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Connected Businesses

Click with your customers

Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.

Get started

An industrial crane carrying a large steel component in a closed factory.

Connected Businesses

Click with your customers

Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.

Get started

An industrial crane carrying a large steel component in a closed factory.

Connected Businesses

Click with your customers

Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.

Get started

An industrial crane carrying a large steel component in a closed factory.

Connected Businesses

Click with your customers

Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.

Get started

Industry leaders trust Planhat to grow their revenue

OnsiteIQ
Trackunit
TeliaCygate
MayMobility
Samotics
MobilityPlus

Industry leaders trust Planhat to grow their revenue

OnsiteIQ
Trackunit
TeliaCygate
MayMobility
Samotics
MobilityPlus

Industry leaders trust Planhat to grow their revenue

OnsiteIQ
Trackunit
TeliaCygate
MayMobility
Samotics
MobilityPlus

Industry leaders trust Planhat to grow their revenue

OnsiteIQ
Trackunit
TeliaCygate
MayMobility
Samotics
MobilityPlus

We're built to power Industrial IoT. Smart vehicles. Industry 4.0. Telemedicine. Telecommunication. Connected Businesses.

We're built to power Industrial IoT. Smart vehicles. Industry 4.0. Telemedicine. Telecommunication. Connected Businesses.

We're built to power Industrial IoT. Smart vehicles. Industry 4.0. Telemedicine. Telecommunication. Connected Businesses.

We're built to power Industrial IoT. Smart vehicles. Industry 4.0. Telemedicine. Telecoms. Connected Businesses.

We've spent the last decade working with leading Connected Businesses and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Connected Businesses and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Connected Businesses and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

We've spent the last decade working with leading Connected Businesses and architecting a series of foundational building blocks to solve their greatest customer-facing challenges.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

An aerial view of a sand dune during a dust storm.

Manage projects

Stay focused on actions, not admin, with a suite of purpose-built, integrated workflows for your entire team.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Calendar Actions

Organise projects and tasks into clear timelines, show dependencies, quick-filter and assign statuses from an intuitive calendar view. Eliminate noise.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to get your customer from A to B.

Projects

Plan, track and deliver milestone results consistently. Define and deploy best practice task flows built to get your customer from A to B.

Workflow Economics

Stay outcome-focused with embedded progress summaries, custom properties for time-tracking and value delivery, flexible hypothesis testing, and more.

Workflow Economics

Stay outcome-focused with embedded progress summaries, custom properties for time-tracking and value delivery, flexible hypothesis testing, and more.

Exeger

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built Planhat workflows”

Georgios Foufas

Deputy Chief Executive Officer

Exeger

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built Planhat workflows”

Georgios Foufas

Deputy Chief Executive Officer

Exeger

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built Planhat workflows”

Georgios Foufas

Deputy Chief Executive Officer

Exeger

“Planhat is an indispensable tool for our sales team. From the early stages of implementation, we built out and streamlined complex sales processes involving multiple stakeholders with the help of cross-functional collaboration tools and bespoke-built Planhat workflows”

Georgios Foufas

Deputy Chief Executive Officer

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

A long-distance image of two people dressed in black walking through a desert sand storm.

Delight customers

Scale out engaging, best-in-class service experiences. Make every customer in your portfolio feel like your only customer.

Central Inbox

Empower your teams to deliver a consistent end-to-end client experience, with a single shared inbox for every client communication.

Central Inbox

Empower your teams to deliver a consistent end-to-end client experience, with a single shared inbox for every client communication.

Sequences

Drive outcomes through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Sequences

Drive outcomes through strategic, deliberately-paced, and personalised multichannel communications, sent automatically at scale.

Portals

Launch an interactive, whitelabelled ecosystem for every customer. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

Portals

Launch an interactive, whitelabelled ecosystem for every customer. Collaborate seamlessly by mirroring tasks, workflows, dashboards, documents and more.

OnsiteIQ

"It doesn't matter what the ACV is, it doesn't matter how large the account is: they're going to be guaranteed a successful path."

Brandon Ramsey

Head of Customer Success

OnsiteIQ

"It doesn't matter what the ACV is, it doesn't matter how large the account is: they're going to be guaranteed a successful path."

Brandon Ramsey

Head of Customer Success

OnsiteIQ

"It doesn't matter what the ACV is, it doesn't matter how large the account is: they're going to be guaranteed a successful path."

Brandon Ramsey

Head of Customer Success

OnsiteIQ

"It doesn't matter what the ACV is, it doesn't matter how large the account is: they're going to be guaranteed a successful path."

Brandon Ramsey

Head of Customer Success

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Rock face consisting of dark and yellow mineral deposits, creating a streaked surface pattern.

Optimize resources

Resource plan effortlessly with a single control center for distributing project loads, calculating ROI and tracking performance.

Dynamic Assignment

Run pooled and scaled approaches effortlessly, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Dynamic Assignment

Run pooled and scaled approaches effortlessly, with a sophisticated rules-based engine for dynamic assignment of tasks to team members.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Revenue Insights

Access opinionated, revenue-retention focused reporting out of the box. Track your recurring base, renewal rate, bookings, renewals and cash flow automatically.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue retention. Clearly benchmark your team on one another.

Performance Monitoring

Set the right incentives by measuring your team the same way you measure your business - on revenue retention. Clearly benchmark your team on one another.

