Planhat.com
Agentic customer platform that deploys AI-led automation for sales, customer success and professional services teams.
About
Planhat is an agentic customer platform that empowers B2B enterprises to deploy AI across the entire customer lifecycle. It combines data integration, AI automation, and human collaboration to help go-to-market teams acquire and grow lifelong revenue. The platform serves as a CRM, customer success platform, or professional services automation tool, with built-in agents that execute commercial processes at scale while keeping teams in the loop for oversight and control.
Core use cases
- Customer health scoring and churn prediction
- Sales pipeline management and forecasting
- Automated customer success workflows and task management
- AI type
- AI-native
- Primary product type
- Agentic Platform
- Secondary product type
- Vertical SaaS
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