Features
Features in action
recently updated
recently updated
What's new
recently updated
Data
Data
Data
A living model of your customers, revenue and commercial processes — engineered for action, not observation.
Intelligence
Intelligence
Intelligence
AI embedded into your commercial processes — to orchestrate workflows, support collaboration and accelerate action.
Collaboration
Collaboration
Collaboration
A shared environment where context becomes alignment — and alignment becomes action.
Action
Action
Action
Where data-driven decisions materialize into results — with speed, precision and efficiency.
Governance
Governance
Governance
A governing framework for your data, access and commercial processes — enforcing structure while enabling action.
secure
Your built-in contingency plan.
Planhat maintains best-in-class data security protocols across both platform and services. We provide constant monitoring, enterprise-grade SIRP and dedicated security support as standard.
24/7 Monitoring
Planhat uses an industry standard security solution to monitor all systems 24/7 and trigger alerts based on event logs. Our global team is on-call to address threats and resolve incidents as soon as they arise.
Dedicated Security Team
Planhat has a dedicated squad of security specialists as part of its global platform team. They conduct regular security reviews and risk assessments and can provide targeted protocols and SLAs to meet unique security needs.
Reliable and secure infrastructure partners
Planhat uses Google Cloud Platform (GCP) and hosts services within its own secure cloud environment. Read about our partnership here.
ISO27001
Planhat’s commitment to exceptional security standards and policies has been independently validated through ISO 27001 certification.
Robust SIRP
Planhat has developed an Incident Response Plan to manage security events with efficiency and precision. Critical issues are addressed immediately, while less pressing concerns are prioritized for resolution within our standard development and release cycles.
secure
Your built-in contingency plan.
Planhat maintains best-in-class data security protocols across both platform and services. We provide constant monitoring, enterprise-grade SIRP and dedicated security support as standard.
24/7 Monitoring
Planhat uses an industry standard security solution to monitor all systems 24/7 and trigger alerts based on event logs. Our global team is on-call to address threats and resolve incidents as soon as they arise.
Dedicated Security Team
Planhat has a dedicated squad of security specialists as part of its global platform team. They conduct regular security reviews and risk assessments and can provide targeted protocols and SLAs to meet unique security needs.
Reliable and secure infrastructure partners
Planhat uses Google Cloud Platform (GCP) and hosts services within its own secure cloud environment. Read about our partnership here.
ISO27001
Planhat’s commitment to exceptional security standards and policies has been independently validated through ISO 27001 certification.
Robust SIRP
Planhat has developed an Incident Response Plan to manage security events with efficiency and precision. Critical issues are addressed immediately, while less pressing concerns are prioritized for resolution within our standard development and release cycles.
secure
Your built-in contingency plan.
Planhat maintains best-in-class data security protocols across both platform and services. We provide constant monitoring, enterprise-grade SIRP and dedicated security support as standard.
24/7 Monitoring
Planhat uses an industry standard security solution to monitor all systems 24/7 and trigger alerts based on event logs. Our global team is on-call to address threats and resolve incidents as soon as they arise.
Dedicated Security Team
Planhat has a dedicated squad of security specialists as part of its global platform team. They conduct regular security reviews and risk assessments and can provide targeted protocols and SLAs to meet unique security needs.
Reliable and secure infrastructure partners
Planhat uses Google Cloud Platform (GCP) and hosts services within its own secure cloud environment. Read about our partnership here.
ISO27001
Planhat’s commitment to exceptional security standards and policies has been independently validated through ISO 27001 certification.
Robust SIRP
Planhat has developed an Incident Response Plan to manage security events with efficiency and precision. Critical issues are addressed immediately, while less pressing concerns are prioritized for resolution within our standard development and release cycles.
secure
Your built-in contingency plan.
Planhat maintains best-in-class data security protocols across both platform and services. We provide constant monitoring, enterprise-grade SIRP and dedicated security support as standard.
24/7 Monitoring
Planhat uses an industry standard security solution to monitor all systems 24/7 and trigger alerts based on event logs. Our global team is on-call to address threats and resolve incidents as soon as they arise.
Dedicated Security Team
Planhat has a dedicated squad of security specialists as part of its global platform team. They conduct regular security reviews and risk assessments and can provide targeted protocols and SLAs to meet unique security needs.
Reliable and secure infrastructure partners
Planhat uses Google Cloud Platform (GCP) and hosts services within its own secure cloud environment. Read about our partnership here.
ISO27001
Planhat’s commitment to exceptional security standards and policies has been independently validated through ISO 27001 certification.
