Portals
Portals
Customer collaboration typically happens across scattered emails, calendar invites, and document links, creating misalignment, friction, and a poor customer experience. Planhat's Portals curate a shared, branded space where all relevant data, workflows, and collaboration stream live between your internal app and your customers. It's a one-stop-shop where customers can see real-time updates, take action on their own, and work alongside your team—all while you maintain granular control over access and build custom experiences at scale.
01
Deal Room
Collaborate on close plans, share interactive content and securely exchange files - dynamically tailored to each prospect's needs
02
Onboarding and Enablement
Run surveys, assign project tasks, and collaborate on planning documents—all within a secure environment with granular access controls for specific contacts
03
Scaled Customer Success
Deploy Content Templates to deliver consistent, best-practice customer experiences automatically as you grow your customer base
