API connection
Connect via Planhat's API. Companies, health scores, and revenue data stay in Planhat.
All integrations
CRM
Sapien + Planhat
Use your Planhat data where it lives. Get customer health and revenue decomposition with traceable insights for customer success teams.
How Sapien connects to Planhat.
Your metrics and segments
We map your health scores, segments, and custom fields so analyses use your definitions.
CS + financial in one place
The Company Engine connects Planhat data with your GL, CRM, and ERP for end-to-end analysis.
What your team can do with Sapien.
Connect driver-level analysis, traceability, and repeatable workflows to your day-to-day decisions.
Customer revenue decomposition
Planhat tracks health and revenue; Sapien decomposes why NRR and churn moved with traceable citations.
Unified analytical layer
Combine Planhat with your CRM, ERP, or warehouse data for a single source of truth.
Repeatable workflows
Turn monthly CS reviews into Workflow Agents that execute identically each period.