Email and Call Intelligence

Most tools only show stages and fields, not what was actually said in emails and calls. Planhat ingests customer emails and meeting recordings, then uses AI to transcribe, summarize, and extract risks, intent, and stakeholders into structured signals. These insights land directly in timelines, health scores, and playbooks, not in detached tools. The result is fewer “I didn’t know” surprises in deals and renewals, and clearer patterns you can act on to move win rate and NRR.