Features

Collaboration

Live Collaboration

Live Collaboration

Real-time multimodal collaboration

The world is constantly changing all around you: news events about your customer, tickets escalated, and meeting preparation summaries auto-generated. Live Collaboration spans all of Planhat, from multiplayer document editing to data warehouse integration updates in data tables to showing new comments directly in-feed.

Live Collaboration

Real-time multimodal collaboration

Power your every process.

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

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Track & Achieve Customer Objectives

Keep customer objectives visible, measurable, and on track

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Collaborate with Customers

Create shared spaces for customer collaboration and communication

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

Internal Collaboration

Centralize knowledge and co-create content across teams

What's new

View Changelog

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

11/21/25

All-New Portals

11/12/25

Collaboration and Portal improvements

8/25/25

Live Collaboration, Object References

2/28/25

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

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

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

DrFirst

“Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

DrFirst

Discover the full power of Live Collaboration

FAQ

What does Live Collaboration enable that a standard video call with shared screen doesn't?

How does Live Collaboration make the customer an active co-author of their own success plan?

How does Live Collaboration eliminate administrative lag after customer meetings?

How does Live Collaboration ensure everyone is working from the same version of the truth?

How does Planhat ensure that internal data remains protected during live customer collaboration?

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

Embedded Chat

Real-time conversations within workflows

Embedded Chat

Real-time conversations within workflows

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

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

Live Collaboration

Real-time multimodal collaboration

Real-time multimodal collaboration

Power your every process.

Deal Room

Track & Achieve Customer Objectives

Collaborate with Customers

Internal Collaboration

What's new

Discover the full power of Live Collaboration

Discover the full power of Live Collaboration

Discover the full power of Live Collaboration

A Platform Built for Scale

A Platform Built for Scale

Unifying Around the Customer

Unifying Around the Customer

Architecture

Architecture

A Platform Built for Scale

Unifying Around the Customer

Architecture

“What's In It for Me?”

FAQ

FAQ

FAQ

More in Collaboration

More in Collaboration

Personalised Workspace

Portals

Embedded Chat

Documents & Libraries

Presentations

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.