
Planhat is a CRM software focused on customer engagement and analytics.

Prepare and submit financial statements and reports for compliance and analysis.
Collect emails and consent for marketing communication via newsletters and announcements.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Collect detailed information from clients to create a formal customer record.
The complete infrastructure to deploy, audit, and evolve your AI agent workforce. Move from brittle code to validated outcomes.