Get Started

Get Started

Get Started

Get Started

Get Started

Get Started

Get Started

A new environment

built for focus

A new environment

built for focus

A new environment

built for focus

Achieve more on a deeply collaborative interface architected around you.

One place with all the customer data you need

and none of the views you don’t.

Achieve more on a deeply collaborative interface architected around you.

One place with all the customer data you need

and none of the views you don’t.

Achieve more on a deeply collaborative interface architected around you.

One place with all the customer data you need

and none of the views you don’t.

Keynote
Daniel Sternegard

Director of Product

Daniel Sternegard

Director of Product

Architecture

Architecture

Architecture

Personalized

Welcome, Home

Nobody works quite like you do, so why would their workspace be the same as yours? In Planhat, every user logs into a personalised Home, curated by their organisation and powered by intelligent recommendations, so they can focus on getting things done.

Collaborative

Yours. Mine. Ours.

Collaborate directly where your data and processes live, instead of in separate, siloed systems. Planhat empowers you with a set of tools that make your teams faster, better connected and more informed.

Aligned

Move as one

True focus is about working towards the right – organizationally aligned – outcomes, with the right tools in place. Planhat's new interface transforms leaders from controllers to enablers with a dedicated toolset never before seen in a single platform.

Showcase

Unlock Value

Profile

In the field

Showcase

Unlock Value

Profile

In the field

Showcase

Unlock Value

Profile

In the field

Showcase

Unlock Value

Profile

In the field

By giving users the freedom they need work in their own way, while keeping them more connected with the rest of their org, Planhat unlocks virtuous cycles of learning and improvement.

At any given time, OnsiteIQ are leveraging Planhat to manage the complex relationships powering more than $20 billion in real estate development. Discover how.

By giving users the freedom they need work in their own way, while keeping them more connected with the rest of their org, Planhat unlocks virtuous cycles of learning and improvement.

At any given time, OnsiteIQ are leveraging Planhat to manage the complex relationships powering more than $20 billion in real estate development. Discover how.

By giving users the freedom they need work in their own way, while keeping them more connected with the rest of their org, Planhat unlocks virtuous cycles of learning and improvement.

At any given time, OnsiteIQ are leveraging Planhat to manage the complex relationships powering more than $20 billion in real estate development. Discover how.

By giving users the freedom they need work in their own way, while keeping them more connected with the rest of their org, Planhat unlocks virtuous cycles of learning and improvement.

At any given time, OnsiteIQ are leveraging Planhat to manage the complex relationships powering more than $20 billion in real estate development. Discover how.

Watch Showcase

Watch Showcase

Watch Showcase

Watch Showcase

Profile

In the field

At any given time, OnsiteIQ are leveraging Planhat to manage the complex relationships powering more than $20 billion in real estate development. Discover how.

Profile

In the field

At any given time, OnsiteIQ are leveraging Planhat to manage the complex relationships powering more than $20 billion in real estate development. Discover how.

Profile

In the field

At any given time, OnsiteIQ are leveraging Planhat to manage the complex relationships powering more than $20 billion in real estate development. Discover how.

Profile

In the field

At any given time, OnsiteIQ are leveraging Planhat to manage the complex relationships powering more than $20 billion in real estate development. Discover how.

Guides

Your Turn

Planhat’s new interface unlocks a universe of new use cases and applications. To serve as inspiration – and help you get started – we asked our own Customer Success team to share some of their favourite new flows.

