Beautiful. Intuitive. Powerful.

The AI-Native CRM built to acquire lifelong customers.

700+ reviews

Start selling deals that last.

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1. Top-ranked in the IDC MarketScape: Worldwide Customer Success Applications 2024 Vendor Assessment.

2. Leader in the Gartner Magic Quadrant for Customer Success Management Platforms. Gartner, “Magic Quadrant for Customer Success Management Platforms” Michael Maziarka, Maria Marino, Jennifer MacIntosh, John Quaglietta, Daniel Hawkyard, 28 October 2024.

Planhat built the first
next-generation CRM

— Google Cloud

“

Planhat built the first
next-generation CRM

— Google Cloud

“

Planhat built the first
next-generation CRM

— Google Cloud

“

Planhat built the first
next-generation CRM

— Google Cloud

“

ONE PLATFORM

Sell. Renew. Grow

Planhat Sales CRM is built for SMB and Mid-Market businesses who need a single platform to generate pipeline, close deals and drive long-term customer success.

AI Automation

AI Automation

Connect any LLM to our market-leading data platform and use your data as context to power AI Automations. Inject AI into day-to-day Sales and Customer Success workflows to accelerate and magnify your teams' output. Research contacts, update fields, summarise data and much more.

Connect any LLM to our market-leading data platform and use your data as context to power AI Automations. Inject AI into day-to-day Sales and Customer Success workflows to accelerate and magnify your teams' output. Research contacts, update fields, summarise data and much more.

Deal Management

Deal Management

From prospecting to closing, run deal management from our AE-friendly interface. Log calls in one click, see how forecasts change and develop over time, automate outreach and manage complex project-based sales processes. Planhat CRM adapts effortlessly to your methodology.

From prospecting to closing, run deal management from our AE-friendly interface. Log calls in one click, see how forecasts change and develop over time, automate outreach and manage complex project-based sales processes. Planhat CRM adapts effortlessly to your methodology.

Customer Success

Customer Success

Drive NRR with dedicated CS tooling, rather than hacking it together a legacy CRM. Onboard customers with built-in project management, create AI powered health scores, monitor product usage and drive adoption – all while triggering custom alerts to keep your team proactive and engaged.

Drive NRR with dedicated CS tooling, rather than hacking it together a legacy CRM. Onboard customers with built-in project management, create AI powered health scores, monitor product usage and drive adoption – all while triggering custom alerts to keep your team proactive and engaged.

DATA

Market-Leading
Data Management

Connect your data, customize how you see it, then automate action.

Native Integrations

Native Integrations

Connect instantly to leading tools like Gong and Cognism and sync data in minutes through 50+ native no-code integrations.

Connect instantly to leading tools like Gong and Cognism and sync data in minutes through 50+ native no-code integrations.

Custom Connections

Custom Connections

Build custom connections to thousands of tools – including your own product – using our powerful, intuitive API and Webhooks.

Build custom connections to thousands of tools – including your own product – using our powerful, intuitive API and Webhooks.

Custom Connections

Build custom connections to thousands of tools – including your own product – using our powerful, intuitive API and Webhooks.

Combine & Transform

Combine & Transform

Take control by transforming your data into what your team needs it to be – running formulas across static and time-series data.

Take control by transforming your data into what your team needs it to be – running formulas across static and time-series data.

Combine & Transform

Take control by transforming your data into what your team needs it to be – running formulas across static and time-series data.

COLLABORATION

Eliminate Siloes,
Maximize Collaboration.

Consolidate your data and align your Customer Success and Sales teams around processes that drive impact.

Create cross-functional strategy documents where you execute your strategy, and collaborate with customers in Deal Rooms, sharing mutual action plans (MAPs) that evolve into Onboarding plans.

Redis

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built workflows."

Georgios Foufas

Deputy Chief Executive Officer

Redis

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built workflows."

Georgios Foufas

Deputy Chief Executive Officer

Redis

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built workflows."

Georgios Foufas

Deputy Chief Executive Officer

Redis

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built workflows."

Georgios Foufas

Deputy Chief Executive Officer

700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Security

Documentation

RFP Template

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Impact Studies

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Financial Services

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Legal

AICPA SOC

© 2025 Planhat AB

Terms of Service

Privacy Policy

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Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Security

Documentation

RFP Template

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

AICPA SOC

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Security

Documentation

RFP Template

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

AICPA SOC

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Blog

Webinars

Thought Leadership

Planhat Open

Help Center

Security

Documentation

RFP Template

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

AICPA SOC

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status