Planhat

The product is an agentic customer platform that automates work across the customer lifecycle, integrating data, AI and collaboration to manage customer health, retention and revenue growth. It sells to commercial teams including sales, customer success, support, professional services and executives at B2B enterprises. It is delivered as a SaaS open platform deployable as a customer success platform, CRM, PSA or combined system where governed AI agents and people work together and sync with major CRMs and data warehouses.

Key features

• AI workflows and automation
• Unified data model for commercial data
• Conversational AI insights from messages
• Dynamic customer health scoring
• Automatic capture of touchpoints and transcripts
• Sync with major CRMs
• AI-enabled email sequences
• Custom models and BigQuery/Snowflake sync
• OAuth connections for third-party apps
• Human review for automation steps