The CRM that works from pipeline to lifetime

Build your business on the AI-native CRM that is built to acquire, retain, and grow customers.

Sales

Success

Operations

Leadership

Build your own

Sales

Success

Operations

Leadership

Build your own

Sales

Success

Operations

Leadership

Build your own

Sales

Eliminate manual data entry

Stop tab-hopping

Every record is auto-enriched with firmographics, intent, product usage, and buying signals—no ad-hoc queries, no CSVs.

Turn conversations into data entry
Seamless one-click handovers

Eliminate manual data entry

Stop tab-hopping

Every record is auto-enriched with firmographics, intent, product usage, and buying signals—no ad-hoc queries, no CSVs.

Turn conversations into data entry
Seamless one-click handovers
Eliminate manual data entry
Stop tab-hopping

Every record is auto-enriched with firmographics, intent, product usage, and buying signals—no ad-hoc queries, no CSVs.

Eliminate manual data entry
Stop tab-hopping

Every record is auto-enriched with firmographics, intent, product usage, and buying signals—no ad-hoc queries, no CSVs.

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

Blockbrain

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

Blockbrain

“We love how Planhat’s AI-native platform gives the Blockbrain team a single source of truth across Sales and Customer Success.”

Antonius Gress

CEO

Blockbrain

AI-native platform capabilities

Flagship LLMs at your fingertips

Spin up task-specific agents on the latest models out of the box. Or simply bring your own approved provider on board.

The right playbook at the right time
Use code to solve any edge case

AI-native platform capabilities

Flagship LLMs at your fingertips

Spin up task-specific agents on the latest models out of the box. Or simply bring your own approved provider on board.

The right playbook at the right time
Use code to solve any edge case
AI-native platform capabilities
Flagship LLMs at your fingertips

Spin up task-specific agents on the latest models out of the box. Or simply bring your own approved provider on board.

AI-native platform capabilities
Flagship LLMs at your fingertips

Spin up task-specific agents on the latest models out of the box. Or simply bring your own approved provider on board.

“We save so much time that it’s hard to imagine ever returning to an old-school CRM.”

Jens Vesterhus

Sales Leader

Steddy

“We save so much time that it’s hard to imagine ever returning to an old-school CRM.”

Jens Vesterhus

Sales Leader

Steddy

“We save so much time that it’s hard to imagine ever returning to an old-school CRM.”

Jens Vesterhus

Sales Leader

Steddy

Everything you need to win.
Working as one.

Everything you need to win. Working as one.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more, Planhat is the action station your team can rally around.

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?

The AI-native CRM that works for you.

Build your business on the AI-native CRM that is built to acquire, retain and grow customers.

The AI-native CRM that works for you.

Build your business on the AI-native CRM that is built to acquire, retain and grow customers.

The AI-native CRM that works for you.

Build your business on the AI-native CRM that is built to acquire, retain and grow customers.

A CRM that works from pipeline to lifetime

Build your business on the AI-native CRM that is built to acquire, retain and grow customers.

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.

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

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