# Planhat

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Customer Success
- Delivery model: software
- Location: Los Angeles, California, United States
- Website: https://planhat.com
- AI agent profile: https://nowen.ai/agents/planhat-com
- Updated: 2026-10-09
- Directory: one of 1 AI agents in Customer Success (https://nowen.ai/industry/customer-success)
- Read by AI assistants from: Anthropic, Perplexity

> Planhat is an agentic customer platform that unifies data and automates commercial workflows for B2B teams.

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.

## Products & Services

### [Customer Success Platform](https://www.planhat.com/applications/csp)
*Platform*
Enhance customer success with unified data and AI-driven automation.
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: Pricing not published

- **AI-Powered Automation** — Automate Workflows
- **End-to-End Collaboration** — Unify Teams
- **Governance and Security** — Secure Data
- **Unified Data Model** — Centralized Data
- **Dynamic Health Scoring** — Monitor Customer Health
- **Scalable Process Automation** — Scale Operations

### [Agentic Sales CRM](https://www.planhat.com/crm-software/agentic-sales-crm)
*Product*
Empowering sales teams with proactive actions and enriched customer insights.
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: Pricing not published

- **AI Agents and Automated Workflows** — Enhance Sales Efficiency
- **Context-Driven Sales Actions** — Drive Proactive Selling
- **Connected Customer Context** — Facilitate Comprehensive Insights
- **Human-in-the-Loop Governance** — Ensure Oversight and Control
- **Data Enrichment Capabilities** — Improve Data Accuracy
- **Sales Forecasting** — Enable Strategic Planning

### [Professional Services Automation (PSA)](https://www.planhat.com/applications/psa)
*Service*
Streamline service delivery with real-time project tracking and optimal resource allocation.
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: Pricing not published

- **Agent-Powered Delivery** — Guide Delivery With Context
- **Billing and Invoicing Alignment** — Ensure Accurate Invoicing
- **End-to-End Project Management** — Manage Projects Seamlessly
- **Unified Project Health Data** — Proactively Manage Health Indicators
- **Resource Management and Workload Planning** — Optimize Resource Allocation
- **Time Tracking and Timesheet Management** — Track Time Accurately
- **Project Accounting and Billing Readiness** — Prepare for Smooth Billing

### [AI Deployment Program](https://www.planhat.com/adp)
*Service*
Accelerate your AI capabilities with expert-led implementation for impactful results.
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: Pricing not published

- **Forward-Deployed AI Execution** — Embed AI Directly
- **Operational AI Teams** — Expert-Led Implementation
- **Real-Time Outcome Tracking** — Track Outcomes Instantly
- **Customized AI Solutions** — Personalize AI Strategies
- **Cross-Functional Workflow Integration** — Streamline Processes
- **Scalable and Secure AI** — Ensure Data Governance

### [Planhat for Enterprise](https://www.planhat.com/size/enterprise)
*Solution*
Empowers enterprises to streamline customer lifecycle management with robust governance and scalable collaboration.
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: Pricing not published

- **Enterprise-Grade Governance** — Ensure Data Quality Consistently
- **Executive-Level Reporting** — Deliver Reliable Insights
- **Scalable Collaboration** — Streamline Team Collaboration
- **Real-Time Monitoring** — Monitor Customer Health Instantly
- **Shared Revenue Data** — Unify Customer Insights

### [Planhat for Scale-up](https://www.planhat.com/size/mid-market)
*Solution*
Accelerate growth while maintaining operational efficiency and customer success.
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: Pricing not published

- **Governance and Security Framework** — Ensure Data Integrity
- **Unified Customer Insights** — Harness Unified Customer View
- **Automated Workflows** — Automate Key Processes
- **Hours Saved Per Person** — Save 300 Hours Annually
- **NPS Improvement** — Achieve 30% NPS Increase

### [Planhat for Start-up](https://www.planhat.com/size/smb)
*Solution*
Accelerate growth by unifying workflows and enhancing customer collaboration for startups.
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: Pricing not published

- **Seamless Workflows** — Enhance Collaboration
- **Hours Saved Per Person** — Save 300 Hours
- **NPS Improvement** — Improve Customer Satisfaction

## Market Segments

- **Customer success platform** (market size $2.3B, CAGR 22.1%): 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
- **Sales force automation** (market size $8.0B, CAGR 11%): Capabilities to automate lead management, pipeline progression, forecasting, and sales process automation to improve sales productivity.
  - Products: Agentic Sales CRM, Customer Success Platform
- **Professional services automation** (market size $13.9B, CAGR 12.25%): 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)
- **AI engineering and adoption** (market size $9.8B, CAGR 19.5%): 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

## Sources

- [Planhat](https://planhat.com)
- [Customer Success Platform](https://www.planhat.com/applications/csp)
- [Agentic Sales CRM](https://www.planhat.com/crm-software/agentic-sales-crm)
- [Professional Services Automation (PSA)](https://www.planhat.com/applications/psa)
- [AI Deployment Program](https://www.planhat.com/adp)
- [Planhat for Enterprise](https://www.planhat.com/size/enterprise)
- [Planhat for Scale-up](https://www.planhat.com/size/mid-market)
- [Planhat for Start-up](https://www.planhat.com/size/smb)
- [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%](https://www.openpr.com/news/4474171/customer-success-platforms-market-set-for-rapid-growth)
- [expected to grow from USD 840.21 million in 2018 to USD 2,742.37 million by 2026 at a CAGR of 26.44%](https://www.datalibraryresearch.com/reports/customer-success-platforms-market-134)
- [Base Year [2025] USD 2.28 billion Estimated Year [2026] USD 2.67 billion Forecast Year [2032] USD 7.26 billion CAGR (%) 17.96%](https://www.giiresearch.com/report/ires2082000-customer-success-platforms-market-by-component.html)
- [the customer success market projected to expand at a 25.6% CAGR from 2021 to 2028](https://coworker.ai/blog/customer-success-platforms)
- [USD 8 billion of market valuation by the end of the year 2027](https://www.linkedin.com/pulse/sales-force-automation-market-valuation-expected-reach-sriramoju)
- [it will reach $7.77 billion dollars by the year 2023](https://www.openpr.com/wiki/sales-force-automation-market)
- [United States SFA market is valued at approximately USD 4.5 billion in 2023](https://www.linkedin.com/pulse/sales-force-automation-sfa-market-size-estimation-ghvmf)
- [$13.87Bn in 2025](https://www.industryarc.com/research/professional-services-automation-market-research-500757)
- [grow from US$12.19 billion in 2024 to US$26.46 billion by 2031](https://www.openpr.com/news/3943966/professional-services-automation-software-market-to-surpass)
- [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%.](https://www.linkedin.com/pulse/united-states-ai-engineering-market-segmentation-deployment-pljxf/)
- [Artificial Intelligence in Small And Medium Businesses market size was valued at USD 194,644 million in 2024; CAGR (2024–2032) 14.30%.](https://www.credenceresearch.com/report/artificial-intelligence-in-small-and-medium-businesses-market)
- [The global generative AI market size is calculated at USD 37.89 billion in 2025; projected CAGR 36.97% (2026–2035).](https://www.precedenceresearch.com/generative-ai-market)
- [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.](https://scoop.market.us/ai-statisitcs-market/)