups in geographically separate locations to our main warehouse.

Redundancy as Standard

Planhat is architected to ensure no system or device has a single point of failure. Data is always written to two locations when stored.

TLS in-transit

Planhat forces HTTPS on all connections and encrypts data in-transit with TLS 1.2 or 1.3 (browser dependent) to ensure in-transit data remains private and secure.

AES-256 at-rest

All data at-rest is secured using AES 256-bit encryption, a best-in-class standard designed to safeguard sensitive information.

PROTECTED

Data made indestructible.

Planhat stores all your data in secure, distributed, and fully redundant databases through scheduled daily and intraday backups. Our encryption protocol – in transit and at rest – is virtually impenetrable.

SOC 2 Type II

Planhat’s is SOC 2 Type II certified, guaranteeing protection of sensitive data and adherence to global regulatory requirements.

Daily & Intraday Backup

Put nothing at risk with near-continuous backup of your entire Planhat environment and database.

Secure Multi-Location Storage

We mitigate correlated risk by storing all backups in geographically separate locations to our main warehouse.

Redundancy as Standard

Planhat is architected to ensure no system or device has a single point of failure. Data is always written to two locations when stored.

TLS in-transit

Planhat forces HTTPS on all connections and encrypts data in-transit with TLS 1.2 or 1.3 (browser dependent) to ensure in-transit data remains private and secure.

AES-256 at-rest

All data at-rest is secured using AES 256-bit encryption, a best-in-class standard designed to safeguard sensitive information.

PRIVATE

Hidden in plain sight.

Planhat supports SSO, SAML and advanced login configurations, and allows you to restrict access down to individual fields by role, team and portfolio. We’re committed to industry-leading compliance standards.

GDPR & CCP compliance

Committed to compliance with Europe’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).

Login Restrictions

Non-SAML users can restrict which login methods (Google SSO, Email login) are permitted in their workspace as an additional security layer.

SAML

Planhat offers SAML 2.0 standard with Okta, Azure AD, GSuite, ADFS and Custom SSO. Across these, we support both Service Provider (SP) initiated and Identity Provider (IdP) initiated flows. Admins can configure whether to use IdP or both.

Single sign-on (SSO)

Users can authenticate themselves into Planhat using SSO. Session length and time-based log-out restrictions can be configured to mitigate the probability of unauthorized access.

Property-action permissions

Permission specific actions like view, create, update and export at the level of the object, all the way down to individual object properties. Allow different roles to access different subsets of your customer database by individual portfolio, team or specific customer segments.

Granular user roles

Create an infinite number of fully custom user roles with highly granular permissions on property access, features like customer conversations and revenue, and account portfolios. Restrict access to system-level privileges with designated Admins.

PRIVATE

Hidden in plain sight.

Planhat supports SSO, SAML and advanced login configurations, and allows you to restrict access down to individual fields by role, team and portfolio. We’re committed to industry-leading compliance standards.

GDPR & CCP compliance

Committed to compliance with Europe’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).

Login Restrictions

Non-SAML users can restrict which login methods (Google SSO, Email login) are permitted in their workspace as an additional security layer.

SAML

Planhat offers SAML 2.0 standard with Okta, Azure AD, GSuite, ADFS and Custom SSO. Across these, we support both Service Provider (SP) initiated and Identity Provider (IdP) initiated flows. Admins can configure whether to use IdP or both.

Single sign-on (SSO)

Users can authenticate themselves into Planhat using SSO. Session length and time-based log-out restrictions can be configured to mitigate the probability of unauthorized access.

Property-action permissions

Permission specific actions like view, create, update and export at the level of the object, all the way down to individual object properties. Allow different roles to access different subsets of your customer database by individual portfolio, team or specific customer segments.

Granular user roles

Create an infinite number of fully custom user roles with highly granular permissions on property access, features like customer conversations and revenue, and account portfolios. Restrict access to system-level privileges with designated Admins.

PRIVATE

Hidden in plain sight.

Planhat supports SSO, SAML and advanced login configurations, and allows you to restrict access down to individual fields by role, team and portfolio. We’re committed to industry-leading compliance standards.

GDPR & CCP compliance

Committed to compliance with Europe’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).

Login Restrictions

Non-SAML users can restrict which login methods (Google SSO, Email login) are permitted in their workspace as an additional security layer.

SAML

Planhat offers SAML 2.0 standard with Okta, Azure AD, GSuite, ADFS and Custom SSO. Across these, we support both Service Provider (SP) initiated and Identity Provider (IdP) initiated flows. Admins can configure whether to use IdP or both.

Single sign-on (SSO)

Users can authenticate themselves into Planhat using SSO. Session length and time-based log-out restrictions can be configured to mitigate the probability of unauthorized access.

Property-action permissions

Permission specific actions like view, create, update and export at the level of the object, all the way down to individual object properties. Allow different roles to access different subsets of your customer database by individual portfolio, team or specific customer segments.

Granular user roles

Create an infinite number of fully custom user roles with highly granular permissions on property access, features like customer conversations and revenue, and account portfolios. Restrict access to system-level privileges with designated Admins.

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Lifecycle Management

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.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

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.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success Metrics

AI in Customer Success

Lifecycle Management

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.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us