Integrations Directory 
Planhat
Planhat is a CRM software focused on customer engagement and analytics.
- Users
- Accounts
- Deals
- Interactions
- Contacts
- Tasks
AI Operation Agent
Company Data
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AI Operation Tools
Your Business Process
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Budget Request/Approval
Request and approve budgets for projects, departments, or initiatives.
Module:Finance & Accounting
Entity:Custom Entity
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Credit Application
Apply for credit terms with vendors or financial institutions.
Module:Finance & Accounting
Entity:Custom Entity
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Payment Request
Request payment from customers or initiate payment to vendors.
Module:Finance & Accounting
Entity:Invoice
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Expense Report
Submit and track employee or departmental expenses for reimbursement or accounting.
Module:Finance & Accounting
Entity:Bill
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