Planhat

Enhance customer success with unified data and AI-driven automation.

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Empowering sales teams with proactive actions and enriched customer insights.

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Streamline service delivery with real-time project tracking and optimal resource allocation.

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Accelerate your AI capabilities with expert-led implementation for impactful results.

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Empowers enterprises to streamline customer lifecycle management with robust governance and scalable collaboration.

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Accelerate growth while maintaining operational efficiency and customer success.

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Accelerate growth by unifying workflows and enhancing customer collaboration for startups.

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Platforms that centralize account management, health scoring, playbooks, lifecycle workflows, collaboration, and outcome tracking to drive retention and expansion for B2B SaaS companies.

Products: Customer Success Platform, Planhat for Enterprise, Planhat for Scale-up, Planhat for Start-up

Capabilities to automate lead management, pipeline progression, forecasting, and sales process automation to improve sales productivity.

Products: Agentic Sales CRM, Customer Success Platform

Capabilities that automate project-based service delivery for firms that bill by project, including project planning, time tracking, resource planning, delivery governance, and integrations to improve utilization and profitability.

Products: Professional Services Automation (PSA)

Embed and scale AI across planning, delivery, and operations through opportunity assessments, embedded AI pods, accelerators, and automation to deliver measurable production value.

Products: AI Deployment Program

Customer Success Platform

Planhat Customer Success Platform is an integrated platform for planning, executing, and measuring customer success across the full lifecycle. It unifies CRM data, time-series data, SOPs, and external telemetry into a living model of your customers and commercial operations. The platform enables AI-powered automation and collaborative workflows, giving teams a shared context to define objectives, identify value opportunities, and coordinate cross-functional work. With governance and security built in, Planhat supports end-to-end execution across the lifecycle in a single environment, empowering sales, customer success and service teams to act on context rather than merely record it. The CSP is designed to drive faster value, improve retention and enable scalable growth.

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• Automate Workflows
  Reduces manual workload, ensuring efficient operations and quicker responses to customer needs.
• Unify Teams
  Facilitates seamless collaboration among different departments, ensuring everyone is aligned on customer goals.
• Secure Data
  Ensures compliance and protection of sensitive customer information across all operations.
• Centralized Data
  Creates a comprehensive view of customer interactions and behaviors, enhancing decision-making.
• Monitor Customer Health
  Proactively identifies at-risk customers, facilitating timely interventions and improved retention.
• Scale Operations
  Allows growing organizations to maintain efficiency as customer bases expand.

Agentic Sales CRM

Agentic Sales CRM is Planhat's sales CRM that uses AI agents and automated workflows to move beyond a passive record-keeping system. It enriches records, surfaces signals, and prompts the next best action within the salesperson's workflow, across the entire sales motion. It keeps humans in control via guardrails and a human-in-the-loop review, ensuring actions are context-driven and aligned with objectives.

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• Enhance Sales Efficiency
  AI agents do the legwork on data, helping sales reps act on insights and prioritize tasks effectively.
• Drive Proactive Selling
  Automatically prompts sales reps to take action at crucial moments in the customer's journey.
• Facilitate Comprehensive Insights
  Offer a holistic view of customer interactions, making it easier to manage relationships and retention.
• Ensure Oversight and Control
  Maintain human oversight over automated processes, ensuring compliance and effectiveness.
• Improve Data Accuracy
  Enhances the reliability of customer records by integrating diverse data sources in real time.
• Enable Strategic Planning
  Helps teams anticipate market changes and adjust strategies proactively, leading to increased revenue retention.

Professional Services Automation (PSA)

Professional Services Automation (PSA) is Planhat's software for managing service delivery by professional services teams. It enables agent-powered, human-led delivery, providing end-to-end project management, resource planning, time tracking, and customer collaboration to deliver projects on time and on budget, with accurate invoicing and healthy customer relationships.

