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...

Trusted by leading companies worldwide

Discover our impact

Trusted by leading companies worldwide

With Planhat we have one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

“

Fredrik Stenström

Customer Success Manager

Cygate

“With Planhat we have one portal to log in and we can see the assets—all asset information—from the customer. And we can also have the portal that the customer can log into to see the information also. And that really helps us to be more proactive.”

Fredrik Stenström

Customer Success Manager

Cygate

01 — Your Unified Space

Work on outcomes—not admin

01 — Your Unified Space

Work on outcomes—not admin

02 — Highly adaptable

An extension of your product

02 — Highly adaptable

An extension of your product

03 — Enterprise Ready

Built to scale securely

03 — Enterprise Ready

Built to scale securely

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.

900

Seat expansion

900

Seat expansion

500

Days saved each year

500

Days saved each year

300

Hours saved annually per person

300

Hours saved annually per person

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

Portals sit directly on your consolidated CRM, usage, ticketing, and communication data so you can collaborate without ever losing context—no new integrations needed.

Explore Integrations

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.

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Portals

Fix Your Customer Collaboration

Every tool in your stack was chosen to make collaboration easier. Better docs, faster communication, clearer project tracking. But easier for who? Not your customers.

Explore Tooling

Portals

Fix Your Customer Collaboration

Every tool in your stack was chosen to make collaboration easier. Better docs, faster communication, clearer project tracking. But easier for who? Not your customers.

Explore Tooling

Portals

Fix Your Customer Collaboration

Every tool in your stack was chosen to make collaboration easier. Better docs, faster communication, clearer project tracking. But easier for who? Not your customers.

Explore Tooling

880+ reviews

“Better than pulling a rabbit-out-of-a-hat kinda magic”

Hannah

CS Manager

“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”

Discover Our impact

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

Discover Our impact

Power your every process.

Product Adoption

Surface adoption signals to drive timely action

Product Adoption

Surface adoption signals to drive timely action

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Scaled CS

Serve the long tail of customers without eroding margins

Scaled CS

Serve the long tail of customers without eroding margins

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?

Request a demo

Collaborate Effortlessly

Launch your own rich, deeply integrated environments for seamless collaboration with customers, partners, and more.

Request a demo

Collaborate Effortlessly

Launch your own rich, deeply integrated environments for seamless collaboration with customers, partners, and more.

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

All-New Portals

Work on outcomes—not admin

Work on outcomes—not admin

An extension of your product

An extension of your product

Built to scale securely

Built to scale securely

Work on Outcomes—Not admin

Unified collaboration tools

Shared source of truth

Smart notifications

Work on Outcomes—Not admin

Unified collaboration tools

An extension of your product

Curated content experience

Shared ownership across Teams

Personalised branding

An extension of your product

Curated content experience

Collaborate with Context

Built to scale securely

Scaled account management

Deep access controls

Layered permissions

Built to scale securely

Scaled account management

Enabled by leading capabilities.

Enabled by leading capabilities.

Live Collaboration

Dashboards & Widgets

Embedded Chat

Personalised Workspace

Fix Your Customer Collaboration

Fix Your Customer Collaboration

Fix Your Customer Collaboration

Power your every process.

Product Adoption

Sales Pipeline Management

Project Management

Resource Management

Deal Room

Scaled CS

FAQs

FAQs

Request a demo

Collaborate Effortlessly

Request a demo

Collaborate Effortlessly

Know them. Grow them.