Customer Support & Success
Planhat
THE Agentic Customer Platform
Fact sheet
| Community votes | 0 |
|---|---|
| DR by Ahrefs | 67 no change since last check |
| Website | planhat.com |
Domain Rating by Ahrefs, checked 3 Oct 2026, changed 3 Oct 2026.
Overview
A customer platform where commercial teams automate work across the customer lifecycle to drive revenue growth.
Buyer questions
How does Planhat deploy AI to commercial teams?
Planhat runs commercial work collaboratively through its multiplayer customer agent, powered by context from across the customer lifecycle. It constructs a comprehensive living model of customers and commercial operations spanning traditional CRM data, rich time series data, SOPs and external telemetry. The platform is architected to equip agents and humans with everything they need to execute with clarity and control through context, training, collaboration, and execution capabilities.
What applications can Planhat be deployed for?
Planhat can be deployed as a Customer Success Platform (CSP), CRM, PSA (Professional Services Automation), or as a powerful all-in-one solution configured to put artificial and human intelligence to work across the full lifecycle. The platform is used for Customer Success, Sales & GTM, Professional Services, and custom builds.
What security features does Planhat provide?
Planhat maintains best-in-class data security protocols with 24/7 monitoring, a dedicated security team, ISO 27001 certification, SOC 2 Type II certification, daily and intraday backups, secure multi-location storage, AES-256 encryption at-rest, and TLS encryption in-transit. The platform supports SSO, SAML, granular user roles, and property-action permissions down to individual fields.
What data can Planhat automatically capture and track?
Planhat automatically gathers transcripts, emails, tickets and every other customer interaction, allowing teams to focus on execution rather than administration. The platform captures every touchpoint across the customer lifecycle and uses dynamic health scoring with analytics and AI to gauge whether customers are thriving or failing.
Compare with
| # | Product | DR | Votes |
|---|---|---|---|
| 1 | GainsightThe Customer Retention Platform | 80 no change since last check | 0 votes. Log in to vote for Gainsight |
| 2 | VitallyYour Copilot For AI-Powered Customer Success | 72 no change since last check | 0 votes. Log in to vote for Vitally |
| 3 | ChameleonThe Self-Improving Product System | 75 no change since last check | 0 votes. Log in to vote for Chameleon |
| 4 | ChurnZeroAI-Powered Customer Success Software for Customer Growth | 74 no change since last check | 0 votes. Log in to vote for ChurnZero |
Key features
- AI Workflows
- Unified Data Model
- Conversational AI
- Project & Task Management
- Automations
- Email and Call Intelligence
- Embedded Chat
- Portals
- Time Series
- Data Transformation
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Link metrics
Majestic link data for planhat.com; the arrow is the change since the previous check.
- Trust Flow
- 29
- no change since last check
- Citation Flow
- 43
- no change since last check
- Referring domains
- 1,095
- no change since last check
- External backlinks
- 11,511
- no change since last check
Top topic: Computers/Programming/Languages (28). Checked 3 Oct 2026, changed 3 Oct 2026. Link data by Majestic. Trust Flow, Citation Flow and Topical Trust Flow are trademarks of Majestic-12 Ltd.
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