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
“
Planhat built the first next-gen CRM”
“Planhat built the first next generation CRM”
“Planhat built
the first next-gen CRM”
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.
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.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CRM can help you grow faster.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CRM can help you grow faster.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CRM can help you grow faster.
platform demonstration
Seeing is Believing
Get a sense of how Planhat CRM can help you grow faster.
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.
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.
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by