{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/planhat-com","markdownUrl":"https://nowen.ai/agents/planhat-com.md","jsonUrl":"https://nowen.ai/agents/planhat-com.json","name":"Planhat","website":"https://planhat.com","location":"Los Angeles, California, United States","address":{"city":"Los Angeles","state":"California","country":"United States"},"industry":"Customer Success","deliveryModel":"software","status":{"verified":false,"text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-10-09T00:54:02.518Z","summary":"Planhat is an agentic customer platform that unifies data and automates commercial workflows for B2B teams.","description":"Planhat is an agentic customer platform that enables B2B go-to-market teams to automate and orchestrate the full customer lifecycle. The platform unifies data across the enterprise to create a living model of customers, revenue and commercial processes, empowering teams to define objectives, identify value opportunities, and coordinate cross-functional workflows. By combining AI-powered automation with collaborative human work, Planhat helps sales, customer success and service teams act on context rather than simply recording it. The result is faster time-to-value, improved retention and more predictable growth. Planhat places a strong emphasis on data governance, security and scalable collaboration, ensuring trusted insights as organizations expand. It supports end-to-end execution across the lifecycle in a single, shared environment where planning, tracking and measurement align to deliver meaningful outcomes for customers and the business.","mission":"To empower go-to-market teams with AI-powered automation and a unified data model to deliver measurable customer outcomes at scale.","directory":{"industryName":"Customer Success","agentCount":1,"indexable":false,"hubUrl":"https://nowen.ai/industry/customer-success"},"aiReaderFamilies":["Anthropic","Perplexity"],"products":[{"name":"Customer Success Platform","type":"Platform","url":"https://www.planhat.com/applications/csp","summary":"Enhance customer success with unified data and AI-driven automation.","description":"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.","pricing":{"text":"Pricing not published"},"features":[{"name":"AI-Powered Automation","value":"Automate Workflows","valueDescription":"Reduces manual workload, ensuring efficient operations and quicker responses to customer needs."},{"name":"End-to-End Collaboration","value":"Unify Teams","valueDescription":"Facilitates seamless collaboration among different departments, ensuring everyone is aligned on customer goals."},{"name":"Governance and Security","value":"Secure Data","valueDescription":"Ensures compliance and protection of sensitive customer information across all operations."},{"name":"Unified Data Model","value":"Centralized Data","valueDescription":"Creates a comprehensive view of customer interactions and behaviors, enhancing decision-making."},{"name":"Dynamic Health Scoring","value":"Monitor Customer Health","valueDescription":"Proactively identifies at-risk customers, facilitating timely interventions and improved retention."},{"name":"Scalable Process Automation","value":"Scale Operations","valueDescription":"Allows growing organizations to maintain efficiency as customer bases expand."}]},{"name":"Agentic Sales CRM","type":"Product","url":"https://www.planhat.com/crm-software/agentic-sales-crm","summary":"Empowering sales teams with proactive actions and enriched customer insights.","description":"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.","pricing":{"text":"Pricing not published"},"features":[{"name":"AI Agents and Automated Workflows","value":"Enhance Sales Efficiency","valueDescription":"AI agents do the legwork on data, helping sales reps act on insights and prioritize tasks effectively."},{"name":"Context-Driven Sales Actions","value":"Drive Proactive Selling","valueDescription":"Automatically prompts sales reps to take action at crucial moments in the customer's journey."},{"name":"Connected Customer Context","value":"Facilitate Comprehensive Insights","valueDescription":"Offer a holistic view of customer interactions, making it easier to manage relationships and retention."},{"name":"Human-in-the-Loop Governance","value":"Ensure Oversight and Control","valueDescription":"Maintain human oversight over automated processes, ensuring compliance and effectiveness."},{"name":"Data Enrichment Capabilities","value":"Improve Data Accuracy","valueDescription":"Enhances the reliability of customer records by integrating diverse data sources in real time."},{"name":"Sales Forecasting","value":"Enable Strategic Planning","valueDescription":"Helps teams anticipate market changes and adjust strategies proactively, leading to increased revenue retention."}]},{"name":"Professional Services Automation (PSA)","type":"Service","url":"https://www.planhat.com/applications/psa","summary":"Streamline service delivery with real-time project tracking and optimal resource allocation.","description":"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.","pricing":{"text":"Pricing not published"},"features":[{"name":"Agent-Powered Delivery","value":"Guide Delivery With Context","valueDescription":"Leverage experts to ensure alignment between service delivery and customer expectations."