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

Allow users to request product demos or free trials, signaling strong buying intent.
Request and approve business travel, including estimated costs and itinerary.
Manage order returns, process returned goods, and update inventory accordingly.
Onboard and approve new vendors with necessary compliance and financial information.
The complete infrastructure to deploy, audit, and evolve your AI agent workforce. Move from brittle code to validated outcomes.