Next-gen automation platform for your business
Planhat is a CRM software focused on customer engagement and analytics.
Initiate internal promotion, role updates, or department transfers.
Request and document the removal or destruction of obsolete, damaged, or expired inventory.
Allow prospects to formally request pricing or proposals for services/products.
Collect detailed information from clients to create a formal customer record.
Stop waiting months. Get your AI-native training module running before your coffee gets cold.