Features

Collaboration

Embedded Chat

Embedded Chat

Real-time conversations within workflows

Traditional communication tools pull teams away from their operational systems, creating fragmented context and forcing constant switching between live threads, email chains, and the actual work. Planhat's Embedded Chat brings live, threaded conversations directly onto any object—from Companies and Projects down to individual Tasks and Tickets. You can reference live data inline or in comments, ensuring discussions always have complete context.

Embedded Chat

Real-time conversations within workflows

Collaborate with Context

Work together on QBR presentations, account plans, and documents with threaded discussions and live data references, ensuring feedback and revisions happen in context instead of scattered across email threads

Collaborate with Context

Align on Account Strategy

Chat directly on Company profiles to coordinate handoffs between sales and CS, align on expansion opportunities, or loop in leadership—keeping all context and decisions in one place.

Align on Account Strategy

Chat directly on Company profiles to coordinate handoffs between sales and CS, align on expansion opportunities, or loop in leadership—keeping all context and decisions in one place.

Two-Way Customer Communication

Enable customers to chat with your team directly within their Portal—asking questions, providing updates, or discussing project progress—creating a seamless communication channel that lives alongside shared data and workflows

Power your every process.

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Revenue Forecasting

Improve forecast accuracy and scenario planning

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

Deal Room

Improve win rate by engaging stakeholders earlier

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

Customer Handovers

Ensure smooth transitions between teams without losing context or momentum

What's new

Changelog

Use Salesforce Query to set up advanced syncs

Set parent objects in Automation Create and Update steps

Time-boxed Tasks

SCIM 2.0 Provisioning

Analyze and Extract Information from Files in Automations

Domain-Wide Delegation of Email Data for Google Workspace and Microsoft

Introducing OpenAI GPT-5.2 in Automations

Introducing Planhat Labs

Improved Formatting of Fields Synced with Salesforce

Ratio Widgets for Time Series

Trigger Automations with Comments

Improved Tables in Docs

Discover the full power of Embedded Chat

FAQ

How is Embedded Chat different from using Slack or email alongside Planhat?

How does Embedded Chat reduce onboarding friction and speed up time to value?

How does Embedded Chat allow account managers to have more informed conversations?

How does Embedded Chat eliminate the need to context-switch during a customer conversation?

How does Planhat ensure enterprise governance and accountability in Embedded Chat?

More in Collaboration

Explore Full Capability

Personalised Workspace

Adaptive to your workflows

Personalised Workspace

Adaptive to your workflows

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

Documents & Libraries

Working docs, wired into the customer record

Documents & Libraries

Working docs, wired into the customer record

Presentations

Slides that stay in sync with reality

Presentations

Slides that stay in sync with reality

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

Data Explorer

Find answers quickly, without adding noise

Data Explorer

Find answers quickly, without adding noise

Dashboards & Widgets

Visualise and report on any data

Dashboards & Widgets

Visualise and report on any data

Enterprise Search

Find anything, in a single search

Enterprise Search

Find anything, in a single search

Solutions

Platform

Customers

Explore

Pricing

Request a demo

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

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

Meet your new system of action

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

Recognized as a world-leader by

880+ reviews

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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Cookie Policy

Recognized as a world-leader by

880+ reviews

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

Status

Cookie Policy

Recognized as a world-leader by

880+ reviews

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

Status

Cookie Policy

Embedded Chat

Real-time conversations within workflows

Real-time conversations within workflows

Collaborate with Context

Collaborate with Context

Align on Account Strategy

Align on Account Strategy

Two-Way Customer Communication

Power your every process.

Revenue Forecasting

Project Management

Resource Management

Deal Room

PoC & Managed Trials

Customer Handovers

What's new

Discover the full power of Embedded Chat

Discover the full power of Embedded Chat

Discover the full power of Embedded Chat

Collaboration & Context

Collaboration & Context

Reporting & Collaboration

Reporting & Collaboration

Sustainable Growth in Customer Success

Sustainable Growth in Customer Success

Collaboration & Context

Reporting & Collaboration

Sustainable Growth in Customer Success

Job Description: Customer Success Manager

FAQ

FAQ

FAQ

More in Collaboration

More in Collaboration

Personalised Workspace

Portals

Documents & Libraries

Presentations

Live Collaboration

Data Explorer

Dashboards & Widgets

Enterprise Search

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Request a demo

Meet your new system of action

Know them. Grow them.

Know them. Grow them.