Planhat

Founded by Kaveh Rostampor in 2014

Manage customer success and sales workflows with AI agents

Cost

Demo

Rating

★ People love it

Time to value

Long Setup (> 1 day)

You can use Planhat to automate and manage the full B2B customer lifecycle, from sales to post-sale success. It tracks customer health scores, captures every interaction (emails, tickets, transcripts), syncs with major CRMs, and lets you deploy AI agents to handle repetitive commercial processes. Teams can monitor account data, run professional services workflows, manage renewals, and reduce churn by spotting at-risk customers early—all in one workspace.

What Planhat does

Score customer health based on usage data, tickets, and engagement signalsAutomatically log and summarize customer interactions from email and callsCreate and assign tasks to customer success managers when accounts show risk signalsSync account and deal data with external CRMs like SalesforceDeploy AI agents to execute repetitive post-sale processes without human inputGenerate ROI reports for customer accounts to support renewal conversationsTrack time and manage resources for professional services projectsSet up automated playbooks that trigger actions based on customer behaviorAI agents that handle customer lifecycle tasks automaticallyDynamic customer health scoring using analytics, AI, and human inputAutomatically captures emails, tickets, call transcripts, and interactionsWorks as a CRM, customer success platform, or professional services tool in oneBuilds a living data model of each customer from CRM data, usage telemetry, and SOPsSyncs with major CRMs so sales and post-sale teams share the same account viewGoverned AI agent deployment with human oversight and supervision controlsTracks customer objectives and reports on ROI for service-intensive teams