API connection
Connect via Planhat's API. Companies, health scores, and revenue data stay in Planhat.
All integrations
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 integrates with 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 you can do better with Sapien
Planhat gives you the data. Sapien adds driver-level analysis, traceability, and repeatable workflows so your team spends less time reconciling and more time deciding.
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.