Pricing
-
Start-Up
Unlimited Users
-
Professional
Unlimited Users
-
Enterprise
Unlimited Users
Data Management
Data Module
Core Data Models
Customer 360
Filters
Native no-code Integrations
Usage Metrics
Custom Fields
Formula Fields
Calculated Metrics
Health Score
Health Profiles
One (1)
Unlimited
Unlimited
Success Units
Assets
Projects
Add-on
Objectives
Add-on
Add-on
Campaigns
Add-on
Add-on
Add-on
Workspaces
Add-on
Add-on
Add-on
Automations
Templated automations
Custom automations
Advanced automations
Monthly automation executions limit
5,000 included
20,000 included
50,000 included
Workflow
Actions Module
Notifications
Team collaboration
Projects
Sequences
Email templates
Conversations Module
Add-on
Gmail/Outlook connection
Transactional emails
Add-on
Add-on
Add-on
Customer Portal
Add-on
NPS Module
Add-on
Revenue Module
Opportunities
Add-on
Issues
Add-on
Presentation and Insights
Templated Reports
Custom Pages
Three (3)
Unlimited
Unlimited
Customization
Custom Profile Pages
One (1)
Two (2)
Custom Profile Templates
Add-on
Add-on
One (1)
Custom naming of Data Models
Add-on
Add-on
Group Structures
Add-on
Security and Administration
Unlimited User Licenses
Detailed permissions control
Customizable Roles
Up to four (4)
Up to four (4)
Unlimited
Single Sign-On (SSO)
Two-Factor Authentication (2FA)
Customizable password rules
Advanced email synchronization filtering
IP Whitelisting
Add-on
Sandbox
Add-on
Success and Support
Customer Success Manager
Technical Account Manager
Account Director
Executive Sponsor
Priority Support
Start-Up
Professional
Enterprise
Unlimited Users
Unlimited Users
Unlimited Users
Data Management
Data Module
Core Data Models
Customer 360
Filters
Native no-code Integrations
Usage Metrics
Custom Fields
Formula Fields
Calculated Metrics
Health Score
Health Profiles
One (1)
Unlimited
Unlimited
Success Units
Assets
Projects
Add-on
Objectives
Add-on
Add-on
Campaigns
Add-on
Add-on
Add-on
Workspaces
Add-on
Add-on
Add-on
Automations
Templated automations
Custom automations
Advanced automations
Monthly automation executions limit
5,000 included
20,000 included
50,000 included
Workflow
Actions Module
Notifications
Team collaboration
Projects
Sequences
Email templates
Conversations Module
Add-on
Gmail/Outlook connection
Transactional emails
Add-on
Add-on
Add-on
Customer Portal
Add-on
NPS Module
Add-on
Revenue Module
Opportunities
Add-on
Issues
Add-on
Presentation and Insights
Templated Reports
Custom Pages
Three (3)
Unlimited
Unlimited
Customization
Custom Profile Pages
One (1)
Two (2)
Custom Profile Templates
Add-on
Add-on
One (1)
Custom naming of Data Models
Add-on
Add-on
Group Structures
Add-on
Security and Administration
Unlimited User Licenses
Detailed permissions control
Customizable Roles
Up to four (4)
Up to four (4)
Unlimited
Single Sign-On (SSO)
Two-Factor Authentication (2FA)
Customizable password rules
Advanced email synchronization filtering
IP Whitelisting
Add-on
Sandbox
Add-on
Success and Support
Customer Success Manager
Technical Account Manager
Account Director
Executive Sponsor
Priority Support
Success and Support
-
Dedicated CSM
-
Dedicated TAM
-
Executive Sponsor and Account Director
-
Priority Support
Presentation and Insights
-
Templated Reports
-
3 Custom Pages
-
Unlimited Custom Pages
Data Management
-
Data Module
-
Core Data Models
-
Customer 360
-
Filters
-
Native Integrations
-
Usage Metrics, Custom Fields, Formula Fields, Calculated Metrics
-
Health Score
-
Success Units
-
Multiple Health Profiles
-
Assets
-
Projects
Security and Admin
-
Unlimited User Licenses
-
Detailed permissions control
-
Up to 4 customizable Roles
-
SSO and 2FA
-
Customizable password rules
-
Advanced email sync filtering
-
Unlimited customizable Roles
-
IP Whitelisting
-
Sandbox
Customization
-
Group Structures
-
1 Custom Profile Page
-
2 Custom Profile Pages
-
1 Custom Profile Template
-
Re-naming of Data Models
Automations
-
Templated automations
-
Custom automations
-
Advanced automations
Workflow
-
Actions Module
-
Notifications
-
Team collaboration
-
Projects and Sequences
-
Email templates
-
Gmail/Outlook connection
-
Revenue Module
-
Conversations Module
-
Customer Portal
-
NPS Module
-
Opportunities
-
Issues
Learn more about
Planhat
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