Get a unified view of your customer, discuss everything in context, collaborate effortlessly and cut out noise with dedicated views for you and your team.
Enterprise-grade permissions. Restrict anything by role, team and portfolio.
Text Assistant. Simplify & summarise email threads & account profiles.
Universal filtering. Run sophisticated no-code cross-model queries.
Discussion. Real-time comments, mentions and reactions on everything.
Custom profiles. Condition properties & pages on role and segment.
Portals. Collaborate meaningfully with your customer without leaving Planhat.
Focus your team on what should happen next with dedicated calendar views, conditional steps and native progress analytics.
Dynamic Conditions. Respond proactively to delays and changing circumstances.
Automated Sequences. Deliver highly personalized multi-channel campaigns.
Personalised Communications. Send automated comms from a customers’ key contacts.
Centralised Inbox. Consolidate every customer touchpoint into one collaborative inbox.
NPS Campaigns. Run end-to-end surveys with custom replies, reminders and analytics.
Workflow Economics. Measure each projects’ success and ROI out-of-the-box.
Put customers into context, transform raw datapoints into meaningful signals, and share captivating dashboards that align your team around impact.
Calculated Fields & Metrics. Transform static and time-series data into actionable indicators.
Purpose-built Widgets. Contextualise every datapoint on rich, real-time dashboards.
Granular Filtering. Filter every visualization by any property, object relation or portfolio.
Flexible Health Scoring. Distill key health indicators into a single headline metric by segment.
Revenue Analytics. Comprehensive revenue reporting built around industry best practices.
Performance Monitoring. Measure your team on portfolio size, health, contact time and more.
Manage a larger portfolio by automating all your busywork and delegating task management to our best-in-class rules-based assignment engine.
Custom Flows. No-code automate any action inside or outside Planhat.
Automation Templates. Pick from 100+ automations built around best practices.
Dynamic Assignment. Run highly custom Pooled CS in a matter of clicks.
Code Editor. Write and run custom JavaScript operations from your browser.
Smart Signals. AI-powered early warning system, routed in-app, via Slack or by email.
Opportunity Pipeline. Auto-list opportunities and forecast revenue by close probability.
From CRM integrations to usage tracking, ticketing, issues, customer comms, and more, Planhat is the action station your team can rally around.
Salesforce, HubSpot, Pipedrive. Sync deals, customers, contacts and more.
Slack, Gmail, Outlook. Run a unified inbox and get notifications where you need them.
Pendo, Segment, Mixpanel. Track every click, split by segment and application.
Intercom, Jira, Zendesk. Sync tickets and issues bidirectionally.
Snowflake, BigQuery. Fetch time series data, bidirectionally sync static data.
Google Cloud, OneDrive, AWS S3. Automate file syncing from cloud storage
