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A greenhouse filled with large plants and trees in an expansive empty desert.

PLATFORM

One flexible foundation

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.

A greenhouse filled with large plants and trees in an expansive empty desert.

PLATFORM

One flexible foundation

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.

A greenhouse filled with large plants and trees in an expansive empty desert.

PLATFORM

One flexible foundation

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.

Built for scale

We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases. So no matter whether Planhat is your core Sales tool, Service tool, or Success tool - or all of the above - you're benefitting from the same deeply scalable, flexible and intuitive modules.

Niklas Skog

Niklas Skog

Chief Technology Officer & Co-Founder

Built for scale

We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases. So no matter whether Planhat is your core Sales tool, Service tool, or Success tool - or all of the above - you're benefitting from the same deeply scalable, flexible and intuitive modules.

Niklas Skog

Niklas Skog

Chief Technology Officer & Co-Founder

Built for scale

We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases. So no matter whether Planhat is your core Sales tool, Service tool, or Success tool - or all of the above - you're benefitting from the same deeply scalable, flexible and intuitive modules.

Niklas Skog

Niklas Skog

Chief Technology Officer & Co-Founder

Built for scale

We've always planned on becoming the CRM you run your entire business on. To achieve this, we haven't created a suite of specialized tools out of point solutions like hardcoded filters. Instead, we've built a distinct set of generic, interoperable building blocks that can be combined and recombined to meet specialized use cases. So no matter whether Planhat is your core Sales tool, Service tool, or Success tool - or all of the above - you're benefitting from the same deeply scalable, flexible and intuitive modules.

Niklas Skog

Niklas Skog

Chief Technology Officer & Co-Founder

Views you can't get

anywhere else.

Views you can't get

anywhere else.

Views you can't get

anywhere else.

Views you can't get

anywhere else.

A screenshot of Planhat's data table view.
A screenshot of Planhat's data table view.
A screenshot of Planhat's data table view.
A screenshot of Planhat's data table view.

Get a unified view of your customer, discuss everything in context, collaborate effortlessly and cut out noise with dedicated views for you and your team.

Get a unified view of your customer, discuss everything in context, collaborate effortlessly and cut out noise with dedicated views for you and your team.

Get a unified view of your customer, discuss everything in context, collaborate effortlessly and cut out noise with dedicated views for you and your team.

Enterprise-grade permissions. Restrict anything by role, team and portfolio.

Text Assistant. Simplify & summarise email threads & account profiles.

Universal filtering. Run sophisticated no-code cross-model queries.

Discussion. Real-time comments, mentions and reactions on everything.

Custom profiles. Condition properties & pages on role and segment.

Portals. Collaborate meaningfully with your customer without leaving Planhat.

Customizable

Work with objects and properties the way you need them to be.

Redis builds & runs highly custom data flows in Planhat without any specialised support.

See how

A reflective modular glass-panelled building.
Customizable

Work with objects and properties the way you need them to be.

Redis builds & runs highly custom data flows in Planhat without any specialised support.

See how

A reflective modular glass-panelled building.
Customizable

Work with objects and properties the way you need them to be.

Redis builds & runs highly custom data flows in Planhat without any specialised support.

See how

A reflective modular glass-panelled building.
Customizable

Work with objects and properties the way you need them to be.

Redis builds & runs highly custom data flows in Planhat without any specialised support.

See how

A reflective modular glass-panelled building.
Secure

Allow users to do what they need to, and nothing else.

Trustpilot

Trustpilot drives CSM collaboration and adoption with unified, portfolio-permissioned inboxes.

See how

A traditional metal vault door.
Secure

Allow users to do what they need to, and nothing else.

Trustpilot

Trustpilot drives CSM collaboration and adoption with unified, portfolio-permissioned inboxes.

See how

A traditional metal vault door.
Secure

Allow users to do what they need to, and nothing else.

Trustpilot

Trustpilot drives CSM collaboration and adoption with unified, portfolio-permissioned inboxes.

See how

A traditional metal vault door.
Secure

Allow users to do what they need to, and nothing else.