},{"name":"Billing and Invoicing Alignment","value":"Ensure Accurate Invoicing","valueDescription":"Link tracked hours directly to customer billing processes, reducing errors and disputes."},{"name":"End-to-End Project Management","value":"Manage Projects Seamlessly","valueDescription":"Oversee projects from initiation to completion while maintaining visibility and collaboration."},{"name":"Unified Project Health Data","value":"Proactively Manage Health Indicators","valueDescription":"Utilize real-time data to identify potential risks in project delivery and customer satisfaction."},{"name":"Resource Management and Workload Planning","value":"Optimize Resource Allocation","valueDescription":"Match skills to project needs while avoiding over- or under-utilization of team members."},{"name":"Time Tracking and Timesheet Management","value":"Track Time Accurately","valueDescription":"Capture every billable hour to enhance profitability analytics and minimize revenue leakage."},{"name":"Project Accounting and Billing Readiness","value":"Prepare for Smooth Billing","valueDescription":"Automate the transition from project completion to billing to improve cash flow management."}]},{"name":"AI Deployment Program","type":"Service","url":"https://www.planhat.com/adp","summary":"Accelerate your AI capabilities with expert-led implementation for impactful results.","description":"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.","pricing":{"text":"Pricing not published"},"features":[{"name":"Forward-Deployed AI Execution","value":"Embed AI Directly","valueDescription":"Integrate advanced AI functions seamlessly into daily operations for immediate benefits."},{"name":"Operational AI Teams","value":"Expert-Led Implementation","valueDescription":"Leverage skilled operators to embed AI in your processes, ensuring effective solutions."},{"name":"Real-Time Outcome Tracking","value":"Track Outcomes Instantly","valueDescription":"Access immediate insights on operational efficiency and customer satisfaction."},{"name":"Customized AI Solutions","value":"Personalize AI Strategies","valueDescription":"Build AI workflows tailored to your commercial objectives for maximum effectiveness."},{"name":"Cross-Functional Workflow Integration","value":"Streamline Processes","valueDescription":"Ensure collaboration between teams with unified AI-driven workflows."},{"name":"Scalable and Secure AI","value":"Ensure Data Governance","valueDescription":"Implement AI solutions that adhere to highest standards of security and governance."}]},{"name":"Planhat for Enterprise","type":"Solution","url":"https://www.planhat.com/size/enterprise","summary":"Empowers enterprises to streamline customer lifecycle management with robust governance and scalable collaboration.","description":"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.","pricing":{"text":"Pricing not published"},"features":[{"name":"Enterprise-Grade Governance","value":"Ensure Data Quality Consistently","valueDescription":"Implement strict governance protocols to manage data access and integrity across multiple teams, ensuring compliance and accuracy in reporting."},{"name":"Executive-Level Reporting","value":"Deliver Reliable Insights","valueDescription":"Generate accurate reports that provide executives with deep insights into performance metrics and operational effectiveness, driving informed decision-making."},{"name":"Scalable Collaboration","value":"Streamline Team Collaboration","valueDescription":"Facilitate seamless communication and collaboration across various departments to enhance collective productivity and customer satisfaction."},{"name":"Real-Time Monitoring","value":"Monitor Customer Health Instantly","valueDescription":"Leverage AI-driven analytics to identify customer needs and risks in real-time, enhancing proactive support and retention efforts."},{"name":"Shared Revenue Data","value":"Unify Customer Insights","valueDescription":"Aggregate data from all customer interactions into a single platform, providing holistic visibility and enabling more effective revenue strategies."}]},{"name":"Planhat for Scale-up","type":"Solution","url":"https://www.planhat.com/size/mid-market","summary":"Accelerate growth while maintaining operational efficiency and customer success.","description":"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.","pricing":{"text":"Pricing not published"},"features":[{"name":"Governance and Security Framework","value":"Ensure Data Integrity","valueDescription":"Robust framework to keep customer data secure and provide insights while ensuring compliance with regulations."},{"name":"Unified Customer Insights","value":"Harness Unified Customer View","valueDescription":"All customer data is consolidated, enabling better decision-making and improved customer outcomes."},{"name":"Automated Workflows","value":"Automate Key Processes","valueDescription":"Reduce manual effort through intelligent automation, allowing teams to focus on strategic initiatives."