A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

Sales CRM Software

Sell deals that last

Sell smarter, sell faster. Unlock the power of data-driven sales to identify and convert more leads with less effort.

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

Sales CRM Software

Sell deals that last

Sell smarter, sell faster. Unlock the power of data-driven sales to identify and convert more leads with less effort.

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

Sales CRM Software

Sell deals that last

Sell smarter, sell faster. Unlock the power of data-driven sales to identify and convert more leads with less effort.

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.

Sales CRM Software

Sell deals that last

Sell smarter, sell faster. Unlock the power of data-driven sales to identify and convert more leads with less effort.

Convert easier,

grow faster.

Convert easier,

grow faster.

Convert easier,

grow faster.

Convert easier,

grow faster.

A screenshot of a Sales workspace in Planhat showing a kanban with different deals at different deal phases.
“[Planhat] has been an incredibly collaborative tool across product, operations and sales.”

Tess Okonek

Customer Operations Lead

OnsiteIQ

OnsiteIQ's customer success operations lead sitting on a sofa in front of the beach in Malibu.
OnsiteIQ's customer success operations lead sitting on a sofa in front of the beach in Malibu.
“[Planhat] has been an incredibly collaborative tool across product, operations and sales.”

Tess Okonek

Customer Operations Lead

OnsiteIQ

“[Planhat] has been an incredibly collaborative tool across product, operations and sales.”

Tess Okonek

Customer Operations Lead

OnsiteIQ

OnsiteIQ's customer success operations lead sitting on a sofa in front of the beach in Malibu.
OnsiteIQ's customer success operations lead sitting on a sofa in front of the beach in Malibu.
“[Planhat] has been an incredibly collaborative tool across product, operations and sales.”

Tess Okonek

Customer Operations Lead

OnsiteIQ

“Planhat built the first next-generation CRM”

“Planhat built the first next-generation CRM”

“Planhat built the first next-generation CRM”

“Planhat built the first next-generation CRM”

A small green flowering plant in an extensive empty white sand desert.

Prospect proactively

Consolidate the data you need to know exactly who to convert and how to convert them. Engage with prospects personally and scalably.

A small green flowering plant in an extensive empty white sand desert.

Prospect proactively

Consolidate the data you need to know exactly who to convert and how to convert them. Engage with prospects personally and scalably.

A small green flowering plant in an extensive empty white sand desert.

Prospect proactively

Consolidate the data you need to know exactly who to convert and how to convert them. Engage with prospects personally and scalably.

A small green flowering plant in an extensive empty white sand desert.

Prospect proactively

Consolidate the data you need to know exactly who to convert and how to convert them. Engage with prospects personally and scalably.

Profiles, Filters & Views

Understand your prospect at a glance from a single, 360-degree profile. Unify every datapoint to create granular customer segments and deploy targeted strategies.

Profiles, Filters & Views

Understand your prospect at a glance from a single, 360-degree profile. Unify every datapoint to create granular customer segments and deploy targeted strategies.

Lead Scoring

Implement highly custom segment-specific lead scores to benchmark opportunities. Forecast growth and adoption by analyzing segment performance history.

Lead Scoring

Implement highly custom segment-specific lead scores to benchmark opportunities. Forecast growth and adoption by analyzing segment performance history.

AI Assistant

Extract actionable insight from long-running conversations and detailed profiles in an instant. Quickly get up-to-speed and never miss an opportunity to close.

AI Assistant

Extract actionable insight from long-running conversations and detailed profiles in an instant. Quickly get up-to-speed and never miss an opportunity to close.

Sales Automation

Drive outcomes through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Sales Automation

Drive outcomes through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Templates & Snippets

Set up, experiment with, iterate on and roll-out best practice note-taking, reporting and comms with a custom library of text snippets and email templates.

Templates & Snippets

Set up, experiment with, iterate on and roll-out best practice note-taking, reporting and comms with a custom library of text snippets and email templates.

Email Tracking

Track when recipients open and click links in your emails. Trigger alerts and automated sequences so you can capture leads as soon as they engage.

Email Tracking

Track when recipients open and click links in your emails. Trigger alerts and automated sequences so you can capture leads as soon as they engage.

Exeger

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built Planhat workflows”

Georgios Foufas

Deputy Chief Executive Officer

Exeger

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built Planhat workflows”

Georgios Foufas

Deputy Chief Executive Officer

Exeger

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built Planhat workflows”

Georgios Foufas

Deputy Chief Executive Officer

Exeger

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built Planhat workflows”

Georgios Foufas

Deputy Chief Executive Officer

A dark-coloured flowering plant on a dark background.

Convert consistently

Equip your team with the insight they need to prioritize the right deals at the right time. Deploy tried-and-tested workflows your reps can count on.

A dark-coloured flowering plant on a dark background.

Convert consistently

Equip your team with the insight they need to prioritize the right deals at the right time. Deploy tried-and-tested workflows your reps can count on.

A dark-coloured flowering plant on a dark background.

Convert consistently

Equip your team with the insight they need to prioritize the right deals at the right time. Deploy tried-and-tested workflows your reps can count on.

