Grow customer revenue

The AI-native customer success platform built to power enterprise post-sales teams.

Grow customer revenue

The AI-native customer success platform built to power enterprise post-sales teams.

Grow customer revenue

The AI-native customer success platform built to power enterprise post-sales teams.

Accelerate and scale outcomes with AI

Connect all your data

Databases, CRMs, Support Tickets, Emails, Meetings and more. However you interact with your customers, Planhat can capture it, consolidate it and empower you to act on it.

Flagship LLMs at your fingertips
Customizable beyond belief
Accelerate and scale outcomes with AI
Connect all your data

Databases, CRMs, Support Tickets, Emails, Meetings and more. However you interact with your customers, Planhat can capture it, consolidate it and empower you to act on it.

The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”

Tracy Shouldice

Director of Customer Success

Trend Micro

Watch

The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”

Tracy Shouldice

Director of Customer Success

Trend Micro

Watch

Unlock results in weeks—not months

Zero data input

Instantly record every customer interaction and conversation with no human input—and ask Planhat any question about your customers with instant, AI-enriched responses.

Built around any role
Collaborate in real-time
Unlock results in weeks—not months
Zero data input

Instantly record every customer interaction and conversation with no human input—and ask Planhat any question about your customers with instant, AI-enriched responses.

Command the lifecycle

Improve forecast reliability and increase renewal rates

Renewals are the core of NRR and cash flow. Revenue that doesn't last isn't worth closing.

Proactively and rapidly address both opportunities and risks

Create shared spaces for customer collaboration and communication

Accelerate time-to-live with predictable outcomes

Serve the long tail of customers without eroding margins

Command the lifecycle
Improve forecast reliability and increase renewal rates

Renewals are the core of NRR and cash flow. Revenue that doesn't last isn't worth closing.

Unified context.
Smarter workflows.

Unified context.
Smarter workflows.

Unified context.
Smarter workflows.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more — all available in Planhat.

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.

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?