
Planhat is a CRM software focused on customer engagement and analytics.

Collect detailed information from clients to create a formal customer record.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Request and manage employee or vendor access to specific physical locations.
Test different subject lines, layouts, or call-to-actions to optimize marketing effectiveness.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.