Planhat

Planhat provides an agentic customer platform designed for B2B enterprises to automate workflows across the entire customer lifecycle. The software functions as a customer success platform (CSP), CRM, and professional services automation (PSA) tool, integrating customer data, transcripts, and telemetry to drive revenue growth. It enables go-to-market teams to monitor customer health, manage cross-functional workflows, and deploy AI-led automation to improve operational efficiency and reduce churn.