The CSM Daily

with Katie Savino

The CSM Daily

with Katie Savino

The CSM Daily

with Katie Savino

The CSM Daily

with Katie Savino

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

Using Wikis

with Louise Hultman

Using Wikis

with Louise Hultman

Using Wikis

with Louise Hultman

Using Wikis

with Louise Hultman

Pipe Review Management

with Katie Savino

Pipe Review Management

with Katie Savino

Pipe Review Management

with Katie Savino

Pipe Review Management

with Katie Savino

Revenue Forecasting

with Victor Ivarsson

Revenue Forecasting

with Victor Ivarsson

Revenue Forecasting

with Victor Ivarsson

Revenue Forecasting

with Victor Ivarsson

Sales to CS Routing

with Louise Hultman

Sales to CS Routing

with Louise Hultman

Sales to CS Routing

with Louise Hultman

Sales to CS Routing

with Louise Hultman

Capacity Planning

with Louise Hultman

Capacity Planning

with Louise Hultman

Capacity Planning

with Louise Hultman

Capacity Planning

with Louise Hultman

Wiki Workspaces

with Louise Hultman

Wiki Workspaces

with Louise Hultman

Wiki Workspaces

with Louise Hultman

Wiki Workspaces

with Louise Hultman

Pipe Review Management

with Katie Savino

Pipe Review Management

with Katie Savino

Pipe Review Management

with Katie Savino

Pipe Review Management

with Katie Savino

The CSM Daily

with Katie Savino

The CSM Daily

with Katie Savino

The CSM Daily

with Katie Savino

The CSM Daily

with Katie Savino

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

Revenue Forecasting

with Victor Ivarsson

Revenue Forecasting

with Victor Ivarsson

Revenue Forecasting

with Victor Ivarsson

Revenue Forecasting

with Victor Ivarsson

Performance Reviews

with Linda Källqvist

Performance Reviews

with Linda Källqvist

Performance Reviews

with Linda Källqvist

Performance Reviews

with Linda Källqvist

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

Scaled CS

with Victor Ivarsson

FAQ

Get Started

Answers to our customers’ most frequently asked questions.

When will I get access to the upgraded Planhat platform?

Do new customers get this version of Planhat?

Are you charging customers to upgrade?

When will I get access to the upgraded Planhat platform?

Do new customers get this version of Planhat?

Are you charging customers to upgrade?

When will I get access to the upgraded Planhat platform?

Do new customers get this version of Planhat?

Are you charging customers to upgrade?

When will I get access to the upgraded Planhat platform?

Do new customers get this version of Planhat?

Are you charging customers to upgrade?

[Re]discover your Workspace

Request a demo

[Re]discover your Workspace

Request a demo

[Re]discover your Workspace

Request a demo

[Re]discover your Workspace

Request a demo

And More.

And More.

And More.

This is our biggest platform upgrade yet. It includes 50+ enhancements that make for the most powerful and intuitive customer platform on the market.

This is our biggest platform upgrade yet. It includes 50+ enhancements that make for the most powerful and intuitive customer platform on the market.

This is our biggest platform upgrade yet. It includes 50+ enhancements that make for the most powerful and intuitive customer platform on the market.

Universal Workflows

Universal Workflows

Threaded Messages

Threaded Messages

Threaded Messages

Data Explorer

Data Explorer

Data Explorer

Dashboards

Dashboards

Dashboards

Personas

Personas

Personas

Universal Tasks

Universal Tasks

Universal Tasks

Global Template Library

Global Template Library

Global Template Library

Instant Frontend Search

Instant Frontend Search

Instant Frontend Search

Search Across All Models

Search Across All Models

Search Across All Models

Documents

Documents

Documents

Documents

Notification Templates

Notification Templates

Notification Templates

Notification Templates

Live Collaboration

Live Collaboration

Live Collaboration

Live Collaboration

Email Manager

Email Manager

Email Manager

Email Manager

Sections

Sections

Sections

Sections

Page Sharing

Page Sharing

Page Sharing

Content Explorer

Content Explorer

Content Explorer

Content Explorer

Track Email Unsubscribes

Track Email Unsubscribes

Track Email Unsubscribes

New Outgoing Email UX

New Outgoing Email UX

New Outgoing Email UX

Team Mentions

Team Mentions

Team Mentions

Team Mentions

Home Workspace

Home Workspace

Home Workspace

Keyboard Shortcuts

Keyboard Shortcuts

Keyboard Shortcuts

App Center

App Center

App Center

App Center

All-New Portals

All-New Portals

All-New Portals

All-New Portals

Content Promotions

Content Promotions

Content Promotions

Content Promotions

Workflow 360

Workflow 360

Bulk Action Enhancements

Bulk Action Enhancements

Bulk Action Enhancements

Scaled Automation Templates

Scaled Automation Templates

Scaled Automation Templates

Away Status

Away Status

Away Status

Away Status

Updated Powertools

Updated Powertools

Updated Powertools

Updated Powertools

Global Filters

Global Filters

Global Filters

Global Filters

Time-Series Explorer

Time-Series Explorer

Time-Series Explorer

Wikis

Wikis

Wikis

Wikis

Profile Previews

Profile Previews

Profile Previews

Profile Previews

Preview Templates

Preview Templates

Preview Templates

Preview Templates

Field Groups

Field Groups

Field Groups

Field Groups

Asset & Project Preview Charts

Asset & Project Preview Charts

Asset & Project Preview Charts

View History

View History

View History

View History

Custom Themes

Custom Themes

Custom Themes

Bubble Chart Widget

Bubble Chart Widget

Sankey Charts

Sankey Charts

Sankey Charts

App Library

App Library

App Library

Streamlined Widgets

Streamlined Widgets

AI Agents

AI Agents

AI Agents

Section Templates

Section Templates

Page Templates

Page Templates