Planhat

Planhat is customer success software and a CRM for sales, customer success and professional services teams, with the Pi AI agent, sold by quote.

Planhat keeps every record a commercial team holds about a customer in one data model, from the first deal to the latest renewal. Sales, customer success and professional services work from the same company profiles rather than from separate systems. Planhat Inc, which started in Stockholm, builds and sells it. Its AI agent, Pi, works beside people on that shared customer context. Each company gets a Full-Page Profile showing usage data, meetings, emails, tickets, contracts and Workflow progress. Health Scores combine several factors through rule-based Health Profiles, while Success Units each track a single factor. Signals read conversations and flag churn risks, escalations and expansion openings. Workflows set out the steps toward each customer objective, and Automations fire on changes in any record, including a falling Health Score. Portals give customers a shared space to follow and complete those steps, and the Revenue pages report ARR, MRR, net revenue retention and churn. Planhat fits B2B companies with recurring revenue, where customer success managers own a book of accounts and answer for renewals. Sales teams can run on it as a CRM, with Pipeline Management, Lead Routing, Email Sequencing and Deal Rooms. Professional services teams get project management for onboarding and delivery work. Each kind of team is packaged separately, and buyers start with a conversation with Planhat's sales team. Customers include service-intensive software, security and IT services firms. Customer success managers prepare renewals from a pipeline built on Deals and Line Items that sync with Salesforce or HubSpot. Product usage arrives on each account from BigQuery, Snowflake or Segment, so adoption trends sit beside revenue on the profile. Gmail, Outlook and Google Calendar sync log emails and meetings to the account. Through the MCP Server, AI assistants such as Claude Code read live Planhat data and create tasks or update records within set permissions. Account reviews, NPS follow-ups and success plans then run from the same company record.