Robust SIRP
Planhat has developed an Incident Response Plan to manage security events with efficiency and precision. Critical issues are addressed immediately, while less pressing concerns are prioritized for resolution within our standard development and release cycles.
PROTECTED
Data made indestructible.
Planhat stores all your data in secure, distributed, and fully redundant databases through scheduled daily and intraday backups. Our encryption protocol – in transit and at rest – is virtually impenetrable.
SOC 2 Type II
Planhat’s is SOC 2 Type II certified, guaranteeing protection of sensitive data and adherence to global regulatory requirements.
Daily & Intraday Backup
Put nothing at risk with near-continuous backup of your entire Planhat environment and database.
Secure Multi-Location Storage
We mitigate correlated risk by storing all backups in geographically separate locations to our main warehouse.
Redundancy as Standard
Planhat is architected to ensure no system or device has a single point of failure. Data is always written to two locations when stored.
TLS in-transit
Planhat forces HTTPS on all connections and encrypts data in-transit with TLS 1.2 or 1.3 (browser dependent) to ensure in-transit data remains private and secure.
AES-256 at-rest
All data at-rest is secured using AES 256-bit encryption, a best-in-class standard designed to safeguard sensitive information.
PROTECTED
Data made indestructible.
Planhat stores all your data in secure, distributed, and fully redundant databases through scheduled daily and intraday backups. Our encryption protocol – in transit and at rest – is virtually impenetrable.
SOC 2 Type II
Planhat’s is SOC 2 Type II certified, guaranteeing protection of sensitive data and adherence to global regulatory requirements.
Daily & Intraday Backup
Put nothing at risk with near-continuous backup of your entire Planhat environment and database.
Secure Multi-Location Storage
We mitigate correlated risk by storing all backups in geographically separate locations to our main warehouse.
Redundancy as Standard
Planhat is architected to ensure no system or device has a single point of failure. Data is always written to two locations when stored.
TLS in-transit
Planhat forces HTTPS on all connections and encrypts data in-transit with TLS 1.2 or 1.3 (browser dependent) to ensure in-transit data remains private and secure.
AES-256 at-rest
All data at-rest is secured using AES 256-bit encryption, a best-in-class standard designed to safeguard sensitive information.
PROTECTED
Data made indestructible.
Planhat stores all your data in secure, distributed, and fully redundant databases through scheduled daily and intraday backups. Our encryption protocol – in transit and at rest – is virtually impenetrable.
SOC 2 Type II
Planhat’s is SOC 2 Type II certified, guaranteeing protection of sensitive data and adherence to global regulatory requirements.
Daily & Intraday Backup
Put nothing at risk with near-continuous backup of your entire Planhat environment and database.
Secure Multi-Location Storage
We mitigate correlated risk by storing all backups in geographically separate locations to our main warehouse.
Redundancy as Standard
Planhat is architected to ensure no system or device has a single point of failure. Data is always written to two locations when stored.
TLS in-transit
Planhat forces HTTPS on all connections and encrypts data in-transit with TLS 1.2 or 1.3 (browser dependent) to ensure in-transit data remains private and secure.
AES-256 at-rest
All data at-rest is secured using AES 256-bit encryption, a best-in-class standard designed to safeguard sensitive information.
PROTECTED
Data made indestructible.
Planhat stores all your data in secure, distributed, and fully redundant databases through scheduled daily and intraday backups. Our encryption protocol – in transit and at rest – is virtually impenetrable.
SOC 2 Type II
Planhat’s is SOC 2 Type II certified, guaranteeing protection of sensitive data and adherence to global regulatory requirements.
Daily & Intraday Backup
Put nothing at risk with near-continuous backup of your entire Planhat environment and database.
Secure Multi-Location Storage
We mitigate correlated risk by storing all backups in geographically separate locations to our main warehouse.
Redundancy as Standard
Planhat is architected to ensure no system or device has a single point of failure. Data is always written to two locations when stored.
TLS in-transit
Planhat forces HTTPS on all connections and encrypts data in-transit with TLS 1.2 or 1.3 (browser dependent) to ensure in-transit data remains private and secure.
AES-256 at-rest
All data at-rest is secured using AES 256-bit encryption, a best-in-class standard designed to safeguard sensitive information.
PRIVATE
Hidden in plain sight.
Planhat supports SSO, SAML and advanced login configurations, and allows you to restrict access down to individual fields by role, team and portfolio. We’re committed to industry-leading compliance standards.