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• Guide Delivery With Context
  Leverage experts to ensure alignment between service delivery and customer expectations.
• Ensure Accurate Invoicing
  Link tracked hours directly to customer billing processes, reducing errors and disputes.
• Manage Projects Seamlessly
  Oversee projects from initiation to completion while maintaining visibility and collaboration.
• Proactively Manage Health Indicators
  Utilize real-time data to identify potential risks in project delivery and customer satisfaction.
• Optimize Resource Allocation
  Match skills to project needs while avoiding over- or under-utilization of team members.
• Track Time Accurately
  Capture every billable hour to enhance profitability analytics and minimize revenue leakage.
• Prepare for Smooth Billing
  Automate the transition from project completion to billing to improve cash flow management.

AI Deployment Program

AI Deployment Program dispatches forward-deployed operators to embed AI capabilities into core commercial processes, delivering real-world outcomes at high speed. Run by experienced operators who translate commercial insights into AI-enabled workflows and track outcomes in real time.

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• Embed AI Directly
  Integrate advanced AI functions seamlessly into daily operations for immediate benefits.
• Expert-Led Implementation
  Leverage skilled operators to embed AI in your processes, ensuring effective solutions.
• Track Outcomes Instantly
  Access immediate insights on operational efficiency and customer satisfaction.
• Personalize AI Strategies
  Build AI workflows tailored to your commercial objectives for maximum effectiveness.
• Streamline Processes
  Ensure collaboration between teams with unified AI-driven workflows.
• Ensure Data Governance
  Implement AI solutions that adhere to highest standards of security and governance.

Planhat for Enterprise

Planhat for Enterprise helps organizations handle complexity without compromise. It is designed for world-leading enterprises, offering governance, scale, and trusted reporting to support a multi-team revenue operating system.

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• Ensure Data Quality Consistently
  Implement strict governance protocols to manage data access and integrity across multiple teams, ensuring compliance and accuracy in reporting.
• Deliver Reliable Insights
  Generate accurate reports that provide executives with deep insights into performance metrics and operational effectiveness, driving informed decision-making.
• Streamline Team Collaboration
  Facilitate seamless communication and collaboration across various departments to enhance collective productivity and customer satisfaction.
• Monitor Customer Health Instantly
  Leverage AI-driven analytics to identify customer needs and risks in real-time, enhancing proactive support and retention efforts.
• Unify Customer Insights
  Aggregate data from all customer interactions into a single platform, providing holistic visibility and enabling more effective revenue strategies.

Planhat for Scale-up

Planhat for Scale-up helps fast-growing scale-ups scale without slowing down. It is trusted by the world's fastest-growing scaleups and offers governance, data consolidation, and outcomes designed to reduce risk and improve retention.

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• Ensure Data Integrity
  Robust framework to keep customer data secure and provide insights while ensuring compliance with regulations.
• Harness Unified Customer View
  All customer data is consolidated, enabling better decision-making and improved customer outcomes.
• Automate Key Processes
  Reduce manual effort through intelligent automation, allowing teams to focus on strategic initiatives.
• Save 300 Hours Annually
  Streamlined processes lead to significant time savings in daily operations and customer management.
• Achieve 30% NPS Increase
  Enhanced customer experience and engagement result in higher Net Promoter Scores, reflecting customer satisfaction.

Planhat for Start-up

Planhat for Start-up helps ambitious startups build speed without becoming scattered. It enables presales and onboarding workflows that provide a single source of truth for customer collaboration, improving time-to-value and supporting rapid growth.

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• Enhance Collaboration
  Integrates project management, time-tracking, and collaboration tools into one platform, ensuring all teams have a unified view of customer data.
• Save 300 Hours
  The platform automates various tasks, enabling teams to focus more on value-added activities rather than administrative work.
• Improve Customer Satisfaction
  By streamlining onboarding and customer interactions, Planhat facilitates a better experience, leading to improved customer satisfaction scores.