Features

recently Added

Discover All

Discover All

Discover All

AI Workflows

Embedded AI for a first-mover advantage

Artificial Intelligence

AI Workflows

Embedded AI for a first-mover advantage

Artificial Intelligence

AI Workflows

Embedded AI for a first-mover advantage

Artificial Intelligence

AI Workflows

Embedded AI for a first-mover advantage

Artificial Intelligence

Conversational AI

AI-powered insights from every message

Artificial Intelligence

Conversational AI

AI-powered insights from every message

Artificial Intelligence

Conversational AI

AI-powered insights from every message

Artificial Intelligence

Conversational AI

AI-powered insights from every message

Artificial Intelligence

Portals

A curated space for customer collaboration

Collaboration

Portals

A curated space for customer collaboration

Collaboration

Portals

A curated space for customer collaboration

Collaboration

Portals

A curated space for customer collaboration

Collaboration

Features in action

Cutting Through the Advertising Fog

Data Explorer

Cutting Through the Advertising Fog

Data Explorer

Cutting Through the Advertising Fog

Data Explorer

Cutting Through the Advertising Fog

Data Explorer

Bridging the Construction Data Divide

Custom Connections

Bridging the Construction Data Divide

Custom Connections

Bridging the Construction Data Divide

Custom Connections

Bridging the Construction Data Divide

Custom Connections

From Zero to One

Dashboards & Widgets

From Zero to One

Dashboards & Widgets

From Zero to One

Dashboards & Widgets

From Zero to One

Dashboards & Widgets

A Single Pane of Glass

Native Integrations

A Single Pane of Glass

Native Integrations

A Single Pane of Glass

Native Integrations

A Single Pane of Glass

Native Integrations

recently updated

View Changelog

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

Collaboration in Docs, Hygiene in focus

12/7/24

AI Automations, Marketing Emails

11/1/24

recently updated

View Changelog

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

Collaboration in Docs, Hygiene in focus

12/7/24

AI Automations, Marketing Emails

11/1/24

What's new

Changelog

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

recently updated

View Changelog

Run Automations with Buttons and Bulk-Actions (and more)