Trustpilot

Trustpilot drives CSM collaboration and adoption with unified, portfolio-permissioned inboxes.

See how

A traditional metal vault door.

Optimize every touchpoint

with Workflows.

Optimize every touchpoint

with Workflows.

Optimize every touchpoint

with Workflows.

Optimize every touchpoint

with Workflows.

A screenshot of a Planhat workflow, showing various steps, conditions and dependencies.
A screenshot of a Planhat workflow, showing various steps, conditions and dependencies.
A screenshot of a Planhat workflow, showing various steps, conditions and dependencies.
A screenshot of a Planhat workflow, showing various steps, conditions and dependencies.

Focus your team on what should happen next with dedicated calendar views, conditional steps and native progress analytics.

Focus your team on what should happen next with dedicated calendar views, conditional steps and native progress analytics.

Focus your team on what should happen next with dedicated calendar views, conditional steps and native progress analytics.

Dynamic Conditions. Respond proactively to delays and changing circumstances.

Automated Sequences. Deliver highly personalized multi-channel campaigns.

Personalised Communications. Send automated comms from a customers’ key contacts.

Centralised Inbox. Consolidate every customer touchpoint into one collaborative inbox.

NPS Campaigns. Run end-to-end surveys with custom replies, reminders and analytics.

Workflow Economics. Measure each projects’ success and ROI out-of-the-box.

“It's a much more versatile and easy to manage system.”

Tracy Shouldice

Director of Customer Success, Trend Micro

Trend Micro Director of Customer Success sitting on a sofa in front of the beach in Malibu.
“It's a much more versatile and easy to manage system.”

Tracy Shouldice

Director of Customer Success, Trend Micro

Trend Micro Director of Customer Success sitting on a sofa in front of the beach in Malibu.
Trend Micro Director of Customer Success sitting on a sofa in front of the beach in Malibu.
“It's a much more versatile and easy to manage system.”

Tracy Shouldice

Director of Customer Success

Trend Micro Director of Customer Success sitting on a sofa in front of the beach in Malibu.
“It's a much more versatile and easy to manage system.”

Tracy Shouldice

Director of Customer Success

Stay proactive

with Metrics.

Stay proactive

with Metrics.

Stay proactive

with Metrics.

Stay proactive

with Metrics.

A screenshot of Planhat's data explorer, comparing multiple differently coloured time series lines.
A screenshot of Planhat's data explorer, comparing multiple differently coloured time series lines.
A screenshot of Planhat's data explorer, comparing multiple differently coloured time series lines.
A screenshot of Planhat's data explorer, comparing multiple differently coloured time series lines.

Put customers into context, transform raw datapoints into meaningful signals, and share captivating dashboards that align your team around impact.

Put customers into context, transform raw datapoints into meaningful signals, and share captivating dashboards that align your team around impact.

Put customers into context, transform raw datapoints into meaningful signals, and share captivating dashboards that align your team around impact.

Calculated Fields & Metrics. Transform static and time-series data into actionable indicators.

Purpose-built Widgets. Deliver highly personalized multi-channel campaigns.

Granular Filtering. Filter every visualization by any property, object relation or portfolio.

Flexible Health Scoring. Distill key health indicators into a single headline metric by segment.

Revenue Analytics. Comprehensive revenue reporting built around industry best practices.

Performance Monitoring. Measure your team on portfolio size, health, contact time and more.

Flexible

Combine, transform and aggregate data to extract signal from noise.

Birdie

Birdie uses signals on customer onboarding milestones to proactively fight churn risk.

See how

An abstract grainy blue-tinted render of grains of flowing data points.
Flexible

Combine, transform and aggregate data to extract signal from noise.

Birdie

Birdie uses signals on customer onboarding milestones to proactively fight churn risk.

See how

An abstract grainy blue-tinted render of grains of flowing data points.
Flexible

Combine, transform and aggregate data to extract signal from noise.

Birdie

Birdie uses signals on customer onboarding milestones to proactively fight churn risk.