Zoa

“With Planhat, our presales and onboarding teams run seamless workflows and handovers for our prospects and customers. Projects and integrations have given us a clear, accessible source of truth for customer collaboration; empowering us to scale our customer base without scaling headcount.”

Sara Brooks

Co-Chief Executive Officer

Zoa

“With Planhat, our presales and onboarding teams run seamless workflows and handovers for our prospects and customers. Projects and integrations have given us a clear, accessible source of truth for customer collaboration; empowering us to scale our customer base without scaling headcount.”

Sara Brooks

Co-Chief Executive Officer

Zoa

“With Planhat, our presales and onboarding teams run seamless workflows and handovers for our prospects and customers. Projects and integrations have given us a clear, accessible source of truth for customer collaboration; empowering us to scale our customer base without scaling headcount.”

Sara Brooks

Co-Chief Executive Officer

Zoa

“With Planhat, our presales and onboarding teams run seamless workflows and handovers for our prospects and customers. Projects and integrations have given us a clear, accessible source of truth for customer collaboration; empowering us to scale our customer base without scaling headcount.”

Sara Brooks

Co-Chief Executive Officer

Layers of

technology

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.

Layers of

technology

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.

Layers of

technology

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.

Layers of

technology

Planhat is a customer platform with a comprehensive, extensible data foundation. Powered by a series of flexible, horizontally-built modules, it combines UI elegance with best-in-class performance.

Our Impact on Connected Businesses

Planhat + May Mobility

“Planhat has created immense value for us by serving as our single source of truth, consolidating all our customer information to keep our team focused on driving action.”

Mychael Mulhern

Director of Customer Success, May Mobility

Title

Challenge

May Mobility's Customer Success team were relying on a scattered suite of documents and spreadsheets stored across the company's wider shared drive. This made it impossible to establish uniform processes across the customer lifecycle, and maintain service quality as they grew their customer base.

Solution

Planhat provided May Mobility, for the first time, with an actionable list of all their customer relationships. Leveraging Workflows, every team member now knows the key steps they need to follow throughout the customer lifecycle to maximise customer success, and onboarding new team members onto well-established processes is seamless.

Impact

As a result of being able to track and report on consolidated customer data, May Mobility can plan around value delivery, capacity and hiring in a proactive, data-driven way. Within their first year, they improved the average health of their customer base by 43%.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Connected Businesses

Planhat + May Mobility

“Planhat has created immense value for us by serving as our single source of truth, consolidating all our customer information to keep our team focused on driving action.”

Mychael Mulhern

Director of Customer Success, May Mobility

Title

Challenge

May Mobility's Customer Success team were relying on a scattered suite of documents and spreadsheets stored across the company's wider shared drive. This made it impossible to establish uniform processes across the customer lifecycle, and maintain service quality as they grew their customer base.

Solution

Planhat provided May Mobility, for the first time, with an actionable list of all their customer relationships. Leveraging Workflows, every team member now knows the key steps they need to follow throughout the customer lifecycle to maximise customer success, and onboarding new team members onto well-established processes is seamless.

Impact

As a result of being able to track and report on consolidated customer data, May Mobility can plan around value delivery, capacity and hiring in a proactive, data-driven way. Within their first year, they improved the average health of their customer base by 43%.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Connected Businesses

Planhat + May Mobility

“Planhat has created immense value for us by serving as our single source of truth, consolidating all our customer information to keep our team focused on driving action.”

Mychael Mulhern

Director of Customer Success, May Mobility

Title

Challenge

May Mobility's Customer Success team were relying on a scattered suite of documents and spreadsheets stored across the company's wider shared drive. This made it impossible to establish uniform processes across the customer lifecycle, and maintain service quality as they grew their customer base.

Solution

Planhat provided May Mobility, for the first time, with an actionable list of all their customer relationships. Leveraging Workflows, every team member now knows the key steps they need to follow throughout the customer lifecycle to maximise customer success, and onboarding new team members onto well-established processes is seamless.

Impact

As a result of being able to track and report on consolidated customer data, May Mobility can plan around value delivery, capacity and hiring in a proactive, data-driven way. Within their first year, they improved the average health of their customer base by 43%.

Unify your ecosystem

Your entire organization, built around your customer.

Our Impact on Connected Businesses

Planhat + May Mobility

“Planhat has created immense value for us by serving as our single source of truth, consolidating all our customer information to keep our team focused on driving action.”

Mychael Mulhern

Director of Customer Success, May Mobility

Title

Challenge

May Mobility's Customer Success team were relying on a scattered suite of documents and spreadsheets stored across the company's wider shared drive. This made it impossible to establish uniform processes across the customer lifecycle, and maintain service quality as they grew their customer base.

Solution

Planhat provided May Mobility, for the first time, with an actionable list of all their customer relationships. Leveraging Workflows, every team member now knows the key steps they need to follow throughout the customer lifecycle to maximise customer success, and onboarding new team members onto well-established processes is seamless.

Impact

As a result of being able to track and report on consolidated customer data, May Mobility can plan around value delivery, capacity and hiring in a proactive, data-driven way. Within their first year, they improved the average health of their customer base by 43%.

Unify your ecosystem

Your entire organization, built around your customer.

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert

A woman standing in an extensive desert wearing a futuristic transparent reflective glass visor.
Create exceptional experiences

We're powering over 2.6 million successful customer relationships.

Speak to an expert