Pricing
Whether you're an early-stage venture or a household name, Planhat is designed to optimize your time and your customers' success.
Core Customer Platform
Powering all of Planhat
Data
Companies
Contacts
Opportinities
Data Module and Data Explorer
Workflow
Activities, Notes, Tasks
Calendar
Projects
Reporting
Documents
Reporting (Canvas, Dashboards, Presentation)
Automation & AI
Powerful Automations
AI-powered Technology
Professional Services
Software for professional services and project management.
Highlights
Workspace for Professional Services
Time-Tracking
Capacity Planning
Project Collaboration Portal
Advanced Project Reporting
Customer Success
Software for modern teams to deliver data-driven customer success.
Highlights
Workspace for Customer Success
Usage Metrics
Health Lab (Health Scores, Profiles)
Success Units
Churn Management
Revenue Management
Projects and Sequences
Customer Portal
NPS
Advanced Automations
Advanced Data Models
Packages
Start-Up
Professional
Enterprise
Sales
Software for high-performing sales and account management teams.
Highlights
Workspace for Sales
Pipeline Management
Lead Routing
Prospecting Portal
Email Sequencing
Projects
Deal Room
Forecasting
Revenue Management
Advanced Sales Reporting
“With Planhat, we came in with a 20% lower churn than we had budgeted within the first year, simply because we now understand our customers better.”
Lasse Thomsen
Head of Commercial Operations
“With Planhat, we came in with a 20% lower churn than we had budgeted within the first year, simply because we now understand our customers better.”
Howard Rees
Chief Commercial Officer
“High touch CSMs have been able to more efficiently manage their day-to-day and grow revenue across their individual book, which has saved us in the region of half a million dollars during the year.”
Pam Dickson Fishman
Group Vice President, Customer Success
“The relationship we have, the discussions with our CSMs, the EBRs where we plan ahead together, the synergy and how we create value together... that’s an outstanding part of what Planhat offers.”
Lisa Milnes
Director of Customer Success
Customization
Build around your business needs.
Customer Workspaces
Custom Views (Pages, Previews, Profile Tabs, Profile Templates)
Custom Automations
Custom Naming of Data Models
Group Structures
Functionality limited to select packages.
Security & Administration
Enterprise-grade security. Planhat is built to keep your data private and protected.
Custom Roles & Detailed Permissions
Single Sign-On
Two Factor-Authentication
Functionality limited to select packages.
Customization
Market-leading expertise and guidance for commercial teams.
Customer Success Management
Technical Account Management
24/5 Support
Implementation Services
Professional Services
Strategic Services
Functionality limited to select packages.
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Customers
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