At a glance
- Planhat is listed under CRM, alongside 17hats, Attio and Beacon.
- Planhat works with HubSpot, Zendesk and Jira.
- Planhat's main features: Pipeline management, Email sequencing, Forecasting, AI workflows, Automations, Customer portals.
- Planhat's website lists SOC 2, ISO 27001, GDPR and SSO.
- We haven't confirmed whether Planhat has a free plan or a public API.
Facts from planhat.com, checked November 13, 2026.
The summary writes itself once 5 people have reviewed this tool.
It's built only from what reviewers say: who it's best for, who should think twice, and what comes up again and again.



