planhat.com

What Planhat changed

37 changes since August 2025. The most recent was Oct 13, 2026.

Planhat pivots to "A New Generation of CRM"

  • Changed the primary headline from "Planhat OS | THE Agentic Customer Platform" to "A NEW GENERATION OF CRM."
  • Added a major integration with Anthropic (MCP Server) to use Claude Code within the platform.
  • Announced a massive hiring push for 100+ high-impact roles in 2026.
  • Added specific ROI metrics to the homepage, such as "34% more customers per CSM" and "21% less churn."
  • Introduced an "AI Deployment Program" to speed up real-world outcomes for customers.
  • Expanded the footer and navigation to include dedicated pages for Sales CRM, Professional Services (PSA), and Enterprise solutions.

Planhat is moving beyond its niche as a Customer Success tool to compete directly in the broader CRM market. They are also heavily integrating AI agents and Anthropic’s Claude to automate commercial work.

Planhat launches Pi, a multiplayer customer agent

  • Introduced "Pi," described as the world's first multiplayer customer agent.
  • Rebranded the platform title to "Planhat OS."
  • Removed general descriptions of B2B enterprise automation in favor of "future of work" messaging.
  • Removed a list of specific job titles (like Account Manager and CS Strategy Manager) from the homepage.
  • Updated the headline to focus on "perfect outcomes" delivered by AI agents.

Planhat is shifting from a traditional customer success platform to an AI-driven "Agentic" operating system. By introducing a specific AI agent named Pi, they are moving away from general automation toward a branded AI teammate that works alongside humans.

Planhat adds 8x8 revenue retention testimonial

  • Added a new customer testimonial from Jason Graham, VP at 8x8.
  • Included a specific success metric: a 1% increase in Gross Revenue Retention within the first year.
  • Added a link to a new video case study hosted on Vimeo.

Planhat is using a specific, high-value metric (Gross Revenue Retention) from a well-known enterprise client (8x8) to prove their software delivers financial results, not just better workflows.

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Planhat made 34 more changes since August 2025.
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Changes by month
Oct 2026
1 change
Sep 2026
3 changes
Aug 2026
5 changes
Jul 2026
1 change
Jun 2026
5 changes
May 2026
1 change
Apr 2026
2 changes
Mar 2026
1 change
Feb 2026
2 changes
Jan 2026
4 changes
Dec 2025
3 changes
Oct 2025
3 changes
Aug 2025
3 changes