Pricing
CRM
CSP
PSA
For frontier teams to deliver data-driven customer success
Pricing
CRM
CSP
PSA
For high-performing sales & account management teams
Included in all plans
Included in all plans
Data
Data
Worklow
Worklow
AI & Automation
AI & Automation
Reporting
Reporting
Application
Application
Companies, contacts, opperations
Project management
Templated automations
Dashboards
Advanced Security
Companies, contacts, opperations
Project management
Templated automations
Dashboards
Advanced Security
Native Integrations
Task Management
Advanced automations
Presentations
User Management
Native Integrations
Task Management
Advanced automations
Presentations
User Management
Open API
Email & Calendar
Planhat AIP
Custom Profiles
Advanced Permissions
Open API
Email & Calendar
Planhat AIP
Custom Profiles
Advanced Permissions
Custom Fields & Field Rules
Activities & Notes
Custom Pages
Audit Logs
Custom Fields & Field Rules
Activities & Notes
Custom Pages
Audit Logs
Metrics
Metrics
Documents
Documents
impact
impact
Immediate & resounding results
Immediate & resounding results
“
Partnership with Planhat has enabled us at Telia Cygate to get the customer data and the visibility we need to actually scale the customer experience to all customers at all times. That's unprecedented for us.”
Fredrik Sidmar
CEO
Cygate
Watch

“
Partnership with Planhat has enabled us at Telia Cygate to get the customer data and the visibility we need to actually scale the customer experience to all customers at all times. That's unprecedented for us.”
Fredrik Sidmar
CEO
Cygate

Watch



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



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
Add-ons
Add-ons
Extend your capabilities
Extend your capabilities
Upgraded AI Platform
Upgraded AI Platform
Advanced AI Capabilities for enterprise-wide transformation
Advanced AI Capabilities for enterprise-wide transformation
Advanced Service
Advanced Service
Manage resources and automate service delivery
Manage resources and automate service delivery
Email Marketing
Email Marketing
Send personalised communications at scale
Send personalised communications at scale
Advanced Portals
Advanced Portals
A curated space for prospect and customer collaboration
A curated space for prospect and customer collaboration
Services
Services
Market-leading expertise & guidance
Market-leading expertise & guidance
managed services
managed services
professional services
professional services
Customer Success
Customer Success
Onboarding & Implementation
Onboarding & Implementation
Technical Deployment
Technical Deployment
AI Deployment
AI Deployment
24/5 Support
24/5 Support
Strategic Advisory
Strategic Advisory
Premium Services
Premium Services

“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Jolt

“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Jolt

“
I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies

“
I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies

“
Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Brandon Ramsey
OnSiteIQ

“
Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Brandon Ramsey
OnSiteIQ

“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Jolt

“
I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Basis Technologies

“
Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Brandon Ramsey
OnSiteIQ

“
Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
OnSiteIQ
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?