Pricing
CRM
CSP
For modern teams to deliver data-driven customer success
+ 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
+ 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
“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
“And so what's really great about Planhat, like we said, is those unlimited user seats. Being able to give them full and complete access to what we're working on, making sure that our product team knows what our customers are needing.”
Tess Okonek
Director of Customer Experience
OnSiteIQ
“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
“And so what's really great about Planhat, like we said, is those unlimited user seats. Being able to give them full and complete access to what we're working on, making sure that our product team knows what our customers are needing.”
Tess Okonek
Director of Customer Experience
OnSiteIQ
“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
“And so what's really great about Planhat, like we said, is those unlimited user seats. Being able to give them full and complete access to what we're working on, making sure that our product team knows what our customers are needing.”
Tess Okonek
Director of Customer Experience
OnSiteIQ
The Customer Platform
The next generation has arrived
Planhat is recognised by industry analysts and customers as a global leader in deploying AI-led automation for customer-facing teams.
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880+ reviews
G2 Momentum Grid and Leader in 9 Categories.
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Magic Quadrant™ for Customer Success Management Platforms
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MarketScape for Worldwide Customer Success Applications
The Customer Platform
The next generation has arrived
Planhat is recognised by industry analysts and customers as a global leader in deploying AI-led automation for customer-facing teams.
880+ reviews
G2 Momentum Grid and Leader in 9 Categories.
Magic Quadrant™ for Customer Success Management Platforms
MarketScape for Worldwide Customer Success Applications
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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?