Planhat Shows the Strongest Momentum in Gartner’s 2025 Magic Quadrant for Customer Success Software

Gartner has named Planhat a Leader in its 2025 Magic Quadrant™ for Customer Success Management Platforms—a recognition that reflects the progress we’ve made in helping companies run stronger, more connected customer operations.

While this is a milestone in itself, what’s most validating is the momentum behind it. Planhat pulled ahead of the field this year, showing the largest year-over-year improvement in both vision and execution.

At Planhat, we believe great companies grow by deeply understanding their customers. That belief—and the principles below that stem from it—shape everything we build and continue to make us a disruptive Leader in the space.

“At Planhat, we believe great companies grow by deeply understanding their customers.”

Kaveh Rostampor

CEO & Co-Founder

Planhat

Gartner has named Planhat a Leader in its 2025 Magic Quadrant™ for Customer Success Management Platforms—a recognition that reflects the progress we’ve made in helping companies run stronger, more connected customer operations.

While this is a milestone in itself, what’s most validating is the momentum behind it. Planhat pulled ahead of the field this year, showing the largest year-over-year improvement in both vision and execution.

At Planhat, we believe great companies grow by deeply understanding their customers. That belief—and the principles below that stem from it—shape everything we build and continue to make us a disruptive Leader in the space.

“At Planhat, we believe great companies grow by deeply understanding their customers.”

Kaveh Rostampor

CEO & Co-Founder

Planhat

Gartner has named Planhat a Leader in its 2025 Magic Quadrant™ for Customer Success Management Platforms—a recognition that reflects the progress we’ve made in helping companies run stronger, more connected customer operations.

While this is a milestone in itself, what’s most validating is the momentum behind it. Planhat pulled ahead of the field this year, showing the largest year-over-year improvement in both vision and execution.

At Planhat, we believe great companies grow by deeply understanding their customers. That belief—and the principles below that stem from it—shape everything we build and continue to make us a disruptive Leader in the space.

“At Planhat, we believe great companies grow by deeply understanding their customers.”

Kaveh Rostampor

CEO & Co-Founder

Planhat

What makes Planhat a Leader?

A unified customer platform

Gartner’s report evaluates Customer Success platforms, but our customers use Planhat far more broadly. To them, Planhat has become the unified platform for any commercial team to do their best work. This model is why Sales, Customer Success, Product, and Support teams all work in Planhat—and what’s made it the go-to system for understanding both customers and prospects.

AI built to drive commercial outcomes

We’re building AI into the daily work of commercial teams and already seeing incredible results from customers using it to summarize interactions, surface risk, forecast renewals, and much more—all in real time directly from Planhat. We continue to run oversubscribed AI activation sessions with customers globally where the focus isn’t on automation for its own sake, but on deploying practical use cases that drive measurable outcomes.

Built for the long game

From day one, we’ve built Planhat with a long-term view of where the wider industry is heading. In software, it’s easy to build for the next quarter: another integration, another widget, another checkbox. Our focus—for more than a decade now—has been on the opposite: designing systems that can adapt to how companies will operate over the decade to come—flexible enough to power new use cases, industries, and customer types.

“From day one, we’ve built Planhat with a long-term view of where the wider industry is heading.”

Kaveh Rostampor

CEO & Co-Founder

Planhat

What makes Planhat a Leader?

A unified customer platform

Gartner’s report evaluates Customer Success platforms, but our customers use Planhat far more broadly. To them, Planhat has become the unified platform for any commercial team to do their best work. This model is why Sales, Customer Success, Product, and Support teams all work in Planhat—and what’s made it the go-to system for understanding both customers and prospects.

AI built to drive commercial outcomes

We’re building AI into the daily work of commercial teams and already seeing incredible results from customers using it to summarize interactions, surface risk, forecast renewals, and much more—all in real time directly from Planhat. We continue to run oversubscribed AI activation sessions with customers globally where the focus isn’t on automation for its own sake, but on deploying practical use cases that drive measurable outcomes.

Built for the long game

From day one, we’ve built Planhat with a long-term view of where the wider industry is heading. In software, it’s easy to build for the next quarter: another integration, another widget, another checkbox. Our focus—for more than a decade now—has been on the opposite: designing systems that can adapt to how companies will operate over the decade to come—flexible enough to power new use cases, industries, and customer types.

“From day one, we’ve built Planhat with a long-term view of where the wider industry is heading.”

Kaveh Rostampor

CEO & Co-Founder

Planhat

What makes Planhat a Leader?

A unified customer platform

Gartner’s report evaluates Customer Success platforms, but our customers use Planhat far more broadly. To them, Planhat has become the unified platform for any commercial team to do their best work. This model is why Sales, Customer Success, Product, and Support teams all work in Planhat—and what’s made it the go-to system for understanding both customers and prospects.

AI built to drive commercial outcomes

We’re building AI into the daily work of commercial teams and already seeing incredible results from customers using it to summarize interactions, surface risk, forecast renewals, and much more—all in real time directly from Planhat. We continue to run oversubscribed AI activation sessions with customers globally where the focus isn’t on automation for its own sake, but on deploying practical use cases that drive measurable outcomes.

Built for the long game

From day one, we’ve built Planhat with a long-term view of where the wider industry is heading. In software, it’s easy to build for the next quarter: another integration, another widget, another checkbox. Our focus—for more than a decade now—has been on the opposite: designing systems that can adapt to how companies will operate over the decade to come—flexible enough to power new use cases, industries, and customer types.

