Description
Planhat is a comprehensive customer platform that empowers commercial teams to work more effectively. By integrating data, AI, and collaboration tools, Planhat enables B2B enterprises to automate workflows across the customer lifecycle, transforming better outcomes into lasting revenue growth. The platform is recognized as a leader in AI-led automation for go-to-market teams, providing a unified space for agents and people to collaborate seamlessly.
Read More
With Planhat, organizations can assemble their go-to-market strategies under one roof, equipping teams with rich context that turns post-sale insights into pre-sales intelligence. The platform allows for the deployment of governed agents that execute tasks with speed and precision, ensuring that teams remain in the loop and can enhance agent outputs at scale. This capability is crucial for companies looking to maintain a competitive edge in today's fast-paced market.
Planhat's architecture supports a living model of customer and commercial operations, integrating traditional CRM data with time series data and external telemetry. This holistic approach allows businesses to dynamically score customer health, capture every interaction, and sync seamlessly with major CRMs, ensuring a comprehensive view of customer relationships.
The platform is designed for various applications, including Customer Success, Sales & GTM, and Professional Services, making it adaptable to different business needs. Planhat's commitment to security and compliance, including GDPR and CCPA, ensures that customer data is protected while providing the necessary tools for operational efficiency and revenue impact. By leveraging Planhat, companies can achieve significant improvements in customer management, operational efficiency, and ultimately, revenue growth.
- CategoryCustomer Success & Onboarding
- Pricing ModelQuote-based
- DeploymentCloud
- PlatformsWeb
Planhat's Core Features
AI Workflows
Unified Data Model
Conversational AI
Project & Task Management
Automations
Data Transformation
Embedded Chat
Email and Call Intelligence
Enterprise-Grade Security
Daily & Intraday Backup
How to use Planhat?
Deploy Planhat: Integrate the platform into your existing systems.
Configure your workspace: Set up your data models and workflows.
Utilize AI features: Implement AI workflows and automations to enhance productivity.
Monitor customer interactions: Capture and analyze all customer touchpoints.
Sync with CRMs: Ensure seamless integration with your existing CRM systems.
Analyze data: Use built-in analytics to assess customer health and engagement.
Collaborate with teams: Leverage embedded chat and project management tools for teamwork.
Planhat's Use Cases
- Customer Success Management
- Sales Automation
- Project Management
- Data Analysis
- Collaboration