},{"name":"Hours Saved Per Person","value":"Save 300 Hours Annually","valueDescription":"Streamlined processes lead to significant time savings in daily operations and customer management."},{"name":"NPS Improvement","value":"Achieve 30% NPS Increase","valueDescription":"Enhanced customer experience and engagement result in higher Net Promoter Scores, reflecting customer satisfaction."}]},{"name":"Planhat for Start-up","type":"Solution","url":"https://www.planhat.com/size/smb","summary":"Accelerate growth by unifying workflows and enhancing customer collaboration for startups.","description":"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.","pricing":{"text":"Pricing not published"},"features":[{"name":"Seamless Workflows","value":"Enhance Collaboration","valueDescription":"Integrates project management, time-tracking, and collaboration tools into one platform, ensuring all teams have a unified view of customer data."},{"name":"Hours Saved Per Person","value":"Save 300 Hours","valueDescription":"The platform automates various tasks, enabling teams to focus more on value-added activities rather than administrative work."},{"name":"NPS Improvement","value":"Improve Customer Satisfaction","valueDescription":"By streamlining onboarding and customer interactions, Planhat facilitates a better experience, leading to improved customer satisfaction scores."}]}],"audiences":[],"segments":[{"name":"Customer success platform","description":"Platforms that centralize account management, health scoring, playbooks, lifecycle workflows, collaboration, and outcome tracking to drive retention and expansion for B2B SaaS companies.","size":2.27,"cagr":22.1,"color":1,"productNames":["Customer Success Platform","Planhat for Enterprise","Planhat for Scale-up","Planhat for Start-up"],"methodology":"Search results consistently place the global customer success platform market in the low-single-digit billions (Data Bridge / 360iResearch: ~USD 2.27–2.28B in 2025). Historical estimates show growth from ~USD 0.84B (2018) to ~USD 2.74B (2026) and independent forecasts place 2032 values between ~USD 7.26B and USD 9.17B. Reported CAGRs in the search results range ~18%–26%; the analysis uses the Data Bridge reported CAGR (22.10%) as a representative growth potential estimate within that published range.","citations":[{"url":"https://www.openpr.com/news/4474171/customer-success-platforms-market-set-for-rapid-growth","text":"the Customer Success Platforms Market was estimated at USD 2.27 billion in 2025 ... grow ... to USD 9.17 billion in 2032, at a CAGR of 22.10%"},{"url":"https://www.datalibraryresearch.com/reports/customer-success-platforms-market-134","text":"expected to grow from USD 840.21 million in 2018 to USD 2,742.37 million by 2026 at a CAGR of 26.44%"},{"url":"https://www.giiresearch.com/report/ires2082000-customer-success-platforms-market-by-component.html","text":"Base Year [2025] USD 2.28 billion Estimated Year [2026] USD 2.67 billion Forecast Year [2032] USD 7.26 billion CAGR (%) 17.96%"},{"url":"https://coworker.ai/blog/customer-success-platforms","text":"the customer success market projected to expand at a 25.6% CAGR from 2021 to 2028"}]},{"name":"Sales force automation","description":"Capabilities to automate lead management, pipeline progression, forecasting, and sales process automation to improve sales productivity.","size":8,"cagr":11,"color":2,"productNames":["Agentic Sales CRM","Customer Success Platform"],"methodology":"Estimates based on multiple market reports in the provided results: independent market reports place the global SFA market near $7.8–8.0B (2023–2027) with historical CAGRs ~10–10.6%; regional data (US ≈ $4.5B in 2023) and vendor adoption trends support a mid‑teens single‑digit to low‑teens CAGR. I used the reported global figures as the primary basis and set CAGR at a midpoint of reported ranges (≈10–12%).","citations":[{"url":"https://www.linkedin.com/pulse/sales-force-automation-market-valuation-expected-reach-sriramoju","text":"USD 8 billion of market valuation by the end of the year 2027"},{"url":"https://www.openpr.com/wiki/sales-force-automation-market","text":"it will reach $7.77 billion dollars by the year 2023"},{"url":"https://www.linkedin.com/pulse/sales-force-automation-sfa-market-size-estimation-ghvmf","text":"United States SFA market is valued at approximately USD 4.5 billion in 2023"}]},{"name":"Professional services automation","description":"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.","size":13.87,"cagr":12.25,"color":3,"productNames":["Professional Services Automation (PSA)"],"methodology":"Primary source: IndustryARC estimates the PSA market at $13.87B in 2025 with a 12.25% CAGR (2026–2032) to $31.37B by 2032. Persistence Market Research (via OpenPR) reports a similar trajectory (US$12.19B in 2024 to US$26.46B by 2031, CAGR ~11.7%), corroborating a ~12% multi-year growth outlook.","citations":[{"url":"https://www.industryarc.com/research/professional-services-automation-market-research-500757","text":"$13.87Bn in 