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Features

Data

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

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

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

Intelligence

AI embedded into your commercial processes — to orchestrate workflows, support collaboration and accelerate action.

Learn More

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

AI Workflows

Embedded AI for a first-mover advantage

Conversational AI

AI-powered insights from every message

AI Model Hub

AI built for choice and control

Writing Assistant

Faster, better, easier writing

MCP Server

Secure, real-time access to data with LLMs

Collaboration

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

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

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

Action

Where data-driven decisions materialize into results — with speed, precision and efficiency.

Learn More

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Governance

A governing framework for your data, access and commercial processes — enforcing structure while enabling action.

Learn More

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

Audit & Logs

Traceable logins, changes, and actions

Access & Action Control

Guardrails for speed

Authentication & Identity

Centralized authentication for secure access

Global Templates

Get started with best-practices in minutes

System Hygiene

Keeping Planhat tidy behind the scenes

Developer Extensibility

Safe customization within your environment

“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

Enterprise-Grade Security

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Discover How

Enterprise-Grade Security

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Discover How

Enterprise-Grade Security

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Discover How

Enterprise-Grade Security

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Discover How

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

Dedicated Security Team

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

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

Dedicated Security Team

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

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

Dedicated Security Team

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

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.

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.

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.

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).

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.

GDPR & CCP compliance

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

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

SAML

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

Granular user roles

PRIVATE

Hidden in plain sight.

GDPR & CCP compliance

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

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

SAML

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

Granular user roles

PRIVATE

Hidden in plain sight.

GDPR & CCP compliance

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

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

SAML

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

Granular user roles

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

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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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planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

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Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

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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

Cookie Policy

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

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

Cookie Policy

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

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

Cookie Policy

Features

recently Added

AI Workflows

AI Workflows

AI Workflows

AI Workflows

Unified Data Model

Unified Data Model

Unified Data Model

Unified Data Model

Conversational AI

Conversational AI

Conversational AI

Conversational AI

Features in action

Data

Data

Data

Unified Data Model

Time Series

Data Transformation

Health Lab

Revenue

Custom Data Pipelines

Advanced Filtering

Data Semantics

Data Governance

Integrations

Unified Data Model

Time Series

Data Transformation

Health Lab

Revenue

Custom Data Pipelines

Advanced Filtering

Data Semantics

Data Governance

Integrations

Intelligence

Intelligence

Intelligence

AI Workflows

Conversational AI

AI Model Hub

Writing Assistant

MCP Server

AI Workflows

Conversational AI

AI Model Hub

Writing Assistant

MCP Server

Collaboration

Collaboration

Collaboration

Personalised Workspace

Portals

Embedded Chat

Documents & Libraries

Presentations

Live Collaboration

Data Explorer

Dashboards & Widgets

Enterprise Search

Personalised Workspace

Portals

Embedded Chat

Documents & Libraries

Presentations

Live Collaboration

Data Explorer

Dashboards & Widgets

Enterprise Search

Action

Action

Action

Project & Task Management

Automations

Email and Call Intelligence

NPS Surveys

Timesheets