Features

Collaboration

Personalised Workspace

Adaptive to your workflows

Commercial teams struggle with static, rigid interfaces that are designed generically. Planhat's Personalized Workspace provides flexibility for you to build around what's relevant, ensuring focus on the content that matters to each individual. Home Templates provide a starting point for each role, and users further curate their own space with custom Sections, Pages, and Company profiles. This flexibility doesn't mean isolation—shared content, team Pages, and organizational knowledge keep everyone aligned and collaborating effectively.

Personalised Workspace

Adaptive to your workflows

Creating a Page

Curate Your Daily Workspace

Get started quickly with a Home Template, then customize Sections and Pages to match your personal workflow—so you log in to exactly what matters to you. As your needs evolve, your Home workspace adapts alongside.

Curate Your Daily Workspace

Build Work Hubs

Combine data tables, kanban boards, dashboards, and docs into Pages and Sections that model your actual daily workflows. With built-in collaboration, work in tandem with your teammates or customers via Portal in a unified system.

Build Work Hubs

Dynamic Company Views for Every Role

Customize Company profiles to adpat to individual roles or customer stages, ensuring everyone gets relevant information without navigating through cluttered, generic layouts.

Power your every process.

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

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

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Asset Lifecycle Management

Track deployments and reduce asset-related churn

Asset Lifecycle Management

Track deployments and reduce asset-related churn

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

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

User Types, Customise Automation Templates, and more

11/5/25

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

10/24/25

Upgrading Planhat AI Platform (AIP)

9/11/25

Collaboration and Portal improvements

8/25/25

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Improved Global Search, Automations and Collaboration

5/28/25

Smoother Navigation, Profiles and Navigation

5/2/25

Automations, Upgraded

4/2/25

Faster and more Powerful Analytics

3/25/25

Live Collaboration, Object References

2/28/25

Introducing Timesheets and Time-tracking

12/31/24

Collaboration in Docs, Hygiene in focus

12/7/24

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

“Our TTV has improved by over 30% as a result of our ability to run a more streamlined, structured, and transparent onboarding process.”

Hannah Revell

Senior Implementation Manager

StoryStream

“Our TTV has improved by over 30% as a result of our ability to run a more streamlined, structured, and transparent onboarding process.”

Hannah Revell

Senior Implementation Manager

StoryStream

Discover the full power of Personalised Workspace

FAQ

What is the Personalised Workspace and who is it designed for?

How does the Personalised Workspace help account managers act on the right accounts at the right time?

How does the Personalised Workspace reduce context-switching and fragmented tooling?

How does the Workspace stay current with live customer data rather than static snapshots?

How does Planhat maintain governance and security within a personalised workspace?

More in Collaboration

Explore Full Capability

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

Live Collaboration

Real-time multimodal collaboration

Live Collaboration

Real-time multimodal collaboration

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.

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

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

Personalised Workspace

Adaptive to your workflows

Adaptive to your workflows

Curate Your Daily Workspace

Curate Your Daily Workspace

Build Work Hubs

Build Work Hubs

Dynamic Company Views for Every Role

Power your every process.

Onboarding

Health Management

Asset Lifecycle Management

Team Enablement

Collaborate with Customers

Internal Collaboration

What's new

Discover the full power of Personalised Workspace

Discover the full power of Personalised Workspace

Discover the full power of Personalised Workspace

Risk Implementation

Risk Implementation

Scaled Customer Success

Scaled Customer Success

Pipe Reviews

Pipe Reviews

Risk Implementation

Scaled Customer Success

Pipe Reviews

Introducing Wikis

FAQ

FAQ

FAQ

More in Collaboration

More in Collaboration

Portals

Embedded Chat

Documents & Libraries

Presentations

Live Collaboration

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.