Pricing
CRM
CSP
PSA
For high-performing sales & account management teams
01
Pipeline Management
02
Lead Routing
03
Lead Scoring
04
Email Sequencing
05
Email Analytics
06
Deal Rooms
07
Revenue Management
08
Funnel Analytics
09
Forecasting
How does Planhat’s pricing work?
Planhat CRM and CSP are available in different plan tiers. The pricing of the selected plan combines a Platform Fee and a minimum number of Core Users. Beyond that, you’ll be charged for any additional teammates who need Core User access, as well as any Solution Extensions you choose.
What types of Users are available in Planhat?
Core Users and View Users. A Core User in Planhat has full edit access to all features included in the purchased Planhat plan (except features made available in Advanced Service, requiring an assigned Service Seat). A View User has full view access across the platform.
Do you offer unlimited View Users?
Yes. All plans include unlimited View Users.
Can I pay in my local currency?
All Planhat plans are billed in U.S. Dollars (USD) by default. In exchange for a conversion fee, plans can also be denominated in Euros (EUR) or British Pounds (GBP).
What payment methods are accepted and what billing terms apply?
Customers may pay invoices using bank transfer, direct debit, or ACH. All Planhat plans are billed annually upfront.
What type of Onboarding and Implementation Services does Planhat offer?
All Planhat plans include resources to support a successful platform setup (e.g. a rich enablement library, product certifications, live support, Customer Community, detailed Help Center etc.). Tailored Onboarding & Implementation Services plans are available for purchase.
Do I get access to a dedicated Customer Success Manager?
All plans include a dedicated Customer Success Manager (minimum annual spend apply) that will help you achieve your business outcomes with Planhat. In addition to standard managed services, Planhat offers a suite of paid Premium Success & Support plans to larger Enterprises.
