All-New Portals
An even richer, even more curated space for customer collaboration.
John Williams
External
Lets train the team again on how to use Reports this quarter.
Sarah Khan
3 minutes ago
Sure, we can schedule that in the next two weeks. Thanks for the tip.
Reply...
Work on Outcomes—Not admin
Unified collaboration tools
Bring work to a single space with projects, meeting actions, emails, chats, file-sharing, presentations, enablement - and more.
Shared source of truth
Smart notifications
Work on Outcomes—Not admin
Unified collaboration tools
Bring work to a single space with projects, meeting actions, emails, chats, file-sharing, presentations, enablement - and more.
An extension of your product
Curated content experience
Adapt Portals to your customers with custom roles, content and permissions - evolving across sales, service and growth.
Shared ownership across Teams
Personalised branding
An extension of your product
Curated content experience
Adapt Portals to your customers with custom roles, content and permissions - evolving across sales, service and growth.
Collaborate with Context
Collaborate with Context
Portals sit directly on your consolidated CRM, usage, ticketing, and communication data so you can collaborate without ever losing context—no new integrations needed.
Portals sit directly on your consolidated CRM, usage, ticketing, and communication data so you can collaborate without ever losing context—no new integrations needed.
Built to scale securely
Scaled account management
Accelerate setup Portal templates and a re-usable content library, tailored and automatically added to each segment.
Deep access controls
Layered permissions
Built to scale securely
Scaled account management
Accelerate setup Portal templates and a re-usable content library, tailored and automatically added to each segment.
Enabled by leading capabilities.
Enabled by leading capabilities.
Power your every process.
FAQs
FAQs
What can I use Portals for?
How is my data secured?
What data can customers access?
How is Portals priced?
What is the difference between the old Portals and upgraded Portals?
“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
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.