THE Agentic Customer Platform
THE Agentic Customer Platform
Deploy AI with confidence across the customer lifecycle
Deploy AI with confidence across the customer lifecycle
Customer-facing teams at B2B enterprises use Planhat to automate the customer lifecycleturning better customer outcomes into lasting revenue growth.
Customer-facing teams at B2B enterprises use Planhat to automate the customer lifecycleturning better customer outcomes into lasting revenue growth.
Automate commercial processes across your teams
Automate commercial processes across your teams
Automate commercial processes across your teams
Planhat is the open platform where agents and people work as one to drive revenue growth across the entire customer lifecycle.
Planhat is the open platform where agents and people work as one to drive revenue growth across the entire customer lifecycle.
Assemble your GTM under one roof
Arm your go-to-market agents, teams and tools with rich context that turns post-sale truth into pre-sales intelligence.
Deploy agents with confidence
Delegate processes to governed agents which execute with greater speed and precision than humanly possible.
Stay in-the-loop
Give your team the capability to leverage, supervise and enhance agentic outputs at scale.
Entire GTM under one roof
Arm your go-to-market agents, teams and tools with rich context that turns post-sale truth into pre-sales intelligence.
THE LEADING CUSTOMER PLATFORM
The next generation has arrived
Planhat is recognized by both industry analysts and customers as a global leader in deploying AI-led automation for go-to-market teams.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
THE LEADING CUSTOMER PLATFORM
The next generation has arrived
Planhat is recognized by both industry analysts and customers as a global leader in deploying AI-led automation for go-to-market teams.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
platform
platform
Deploy with
confidence
Deploy with
confidence
Planhat is architected to equip agents and humans with everything they need to execute with clarity and control.
Context
Training
Collaboration
Execution
Agents
Input
Context
Planhat constructs a comprehensive living model of your customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry.
Context
Training
Collaboration
Execution
Agents
Input
Context
Planhat constructs a comprehensive living model of your customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry.
APPLICATIONS
One platform, built to power your reality
Deploy Planhat as a CSP, CRM, PSA or a powerful all-in one configured to put artificial and human intelligence to work across the full lifecycle.
Customer Success
Sales & GTM
Professional Services
Custom build
APPLICATIONS
One platform, built to power your reality
Deploy Planhat as a CSP, CRM, PSA or a powerful all-in one configured to put artificial and human intelligence to work across the full lifecycle.
Customer Success
Sales & GTM
Professional Services
Custom build
services
Don’t buy hypotheticals.
Buy outcomes.
Planhat dispatches forward-deployed teams that work shoulder-to-shoulder with you to deliver real-world outcomes.
Operational efficiency
Revenue impact
Service-Intensive Software
Security
IT Services
Healthcare & Life Sciences
Connected Businesses
Business Services
“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Watch
“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Casey
VP Strategic Initiatives
Mélanie
Global Customer Success Director
“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”
Japhet
Senior Director of Customer Success Automation
Luciano
Director of Customer Success
Petrina
Director of Customer Success Operations
Brenda
Customer Success