Integrations Directory 
Planhat
Planhat is a CRM software focused on customer engagement and analytics.
- Users
- Accounts
- Deals
- Interactions
- Contacts
- Tasks
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Performance Review
Record and evaluate employee performance; can be linked to goals and review cycles.
Module:Human Resources
Entity:Employee
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Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
Module:Sales
Entity:Contact
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Customer Persona Management
Create and refine target personas for personalized marketing efforts.
Module:Marketing
Entity:Audience Segment
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Employee Onboarding
Gather new hire details, assign equipment, and initiate onboarding tasks.
Module:Human Resources
Entity:Employee
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