See how

An abstract grainy blue-tinted render of grains of flowing data points.
Flexible

Combine, transform and aggregate data to extract signal from noise.

Birdie

Birdie uses signals on customer onboarding milestones to proactively fight churn risk.

See how

An abstract grainy blue-tinted render of grains of flowing data points.
Beautiful

Demonstrate value with intuitive, interactive, real-time data visualization.

Toon Boom

Toon Boom Animation reports revenue uplift intuitively to its executive team across a complex product suite.

See how

A woman using Planhat's data explorer to analyze time-series data.
Beautiful

Demonstrate value with intuitive, interactive, real-time data visualization.

Toon Boom

Toon Boom Animation reports revenue uplift intuitively to its executive team across a complex product suite.

See how

A woman using Planhat's data explorer to analyze time-series data.
Beautiful

Demonstrate value with intuitive, interactive, real-time data visualization.

Toon Boom

Toon Boom Animation reports revenue uplift intuitively to its executive team across a complex product suite.

See how

A woman using Planhat's data explorer to analyze time-series data.
Beautiful

Demonstrate value with intuitive, interactive, real-time data visualization.

Toon Boom

Toon Boom Animation reports revenue uplift intuitively to its executive team across a complex product suite.

See how

A woman using Planhat's data explorer to analyze time-series data.

Your superhuman

colleague.

Your superhuman

colleague.

Your superhuman

colleague.

Your superhuman

colleague.

A screenshot of Planhat's custom automation editor.
A screenshot of Planhat's custom automation editor.
A screenshot of Planhat's custom automation editor.
A screenshot of Planhat's custom automation editor.

Manage a larger portfolio by automating all your busywork and delegating task management to our best-in-class rules-based assignment engine.

Manage a larger portfolio by automating all your busywork and delegating task management to our best-in-class rules-based assignment engine.

Manage a larger portfolio by automating all your busywork and delegating task management to our best-in-class rules-based assignment engine.

Custom Flows. No-code automate any action inside or outside Planhat.

Automation Templates. Pick from 100+ automations built around best practices.

Dynamic Assignment. Run highly custom Pooled CS in a matter of clicks.

Code Editor. Write and run custom JavaScript operations from your browser.

Smart Signals. AI-powered early warning system, routed in-app, via Slack or by email.

Opportunity Pipeline. Auto-list opportunities and forecast revenue by close probability.

Enterprise-grade

Automate any action, in any connected tool, from any event.

Trustpilot

Trustpilot saves more than 100 hours a month with automated, data-driven flows.

See how

A blue robotic hand on a turquoise background.
Enterprise-grade

Automate any action, in any connected tool, from any event.

Trustpilot

Trustpilot saves more than 100 hours a month with automated, data-driven flows.

See how

A blue robotic hand on a turquoise background.
Enterprise-grade

Automate any action, in any connected tool, from any event.

Trustpilot

Trustpilot saves more than 100 hours a month with automated, data-driven flows.

See how

A blue robotic hand on a turquoise background.
Enterprise-grade

Automate any action, in any connected tool, from any event.

Trustpilot

Trustpilot saves more than 100 hours a month with automated, data-driven flows.

See how

A blue robotic hand on a turquoise background.
Curated

Implement best practices with a suite of productivity-boosting templates.

Simple Poll

Simple Poll automates repetitive actions and communications in a matter of clicks.

See how

An abstract macro view of many sharp pieces of wood assembled together in a circle.
Curated

Implement best practices with a suite of productivity-boosting templates.

Simple Poll

Simple Poll automates repetitive actions and communications in a matter of clicks.

See how

An abstract macro view of many sharp pieces of wood assembled together in a circle.
Curated

Implement best practices with a suite of productivity-boosting templates.

Simple Poll

Simple Poll automates repetitive actions and communications in a matter of clicks.

See how

An abstract macro view of many sharp pieces of wood assembled together in a circle.
Curated

Implement best practices with a suite of productivity-boosting templates.

Simple Poll

Simple Poll automates repetitive actions and communications in a matter of clicks.

