Planhat is a customer platform designed to serve as a central hub for managing customer relationships across sales, service, and success functions. It provides a robust, extensible data foundation built on flexible, horizontally-developed modules that combine UI elegance with high performance. Unlike suites of specialized tools, Planhat utilizes interoperable building blocks that can be configured to meet specific use cases, ensuring scalability and flexibility whether used as a core sales, service, or success tool, or all three. The platform empowers users with spreadsheet-like ease for querying, transforming, and visualizing customer data without code, and offers a global spotlight for rapid navigation and enrichment. It facilitates acting on insights by initiating workflows and communication sequences directly from dashboards. For developers and power users, Planhat supports custom no-code automation flows and offers enterprise-grade features like role-based permissions, a Text Assistant for summarizing communications, universal filtering for cross-model queries, real-time discussion features, and customizable profiles. Workflows can be optimized with features like dynamic conditions, automated sequences, personalized communications, a centralized inbox, NPS campaigns, and workflow economics tracking. Metrics capabilities allow for transforming data into meaningful signals with purpose-built widgets, granular filtering, flexible health scoring, revenue analytics, and performance monitoring. Planhat integrates with a wide array of tools including CRMs (Salesforce, HubSpot), communication platforms (Slack, Gmail), usage tracking tools (Pendo, Segment), ticketing systems (Intercom, Jira), data warehouses (Snowflake, BigQuery), and cloud storage (Google Cloud, AWS S3), acting as a unified control center for all customer-related activities.

Features & Benefits

• Flexible Data Foundation: Combines UI elegance with best-in-class performance using horizontally-built modules.
• No-Code Data Management: Query, transform, in-line edit, and visualize customer data without any code.
• Automated Workflows: Initiate workflows, communication sequences, and custom automation flows directly from dashboards.
• Unified Customer Views: Get a consolidated view of customers, discuss in context, and collaborate effortlessly.
• Enterprise-Grade Security: Features enterprise-grade permissions, restricting access by role, team, and portfolio.
• Workflow Optimization: Includes dynamic conditions, automated sequences, personalized communications, and a centralized inbox.
• Proactive Metrics: Transform data into meaningful signals with calculated fields, purpose-built widgets, and flexible health scoring.
• Extensive Integrations: Connects with CRMs, communication tools, ticketing systems, data warehouses, and cloud storage.