Product

About the Planhat

Planhat is a customer platform designed to be a single source of truth and a daily control center for sales, service, and success teams. It enables businesses to manage the entire customer journey, from onboarding and adoption to retention and expansion. Key features include a highly customizable data model, AI-powered automation (like Conversation Summary and Writing Assistant), robust workflow capabilities, shared customer views (Customer 360), project and task management, revenue analytics, and extensive integrations with CRMs, communication tools, and product analytics platforms. Planhat aims to unify customer data, streamline cross-functional collaboration, and empower teams to drive successful outcomes and growth.