See how

An abstract macro view of many sharp pieces of wood assembled together in a circle.

All your tools.

One control center.

All your tools.

One control center.

All your tools.

One control center.

All your tools.

One control center.

  • OpenAI
    Salesforce
    HubSpot
    Zendesk
    Pendo
    Slack
    Azure Cognitive Services
    Google PaLM 2
    Google Calendar
    Outlook Calendar
    Stitch
    Zapier
    Mailchimp
    AWS S3
    Microsoft OneDrive
    Google Drive
    Google Cloud
    Snowflake
    BigQuery
    Mixpanel
    Segment
    Amplitude
    Delighted
    Satismeter
    Freshdesk
    Help Scout
    Intercom
    Pipedrive
    Mandrill
    Ringover
    Aircall
    Outlook
    Gmail
    Jira
    Jiminny
    Gong
    Microsoft Teams
    PostgreSQL
    LearnUpon
  • LearnUpon
    PostgreSQL
    Microsoft Teams
    Gong
    Jiminny
    Jira
    Gmail
    Outlook
    Aircall
    Ringover
    Mandrill
    Pipedrive
    Intercom
    Help Scout
    Freshdesk
    Satismeter
    Delighted
    Amplitude
    Segment
    Mixpanel
    BigQuery
    Snowflake
    Google Cloud
    Google Drive
    Microsoft OneDrive
    AWS S3
    Mailchimp
    Zapier
    Stitch
    Outlook Calendar
    Google Calendar
    Google PaLM 2
    Azure Cognitive Services
    Slack
    Pendo
    Zendesk
    HubSpot
    Salesforce
    OpenAI

From CRM integrations to usage tracking, ticketing, issues, customer comms, and more, Planhat is the action station your team can rally around.

From CRM integrations to usage tracking, ticketing, issues, customer comms, and more, Planhat is the action station your team can rally around.

From CRM integrations to usage tracking, ticketing, issues, customer comms, and more, Planhat is the action station your team can rally around.

Explore all integrations

Explore all integrations

Explore all integrations

Salesforce, HubSpot, Pipedrive. Sync deals, customers, contacts and more.

Slack, Gmail, Outlook. Run a unified inbox and get notifications where you need them.

Pendo, Segment, Mixpanel. Track every click, split by segment and application.

Intercom, Jira, Zendesk. Sync tickets and issues bidirectionally.

Snowflake, BigQuery. Fetch time series data, bidirectionally sync static data.

Google Cloud, OneDrive, AWS S3. Automate file syncing from cloud storage

An aerial view of Chicago's central business district at dusk.
2.6 million customers are managed on Planhat every day.

Find out why

An aerial view of Chicago's central business district at dusk.
2.6 million customers are managed on Planhat every day.

Find out why

An aerial view of Chicago's central business district at dusk.
2.6 million customers are managed on Planhat every day.

Find out why

550+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

Solutions

Overview

For Sales

For Professional Services

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Resources

Pricing

Blog

Webinars

Thought Leadership

Help Center

Documentation

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Planhat Open 2024

Careers

Press

Partnerships

Newsroom

Contact

Legal

AICPA SOC

© 2024 Planhat AB

Terms of Service

Privacy Policy

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Status

550+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

Solutions

Overview

For Sales

For Professional Services

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Resources

Pricing

Blog

Webinars

Thought Leadership

Help Center

Documentation

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Planhat Open 2024

Careers

Press

Partnerships

Newsroom

Contact

Legal

AICPA SOC

© 2024 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

550+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

Solutions

Overview

For Sales

For Professional Services

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Resources

Pricing

Blog

Webinars

Thought Leadership

Help Center

Documentation

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Planhat Open 2024

Careers

Press

Partnerships

Newsroom

Contact

Legal

AICPA SOC

© 2024 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

550+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

Solutions

Overview

For Sales

For Professional Services

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Resources

Pricing

Blog

Webinars

Thought Leadership

Help Center

Documentation

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Planhat Open 2024

Careers

Press

Partnerships

Newsroom

Contact

Legal

AICPA SOC

© 2024 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status