Integrations Directory 
Planhat
Planhat is a CRM software focused on customer engagement and analytics.
- Users
- Accounts
- Deals
- Interactions
- Contacts
- Tasks
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use Planhat for your operation
Demo/Free Trial Request
Allow users to request product demos or free trials, signaling strong buying intent.
Module:Sales
Entity:Contact
Read more
Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
Module:Sales
Entity:Contact
Read more
Purchase Order
Initiate and manage procurement of goods or services from suppliers.
Module:Operations
Entity:Purchase Orders
Read more
Expense Report
Submit and track employee or departmental expenses for reimbursement or accounting.
Module:Finance & Accounting
Entity:Bill
Read more