Features
Data
Data Governance
Growing customer teams need enforceable data standards, precise access controls, and granular audit trails - especially as regulations and internal policies tighten. Planhat delivers the depth of governance you expect from leading enterprise platforms, with rules, permissions, and logging that scale securely across thousands of users and complex organisational structures.
01
Create conditional field rules that trigger on changes to fields like lifecycle stage, workflow step, portal approval stage, or any other field value. For example, require ARR and close date only for negotiation-stage opportunities, and only for users in sales or finance roles.
02
Build roles that automatically scope visibility and edit rights to specific company portfolios, or any other criteria, with controls that extend down to individual fields and actions (create/read/update/delete/export).
03
Capture every user action, field change, login, and data export. Review history in-app via Field History and Logs Explorer, or forward the tamper-evident log to your SIEM, data warehouse, or compliance system.
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Data Consolidation
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Smarter Workflows, Deeper Insights
2/4/25
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Changelog
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
Faster Bulk Selection in Tables
Smarter, More Consistent AI Workflows with Structured Output and File Reading
“Planhat has given us the flexibility and visibility we needed to report on key outcomes and closely monitor progress across customer journeys”
Shannon Nishi
Director of Customer Success
Customer.io
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Unifying the Organization
OnsiteIQ
Tess Okonek
Streamlines Our Workflows
Implementing Customer Success Software: Step-by-Step Guide
Amberā Cruz
Delivering Customer Outcomes with a Value Framework
Planhat
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Turn raw events into meaningful metrics
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Revenue
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Build precise, reusable segments for action
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