A group of people analyzing soil in test-tubes at a table of small plants while wearing futuristic visors.
A group of people analyzing soil in test-tubes at a table of small plants while wearing futuristic visors.
A group of people analyzing soil in test-tubes at a table of small plants while wearing futuristic visors.
A group of people analyzing soil in test-tubes at a table of small plants while wearing futuristic visors.

Better service,

more value.

Better service,

more value.

Better service,

more value.

Better service,

more value.

A screenshot of Planhat's calendar view of tasks, providing an overview of ongoing workflows.
Basis Technologies

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Group Vice President, Customer Success

Basis Technologies

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Group Vice President, Customer Success

Basis Technologies

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Group Vice President, Customer Success

Basis Technologies

“Planhat saves us more than 30 hours per week automating and streamlining partner review preparations, lifecycle handoffs and time tracking administration - hours that can now be spent on driving value for our customers.”

Pam Dickson Fishman

Group Vice President, Customer Success

An abstract aerial view of a desert sand dune.

Streamline staffing

See and forecast what's on everyone's plate at a glance. Assign projects and tasks quickly and intelligently, accounting for capacity and availability.

An abstract aerial view of a desert sand dune.

Streamline staffing

See and forecast what's on everyone's plate at a glance. Assign projects and tasks quickly and intelligently, accounting for capacity and availability.

An abstract aerial view of a desert sand dune.

Streamline staffing

See and forecast what's on everyone's plate at a glance. Assign projects and tasks quickly and intelligently, accounting for capacity and availability.

An abstract aerial view of a desert sand dune.

Streamline staffing

See and forecast what's on everyone's plate at a glance. Assign projects and tasks quickly and intelligently, accounting for capacity and availability.

Profiles, Filters & Views

Get full visibility into clients, projects and business resources from dedicated custom views. Unify your team around delivering value, not hunting for context.

Profiles, Filters & Views

Get full visibility into clients, projects and business resources from dedicated custom views. Unify your team around delivering value, not hunting for context.

Workflow Economics

Understand how time input converts to value output. Forecast time required to deliver prospective projects and screen opportunities with ROI in mind.

Workflow Economics

Understand how time input converts to value output. Forecast time required to deliver prospective projects and screen opportunities with ROI in mind.

Automated Flows

Use templated rules to automatically and intelligently staff team members on the best-suited projects, accounting for availability, expertise, and more.

Automated Flows

Use templated rules to automatically and intelligently staff team members on the best-suited projects, accounting for availability, expertise, and more.

Bannerflow

“As people managers, we can now also clearly evaluate the performance of our customer organization, carefully optimize our CSMs' capacity and support them proactively throughout the customer journey, with all the necessary context to hand.”

Emil Chroona

Chief Growth Officer

Bannerflow

“As people managers, we can now also clearly evaluate the performance of our customer organization, carefully optimize our CSMs' capacity and support them proactively throughout the customer journey, with all the necessary context to hand.”

Emil Chroona

Chief Growth Officer

Bannerflow

“As people managers, we can now also clearly evaluate the performance of our customer organization, carefully optimize our CSMs' capacity and support them proactively throughout the customer journey, with all the necessary context to hand.”

Emil Chroona

Chief Growth Officer

Bannerflow

“As people managers, we can now also clearly evaluate the performance of our customer organization, carefully optimize our CSMs' capacity and support them proactively throughout the customer journey, with all the necessary context to hand.”

Emil Chroona

Chief Growth Officer

An abstract aerial view of a desert sand dune.

Deliver value collaboratively

Collaborate with clients and within project teams in real-time. Deploy best-in-class service at scale with dynamic workflows and collaborative Docs.

An abstract aerial view of a desert sand dune.

Deliver value collaboratively

Collaborate with clients and within project teams in real-time. Deploy best-in-class service at scale with dynamic workflows and collaborative Docs.

An abstract aerial view of a desert sand dune.

Deliver value collaboratively

Collaborate with clients and within project teams in real-time. Deploy best-in-class service at scale with dynamic workflows and collaborative Docs.

An abstract aerial view of a desert sand dune.

Deliver value collaboratively

Collaborate with clients and within project teams in real-time. Deploy best-in-class service at scale with dynamic workflows and collaborative Docs.

Central Inbox

Empower project teams to deliver a consistent client experience, with a single shared inbox for every communication. Get up to speed in seconds with AI summaries.

Central Inbox

Empower project teams to deliver a consistent client experience, with a single shared inbox for every communication. Get up to speed in seconds with AI summaries.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to ensure you deliver the value your client needs.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to ensure you deliver the value your client needs.

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.

Document Drive

Use a Notion-like document editor to build a rich library of templates and collateral your team can collaborate on in real-time. Analyze which documents drive outcomes.

Document Drive

Use a Notion-like document editor to build a rich library of templates and collateral your team can collaborate on in real-time. Analyze which documents drive outcomes.

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.

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.

Natilik

“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful. To then add automations and triggers on top of those insights...[Planhat] has moved us into the 21st century.”

Lisa Milnes

Director of Customer Success

Natilik

“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful. To then add automations and triggers on top of those insights...[Planhat] has moved us into the 21st century.”

Lisa Milnes

Director of Customer Success

Natilik

“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful. To then add automations and triggers on top of those insights...[Planhat] has moved us into the 21st century.”

Lisa Milnes

Director of Customer Success

Natilik

“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful. To then add automations and triggers on top of those insights...[Planhat] has moved us into the 21st century.”

Lisa Milnes

Director of Customer Success

An abstract aerial view of a desert sand dune.

Optimize ROI

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

An abstract aerial view of a desert sand dune.

Optimize ROI

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

An abstract aerial view of a desert sand dune.

Optimize ROI

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

An abstract aerial view of a desert sand dune.

Optimize ROI

Effectively set goals 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.

Belkins

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management

Belkins

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management

Belkins

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management

Belkins

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management

FAQ

What is professional service software?

We already have a CRM. Can we integrate it with Planhat for Professional Services?

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

How does Planhat for Professional Services work with Planhat's Sales and Customer Success software?

How much time does it take to implement professional service 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 professional service software?

We already have a CRM. Can we integrate it with Planhat for Professional Services?

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

How does Planhat for Professional Services work with Planhat's Sales and Customer Success software?

How much time does it take to implement professional service 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 professional service software?

We already have a CRM. Can we integrate it with Planhat for Professional Services?

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

How does Planhat for Professional Services work with Planhat's Sales and Customer Success software?

How much time does it take to implement professional service 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 professional service software?

We already have a CRM. Can we integrate it with Planhat for Professional Services?

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

How does Planhat for Professional Services work with Planhat's Sales and Customer Success software?

How much time does it take to implement professional service 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.