10/24/25

Improved Automations, Analyse Conversation Content and Take Action

10/17/25

Sonnet 4.5, better data exploration and smoother automation building

10/8/25

Configure Conversational AI

10/1/25

Portal and Automation Upgrades

9/17/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

Smarter Workflows, Deeper Insights

2/4/25

Introducing Timesheets and Time-tracking

12/31/24

Collaboration in Docs, Hygiene in focus

12/7/24

AI Automations, Marketing Emails

11/1/24

Planhat Features

All

All

All

Collaboration

Collaboration

Collaboration

Artificial Intelligence

Artificial Intelligence

Artificial Intelligence

Automation

Automation

Automation

Data

Data

Data

Collaboration

Collaboration

Collaboration

Portals

A curated space for customer collaboration

Global Templates

Get started with best-practices in minutes

Automated Hygiene

Keeping Planhat tidy behind the scenes

Live Collaboration

Real-time multimodal collaboration

Mentions & Object References

Comment to connect data and collaboration

Comments

Chat directly where the work happens

Data Explorer

Find answers quickly, without adding noise

Home Templates

Enable teams with a templated interface

Custom Object Profiles

Configure data objects for maximum focus

Dashboards & Widgets

Visualise and report on any data

Pages

Work with any type of data and content

Home

Work from your own personalised interface

Portals

A curated space for customer collaboration

Global Templates

Get started with best-practices in minutes

Automated Hygiene

Keeping Planhat tidy behind the scenes

Live Collaboration

Real-time multimodal collaboration

Mentions & Object References

Comment to connect data and collaboration

Comments

Chat directly where the work happens

Data Explorer

Find answers quickly, without adding noise

Home Templates

Enable teams with a templated interface

Custom Object Profiles

Configure data objects for maximum focus

Dashboards & Widgets

Visualise and report on any data

Pages

Work with any type of data and content

Home

Work from your own personalised interface

Portals

A curated space for customer collaboration

Global Templates

Get started with best-practices in minutes

Automated Hygiene

Keeping Planhat tidy behind the scenes

Live Collaboration

Real-time multimodal collaboration

Mentions & Object References

Comment to connect data and collaboration

Comments

Chat directly where the work happens

Data Explorer

Find answers quickly, without adding noise

Home Templates

Enable teams with a templated interface

Custom Object Profiles

Configure data objects for maximum focus

Dashboards & Widgets

Visualise and report on any data

Pages

Work with any type of data and content

Home

Work from your own personalised interface

Portals

A curated space for customer collaboration

Global Templates

Get started with best-practices in minutes

Automated Hygiene

Keeping Planhat tidy behind the scenes

Live Collaboration

Real-time multimodal collaboration

Mentions & Object References

Comment to connect data and collaboration

Comments

Chat directly where the work happens

Data Explorer

Find answers quickly, without adding noise

Home Templates

Enable teams with a templated interface

Custom Object Profiles

Configure data objects for maximum focus

Dashboards & Widgets

Visualise and report on any data

Pages

Work with any type of data and content

Home

Work from your own personalised interface

Automation

Automation

Automation

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

Custom Connections

Consolidate all your data from any API

Code Editor

Build custom .js features and integrations

Notifications

Stay up-to-date with real-time notifications

Email Communications

Send personalized communications at scale

Automations

Minimize workload while maximizing impact

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

Custom Connections

Consolidate all your data from any API

Code Editor

Build custom .js features and integrations

Notifications

Stay up-to-date with real-time notifications

Email Communications

Send personalized communications at scale

Automations

Minimize workload while maximizing impact

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

Custom Connections

Consolidate all your data from any API

Code Editor

Build custom .js features and integrations

Notifications

Stay up-to-date with real-time notifications

Email Communications

Send personalized communications at scale

Automations

Minimize workload while maximizing impact

Project & Task Management

Plan, execute, and track projects with ease

Timesheets

Quickly log, track, and optimize time spent

Custom Connections

Consolidate all your data from any API

Code Editor

Build custom .js features and integrations

Notifications

Stay up-to-date with real-time notifications

Email Communications

Send personalized communications at scale

Automations

Minimize workload while maximizing impact

Data

Data

Data

Data Models

Model your data objects after your business

Time Series

Analyse and action on change over time

Import & Export

Move thousands datapoints in a single click

Health Lab

The beating heart of Customer Success

Revenue Analytics

Real-time GTM reporting you can trust

Group Structures

Reflect groups and aggregate data up them

Flexible API

Fast, powerful connections for developers

Search

Search everything, biased to recent actions

Data Filtering

No code advanced cross-model querying

Field Rules

Seamlessly enforce important processes

Properties

Your commercial building blocks

Access Control

Ensure granular data privacy and security

Private Apps

Build your own flexible data flows

Native Integrations

Unify data across teams and use cases

Feeds

Host real-time conversations with context

Data Models

Model your data objects after your business

Time Series

Analyse and action on change over time

Import & Export

Move thousands datapoints in a single click

Health Lab

The beating heart of Customer Success

Revenue Analytics

Real-time GTM reporting you can trust

Group Structures

Reflect groups and aggregate data up them

Flexible API

Fast, powerful connections for developers

Search

Search everything, biased to recent actions

Data Filtering

No code advanced cross-model querying

Field Rules

Seamlessly enforce important processes

Properties

Your commercial building blocks

Access Control

Ensure granular data privacy and security

Private Apps

Build your own flexible data flows

Native Integrations

Unify data across teams and use cases

Feeds

Host real-time conversations with context

Data Models

Model your data objects after your business

Time Series

Analyse and action on change over time

Import & Export

Move thousands datapoints in a single click

Health Lab

The beating heart of Customer Success

Revenue Analytics

Real-time GTM reporting you can trust

Group Structures

Reflect groups and aggregate data up them

Flexible API

Fast, powerful connections for developers

Search

Search everything, biased to recent actions

Data Filtering

No code advanced cross-model querying

Field Rules

Seamlessly enforce important processes

Properties

Your commercial building blocks

Access Control

Ensure granular data privacy and security

Private Apps

Build your own flexible data flows

Native Integrations

Unify data across teams and use cases

Feeds

Host real-time conversations with context

Data Models

Model your data objects after your business

Time Series

Analyse and action on change over time

Import & Export

Move thousands datapoints in a single click

Health Lab

The beating heart of Customer Success

Revenue Analytics

Real-time GTM reporting you can trust

Group Structures

Reflect groups and aggregate data up them

Flexible API

Fast, powerful connections for developers

Search

Search everything, biased to recent actions

Data Filtering

No code advanced cross-model querying

Field Rules

Seamlessly enforce important processes

Properties

Your commercial building blocks

Access Control

Ensure granular data privacy and security

Private Apps

Build your own flexible data flows

Native Integrations

Unify data across teams and use cases

Feeds

Host real-time conversations with context

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

AI

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

800+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

AI

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

800+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

AI

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

800+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us