Planhat
The facts below are what the maker publishes about Planhat, checked and dated. Our editors have not written about it yet.
Plans and prices
From Planhat's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| CRM | Priced on request | Enquire for pricing · For sales and account management teams · Pipeline management · Lead routing · Lead scoring · Email sequencing |
| CSP | Priced on request | Enquire for pricing |
| PSA | Priced on request | Enquire for pricing |
The facts
Each one read from Planhat's own pages, with the date it was checked.
What it does
- Access controls
- The security page says Planhat supports SSO and SAML and can restrict access to individual fields by role, team, and portfolio.checked 7 Oct 2026
- Certifications
- The security page says Planhat is ISO 27001 certified and SOC 2 Type II certified.checked 7 Oct 2026
- Customer data
- Planhat says it builds a living model of customers and commercial operations using CRM data, time-series data, procedures, and external telemetry.checked 7 Oct 2026
- Customer health
- The site describes adaptable customer health scoring informed by analytics and input from people and AI.checked 7 Oct 2026
- Data protection
- The security page describes TLS 1.2 or 1.3 encryption in transit, AES-256 encryption at rest, and daily and intraday backups.checked 7 Oct 2026
- Included capabilities
- The pricing page lists native integrations, an open API, email and calendar, automations, dashboards, task management, and audit logs among features included in all plans.checked 7 Oct 2026
- Integrations
- The integrations page lists Salesforce, HubSpot, Zendesk, Pendo, Slack, Anthropic, and OpenAI among its connections.checked 7 Oct 2026
- Interactions
- Planhat says it can automatically gather transcripts, emails, tickets, and other customer interactions.checked 7 Oct 2026
- Pricing
- The pricing page presents CRM, CSP, and PSA offerings with enquiry prompts and does not display numeric prices.checked 7 Oct 2026
- Product modes
- The platform can be deployed as a customer success platform, CRM, PSA, or configured all-in-one platform.checked 7 Oct 2026
- Purpose
- Planhat says commercial teams at B2B enterprises use its platform to automate work across the customer lifecycle and support revenue growth.checked 7 Oct 2026
- Security monitoring
- Planhat says it monitors systems 24/7 and has a dedicated security team that conducts regular security reviews and risk assessments.checked 7 Oct 2026
- Support
- The pricing page lists 24/5 support among its services.checked 7 Oct 2026
The company
- Founded
- 2015checked 28 Sep 2026
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