Features

Data

Data

Data Governance

Data Governance

Enforce and audit hygiene, lock down access

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.

Data Governance

Enforce and audit hygiene, lock down access

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.

Data Governance

Enforce and audit hygiene, lock down access

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.

Data Governance

Enforce and audit hygiene, lock down access

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

Enforce data quality where and when it matters

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.

01

Enforce data quality where and when it matters

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.

01

Enforce data quality where and when it matters

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.

01

Enforce data quality where and when it matters

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

Control access with portfolio- and role-specific permissions

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).

02

Control access with portfolio- and role-specific permissions

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).

02

Control access with portfolio- and role-specific permissions

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).

02

Control access with portfolio- and role-specific permissions

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

Provide a complete, immutable audit trail

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.

03

Provide a complete, immutable audit trail

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.

03

Provide a complete, immutable audit trail

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.

03

Provide a complete, immutable audit trail

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.

Power your every process.

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

Data Consolidation

Take more decisive action through a unified view

What's new

View Changelog

Smarter Workflows, Deeper Insights

2/4/25

What's new

View Changelog

Smarter Workflows, Deeper Insights

2/4/25

What's new

Changelog

Automations Run status and new AI Templates

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

What's new

Changelog

Automations Run status and new AI Templates

Opus 4.5, Haiku 4.5, navigational ease for Documents and managing Automations

AI Workflow formatting, External ownership in Portals, and new Field Capabilities

All-New Portals

User Types, Customise Automation Templates, and more

Run Automations with Buttons and Bulk-Actions (and more)

Improved Automations, Analyse Conversation Content and Take Action

Sonnet 4.5, better data exploration and smoother automation building

Configure Conversational AI

Portal and Automation Upgrades

Upgrading Planhat AI Platform (AIP)

Collaboration and Portal improvements

New integrations and enhanced collaboration

More Customer Processes, Better Views

Improved Global Search, Automations and Collaboration

Smoother Navigation, Profiles and Navigation

Automations, Upgraded

Faster and more Powerful Analytics

Live Collaboration, Object References

Smarter Workflows, Deeper Insights

Introducing Timesheets and Time-tracking

Collaboration in Docs, Hygiene in focus

AI Automations, Marketing Emails

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way.”

Shannon Nishi

Director of Customer Success

Customer.io

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way.”

Shannon Nishi

Director of Customer Success

Customer.io

“Workflows let our CSMs focus on action, not administration, by surfacing customer activities and tasks in a timely, data-driven way.”

Shannon Nishi

Director of Customer Success

Customer.io

Discover the full power of Data Governance

Discover the full power of Data Governance

Discover the full power of Data Governance

Request a demo

Request a demo

Unifying the Organization

OnsiteIQ

Tess Okonek

Unifying the Organization

OnsiteIQ

Tess Okonek

Streamlines Our Workflows

Customer.io

Shannon Nishi

Streamlines Our Workflows

Customer.io

Shannon Nishi

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Unifying the Organization

OnsiteIQ

Tess Okonek

Streamlines Our Workflows

Customer.io

Shannon Nishi

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Delivering Customer Outcomes with a Value Framework

Planhat

Chris Regester

Discover the full power of Data Governance

Request a demo

Unifying the Organization

OnsiteIQ

Tess Okonek

Streamlines Our Workflows

Customer.io

Shannon Nishi

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

More in Data

More in Data

More in Data

Explore Full Capability

Explore Full Capability

Explore Full Capability

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Unified Data Model

One connected home for your commercial data

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Time Series

See trends, compare, and act in real time

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Data Transformation

Turn raw events into meaningful metrics

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Health Lab

The beating heart of Customer Success

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Revenue

Retain and grow revenue in one place

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Custom Data Pipelines

Flexible pipelines in and out of Planhat

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Advanced Filtering

Build precise, reusable segments for action

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Data Semantics

Self-explanatory data for AI and people alike

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

Integrations

Unify your tech stack in one platform

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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.

Know them. Grow them.

© 2025 Planhat inc.

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planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Security

Open

Contact

Customer Success

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

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.

Know them. Grow them.

© 2025 Planhat inc.

Status

Legal

Terms of Service

Privacy Policy

Cookie Policy

Follow us