Multiply one another
Planhat is a new centre of gravity for cross-functional collaboration. Our unique data architecture points your data inwards, towards the customer, not out to siloed departments. It keeps your team on the same page, eliminating process inefficiency. Handoff seamlessly from Sales to Operations, Success and Support to Product and Engineering - all in one tool.
Central Inbox
Share & collaborate on customer-facing comms
All for one
Rally around your customer like never before. Access every customer-facing conversation from a central, searchable inbox your entire team can access and contribute to. View and interact with multi-channel conversations effortlessly in chronological order, by tags, and through deeply custom filtering and sorting.
Conversations
Consolidate every customer touchpoint into a unified thread. Assign users to chats, tickets and emails, and discuss comms with embedded commenting, mentions and reactions on every conversation.
Calendar events
Sync meetings and events from your calendar with Planhat, classified by conversation type and organised into a chronological touch point timeline.
Granular filtering
Build deeply configured views of all your conversations using a flexible form-fill interface. Enable Support teams to build a triage for reviewing, updating and prioritising tickets before they’re added to the teams’ workflow, or Success and Sales to flag high-priority comms based on text analysis, such as email threads containing mention of “renewal”, “contracts” or “alignment”.
Powerful search
Find any conversation you’re looking for in seconds with search on natural language and property criteria.
Labels
Structure and organise all your conversations with custom, multi-select labels to ensure your team can quickly and easily find what they’re looking for.
Notifications
Coordinate with timely precision
Your new center of attention
Stay on the same page as your team and handover effortlessly between workflows with smart notifications on the objects and accounts that matter to you.
Track the small things
Get notified about any change happening in your workspace, configured all the way from a generic object update, to updates on specific fields, specific values, and even specific users.
Follow what’s important to you
Manage which objects you follow and configure which updates you want to be notified about. Configure rules to auto-follow and receive smart updates on objects you create, update, are mentioned on or have commented on.
Flexible routing
Select where to be notified. Receive real-time notifications via Slack, email, Webhooks and more, or enable daily email digests which group notifications into synthesised summaries.
Deeply customisable
Personalise notification messages with custom replacement codes to provide additional context, embed Slack mentions, and more.
Templates & Snippets
Implement standard practice
Scale up the small things
Set up and roll-out best practice note-taking, reporting and comms with a custom library of text snippets and templates. Iterate and experiment on messaging and documentation without creating inconsistency.
Text snippets
Turn any text string into a universal snippet you can use and reuse across your entire workspace. Apply snippets with a simple # shortcut from any text field.
Email templates
Build a robust suite of HTML email templates with custom replacement codes for any property, ranging from names and signatures to recipient or account-specific context.
Pages & metrics
Access a purpose-built library of templated complete-the-sentence metric formulas and drag-and-drop dashboard layouts to extract meaningful insight from your data in minutes, not months.
Discussion
Keep all the context
Collaborate with context
Communicate with your team in threads associated directly with the objects you’re talking about, so every message is set clearly in context.
Threads
Almost everything in Planhat is commentable. Interacting on object-specific threads reduces the need for ad-hoc alignment calls and data analyses, because discussions develop organically and asynchronously, right on the object they’re about. Comments in Planhat can be augmented with links, images, videos and other files.
Mentions & reactions
Discussions are dynamic. Mention your teammates to nudge them into action and react to previous messages with 👍, 😊, 😩 or any other emoji.
Portals
Deliver results together
Share your reality
Launch interactive ecosystems with each of your customers. Drive outcomes collaboratively by mirroring tasks, workflows, dashboards, documents and more. Improve alignment, provide a fully custom, white-labelled experience, and discuss anything asynchronously.
White-labelled
Portals are an extension of your Planhat ecosystem that appear to be custom-made by you. Serve your customer in a rich, branded environment that feels like a virtual extension of your own office.
Document drive
Build your own document repository from a light Notion-like editor supporting embedded content and widgets. Track, share and collaborate on documents internally and externally in real-time.
Versatile content library
Build and deploy a suite of content, ranging from documents and dashboards to workflows, shared goals, files and custom HTML pages. Auto-create portals for your customers with the right ecosystem of content, based on their segment, lifecycle stage and more.
Real-time & interactive
Split-second syncing allows you to collaborate with customers on documents, workflows and dashboards in real-time. Portals become your shared notepad, feeding directly into your existing tasks, notes and conversations so you can cut out the lengthy call debrief.
Tracked & secured
Planhat tracks every time portals are accessed, so you can monitor activity and evaluate adoption. These events are automatically built into time-series metrics, so your team can analyse and report on usage over time and optimise how and when you bring portals into the picture.
Slack Sync
Summon Planhat insights wherever you are
Bring Planhat into Slack
Tap into your customer workflows right from Slack. Receive smart notifications on mentions, comments, and more directly from our Planhat bot, as a DM, or in any channel you like.
Embedded Slack Bot
Route any notification or custom signal to Planhat’s Slackbot so you’re up to date on the headlines, even when you’re on the go.
Quick Account Summaries
Summon @planhat anywhere in Slack for detailed, highly custom on-demand, on-the-go account summaries.
Linked Mentions
Receive rich messages including specific user and channel mentions and links to related Planhat objects and discussion threads. Click through to take instant action from your Planhat workspace.
