Planhat: The Agentic Customer Platform
Deploy AI with confidence across the entire customer lifecycle. Planhat gives B2B companies one living model of their customers, and puts humans and AI agents to work on it, together.
What is Planhat?
Planhat is a customer platform for B2B companies. It unifies everything you know about your customers: CRM records, product usage, time-series data, emails, tickets, call transcripts and external signals, into one comprehensive, living model. On top of that model, Planhat runs analytics, workflows and governed AI agents that execute commercial processes with speed and precision, while your team stays in the loop.
Planhat can be deployed as a Customer Success Platform (CSP), a Sales CRM, a Professional Services (PSA) tool, or as a powerful all-in-one across the full customer lifecycle.
Key Capabilities
One customer model
Unify CRM data, usage data, conversations and external telemetry.
Dynamic health scoring
Adaptive scores combining analytics, human input and AI.
Every touchpoint captured
Transcripts, emails and tickets gathered automatically.
Governed AI agents
Delegate commercial processes to agents, with human oversight.
Works with your CRM
Syncs with all major CRMs; no rip-and-replace.
Full-lifecycle workflows
From onboarding and adoption to renewal and expansion.
Proof & Recognition
Trusted by leading companies worldwide.
Recognized in the Gartner Magic Quadrant for Customer Success Management Platforms, the IDC MarketScape, and as a G2 leader across the customer journey.
Source: Planhat customer stories
Why GrowthSys Represents Planhat
We evaluated the customer-platform category end to end. Planhat stood out for the depth of its data model, the maturity of its agentic AI, and, above all, documented customer outcomes. It passed our due diligence; most platforms don’t. As Planhat’s local partner, GrowthSys tailors the platform to your organization and connects it to your data, so value shows up in weeks, not quarters.