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

Initiate the purchase process based on a finalized quote or customer intent.
Apply for credit terms with vendors or financial institutions.
Request payment from customers or initiate payment to vendors.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.