Planhat

Reminiscing about our previous Planhat Open as we countdown one week until this year’s event in Malibu #PlanhatOpen

We’re collecting input for our annual post‑sale & revenue performance report. If you’re in CS leadership, RevOps or Sales Ops, we'd love to hear from you. Tell us your thoughts here: s8cjjzq1cuk.typeform.com/to/TuZCtEWO

As we deploy more agents in B2B, we need to pick the right model for the job. And just like with people, you don’t assign the same person to every task but let the work determine who you bring in. The most successful AI deployments we see use a combination of models, each handling different parts of a process. That’s how complex commercial processes get automated end-to-end. @planhat s node-based builder lets you plug in any model, at any step, in a few clicks. Simple idea but pretty powerful in practice.

check👇 from @Rostampor

All-new Portals, now live in @planhat. Customer collaboration—more unified, personalized, and scalable than ever. planhat.com/portals?utm_co… #CRM #Collaboration #CustomerSuccess

Excited to announce a major upgrade to @planhat 's AI Platform (AIP).. With this release: ➡️ No-code AI workflows, fully embedded across the platform - leveraging all your customer data and toolsets. ➡️ A Model Hub connected to all leading frontier models (GPT-5, Claude 4, Gemini 2.5, and more). ➡️ Conversational AI for automated classification and sentiment analysis, powering everything from quick alerts to intelligent sales and churn forecasting ➡️ An MCP server to let your favorite LLMs access and act on Planhat data (I use this every day myself!) When combined, they form Agents that work like teammates — triaging requests, enriching data, drafting emails, running projects — all governed by your existing role-based access. This is just the beginning of what we believe is the best Commercial AI Platform built for the enterprise: - Flexible enough to fit your stack. - Deeply integrated across all workflows. - Shaped for commercial context through an enabler layer. more: planhat.com/editorial/plan…

@AlexReibman @AgentOpsAI @rikardradovac @jameszhou02 @whosmatu @zilgano @simonmkoser @DonaldPepe1 🇸🇪

Saw these guys walking around Hayes looking for coworking space, so I invited them to HQ I was not prepared. These guys are absolutely cracked. Here’s the demos from the Swedish Hack Mafia (🧵):

more here planhat.com/keynote

Daniel speaks about how Planhat's new interface solves what we believe to be the central problem in enterprise software: how to provide each individual with focus, while keeping them organizationally aligned.

@deereis @framer @_andresjasso @reimrtz Absolutely phenomenal working with you, @deereis!

Super excited to share that the @Planhat site is finally live! 🎉 🎉 biggest and most challenging @Framer build I've ever done. @_andresjasso put the initial foundation in place. Some design and code by @reimrtz There's so much packed into this site: planhat.com

𝑂𝑢𝑟 𝑁𝑒𝑥𝑡 𝐶ℎ𝑎𝑝𝑡𝑒𝑟. Our CEO Kaveh Rostampor is joined by our CCO, Chris Regester, and Director of Product, Daniel Sternegard, to discuss the next chapter in our story. We’re building the most strategic tool in business.

𝑂𝑢𝑟 𝑁𝑒𝑥𝑡 𝐶ℎ𝑎𝑝𝑡𝑒𝑟. Join us here: bit.ly/3yVM97U

Have you ever wondered what it takes to be a VP of Customer Success? Join our third #CSHotseat with Nick Chang (@AryakaNetworks), Nicole Baxby (Ex @FeaturespaceLtd) and Malin Skoglund (@planhat) as they compete to see what it takes. 👇 Register below and join us on August 30th! planhat.com/webinars/cs-ho…

Introducing: Task Status Stay aligned and prioritise what matters most, with custom task statuses.

Introducing: Task Shortcuts Focus on action, not admin, with 1-click completion and rapid links.

Introducing: Task Calendar Keep track of the bigger picture, while eliminating noise.

Compare Metrics: ad-hoc time-series customer insight, made easy.

Do you have what it takes to be a Director of Customer Success? Join our #CSHotseat to see CS Directors Dean Colegate (@adahealth), Jonathan Schradi (@Scandit) and Emilie Dubau (@sanacommerce) problem-solve from the hotseat. 👇 Register below and join us on July 19th! planhat.com/webinars/cs-ho…

Customer data analysis is ad-hoc and agile. That's why Planhat allows you to group & filter across millions of datapoints, in seconds. Data, made playful.