GDPR & CCP compliance
Committed to compliance with Europe’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
Login Restrictions
Non-SAML users can restrict which login methods (Google SSO, Email login) are permitted in their workspace as an additional security layer.
SAML
Planhat offers SAML 2.0 standard with Okta, Azure AD, GSuite, ADFS and Custom SSO. Across these, we support both Service Provider (SP) initiated and Identity Provider (IdP) initiated flows. Admins can configure whether to use IdP or both.
Single sign-on (SSO)
Users can authenticate themselves into Planhat using SSO. Session length and time-based log-out restrictions can be configured to mitigate the probability of unauthorized access.
Property-action permissions
Permission specific actions like view, create, update and export at the level of the object, all the way down to individual object properties. Allow different roles to access different subsets of your customer database by individual portfolio, team or specific customer segments.
Granular user roles
Create an infinite number of fully custom user roles with highly granular permissions on property access, features like customer conversations and revenue, and account portfolios. Restrict access to system-level privileges with designated Admins.
PRIVATE
Hidden in plain sight.
Planhat supports SSO, SAML and advanced login configurations, and allows you to restrict access down to individual fields by role, team and portfolio. We’re committed to industry-leading compliance standards.
GDPR & CCP compliance
Committed to compliance with Europe’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
Login Restrictions
Non-SAML users can restrict which login methods (Google SSO, Email login) are permitted in their workspace as an additional security layer.
SAML
Planhat offers SAML 2.0 standard with Okta, Azure AD, GSuite, ADFS and Custom SSO. Across these, we support both Service Provider (SP) initiated and Identity Provider (IdP) initiated flows. Admins can configure whether to use IdP or both.
Single sign-on (SSO)
Users can authenticate themselves into Planhat using SSO. Session length and time-based log-out restrictions can be configured to mitigate the probability of unauthorized access.
Property-action permissions
Permission specific actions like view, create, update and export at the level of the object, all the way down to individual object properties. Allow different roles to access different subsets of your customer database by individual portfolio, team or specific customer segments.
Granular user roles
Create an infinite number of fully custom user roles with highly granular permissions on property access, features like customer conversations and revenue, and account portfolios. Restrict access to system-level privileges with designated Admins.
PRIVATE
Hidden in plain sight.
Planhat supports SSO, SAML and advanced login configurations, and allows you to restrict access down to individual fields by role, team and portfolio. We’re committed to industry-leading compliance standards.
GDPR & CCP compliance
Committed to compliance with Europe’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
Login Restrictions
Non-SAML users can restrict which login methods (Google SSO, Email login) are permitted in their workspace as an additional security layer.
SAML
Planhat offers SAML 2.0 standard with Okta, Azure AD, GSuite, ADFS and Custom SSO. Across these, we support both Service Provider (SP) initiated and Identity Provider (IdP) initiated flows. Admins can configure whether to use IdP or both.
Single sign-on (SSO)
Users can authenticate themselves into Planhat using SSO. Session length and time-based log-out restrictions can be configured to mitigate the probability of unauthorized access.
Property-action permissions
Permission specific actions like view, create, update and export at the level of the object, all the way down to individual object properties. Allow different roles to access different subsets of your customer database by individual portfolio, team or specific customer segments.
Granular user roles
Create an infinite number of fully custom user roles with highly granular permissions on property access, features like customer conversations and revenue, and account portfolios. Restrict access to system-level privileges with designated Admins.
PRIVATE
Hidden in plain sight.
Planhat supports SSO, SAML and advanced login configurations, and allows you to restrict access down to individual fields by role, team and portfolio. We’re committed to industry-leading compliance standards.
GDPR & CCP compliance
Committed to compliance with Europe’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
Login Restrictions
Non-SAML users can restrict which login methods (Google SSO, Email login) are permitted in their workspace as an additional security layer.
SAML
Planhat offers SAML 2.0 standard with Okta, Azure AD, GSuite, ADFS and Custom SSO. Across these, we support both Service Provider (SP) initiated and Identity Provider (IdP) initiated flows. Admins can configure whether to use IdP or both.
Single sign-on (SSO)
Users can authenticate themselves into Planhat using SSO. Session length and time-based log-out restrictions can be configured to mitigate the probability of unauthorized access.
Property-action permissions
Permission specific actions like view, create, update and export at the level of the object, all the way down to individual object properties. Allow different roles to access different subsets of your customer database by individual portfolio, team or specific customer segments.
Granular user roles
Create an infinite number of fully custom user roles with highly granular permissions on property access, features like customer conversations and revenue, and account portfolios. Restrict access to system-level privileges with designated Admins.
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by