Professional Services that drive outcomes

Power every touchpoint, project and insight with AI and collaboration to accelerate delivery and improve performance.

Professional Services that drive outcomes

Power every touchpoint, project and insight with AI and collaboration to accelerate delivery and improve performance.

Professional Services that drive outcomes

Power every touchpoint, project and insight with AI and collaboration to accelerate delivery and improve performance.

Trusted by leading companies worldwide

Discover our impact

Trusted by leading companies worldwide

Discover our impact

Trusted by leading companies worldwide

Discover our impact

We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

“

Yuriy Boyko

Head of Account Management

Belkins

“We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever.”

Yuriy Boyko

Head of Account Management

Belkins

Holistic visibility

Deliver with clarity

Holistic visibility

Deliver with clarity

Intelligent automation

Streamline and accelerate

Intelligent automation

Streamline and accelerate

Complete Alignment

Collaborate end-to-end

Complete Alignment

Collaborate end-to-end

Deliver with clarity

No blind spots

All your project touchpoints and customer context—emails, calls, meeting notes, and customer sentiment—in one place. Full visibility into what was requested, discussed, promised.

Email and Call Intelligence

Capture & Analyze Feedback

No context switching

See the bigger picture

Deliver with clarity

No blind spots

All your project touchpoints and customer context—emails, calls, meeting notes, and customer sentiment—in one place. Full visibility into what was requested, discussed, promised.

Email and Call Intelligence

Capture & Analyze Feedback

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

DrFirst

Watch

“

Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”

Seth Terbeek

Vice President of Customer Transformation

DrFirst

Watch

Streamline and automate

AI with context

AI workflows powered by your full customer context, ranging from emails and calls to tasks and project statuses. Generate more accurate insights, earlier risk signals, and smarter recommendations.

Automations

Minimize the workload

Flexible by design

Streamline and automate

AI with context

AI workflows powered by your full customer context, ranging from emails and calls to tasks and project statuses. Generate more accurate insights, earlier risk signals, and smarter recommendations.

Automations

900

Seat expansion

900

Seat expansion

500

Days saved each year

500

Days saved each year

300

Hours saved annually per person

300

Hours saved annually per person

End-to-end collaboration

A single truth

One shared space for everything you need for customer collaboration. No missing files or scattered context, just clear visibility and real partnership—in one place.

Portals

Collaborate with Customers

Stay aligned

Always in sync

End-to-end collaboration

A single truth

One shared space for everything you need for customer collaboration. No missing files or scattered context, just clear visibility and real partnership—in one place.

Portals

Collaborate with Customers

Command the lifecycle

Deliver projects on time and on margin—at scale

Repeatable delivery reduces rework and risk—and unlocks infinite scale.

Project Management

Maximize resource utilization and protect margins

Create shared spaces for customer collaboration and communication

Take more decisive action through a unified view

Centralize knowledge and co-create content across teams

Command the lifecycle

Deliver projects on time and on margin—at scale

Repeatable delivery reduces rework and risk—and unlocks infinite scale.

Project Management

Enabled by leading capabilities.

Discover Features

Timesheets

Track time where your work happens

Timesheets

Track time where your work happens

Email and Call Intelligence

Conversations, captured and initiated

Email and Call Intelligence

Conversations, captured and initiated

Project & Task Management

Plan, execute, and track projects with ease

Project & Task Management

Plan, execute, and track projects with ease

Automations

Minimize workload while maximizing impact

Automations

Minimize workload while maximizing impact

Portals

A curated space for customer collaboration

Portals

A curated space for customer collaboration

AI Workflows

Embedded AI for a first-mover advantage

AI Workflows

Embedded AI for a first-mover advantage

Unified context.
Smarter workflows.

Everything you need to win. Working as one.

From CRM integrations to usage tracking, ticketing, issues, customer communications, and more — all available in Planhat.

Explore Integrations

880+ reviews

“Better than pulling a rabbit-out-of-a-hat kinda magic”

Hannah

CS Manager

“Built for teams who want to win”

“I cannot do my job without Planhat”

“Customer success as you need it”

“Brings everything into the single source of truth”

“My everyday ally”

“Extremely intuitive”

Discover Our impact

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

Discover Our impact

Data. Secured.

Planhat is built to keep your data safe. We put privacy and security front and center, so you don’t have to.

Do you encrypt data both in transit and in rest?

Is there an Incident Response Plan in place?

How often is my data backed up?

Do you have a defined Business Continuity and Disaster Recovery (BCDR) Plan?

Do you have a Data Processing Agreement (DPA) in place?

Do you use sub-processors?

Do you conduct employee security awareness training?

What security compliance standards do you follow?

Is Planhat GDPR compliant?

Do you conduct third-party penetration testing?

Do you have a VDP?

Solutions

Platform

Customers

Explore

Pricing

Request a demo

Create exceptional experiences

Build your business on the world's most flexible, integrated and AI-native customer platform.

Request a demo

Create exceptional experiences

Build your business on the world's most flexible, integrated and AI-native customer platform.

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

Professional Services that drive outcomes

Professional Services that drive outcomes

Professional Services that drive outcomes

Deliver with clarity

Deliver with clarity

Streamline and accelerate

Streamline and accelerate

Collaborate end-to-end

Collaborate end-to-end

Deliver with clarity

No blind spots

No context switching

See the bigger picture

Deliver with clarity

No blind spots

“

Streamline and automate

AI with context

Minimize the workload

Flexible by design

Streamline and automate

AI with context

End-to-end collaboration

A single truth

Stay aligned

Always in sync

End-to-end collaboration

A single truth

Command the lifecycle

Command the lifecycle

Deliver projects on time and on margin—at scale

Enabled by leading capabilities.

Enabled by leading capabilities.

Timesheets

Email and Call Intelligence

Project & Task Management

Automations

Portals

AI Workflows

Flexible technologies that deliver end-to-end

Flexible technologies that deliver end-to-end

Flexible technologies that deliver end-to-end

Unified context.Smarter workflows.

Unified context.Smarter workflows.

Everything you need to win. Working as one.

Data. Secured.

Data. Secured.

Data. Secured.

Request a demo

Create exceptional experiences

Request a demo

Create exceptional experiences

Know them. Grow them.

Unified context.
Smarter workflows.

Unified context.
Smarter workflows.