Integrations Directory 
Planhat
Planhat is a CRM software focused on customer engagement and analytics.
- Users
- Accounts
- Deals
- Interactions
- Contacts
- Tasks
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AI Operation Tools
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Equipment Checkout
Track the allocation and return of tools, devices, or shared equipment.
Module:Operations
Entity:Equipment Usage
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Demo/Free Trial Request
Allow users to request product demos or free trials, signaling strong buying intent.
Module:Sales
Entity:Contact
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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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Training & Certification
Track completed trainings, certifications, and continuing education records.
Module:Human Resources
Entity:Employee Training
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