Integrations Directory 
Planhat
Planhat is a CRM software focused on customer engagement and analytics.
- Users
- Accounts
- Deals
- Interactions
- Contacts
- Tasks
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AI Operation Tools
Your Business Process
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Quote/Proposal Request
Allow prospects to formally request pricing or proposals for services/products.
ModuleSales
EntityQuote Request
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Travel Authorization
Request and approve business travel, including estimated costs and itinerary.
ModuleFinance & Accounting
EntityCustom Entity
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Stock Disposal Request
Request and document the removal or destruction of obsolete, damaged, or expired inventory.
ModuleInventory Management
EntityStock Disposal
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Customer Feedback/Survey (e.g., Net Promoter Score)
Collect feedback on customer satisfaction to drive improvements and retention.
ModuleSales
EntityCustomer Engagement
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