Next-gen automation platform for your business
Planhat is a CRM software focused on customer engagement and analytics.
Collect detailed information from clients to create a formal customer record.
Onboard and approve new vendors with necessary compliance and financial information.
Allow employees to update personal, banking, or emergency contact details.
Allow prospects to formally request pricing or proposals for services/products.
Stop waiting months. Get your AI-native training module running before your coffee gets cold.