
The Agentic Customer Platform
The Agentic Customer Platform
Deploy AI with confidence across the customer lifecycle
Deploy AI with confidence across the customer lifecycle
Planhat provides B2B enterprises with forward-deployed software and services that deliver lifelong revenue growth.
Planhat provides B2B enterprises with forward-deployed software and services that deliver lifelong revenue growth.
Automate + augment your commercial outcomes with AI
Automate + augment your commercial outcomes with AI
Automate + augment your commercial outcomes with AI
A comprehensive platform that empowers artificial and human intelligence to collaborate seamlessly across the entire customer lifecycle—unlocking more value, faster than ever.
A comprehensive platform that empowers artificial and human intelligence to collaborate seamlessly across the entire customer lifecycle—unlocking more value, faster than ever.
Unified GTM
Assemble and arm all your go-to-market agents, teams and tools with the context necessary to execute at every phase.
Agentic autonomy
Context-aware and tightly governed, Agents run complex processes autonomously with both speed and precision.
Collaborate with control
Delegate processes without surrendering decision power, through built-in Human-In-The-Loop (HITL) supervision.
Entire GTM under one roof
Assemble and arm all your go-to-market agents, teams and tools with the context necessary to execute at every phase.



THE LEADING CUSTOMER PLATFORM
The next generation has arrived
Planhat is recognized by both industry analysts and customers as a global leader in deploying AI-led automation for go-to-market teams.
880+ reviews
G2 Momentum Grid and Leader in 9 Categories.
Magic Quadrant™ for Customer Success Management Platforms
MarketScape for Worldwide Customer Success Applications



THE LEADING CUSTOMER PLATFORM
The next generation has arrived
Planhat is recognized by both industry analysts and customers as a global leader in deploying AI-led automation for go-to-market teams.
880+ reviews
G2 Momentum Grid and Leader in 9 Categories.
Magic Quadrant™ for Customer Success Management Platforms
MarketScape for Worldwide Customer Success Applications
PLATFORM
PLATFORM
Deploy agents that deliver
Deploy agents that deliver
Planhat is architected to equip both agents and humans with the tools and context they need to deliver compounding commercial outcomes—in real time.
Context
Training
Collaboration
Execution
Agents
Input
Context
Planhat constructs a comprehensive living model of your customers and commercial operations—spanning traditional CRM data, rich time series data, SOPs and external telemetry.
Context
Training
Collaboration
Execution
Agents
Input
Context
Planhat constructs a comprehensive living model of your customers and commercial operations—spanning traditional CRM data, rich time series data, SOPs and external telemetry.
APPLICATIONS
One platform, built to power your reality
Planhat is deployed by global B2B enterprises as a CSP, CRM, PSA or powerful all-in one—and can be configured to exacting specifications to solve for even the most sophisticated commercial need.




APPLICATIONS
One platform, built to power your reality
Planhat is deployed by global B2B enterprises as a CSP, CRM, PSA or powerful all-in one—and can be configured to exacting specifications to solve for even the most sophisticated commercial need.




services
Where others offer hypotheticals, we deliver outcomes.
Planhat dispatches forward-deployed teams that work shoulder-to-shoulder with you to deliver real-world outcomes.
Operational efficiencies
Revenue impact
Software
Security
IT Services
Healthcare & Life Sciences
Connected Businesses
Business Services
“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Watch

“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy

“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy

Casey
VP Strategic Initiatives
Mélanie
Global Customer Success Director
“Unlocked levels of data visibility and automation I didn't think were possible in our environment.”
Japhet
Senior Director of Customer Success Automation
Luciano
Director of Customer Success
Petrina
Director of Customer Success Operations
Brenda
Customer Success