Notifications
In today's busy world, teams deal everyday with noise (every ping, email alert, system update) and miss critical account signals. Planhat's Notifications deliver targeted, real-time alerts across the channels you actually use—in-app, email, Slack, or desktop—customized to your priorities. Get notified when owned accounts experience health score drops, when colleagues @mention you, or when sent emails are opened, clicked or bounced. Build your own custom notifications or choose from tempates in our Notification Library. As a result, teams stay proactive and data-driven and can respond quickly to both opportunities and risks as they happen.
01
Catch Issues Before They Escalate
Get instant alerts when accounts you own experience health score drops, usage declines, or risk signals — so you can investigate and intervene immediately instead of discovering problems in your weekly portfolio review when it's too late to course-correct.
02
Cut Through the NoiseStay in Your Workflow
Customize exactly what triggers notifications — only alert on high-value accounts, specific health thresholds, or automation failures that require action — ensuring you're informed about what matters without notification fatigue drowning out critical signals.
03
Stay in Your Workflow
Receive notifications in the tools you already live in — Slack, email, or in-app where you are already working. Stay informed without needing to constantly switch contexts.
Power your every process.
How do Planhat Notifications differ from standard email alerts or CRM notifications?
Planhat Notifications are generated by the Unified Data Model and tied directly to the customer record — not triggered by manual field changes or basic thresholds. This means every notification carries context: when a signal fires, the account manager sees not just the alert but the surrounding customer data, enabling an informed, immediate response rather than a prompt to go and investigate.
How do Notifications enable a small team to manage a large portfolio without missing critical moments?
Scaling automated commercial operations requires moving away from manual dashboard-watching. Planhat Notifications enable operational precision at scale — by setting intelligent thresholds, the platform only alerts the team when a meaningful deviation occurs, such as a stalled onboarding milestone or a sudden drop in engagement. No high-stakes moment is ever missed, regardless of portfolio size.
How does Planhat prevent notification overload and information fatigue?
Most account managers suffer from information overload, where important signals are lost in a sea of irrelevant alerts. Planhat provides a zero-noise environment by allowing for highly targeted, context-aware notifications. Instead of searching for what needs attention, the platform pushes priority intelligence directly to the user's Personalised Workspace — shifting from reactive monitoring to proactive action.
How do real-time Notifications protect NRR by enabling faster intervention?
In the subscription economy, the critical window for intervention is often measured in hours, not days. Notifications enable immediate execution — the ability to act the moment a signal is detected. By alerting the team to an onboarding blocker or a churn signal instantly, you prevent momentum decay and keep every customer on the fastest possible path to realising value.
How does Planhat govern how and when Notifications are triggered across the organisation?
Planhat ensures algorithmic integrity by providing centralised governance over how and when notifications are triggered. Through governed alert logic, every notification follows a standardised company Workflow. Every alert and subsequent action is logged on the customer record, providing a full audit trail that keeps high-velocity operations professional and compliant.