Planhat is named a Leader by Gartner®

Planhat is named a Leader by Gartner®

2026 Gartner® Magic Quadrant™ for Customer Success Management Platforms

2026 Gartner® Magic Quadrant™ for Customer Success Management Platforms

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

Three years of being a Leader

Planhat is recognized by Gartner® for how its unique commercial brain architecture unifies customer success, sales, support, and professional services into a single data layer. Its AI strategy is praised in particular.

[

2024

]

[

2025

]

[

2026

]

Three years of being a Leader

Planhat is recognized by Gartner® for how its unique commercial brain architecture unifies customer success, sales, support, and professional services into a single data layer. Its AI strategy is praised in particular.

[

2024

]

[

2025

]

[

2026

]

Three years of being a Leader

Planhat is recognized by Gartner® for how its unique commercial brain architecture unifies customer success, sales, support, and professional services into a single data layer. Its AI strategy is praised in particular.

[

2024

]

[

2025

]

[

2026

]

Automate work with the most powerful customer agent platform on the market.

Automate work with the most powerful customer agent platform on the market.

Planhat OS integrates Pi—the world’s first multiplayer customer agent—with the people and processes required to deliver customer outcomes at scale.

01

Unified customer context and memory

Pi connects customer data and conversations, retaining context, tracking changes, and learning over time.

02

Long-horizon workflow automation

Pi executes multi-step processes, coordinates activities, and follows through on commitments over time.

03

Human and agent collaboration

Pi works alongside people and agents, sharing context, assigning tasks, and escalating decisions.

04

Enterprise security and governance

Running on Planhat OS, Pi operates with enterprise-grade security, controlled access, and configurable permissions.

05

Integrations across your tech stack

Planhat OS connects your entire tech stack, enabling Pi to work across systems and departments.

06

Configurable workflows and processes

Adapt data structures, workflows, and processes to your needs. Pi works within your existing business logic.

Pi, the world’s first multiplayer customer agent

Pi, the world’s first multiplayer customer agent

Pi, the world’s first multiplayer customer agent

Pi works together with all your commercial teams to deliver perfect customer outcomes at scale across the lifecycle.

Planhat meets enterprise-grade security standards.

Embedded into Planhat OS, Pi meets leading security, privacy, and governance standards, with access controls, regional data hosting, and safeguards built specifically for AI.

iso 27001

AICPA SOC II

CCPA

GDPR

Switch to Planhat OS

Pi migrates your commercial data and processes, so you can replace your legacy commercial stack and run everything on Planhat OS.

Make the move

Deploy Pi alongside your current CRM

Make Planhat OS the center of your commercial operations, with two-way sync connecting processes that continue in Salesforce or HubSpot.

start with pi

Switch to Planhat OS

Pi migrates your commercial data and processes, so you can replace your legacy commercial stack and run everything on Planhat OS.

Make the move

Deploy Pi alongside your current CRM

Make Planhat OS the center of your commercial operations, with two-way sync connecting processes that continue in Salesforce or HubSpot.

start with pi

Switch to Planhat OS

Pi migrates your commercial data and processes, so you can replace your legacy commercial stack and run everything on Planhat OS.

Make the move

Deploy Pi alongside your current CRM

Make Planhat OS the center of your commercial operations, with two-way sync connecting processes that continue in Salesforce or HubSpot.

start with pi

Gartner, Magic Quadrant for Customer Success Management Platforms, Michael Maziarka, Daniel Hawkyard, 3 November 2025

Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates. Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Planhat.