“From day one, we’ve built Planhat with a long-term view of where the wider industry is heading.”

Kaveh Rostampor

CEO & Co-Founder

Planhat

Planhat in action

Across industries, companies are using Planhat to run their customer operations with greater scale and impact.

For Nutanix, Planhat’s AI and implementation strategy are helping the team measure business impact and operational efficiency at scale.

“Planhat’s AI capabilities, combined with their implementation strategy, give us the ability to measure impact—which is critical to how we steer our overall strategy as a company.”
— Paul Davis, VP of Customer Success & Renewals, Nutanix

At Trustpilot, the focus was on freeing up time and simplifying everyday processes. With Planhat, the company automated key workflows across Success and Operations, creating instant efficiencies.

“Just during our first month of using the platform, we saved more than 100 hours by automating pricing notification, winback, CSM change, and campaign emails.”
— Eweld Steyn, VP of Customer Success, Trustpilot

And at Osapiens, rapid expansion created new challenges across delivery and customer success. Planhat helped the company scale efficiently, giving teams the automation and real-time insights they needed to stay proactive and consistent.

“With Planhat, Osapiens scaled its delivery and customer success operations fivefold in just 12 months. Automated workflows and real-time insights empowered teams to act proactively, drive time-to-value, and support customers with precision and care.”
— Christian Wolf, Head of Delivery, Customer Success & Support, Osapiens

Together, these are just a handful of examples of how companies are using Planhat to simplify operations, strengthen customer relationships, and achieve measurable growth. Discover more impact studies here.

Planhat in action

Across industries, companies are using Planhat to run their customer operations with greater scale and impact.

For Nutanix, Planhat’s AI and implementation strategy are helping the team measure business impact and operational efficiency at scale.

“Planhat’s AI capabilities, combined with their implementation strategy, give us the ability to measure impact—which is critical to how we steer our overall strategy as a company.”
— Paul Davis, VP of Customer Success & Renewals, Nutanix

At Trustpilot, the focus was on freeing up time and simplifying everyday processes. With Planhat, the company automated key workflows across Success and Operations, creating instant efficiencies.

“Just during our first month of using the platform, we saved more than 100 hours by automating pricing notification, winback, CSM change, and campaign emails.”
— Eweld Steyn, VP of Customer Success, Trustpilot

And at Osapiens, rapid expansion created new challenges across delivery and customer success. Planhat helped the company scale efficiently, giving teams the automation and real-time insights they needed to stay proactive and consistent.

“With Planhat, Osapiens scaled its delivery and customer success operations fivefold in just 12 months. Automated workflows and real-time insights empowered teams to act proactively, drive time-to-value, and support customers with precision and care.”
— Christian Wolf, Head of Delivery, Customer Success & Support, Osapiens

Together, these are just a handful of examples of how companies are using Planhat to simplify operations, strengthen customer relationships, and achieve measurable growth. Discover more impact studies here.

Planhat in action

Across industries, companies are using Planhat to run their customer operations with greater scale and impact.

For Nutanix, Planhat’s AI and implementation strategy are helping the team measure business impact and operational efficiency at scale.

“Planhat’s AI capabilities, combined with their implementation strategy, give us the ability to measure impact—which is critical to how we steer our overall strategy as a company.”
— Paul Davis, VP of Customer Success & Renewals, Nutanix

At Trustpilot, the focus was on freeing up time and simplifying everyday processes. With Planhat, the company automated key workflows across Success and Operations, creating instant efficiencies.

“Just during our first month of using the platform, we saved more than 100 hours by automating pricing notification, winback, CSM change, and campaign emails.”
— Eweld Steyn, VP of Customer Success, Trustpilot

And at Osapiens, rapid expansion created new challenges across delivery and customer success. Planhat helped the company scale efficiently, giving teams the automation and real-time insights they needed to stay proactive and consistent.

“With Planhat, Osapiens scaled its delivery and customer success operations fivefold in just 12 months. Automated workflows and real-time insights empowered teams to act proactively, drive time-to-value, and support customers with precision and care.”
— Christian Wolf, Head of Delivery, Customer Success & Support, Osapiens

Together, these are just a handful of examples of how companies are using Planhat to simplify operations, strengthen customer relationships, and achieve measurable growth. Discover more impact studies here.

Looking ahead

While this recognition marks an important milestone, our focus remains the same—keeping the platform flexible enough to scale across new use cases and industries, continuing to expand how AI supports everyday work in Planhat, and staying focused on delivering outcomes that drive real business growth. We’re just getting started.

Looking ahead

While this recognition marks an important milestone, our focus remains the same—keeping the platform flexible enough to scale across new use cases and industries, continuing to expand how AI supports everyday work in Planhat, and staying focused on delivering outcomes that drive real business growth. We’re just getting started.

Looking ahead

While this recognition marks an important milestone, our focus remains the same—keeping the platform flexible enough to scale across new use cases and industries, continuing to expand how AI supports everyday work in Planhat, and staying focused on delivering outcomes that drive real business growth. We’re just getting started.

Gartner Disclaimer

Gartner does not endorse any vendor, product, or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Gartner Disclaimer

Gartner does not endorse any vendor, product, or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Gartner Disclaimer

Gartner does not endorse any vendor, product, or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Planhat Shows the Strongest Momentum in Gartner’s 2025 Magic Quadrant for Customer Success Software

Planhat Shows the Strongest Momentum in Gartner’s 2025 Magic Quadrant for Customer Success Software