Our Next Chapter

Today marks the next chapter of a vision that our team at Planhat has been working towards for some time.

From the start, we envisioned an end-to-end customer platform designed to transform how businesses build lifelong relationships with their customers. As the world shifts from one-off transactions to continuous engagement, where delivering real value takes precedence over sales promises and marketing, Planhat has been designed to lead the way. 

Distributed teams, often working in function-specific systems, tend to create more data silos. This fragmentation makes it difficult for organizations to maintain customer centricity, ultimately impacting growth and success. Customer experience or customer success are not peripheral functions but central to the operations of thriving companies.

In technology, the explosion of data and its potential to automate and generate intelligence shifts what role software can play in that transformation. In the middle of this lies a huge opportunity to build something truly unique, and help companies all around the world to become more data-driven and intelligent in how they acquire and grow lifelong customers. 

In working towards this vision, we’ve always preferred to stay quietly heads-down, focused on building something real and useful rather than marketing something that doesn’t exist yet. 

We recognized early on that data would be central to the next generation of customer management software. In the era of AI – where everything revolves around data – we’ve spent a decade developing the most sophisticated and flexible customer data platform connecting data to action for B2B companies. 

Planhat is a platform that simultaneously houses both structured and unstructured data, allowing users to view data in real-time and over time, both aggregated and disaggregated, all governed by multi-dimensional access control. By empowering every user to interact with and act on all their data, Planhat helps businesses become data-first and thrive in an AI-powered world.

So far, we’ve spent our time in the world of Customer Success, because the problem in the new world of continuous sales was never going to be a lack of pre-sales functionality - it was going to be understanding and enabling the complexity of post-sales: more data, more stakeholders, more varied workflows, and more revenue at stake.

But Planhat’s ambition has always extended beyond a single aspect of customer management. We’ve always believed that, regardless of your business, customers are and will always remain at the core of everything you do. Whether you’re in Product, Sales, Success, Service, or any other function, your primary role is to serve your customers. Therefore, a Customer Platform is not just a tool for your commercial team to close deals or your post-sale function to ensure customer success. It is the unifying system that aligns your entire organization around your customers.

This is why, since the early days, we’ve built software on the premise that it would power an entire organization, not individual functions or teams. Our foundation has always supported enterprise-grade permissions, years-long time series, and exceptional no-code flexibility.

And it is on this foundation that we enter our next chapter with:

• our biggest ever platform upgrade, championed by a new collaborative interface (read more here)

• the launch of new beta solutions for CRM and Professional Services (see here)

• a new brand identity to better reflect our vision (read more here)

We move into this next chapter with a mix of excitement, pride and anticipation. The real work begins now, and we are eager to dive into this journey with our customers and wider community.

Sincerely,