Features

Action

Notifications

Stay up-to-date with real-time notifications

Stay up-to-date with real-time notifications

Stay up-to-date with real-time notifications

Stay focused with instant notifications that keep you informed in real time, tailored to you. Cut through the noise and get updates on what matters, when you need it. No delays, no missed updates.

Highlights

  • Receive notifications via in-app, Slack or Email

  • Customise your notifications to match your priorities

Power your every process.
Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Team Enablement

Reduce team member ramp time and error rates

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Data Enrichment

Instantly boost contact and firmographic coverage

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Capture & Analyze Feedback

Turn feedback into roadmap and retention actions

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Outbound Sales

Increase meetings booked and boost SQLs per rep

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Lead Capture & Qualification

Grow qualified pipeline by improving lead-to-opportunity conversion

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

Health Management

Proactively and rapidly address both opportunities and risks

What's new

View Changelog

What's new

View Changelog

What's new

Changelog

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

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

Discover the full power of Notifications

Discover the full power of Notifications

Discover the full power of Notifications

The Sales to CS Handover

Planhat

Louise Hultman

The Sales to CS Handover

Planhat

Louise Hultman

Getting the Whole Picture

Deliverect

Jon Twomey

Getting the Whole Picture

Deliverect

Jon Twomey

Unifying the Organization

OnsiteIQ

Tess Okonek

Unifying the Organization

OnsiteIQ

Tess Okonek

The Sales to CS Handover

Planhat

Louise Hultman

Getting the Whole Picture

Deliverect

Jon Twomey

Unifying the Organization

OnsiteIQ

Tess Okonek

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Discover the full power of Notifications

The Sales to CS Handover

Planhat

Louise Hultman

Getting the Whole Picture

Deliverect

Jon Twomey

Unifying the Organization

OnsiteIQ

Tess Okonek

700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

CRM

PSA

CSP

Cisco CX Specialization

Philanthropy

AI Deployment

Processes

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status