A dark-coloured flowering plant on a dark background.

Convert consistently

Equip your team with the insight they need to prioritize the right deals at the right time. Deploy tried-and-tested workflows your reps can count on.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to turn your prospect from cold lead to customer.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to turn your prospect from cold lead to customer.

Workflow Economics

Stay outcome-focused with embedded progress summaries, custom properties for time-tracking and value delivery, flexible hypothesis testing, and more.

Workflow Economics

Stay outcome-focused with embedded progress summaries, custom properties for time-tracking and value delivery, flexible hypothesis testing, and more.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Document Drive

Use a Notion-like document editor to build a rich library of sales content for your team to share in real-time via whitelabelled portals. Analyze which documents close deals.

Document Drive

Use a Notion-like document editor to build a rich library of sales content for your team to share in real-time via whitelabelled portals. Analyze which documents close deals.

Dynamic Assignment

Distribute workload in a data-driven way, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Dynamic Assignment

Distribute workload in a data-driven way, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Portals

Launch an interactive, whitelabelled ecosystem for every prospect. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Portals

Launch an interactive, whitelabelled ecosystem for every prospect. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Macrobond

“While we had the data before, Planhat has made it considerably more accessible.”

Howard Rees

Chief Commercial Officer

Macrobond

“While we had the data before, Planhat has made it considerably more accessible.”

Howard Rees

Chief Commercial Officer

Macrobond

“While we had the data before, Planhat has made it considerably more accessible.”

Howard Rees

Chief Commercial Officer

Macrobond

“While we had the data before, Planhat has made it considerably more accessible.”

Howard Rees

Chief Commercial Officer

A macro of the petals on a pink flowering plant.

Scale smart

Effectively set goals, capacity plan and track performance. Apply best-practice revenue forecasting built on a robust data foundation.

A macro of the petals on a pink flowering plant.

Scale smart

Effectively set goals, capacity plan and track performance. Apply best-practice revenue forecasting built on a robust data foundation.

A macro of the petals on a pink flowering plant.

Scale smart

Effectively set goals, capacity plan and track performance. Apply best-practice revenue forecasting built on a robust data foundation.

A macro of the petals on a pink flowering plant.

Scale smart

Effectively set goals, capacity plan and track performance. Apply best-practice revenue forecasting built on a robust data foundation.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Sales Forecasting

Monitor your quarter's progress vs. goal and drill down into opportunities from a single view. Forecast revenue probabilistically, with best and worst case scenarios.

Sales Forecasting

Monitor your quarter's progress vs. goal and drill down into opportunities from a single view. Forecast revenue probabilistically, with best and worst case scenarios.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue. Clearly benchmark your team on one another.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue. Clearly benchmark your team on one another.

Zoa

“With Planhat, our presales and onboarding teams run seamless workflows and handovers for our prospects and customers. Projects and integrations have given us a clear, accessible source of truth for customer collaboration; empowering us to scale our customer base without scaling headcount.”

Sara Brooks

Co-Chief Executive Officer

Zoa

“With Planhat, our presales and onboarding teams run seamless workflows and handovers for our prospects and customers. Projects and integrations have given us a clear, accessible source of truth for customer collaboration; empowering us to scale our customer base without scaling headcount.”

Sara Brooks

Co-Chief Executive Officer

Zoa

“With Planhat, our presales and onboarding teams run seamless workflows and handovers for our prospects and customers. Projects and integrations have given us a clear, accessible source of truth for customer collaboration; empowering us to scale our customer base without scaling headcount.”

Sara Brooks

Co-Chief Executive Officer

Zoa

“With Planhat, our presales and onboarding teams run seamless workflows and handovers for our prospects and customers. Projects and integrations have given us a clear, accessible source of truth for customer collaboration; empowering us to scale our customer base without scaling headcount.”

Sara Brooks

Co-Chief Executive Officer

FAQ

What is sales software?

Do I need to use Planhat as a CRM to get value from Planhat for Sales?

Do I need dedicated technical support to implement Planhat's software?

How is Planhat for Sales different to other sales solutions, like HubSpot SalesHub or Salesforce?

What are popular sales software features?

How much time does it take to implement sales software?

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

FAQ

What is sales software?

Do I need to use Planhat as a CRM to get value from Planhat for Sales?

Do I need dedicated technical support to implement Planhat's software?

How is Planhat for Sales different to other sales solutions, like HubSpot SalesHub or Salesforce?

What are popular sales software features?

How much time does it take to implement sales software?

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

FAQ

What is sales software?

Do I need to use Planhat as a CRM to get value from Planhat for Sales?

Do I need dedicated technical support to implement Planhat's software?

How is Planhat for Sales different to other sales solutions, like HubSpot SalesHub or Salesforce?

What are popular sales software features?

How much time does it take to implement sales software?

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

FAQ

What is sales software?

Do I need to use Planhat as a CRM to get value from Planhat for Sales?

Do I need dedicated technical support to implement Planhat's software?

How is Planhat for Sales different to other sales solutions, like HubSpot SalesHub or Salesforce?

What are popular sales software features?

How much time does it take to implement sales software?

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.