Pricing
CRM
CSP
For modern teams to deliver data-driven customer success
Usage Metrics
Health Scores
Churn Management
Revenue Management
Sequences
Customer Portals
Customer Lifecycle Management
NPS
Customer Outcome Tracking
Customer Requests
Onboarding
+ Core
included in all plans
Data
Companies, Contacts, Opps.
Native Integrations
Open API
Custom Fields & Field Rules
Metrics
Worklow
Project Management
Task Management
Email & Calendar
Activities & Notes
AI & Automations
Templated Automations
Advanced Automations
Planhat AIP
Reporting
Dashboards
Presentations
Custom Profiles
Custom Pages
Application
Advanced Security
User Management
Advanced Permissions
Audit Logs
Documents
Pricing
CRM
CSP
For modern teams to deliver data-driven customer success
Usage Metrics
Health Scores
Churn Management
Revenue Management
Sequences
Customer Portals
Customer Lifecycle Management
NPS
Customer Outcome Tracking
Customer Requests
Onboarding
+ Core
included in all plans
Data
Companies, Contacts, Opps.
Native Integrations
Open API
Custom Fields & Field Rules
Metrics
Worklow
Project Management
Task Management
Email & Calendar
Activities & Notes
AI & Automations
Templated Automations
Advanced Automations
Planhat AIP
Reporting
Dashboards
Presentations
Custom Profiles
Custom Pages
Application
Advanced Security
User Management
Advanced Permissions
Audit Logs
Documents
Pricing
CRM
CSP
For modern teams to deliver data-driven customer success
Usage Metrics
Health Scores
Churn Management
Revenue Management
Sequences
Customer Portals
Customer Lifecycle Management
NPS
Customer Outcome Tracking
Customer Requests
Onboarding
+ Core
included in all plans
Data
Companies, Contacts, Opps.
Native Integrations
Open API
Custom Fields & Field Rules
Metrics
Worklow
Project Management
Task Management
Email & Calendar
Activities & Notes
AI & Automations
Templated Automations
Advanced Automations
Planhat AIP
Reporting
Dashboards
Presentations
Custom Profiles
Custom Pages
Application
Advanced Security
User Management
Advanced Permissions
Audit Logs
Documents
Pricing
CRM
CSP
For modern teams to deliver data-driven customer success
Usage Metrics
Health Scores
Churn Management
Revenue Management
Sequences
Customer Portals
Customer Lifecycle Management
NPS
Customer Outcome Tracking
Customer Requests
Onboarding
+ Core
included in all plans
Data
Companies, Contacts, Opps.
Native Integrations
Open API
Custom Fields & Field Rules
Metrics
Worklow
Project Management
Task Management
Email & Calendar
Activities & Notes
AI & Automations
Templated Automations
Advanced Automations
Planhat AIP
Reporting
Dashboards
Presentations
Custom Profiles
Custom Pages
Application
Advanced Security
User Management
Advanced Permissions
Audit Logs
Documents
impact
Immediate &
resounding results
Immediate &
resounding results
Immediate & resounding results
Immediate &
resounding results
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
VP, Global Customer Success
8x8
“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
VP, Global Customer Success
8x8
“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
VP, Global Customer Success
8x8
“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Director of Digital Customer Success Strategy
Acoustic
“During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
VP, Global Customer Success
8x8
“We're not gonna solve all the problems or deal with all the issues, but we're gonna know and have relationships with all the different functions and bring the right resources in at the right time.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“If you do a good job of onboarding and having those CS conversations, the renewal starts to take care of itself.”
Tracy Shouldice
Director of Customer Success
Trend Micro
“We learned very quickly with Planhat that your executive team, the people we met, they're very capable, they're very transparent and honest.”
Tracy Shouldice
Director of Customer Success
Trend Micro
add-ons
Extend your capabilities
Extend your capabilities
Extend your capabilities
Extend your capabilities
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Advanced Service
Manage resources and automate service delivery
Advanced Service
Manage resources and automate service delivery
Advanced Service
Manage resources and automate service delivery
Advanced Service
Manage resources and automate service delivery
Email Marketing
Send personalised communications at scale
Email Marketing
Send personalised communications at scale
Email Marketing
Send personalised communications at scale
Email Marketing
Send personalised communications at scale
Advanced Portals
A curated space for prospect and customer collaboration
Advanced Portals
A curated space for prospect and customer collaboration
Advanced Portals
A curated space for prospect and customer collaboration
Advanced Portals
A curated space for prospect and customer collaboration
services
Market-leading
expertise & guidance
Market-leading expertise & guidance for commercial teams
Market-leading
expertise & guidance
Market-leading
expertise & guidance
Managed Services
Customer Success
Technical Deployment
24/5 Support
Premium Services
Managed Services
Customer Success
Technical Deployment
24/5 Support
Premium Services
Managed Services
Customer Success
Technical Deployment
24/5 Support
Premium Services
Managed Services
Customer Success
Technical Deployment
24/5 Support
Premium Services
Professional Services
Onboarding & Implementation
AI Deployment
Strategic Advisory
Professional Services
Onboarding & Implementation
AI Deployment
Strategic Advisory
Professional Services
Onboarding & Implementation
AI Deployment
Strategic Advisory
Professional Services
Onboarding & Implementation
AI Deployment
Strategic Advisory
FAQ
FAQ
FAQ
FAQ
How does Planhat’s pricing work?
What types of Users are available in Planhat?
Do you offer unlimited View Users?
Can I pay in my local currency?
What payment methods are accepted and what billing terms apply?
What type of Onboarding and Implementation Services does Planhat offer?
Do I get access to a dedicated Customer Success Manager?
How does Planhat’s pricing work?
What types of Users are available in Planhat?
Do you offer unlimited View Users?
Can I pay in my local currency?
What payment methods are accepted and what billing terms apply?
What type of Onboarding and Implementation Services does Planhat offer?
Do I get access to a dedicated Customer Success Manager?
How does Planhat’s pricing work?
What types of Users are available in Planhat?
Do you offer unlimited View Users?
Can I pay in my local currency?
What payment methods are accepted and what billing terms apply?
What type of Onboarding and Implementation Services does Planhat offer?
Do I get access to a dedicated Customer Success Manager?
How does Planhat’s pricing work?
What types of Users are available in Planhat?
Do you offer unlimited View Users?
Can I pay in my local currency?
What payment methods are accepted and what billing terms apply?
What type of Onboarding and Implementation Services does Planhat offer?
Do I get access to a dedicated Customer Success Manager?
Industries
Recognized as a world-leader by
Industries
Recognized as a world-leader by
Industries
Recognized as a world-leader by
Industries
Recognized as a world-leader by