CRM
CSP
PSA
Pipeline Management
Lead Routing
Lead Scoring
Email Sequencing
Email Analytics
Deal Rooms
Revenue Management
Funnel Analytics
Forecasting
CRM
CSP
PSA
Pipeline Management
Lead Routing
Lead Scoring
Email Sequencing
Email Analytics
Deal Rooms
Revenue Management
Funnel Analytics
Forecasting
Companies, contacts, opperations
Project management
Templated automations
Dashboards
Advanced Security
Companies, contacts, opperations
Project management
Templated automations
Dashboards
Advanced Security
Native Integrations
Task Management
Advanced automations
Presentations
User Management
Native Integrations
Task Management
Advanced automations
Presentations
User Management
Open API
Email & Calendar
Planhat AIP
Custom Profiles
Advanced Permissions
Open API
Email & Calendar
Planhat AIP
Custom Profiles
Advanced Permissions
Custom Fields & Field Rules
Activities & Notes
Custom Pages
Audit Logs
Custom Fields & Field Rules
Activities & Notes
Custom Pages
Audit Logs
Metrics
Metrics
Documents
Documents
Partnership with Planhat has enabled us at Telia Cygate to get the customer data and the visibility we need to actually scale the customer experience to all customers at all times. That's unprecedented for us.”
Partnership with Planhat has enabled us at Telia Cygate to get the customer data and the visibility we need to actually scale the customer experience to all customers at all times. That's unprecedented for us.”
Cisco CX Partner of the Year 2025
Cisco CX Partner of the Year 2025


Immediate & resounding results
Immediate & resounding results



The next generation has arrived
Planhat is recognised by industry analysts and customers as a global leader in deploying AI-led automation for customer-facing teams.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms



The next generation has arrived
Planhat is recognised by industry analysts and customers as a global leader in deploying AI-led automation for customer-facing teams.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
Extend your capabilities
Advanced AI Capabilities for enterprise-wide transformation
Advanced AI Capabilities for enterprise-wide transformation
Manage resources and automate service delivery
Manage resources and automate service delivery
Send personalised communications at scale
Send personalised communications at scale
A curated space for prospect and customer collaboration
A curated space for prospect and customer collaboration
Market-leading expertise & guidance
Customer Success
Customer Success
Onboarding & Implementation
Onboarding & Implementation
Technical Deployment
Technical Deployment
AI Deployment
AI Deployment
24/5 Support
24/5 Support
Strategic Advisory
Strategic Advisory
Premium Services
Premium Services

