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Planhat

CRM
Velocity5.0

Customer platform for managing subscriptions, success, and revenue growth

www.planhat.com ↗

Planhat doubles down on automation — Portals, Task dependencies, AI steps, OAuth — for scaled CS ops.

customer successworkflow automationai automationsportalsoauthcsm tooling
◆Current state
Planhat's recent stream skews heavily toward automation infrastructure for customer-success teams. New advanced Task dependencies, automated end-to-end Portal setup, full execution logs for Automation Runs, and live company-field merge tags in Dashboards and Presentations all reduce the manual per-account work that defines mid-tier CSM tooling. OAuth connections enter Labs, replacing API-key plumbing for integrations.
◆Where it's heading
The product is moving from a health-score-and-playbook CS platform toward a low-code automation backbone for customer-success orgs. Recent additions of frontier LLMs (Claude Sonnet/Opus 4.6, GPT 5.4) into AI Automation steps, combined with portal-creation building blocks, position Planhat as a CS workflow engine that runs without per-account human babysitting.
◆Prediction
Expect more native AI step types (action-taking, deeper retrieval), OAuth graduating out of Labs into the standard integrations surface, and continued investment in automation observability — failure analytics, retry policies, version history.

◆Recent moves

  1. 23d ago

    Set up advanced Task dependencies in Workflows

    Workflows now support multi-dependency Tasks across Phases and Groups, including Start-to-Finish, with auto-rolling dependent dates. Brings legitimate project-management primitives into Planhat's CS workflow engine — closer to Asana inside the CSM platform.

    View source ↗
  2. 25d ago

    OAuth connections now available in Labs

    OAuth lands in Planhat Labs as a more secure, lower-maintenance alternative to API Keys for external connections. Replaces a long-standing integration friction; expect this to graduate from Labs to default.

  3. 25d ago

    OAuth connections now available in Labs (duplicate)

    Duplicate ingestion of the OAuth-in-Labs announcement, with the body content spilled into the title field.

  4. 27d ago

    Insert live company fields into Dashboards and Presentations

    Live company fields can now be embedded in Dashboards and Presentations via [[ merge tags. Removes a real chunk of manual copy-paste for QBR and Exec-Summary content — a small primitive with broad workflow impact.

    View source ↗
  5. 1mo ago

    Automate Portal setup end-to-end for every customer

    Standard Portals can now be set up end-to-end from a single automation trigger — Workflow 360 pages, External User assignments, custom pages, activations. Reduces a previously per-account ritual to a configurable building block.

    View source ↗
  6. 1mo ago

    Sync email attachments and subfolders from Outlook into Planhat

    Outlook integration now syncs attachments to the Conversation view and supports per-subfolder sync, matching existing Gmail behaviour. An overdue parity fix for enterprise Microsoft customers.

    View source ↗