Planhat built the first
next-generation CRM

Planhat built the first
next-generation CRM

Planhat built the first
next-generation CRM

680+ reviews

Build your business on the leading Customer Platform.

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1. Top-ranked in the IDC MarketScape: Worldwide Customer Success Applications 2024 Vendor Assessment.

2. Leader in the Gartner Magic Quadrant for Customer Success Management Platforms. Gartner, “Magic Quadrant for Customer Success Management Platforms” Michael Maziarka, Maria Marino, Jennifer MacIntosh, John Quaglietta, Daniel Hawkyard, 28 October 2024.

PLATFORM

Acquire lifelong customers

on a comprehensive, flexible and intuitive customer platform.

AI-powered productivity.

AI-powered productivity.

A CRM platform designed to make AI work for you. With one click of a button, create account summaries, enrich your prospects data, generate templated emails or sum up all your tasks and action points.

A CRM platform designed to make AI work for you. With one click of a button, create account summaries, enrich your prospects data, generate templated emails or sum up all your tasks and action points.

Collaborate with prospects.

Collaborate with prospects.

Send automated sequences, share action plans and proposals and collaborate from Customer Portals. Planhat is the first CRM that invites your prospects and customers to engage deeply and directly with you.

Send automated sequences, share action plans and proposals and collaborate from Customer Portals. Planhat is the first CRM that invites your prospects and customers to engage deeply and directly with you.

Access the data you need, fast.

Access the data you need, fast.

Never hunt for data again. Customize your personal view and eliminate noise with dedicated Sections combining documents, dashboards and data tables, without losing visibility of what matters to your team.

Never hunt for data again. Customize your personal view and eliminate noise with dedicated Sections combining documents, dashboards and data tables, without losing visibility of what matters to your team.

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We’ve got it covered.

Planhat is a tool you can trust to drive net revenue retention at scale.

Planhat is a tool you can trust to drive net revenue retention at scale.