Integrations Directory 
Planhat
Planhat is a CRM software focused on customer engagement and analytics.
- Users
- Accounts
- Deals
- Interactions
- Contacts
- Tasks
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Company Data
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AI Operation Tools
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Receipt Submission
Submit receipts for expense reimbursement or record-keeping.
Module:Finance & Accounting
Entity:Custom Entity
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Supplier / Vendor Registration
Onboard and approve new vendors with necessary compliance and financial information.
Module:Operations
Entity:Vendors
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Tax Document Submission
Submit tax-related documents for compliance and record-keeping.
Module:Finance & Accounting
Entity:Custom Entity
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Employee Information Update
Allow employees to update personal, banking, or emergency contact details.
Module:Human Resources
Entity:Employee
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