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Offers (1)

New customers
Planhat Offer for Portfolio Companies
Discount 15%

  1. Portfolio companies are automatically eligible for at least a 15% discount on software and 20% discount on services - contact us for specific discounts
  2. Any new portfolio customer is eligible to receive a complimentary Customer Success Platform AI maturity assessment (operational report with insights and recommendations)
  3. Free months on competitive swaps to support your transition

$20,000
Up To

Basic Info

Planhat helps commercial teams of all sizes know their customers better and grow their business faster—with less effort and more scale. With Pi (Planhat Intelligence), AI and automations are powered by best-in-class data models, strict governance and enterprise-grade security, Planhat unifies your existing commercial data, teams and tools to drive better customer acquisition, improve time to value and orchestrate retention & expansion at scale.

Why work with us

Why Planhat?

  • AI: Planhat’s best-in-class AI (Pi), MCP integration, and out-of-the-box automations have been custom-built to solve commercial needs, improving your team's productivity and increasing gross revenue retention and net revenue retention.
  • Usability: Planhat’s intuitive, highly customizable interface makes it quick and easy to launch and adopt, with the flexibility to tailor to the most complex enterprise workflows.
  • Scale: Planhat’s robust data model, governance, and security scale from Mid-Market to F500 enterprises.

Clients (47)

Aqua Security

Full dev-to-prod container security solution on Kubernetes, Docker, OpenShift, Fargate, Lambda, AWS & other container platforms read more

Bestpass

Bestpass is a company that provides toll management services for commercial fleets and drivers, including consolidated billing, volume discounts, violation processing, and a single service c... read more

Bizzabo

Wow every participant with a flexible, enterprise-grade platform for all of your events. read more

Chegg

Chegg is an education technology provider that enhances the learning experience for millions of students by offering online textbook rentals and connecting them with essential resources and ... read more

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Company focus

Services

CRM
Digital Customer Journey
Project Management
Analytics
Sales and Customer Support

Industries

Computer & Network Security
Computer Software
Education Management
Facilities Services
Financial Services
Hospital & Health Care
Information Services
Information Technology and Services
Non-Profit Organization Management
Pharmaceuticals
Telecommunications
Internet Software & Services
Diversified Telecommunication Services
Professional Services
Technology
SaaS
Software & Cloud
Health Care Providers & Services
Education Services

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