Planhat for Enterprise

Handle complexity without compromise

Discover what customer leaders at Enterprise-grade organizations have to say about Planhat.

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Gartner Magic Quadrant™ for Customer Success Management Platforms

2025 Leader

Gartner Magic Quadrant™ for Customer Success Management Platforms

2025 Leader

Based on 950+ Verified Planhat Customer Reviews

Based on 900+ Verified Planhat Customer Reviews

Based on 950+ Verified Planhat Customer Reviews

IDC MarketScape for Worldwide Customer Success Applications

2024 Leader

IDC MarketScape for Worldwide Customer Success Applications

2024 Leader

Trusted by world-leading enterprises

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Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“

Lasse Thomsen

Director of Commercial Operations

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“

Lasse Thomsen

Director of Commercial Operations

Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“

Tracy Shouldice

Director of Customer Success

Open | From Trend Micro — article poster image

“Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

Tracy Shouldice

Director of Customer Success

Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“

Tracy Shouldice

Director of Customer Success

300

Hours saved annually per person

300

Hours saved annually per person

300

Hours saved annually per person

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

One Place for Every Insight — article poster image

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

“

Seth Terbeek

Vice President of Customer Transformation

“Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

Seth Terbeek

Vice President of Customer Transformation

Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

“

Seth Terbeek

Vice President of Customer Transformation

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

Scaling Impact with Speed & Flexibility — article poster image

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Vice President, Customer Success

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Vice President, Customer Success

“

Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Paul Davis

Vice President, Customer Success

950+ reviews

“The best customer tool in the market”

Ana

Head of Customer Success

“The best customer tool in the market”

Ana

“The best customer tool in the market”

Ana

Head of Customer Success

“A perfect fit for our company and how we want to support our clients”

VP Strategic Initiatives

“Great system and customer service”

Director of Customer Success

“Amazing CSP for agile teams”

Global Customer Success Director

“Great tool for getting a 360 view of accounts in one place and making them actionable”

Director of Customer Success Operations

“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”

Senior Director of Customer Success Automation

“Success for your customer success team”

Customer Success

“A perfect fit for our company and how we want to support our clients”

VP Strategic Initiatives

“Amazing CSP for agile teams”

Global Customer Success Director

“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”

Senior Director of Customer Success Automation

“Great system and customer service”

Director of Customer Success

“Great tool for getting a 360 view of accounts in one place and making them actionable”

Director of Customer Success Operations

“Success for your customer success team”

Customer Success

request a demo

Meet your new  system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

request a demo

Meet your new  system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

request a demo

Meet your new  system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

Capabilities

Flexible technologies that deliver end-to-end

Power proactive go-to-market motions with frontier AI built on a robust, secure and well-governed data foundation.

Explore Capabilities

I Governance

Govern layer of the Planhat capabilities diagram

II Data

III Intelligence

IV Action

V Collaboration

[] Governance

[] Data

[] Intelligence

[] Action

[] Collaboration

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.

Explore Integrations

processes

Command the lifecycle

Explore processes

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

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

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Scaled Customer Success

Serve the long tail of customers without eroding margins

Scaled Customer Success

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Expansion

Grow NRR through targeted upsell & cross-sell

Renewal Management

Improve forecast reliability and increase renewal rates

Renewal Management

Improve forecast reliability and increase renewal rates

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

PoC and Managed Trials

Increase PoC win rate and compress time-to-value

PoC and Managed Trials

Increase PoC win rate and compress time-to-value

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Data Consolidation

Take more decisive action through a unified view

Scaled Customer Success

Serve the long tail of customers without eroding margins

Expansion

Grow NRR through targeted upsell & cross-sell

Renewal Management

Improve forecast reliability and increase renewal rates

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

request a demo

Meet your new  system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

request a demo

Meet your new  system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

request a demo

Meet your new  system of action

Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.

Solutions

Platform

Customers

Explore

Pricing

Request a Demo

Recognized as a world-leader by

950+ 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

Brand Guidelines

Recognized as a world-leader by

950+ 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

Brand Guidelines

Recognized as a world-leader by

950+ 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

Brand Guidelines

Planhat for Enterprise

Planhat for Enterprise

Handle complexity without compromise

Handle complexity without compromise

Trusted by world-leading enterprises

Trusted by world-leading enterprises

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“

Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“

“Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

“

“Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

“

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

“

Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

“Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

“

Planhat's Al features, combined with their implementation strategy, give us the ability to measure impact of Al — which is critical to how we steer our overall strategy as a company.”

Meet your new system of action

Thank you

request a demo

Meet your new system of action

Thank you

request a demo

Meet your new system of action

Thank you

Capabilities

Capabilities

Everything you need to win. Working as one.

Everything you need to win. Working as one.

processes

processes

Revenue Forecasting

Project Management

Resource Management

Data Consolidation

Scaled Customer Success

Expansion

Renewal Management

Customer Handovers

PoC and Managed Trials

Meet your new system of action

Thank you

request a demo

Meet your new system of action

Thank you

request a demo

Meet your new system of action

Thank you

Know them. Grow them.

Know them. Grow them.

Meet your new  system of action

Meet your new  system of action

Meet your new  system of action

Everything you need to win.
Working as one.

Meet your new  system of action

Meet your new  system of action

Meet your new  system of action