Planhat

Planhat is an agentic customer platform designed to help B2B enterprises manage and optimize the entire customer lifecycle, from onboarding and adoption through to expansion, renewals, and scaled customer success. The platform combines three core solutions in a unified data model: a category-leading Customer Success Platform (CSP), a comprehensive CRM, and an AI-native Professional Services Automation (PSA) tool that brings resource management, project delivery, and services revenue together under one roof. Key capabilities include Customer 360 profiles, health scoring, AI-powered workflows, conversational AI, customer portals, and advanced analytics — all built on high-fidelity time-series data that gives both human teams and AI agents the full context needed to act decisively. Planhat is particularly well-suited for commercial and customer success teams at mid-market to enterprise B2B software, IT, healthcare, financial services, and telecommunications companies who need to reduce churn, identify expansion opportunities, and turn better customer outcomes into predictable revenue growth. With over 42 integrations spanning tools like Salesforce, HubSpot, Jira, Slack, Snowflake, and Zendesk, Planhat fits naturally into existing tech stacks while serving as the central system of record for post-sale customer intelligence. It is most commonly used by Customer Success Managers, Account Managers, and Revenue Operations leaders looking to automate workflows, standardize playbooks, and gain a real-time, data-driven view of their customer base.