Next-gen automation platform for your business
Planhat is a CRM software focused on customer engagement and analytics.
Allow users to request product demos or free trials, signaling strong buying intent.
Request and approve business travel, including estimated costs and itinerary.
Propose new projects or request scope, schedule, or resource changes to active projects.
Apply for credit terms with vendors or financial institutions.
Stop waiting months. Get your AI-native training module running before your coffee gets cold.