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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.

Build your business on the leading Customer Platform.

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

Unify your customer journey

on a comprehensive, flexible and intuitive customer platform.

Request a demo

Request a demo

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Deploy in weeks, not months.

Deploy in weeks, not months.

Integrate all your customer data – from emails and chats to clicks and invoices – through rich native integrations. Automate workflows and analyse data with templates for every need. Get rapid organization-wide adoption.

Integrate all your customer data – from emails and chats to clicks and invoices – through rich native integrations. Automate workflows and analyse data with templates for every need. Get rapid organization-wide adoption.

Collaborate across every function.

Collaborate across every function.

Consolidate your company’s knowledge and best practices and keep conversations tied to the customers they serve. Eliminate redundant tools and siloes, streamline and standardise customer-facing processes.

Consolidate your company’s knowledge and best practices and keep conversations tied to the customers they serve. Eliminate redundant tools and siloes, streamline and standardise customer-facing processes.

Scale your impact.

Scale your impact.

Deploy structured, data-driven workflows and automated communication sequences to serve more customers than ever. Leverage dedicated AI Agents to prepare briefings and agendas, recommend strategies, and more.

Deploy structured, data-driven workflows and automated communication sequences to serve more customers than ever. Leverage dedicated AI Agents to prepare briefings and agendas, recommend strategies, and more.

"Planhat almost even takes the thinking out of being a customer success manager."

Tess Okonek

Customer Operations Lead, OnsiteIQ

"Planhat gave us a little more flexibility than even Salesforce did."

Jason Graham

VP of Global Customer Success, 8x8

"The impact Planhat had on our business was immediate and resounding."

Brandon Ramsey

VP of Customer Success, OnsiteIQ

"What we love about Planhat is the simplicity."

Frank Lucier

Chief Customer Officer, Velocity Global

"Now we just need to log into one platform and we see everything."

Jon Twomey

Global Head of Growth, Deliverect

"Planhat almost even takes the thinking out of being a customer success manager."

Tess Okonek

Customer Operations Lead, OnsiteIQ

"Planhat gave us a little more flexibility than even Salesforce did."

Jason Graham

VP of Global Customer Success, 8x8

"The impact Planhat had on our business was immediate and resounding."

Brandon Ramsey

VP of Customer Success, OnsiteIQ

"What we love about Planhat is the simplicity."

Frank Lucier

Chief Customer Officer, Velocity Global

"Now we just need to log into one platform and we see everything."

Jon Twomey

Global Head of Growth, Deliverect

"Planhat almost even takes the thinking out of being a customer success manager."

Tess Okonek

Customer Operations Lead, OnsiteIQ

"Planhat gave us a little more flexibility than even Salesforce did."

Jason Graham

VP of Global Customer Success, 8x8

"The impact Planhat had on our business was immediate and resounding."

Brandon Ramsey

VP of Customer Success, OnsiteIQ

"What we love about Planhat is the simplicity."

Frank Lucier

Chief Customer Officer, Velocity Global

"Now we just need to log into one platform and we see everything."

Jon Twomey

Global Head of Growth, Deliverect

"Planhat almost even takes the thinking out of being a customer success manager."

Tess Okonek

Customer Operations Lead, OnsiteIQ

"Planhat gave us a little more flexibility than even Salesforce did."

Jason Graham

VP of Global Customer Success, 8x8

"The impact Planhat had on our business was immediate and resounding."

Brandon Ramsey

VP of Customer Success, OnsiteIQ

"What we love about Planhat is the simplicity."

Frank Lucier

Chief Customer Officer, Velocity Global

"Now we just need to log into one platform and we see everything."

Jon Twomey

Global Head of Growth, Deliverect

Request a demo

Request a demo

Request a demo

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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.