About Planhat
Overview
Planhat is an agentic customer platform for B2B enterprises. Commercial teams use it to automate work across the customer lifecycle, turning better customer outcomes into lasting revenue growth.
Deploy Planhat as a customer success platform, a CRM, a professional services automation tool, or an all-in-one system. Industry analysts recognize Planhat as a global leader in AI-led automation for go-to-market teams, and the company was founded in Stockholm in 2017.
Key Benefits
- AI Workflows: embedded AI automates work across the customer lifecycle for a first-mover advantage.
- Unified Data Model: one connected home for commercial data, blending CRM records, time series data, SOPs and external telemetry.
- Dynamic Health Scoring: adaptable scoring combines analytics with human and AI input to show which customers are thriving or failing.
- Automated Touchpoint Capture: transcripts, emails, tickets and every other interaction are gathered automatically.
- CRM Sync: works alongside all major CRMs so sales and success teams stay in sync.
- Measurable Results: customers report 34% more customers per CSM, 900% seat expansion and 21% less churn.
How It Works
Planhat builds a living model of your customers and commercial operations from CRM data, time series, SOPs and external telemetry. Context, training, collaboration and execution give agents and humans what they need to act with clarity and control.
The platform captures every interaction, scores account health, runs collaborative cross-functional workflows and reports on ROI. Forward-deployed teams work shoulder-to-shoulder with customers to deliver outcomes, supported by an AI Deployment Program.
Use Cases
- Customer success teams monitor health, automate outreach and scale coverage across more accounts per CSM.
- Sales and GTM teams manage pipelines, route and score leads, and forecast revenue with an agentic sales CRM.
- Professional services teams track project profitability, time, resources and project management.
- Service-intensive software companies define customer objectives, identify value opportunities and report on ROI.
- Security, IT services, healthcare and connected businesses run structured commercial operations on one platform.
Why Choose This Product
Planhat is architected so agents and humans execute with clarity and control, backed by ISO 27001 certification, 24/7 monitoring and a dedicated security team. An MCP server lets teams drive Planhat in natural language through Anthropic's Claude Code, and more than 950 reviews support its standing in the market.
Planhat Pros & Cons
- Agentic AI platform spanning CSP, CRM and PSA in one system
- ISO 27001 certified with 24/7 monitoring and a dedicated security team
- Recognized as a leader in Gartner Magic Quadrant and MarketScape
- Native MCP server integration with Anthropic Claude Code
- Forward-deployed teams handle onboarding and AI deployment
Key Features
AI Workflows
Embedded AI automates work across the customer lifecycle, including AI-powered outreach and shared inbox triage.
Unified Data Model
One connected home for commercial data combining CRM records, time series data, SOPs and external telemetry.
Conversational AI
AI-powered insights are drawn from every message across customer conversations.
Dynamic Health Scoring
Adaptable scoring combines analytics with human and AI input to gauge whether customers are thriving or failing.
Touchpoint Capture
Transcripts, emails, tickets and other interactions are gathered automatically so teams can focus on execution.
Customer Portals
A curated space provides prospect and customer collaboration within the platform.
Time Series
Users see trends, compare periods and act in real time on time series data.
Project Management
Teams plan, execute and track projects and tasks across the customer lifecycle.
Email & Call Intelligence
Conversations are captured and initiated from within workflows with email and call intelligence.
Enterprise Security
ISO 27001 certified platform with 24/7 monitoring and a dedicated security team.
Planhat Pricing
View full pricing →Pricing extracted from the product website and may change. Check the source for current details.