2025"},{"url":"https://www.industryarc.com/research/professional-services-automation-market-research-500757","text":"CAGR of 12.25% over 2026-2032"},{"url":"https://www.openpr.com/news/3943966/professional-services-automation-software-market-to-surpass","text":"grow from US$12.19 billion in 2024 to US$26.46 billion by 2031"}]},{"name":"AI engineering and adoption","description":"Embed and scale AI across planning, delivery, and operations through opportunity assessments, embedded AI pods, accelerators, and automation to deliver measurable production value.","size":9.84,"cagr":19.5,"color":4,"productNames":["AI Deployment Program"],"methodology":"Primary estimate uses a market-specific AI engineering figure reported (USD 9.84B, 2025) with a 19.5% CAGR (to 2035). Broader AI market and subsegment reports (SMB AI, generative AI, overall AI) show much larger addressable markets and a range of higher CAGRs, supporting a rationale that AI engineering/adoption will grow faster than legacy IT segments but slower than some niche generative-AI projections.","citations":[{"url":"https://www.linkedin.com/pulse/united-states-ai-engineering-market-segmentation-deployment-pljxf/","text":"The AI Engineering Market was valued at USD 9,840 million in 2025; projected to reach USD 58,400 million by 2035 at a CAGR of 19.5%."},{"url":"https://www.credenceresearch.com/report/artificial-intelligence-in-small-and-medium-businesses-market","text":"Artificial Intelligence in Small And Medium Businesses market size was valued at USD 194,644 million in 2024; CAGR (2024–2032) 14.30%."},{"url":"https://www.precedenceresearch.com/generative-ai-market","text":"The global generative AI market size is calculated at USD 37.89 billion in 2025; projected CAGR 36.97% (2026–2035)."},{"url":"https://scoop.market.us/ai-statisitcs-market/","text":"The global AI market was valued at USD 391.70 Billion in 2024 and is projected to reach USD 10,173.05 Billion by 2034."}]}],"faq":[],"comparisons":[],"sources":[{"url":"https://planhat.com","text":"Planhat"},{"url":"https://www.planhat.com/applications/csp","text":"Customer Success Platform"},{"url":"https://www.planhat.com/crm-software/agentic-sales-crm","text":"Agentic Sales CRM"},{"url":"https://www.planhat.com/applications/psa","text":"Professional Services Automation (PSA)"},{"url":"https://www.planhat.com/adp","text":"AI Deployment Program"},{"url":"https://www.planhat.com/size/enterprise","text":"Planhat for Enterprise"},{"url":"https://www.planhat.com/size/mid-market","text":"Planhat for Scale-up"},{"url":"https://www.planhat.com/size/smb","text":"Planhat for Start-up"},{"url":"https://www.openpr.com/news/4474171/customer-success-platforms-market-set-for-rapid-growth","text":"the Customer Success Platforms Market was estimated at USD 2.27 billion in 2025 ... grow ... to USD 9.17 billion in 2032, at a CAGR of 22.10%"},{"url":"https://www.datalibraryresearch.com/reports/customer-success-platforms-market-134","text":"expected to grow from USD 840.21 million in 2018 to USD 2,742.37 million by 2026 at a CAGR of 26.44%"},{"url":"https://www.giiresearch.com/report/ires2082000-customer-success-platforms-market-by-component.html","text":"Base Year [2025] USD 2.28 billion Estimated Year [2026] USD 2.67 billion Forecast Year [2032] USD 7.26 billion CAGR (%) 17.96%"},{"url":"https://coworker.ai/blog/customer-success-platforms","text":"the customer success market projected to expand at a 25.6% CAGR from 2021 to 2028"},{"url":"https://www.linkedin.com/pulse/sales-force-automation-market-valuation-expected-reach-sriramoju","text":"USD 8 billion of market valuation by the end of the year 2027"},{"url":"https://www.openpr.com/wiki/sales-force-automation-market","text":"it will reach $7.77 billion dollars by the year 2023"},{"url":"https://www.linkedin.com/pulse/sales-force-automation-sfa-market-size-estimation-ghvmf","text":"United States SFA market is valued at approximately USD 4.5 billion in 2023"},{"url":"https://www.industryarc.com/research/professional-services-automation-market-research-500757","text":"$13.87Bn in 2025"},{"url":"https://www.openpr.com/news/3943966/professional-services-automation-software-market-to-surpass","text":"grow from US$12.19 billion in 2024 to US$26.46 billion by 2031"},{"url":"https://www.linkedin.com/pulse/united-states-ai-engineering-market-segmentation-deployment-pljxf/","text":"The AI Engineering Market was valued at USD 9,840 million in 2025; projected to reach USD 58,400 million by 2035 at a CAGR of 19.5%."},{"url":"https://www.credenceresearch.com/report/artificial-intelligence-in-small-and-medium-businesses-market","text":"Artificial Intelligence in Small And Medium Businesses market size was valued at USD 194,644 million in 2024; CAGR (2024–2032) 14.30%."},{"url":"https://www.precedenceresearch.com/generative-ai-market","text":"The global generative AI market size is calculated at USD 37.89 billion in 2025; projected CAGR 36.97% (2026–2035)."},{"url":"https://scoop.market.us/ai-statisitcs-market/","text":"The global AI market was valued at USD 391.70 Billion in 2024 and is projected to reach USD 10,173.05 Billion by 2034."}]}