Enterprise Search

Enterprise Search feature shown in the Planhat platform

Enterprise Search

Find anything, in a single search

Find anything, in a single search

Effective commercial work depends on having context at your fingertips, but that context is scattered everywhere: What was discussed in last week's call? What pricing did we agree to in the contract? Which customers are at risk? Traditional systems force you to remember where information lives and search each tool separately. Planhat's Enterprise Search uses hybrid search technology to let you find anything—call summaries, contracts, discussions, documents—from a single place, eliminating the cognitive load of fragmented information.

01

Universal Discovery

Search across structured data like account health scores to unstructured content like meeting notes and comments—and get relevant results instantly

02

Frictionless Navigation

Move through your application with minimal clicks by searching directly for what you need instead of navigating through menus and hierarchies

03

High Relevancy

Leverage the same hybrid search technology that powers both user queries and AI agents, ensuring consistent, intelligent results

Discover the full power of Enterprise Search

Discover the full power of Enterprise Search

Discover the full power of Enterprise Search

FAQ

FAQ

FAQ

What can you find with Enterprise Search that you couldn't locate by navigating the platform manually?

How does Search help account managers prepare for meetings faster?

How does Enterprise Search reduce the time spent hunting for information across tools?

How does Search ensure results reflect the current state of a customer, not a cached version?

How does Planhat ensure users only see search results they are authorised to access?