Professional Services that drive outcomes
Power every touchpoint, project and insight with AI and collaboration
to accelerate delivery and improve performance.
Trusted by Industry Leaders
Trusted by Industry Leaders
Trusted by Industry Leaders
Deliver with clarity
No blind spots
All your project touchpoints and customer context—emails, calls, meeting notes, and customer sentiment—in one place. Full visibility into what was requested, discussed, promised.
No context switching
See the bigger picture
Deliver with clarity
No blind spots
All your project touchpoints and customer context—emails, calls, meeting notes, and customer sentiment—in one place. Full visibility into what was requested, discussed, promised.
Deliver with clarity
No blind spots
All your project touchpoints and customer context—emails, calls, meeting notes, and customer sentiment—in one place. Full visibility into what was requested, discussed, promised.
Deliver with clarity
No blind spots
All your project touchpoints and customer context—emails, calls, meeting notes, and customer sentiment—in one place. Full visibility into what was requested, discussed, promised.
No context switching
See the bigger picture
Watch
“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”
Seth Terbeek
Vice President of Customer Transformation
Dr First
Watch
“The email open rate, because they're coming from the CSM, is 38% - whereas a typical marketing email would have a 1-2% open rate. "
Seth Terbeek
Vice President of Customer Transformation
Dr First
Watch
“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”
Seth Terbeek
Vice President of Customer Transformation
Dr First
Watch
“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”
Seth Terbeek
Vice President of Customer Transformation
Dr First
Streamline and automate
AI with context
AI workflows powered by your full customer context, ranging from emails and calls to tasks and project statuses. Generate more accurate insights, earlier risk signals, and smarter recommendations.
Minimize the workload
Flexible by design
Streamline and automate
AI with context
AI workflows powered by your full customer context, ranging from emails and calls to tasks and project statuses. Generate more accurate insights, earlier risk signals, and smarter recommendations.
Streamline and automate
AI with context
AI workflows powered by your full customer context, ranging from emails and calls to tasks and project statuses. Generate more accurate insights, earlier risk signals, and smarter recommendations.
Streamline and automate
AI with context
AI workflows powered by your full customer context, ranging from emails and calls to tasks and project statuses. Generate more accurate insights, earlier risk signals, and smarter recommendations.
Minimize the workload
Flexible by design
End-to-end collaboration
A single truth
One shared space for everything you need for customer collaboration. No missing files or scattered context, just clear visibility and real partnership—in one place.
Stay aligned
Always in sync
End-to-end collaboration
A single truth
One shared space for everything you need for customer collaboration. No missing files or scattered context, just clear visibility and real partnership—in one place.
End-to-end collaboration
A single truth
One shared space for everything you need for customer collaboration. No missing files or scattered context, just clear visibility and real partnership—in one place.
End-to-end collaboration
A single truth
One shared space for everything you need for customer collaboration. No missing files or scattered context, just clear visibility and real partnership—in one place.
Stay aligned
Always in sync
Command the lifecycle
Deliver projects on time and on margin—at scale
Repeatable delivery reduces rework and risk—and unlocks infinite scale.
Maximize resource utilization and protect margins
Create shared spaces for customer collaboration and communication
Take more decisive action through a unified view
Centralize knowledge and co-create content across teams
Command the lifecycle
Deliver projects on time and on margin—at scale
Repeatable delivery reduces rework and risk—and unlocks infinite scale.
Command the lifecycle
Deliver projects on time and on margin—at scale
Repeatable delivery reduces rework and risk—and unlocks infinite scale.
Command the lifecycle
Deliver projects on time and on margin—at scale
Repeatable delivery reduces rework and risk—and unlocks infinite scale.
Maximize resource utilization and protect margins
Create shared spaces for customer collaboration and communication
Take more decisive action through a unified view
Centralize knowledge and co-create content across teams
Enabled by leading capabilities.
Enabled by leading capabilities.
Enabled by leading capabilities.
Unified context.
Smarter workflows.
Unified context.
Smarter workflows.
Everything you need to win. Working as one.
From CRM integrations to usage tracking, ticketing, issues, customer communications, and more — all available in Planhat.
From CRM integrations to usage tracking, ticketing, issues, customer communications, and more — all available in Planhat.
From CRM integrations to usage tracking, ticketing, issues, customer communications, and more — all available in Planhat.
“Built for teams who want to win”
“I cannot do my job without Planhat”
“Customer success as you need it”
“Brings everything into the single source of truth”
“My everyday ally”
“Extremely intuitive”
“Better than pulling a rabbit-out-of-a-hat kinda magic”
CS Manager
Hannah,
“Better than pulling a rabbit-out-of-a-hat kinda magic”
CS Manager
Hannah,
“Built for teams who want to win”
“I cannot do my job without Planhat”
“Customer success as you need it”
“Brings everything into the single source of truth”
“My everyday ally”
“Extremely intuitive”
Data. Secured.
Data. Secured.
Data. Secured.
Planhat is built to keep your data safe. We put privacy and security front and center, so you don’t have to.
Planhat is built to keep your data safe. We put privacy and security front and center, so you don’t have to.
Planhat is built to keep your data safe. We put privacy and security front and center, so you don’t have to.
Do you encrypt data both in transit and in rest?
Is there an Incident Response Plan in place?
How often is my data backed up?
Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?
Do you have a Data Processing Agreement (DPA) in place?
Do you use sub-processors?
Do you conduct employee security awareness training?
What security compliance standards do you follow?
Is Planhat GDPR compliant?
Do you conduct third-party penetration testing?
Do you have a VDP?
Do you encrypt data both in transit and in rest?
Is there an Incident Response Plan in place?
How often is my data backed up?
Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?
Do you have a Data Processing Agreement (DPA) in place?
Do you use sub-processors?
Do you conduct employee security awareness training?
What security compliance standards do you follow?
Is Planhat GDPR compliant?
Do you conduct third-party penetration testing?
Do you have a VDP?
Do you encrypt data both in transit and in rest?
Is there an Incident Response Plan in place?
How often is my data backed up?
Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?
Do you have a Data Processing Agreement (DPA) in place?
Do you use sub-processors?
Do you conduct employee security awareness training?
What security compliance standards do you follow?
Is Planhat GDPR compliant?
Do you conduct third-party penetration testing?
Do you have a VDP?
Do you encrypt data both in transit and in rest?
Is there an Incident Response Plan in place?
How often is my data backed up?
Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?
Do you have a Data Processing Agreement (DPA) in place?
Do you use sub-processors?
Do you conduct employee security awareness training?
What security compliance standards do you follow?
Is Planhat GDPR compliant?
Do you conduct third-party penetration testing?
Do you have a VDP?
Create exceptional experiences
Build your business on the world's most flexible, integrated and AI-native customer platform.
Create exceptional experiences
Build your business on the world's most flexible, integrated and AI-native customer platform.
Create exceptional experiences
Build your business on the world's most flexible, integrated and AI-native customer platform.
Create exceptional experiences
Build your business on the world's most flexible, integrated and AI-native customer platform.
Industries
Recognized as a world-leader by
Industries
Recognized as a world-leader by
Industries
Recognized as a world-leader by
Industries
Recognized as a world-leader by