Features

Action

Project & Task Management

Plan, execute, and track projects with ease

Most teams manage projects, tasks, collaboration and customer data in separate tools, creating silos and a lack of full visibility. Planhat's Project & Task Management embeds workflow orchestration directly into your CRM, automatically triggering templated workflows (onboarding, renewals, churn mitigation) with relevant CRM context. Visualize workstreams in calendar, list, or kanban views, use step dependencies and checklists to break down complex workflows, and collaborate with customers directly via Portal on shared tasks.

Project & Task Management

Plan, execute, and track projects with ease

Automate Critical Workflows

Trigger templated projects automatically when your data is updated — launch onboarding when deals close, kick off renewal processes 90 days before contract end, or initiate churn risk mitigation when health scores drop—ensuring your team consistently executes proven playbooks without manually creating tasks or remembering timelines.

Automate Critical Workflows

Collaborate with Customers Seamlessly

Share projects directly with customers via Portal so they can co-own initiatives, complete their steps, and track time and progress alongside your team — turning onboarding, implementation, and strategic initiatives into transparent, collaborative workflows with shared accountability.

Collaborate with Customers Seamlessly

Manage Work Your Way

Tasks are highly extensible, with sub-tasks, custom fields, checklists, and bulk actions for efficient project management. Extend tasks by embedding videos and attachments.

Power your every process.

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Sales Pipeline Management

Increase stage conversion and reduce cycle time

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Project Management

Deliver projects on time and on margin—at scale

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

Resource Management

Maximize resource utilization and protect margins

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

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

Onboarding

Accelerate time-to-live with predictable outcomes

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

PoC & Managed Trials

Increase PoC win rate and compress time-to-value

What's new

View Changelog

Time-boxed Tasks

3/4/26

New integrations and enhanced collaboration

7/23/25

More Customer Processes, Better Views

6/30/25

Introducing Timesheets and Time-tracking

12/31/24

AI Automations, Marketing Emails

11/1/24

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

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”

Brandon Ramsey

Vice President of Customer Success

OnSiteIQ

Discover the full power of Project & Task Management

FAQ

How does Project & Task Management connect customer data to operational execution?

How does Project & Task Management enable consistent execution across a large customer portfolio?

How does Project & Task Management reduce the administrative burden on account managers?

How does structured task execution protect NRR and accelerate Time-to-Value?

How does Planhat provide enterprise-level governance over projects and tasks?

More in Action

Explore Full Capability

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

NPS Surveys

Signal, not vanity NPS scores

NPS Surveys

Signal, not vanity NPS scores

Timesheets

Track time where your work happens

Timesheets

Track time where your work happens

Notifications

Real-time alerts on what matters to you

Notifications

Real-time alerts on what matters to you

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

Project & Task Management

Plan, execute, and track projects with ease

Plan, execute, and track projects with ease

Automate Critical Workflows

Automate Critical Workflows

Collaborate with Customers Seamlessly

Collaborate with Customers Seamlessly

Manage Work Your Way

Power your every process.

Sales Pipeline Management

Project Management

Resource Management

Deal Room

Onboarding

PoC & Managed Trials

What's new

Discover the full power of Project & Task Management

Discover the full power of Project & Task Management

Discover the full power of Project & Task Management

Cutting Through the Advertising Fog

Cutting Through the Advertising Fog

Our Next Chapter

Our Next Chapter

Makes Us More Efficient and Profitable

Makes Us More Efficient and Profitable

Cutting Through the Advertising Fog

Our Next Chapter

Makes Us More Efficient and Profitable

Risk Implementation

FAQ

FAQ

FAQ

More in Action

More in Action

Automations

Email and Call Intelligence

NPS Surveys

Timesheets

Notifications

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.