Planhat reviews
Rated. Reviewed. Recommended.
Planhat is recognised by industry analysts and customers as a global leader in augmenting and accelerating deployment of AI-led automation for customer-facing teams. Consistently rated a leader for its flexibility, ease of use, fast implementation, and world-class global support.
880+ reviews
G2 Momentum Grid and Leader in 9 Categories.
Magic Quadrant™ for Customer Success Management Platforms
MarketScape for Worldwide Customer Success Applications
Planhat reviews
Rated. Reviewed. Recommended.
Planhat is recognised by industry analysts and customers as a global leader in augmenting and accelerating deployment of AI-led automation for customer-facing teams. Consistently rated a leader for its flexibility, ease of use, fast implementation, and world-class global support.
880+ reviews
G2 Momentum Grid and Leader in 9 Categories.
Magic Quadrant™ for Customer Success Management Platforms
MarketScape for Worldwide Customer Success Applications
Planhat reviews
Rated. Reviewed. Recommended.
Planhat is recognised by industry analysts and customers as a global leader in augmenting and accelerating deployment of AI-led automation for customer-facing teams. Consistently rated a leader for its flexibility, ease of use, fast implementation, and world-class global support.
880+ reviews
G2 Momentum Grid and Leader in 9 Categories.
Magic Quadrant™ for Customer Success Management Platforms
MarketScape for Worldwide Customer Success Applications
“
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
Telia Cygate
“
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
Telia Cygate
“
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
Telia Cygate
“
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 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
“
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
Talk to our experts
Talk to our experts
Talk to our experts
Planhat
Legacy Giants
Lightweight Tools
Core Architecture
Core Architecture
End-to-End Commercial AI Platform servicing CRM, CSP & PSA use cases.
End-to-End Commercial AI Platform servicing CRM, CSP & PSA use cases.
Fragmented, modular
Fragmented, modular
Lightweight, alert-based
Lightweight, alert-based
Implementation Time
Implementation Time
8 weeks
8 weeks
5–12 months
5–12 months
Fast with limited scope
Fast with limited scope
AI Strategy
AI Strategy
Native Embedded AI and Bring-Your-Own LLM
Native Embedded AI and Bring-Your-Own LLM
Poorly integrated acquisitions such as Staircase and Unison
Poorly integrated acquisitions such as Staircase and Unison
On the roadmap, supporting basic automation
On the roadmap, supporting basic automation
Admin Complexity
Admin Complexity
Managed easily by in-house GTM or Ops teams: no need for certified technical admins to maintain or modify workflows
Managed easily by in-house GTM or Ops teams: no need for certified technical admins to maintain or modify workflows
High technical overhead: usually requires a full-time, certified administrator to ensure consistency and usability
High technical overhead: usually requires a full-time, certified administrator to ensure consistency and usability
Easy initial configuration, but reporting and segmenting become increasingly manual and cluttered over time
Easy initial configuration, but reporting and segmenting become increasingly manual and cluttered over time
Scalability
Scalability
Enterprise-grade track record: top-rated for scalability on Gartner and supports millions of records and global teams—with support in 12+ languages—without lag
Enterprise-grade track record: top-rated for scalability on Gartner and supports millions of records and global teams—with support in 12+ languages—without lag
Powerful, but prone to bloat: expensive features often become shelf-ware due to compounding complexity and niche adoption
Powerful, but prone to bloat: expensive features often become shelf-ware due to compounding complexity and niche adoption
SMB-focused: optimized for teams <$30M ARR since data permissions and governance controls are often insufficient for rapidly-scaling global orgs
SMB-focused: optimized for teams <$30M ARR since data permissions and governance controls are often insufficient for rapidly-scaling global orgs
Automation Capabilities
Automation Capabilities
Visual & Logic-Based: a modern, visual automation builder handles complex triggers and multi-step workflows with zero code
Visual & Logic-Based: a modern, visual automation builder handles complex triggers and multi-step workflows with zero code
Dependent on technical specialists: modifications to “Rules Engines” are rigid, risky, and require technical ticket submissions to Admins
Dependent on technical specialists: modifications to “Rules Engines” are rigid, risky, and require technical ticket submissions to Admins
Tactical Playbooks limited primarily to basic “If/Then” logic. Lacks the depth for advanced, cross-functional orchestration
Tactical Playbooks limited primarily to basic “If/Then” logic. Lacks the depth for advanced, cross-functional orchestration
Customer Collaboration
Customer Collaboration
Rich collaborative Portals with Vanity URLs: clients can directly access and collaborate on plans, tasks, and dashboards in real-time—as if they were colleagues
Rich collaborative Portals with Vanity URLs: clients can directly access and collaborate on plans, tasks, and dashboards in real-time—as if they were colleagues
Internally focused: lacks a native, always-on external workspace—collaboration is mostly limited to email or static exports
Internally focused: lacks a native, always-on external workspace—collaboration is mostly limited to email or static exports
Magic Links: uses temporary links or basic shared views, lacking the permissions and interactivity of a full-featured customer portal
Magic Links: uses temporary links or basic shared views, lacking the permissions and interactivity of a full-featured customer portal
Health Scoring
Health Scoring
AI-leading, first to incorporate external & internal data
AI-leading, first to incorporate external & internal data
Complex rule based, focus on internal data, AI as separate product
Complex rule based, focus on internal data, AI as separate product
Basic, rigid and largely pre-defined
Basic, rigid and largely pre-defined
Pricing Model
Pricing Model
Transparent, scales with your business
Transparent, scales with your business
Many add-ons, complex
Many add-ons, complex
Limiting
Limiting
Example Platforms
Example Platforms
Gainsight, Totango, Salesforce, HubSpot
Gainsight, Totango, Salesforce, HubSpot
ChurnZero, Vitally, Attio, Pipedrive
ChurnZero, Vitally, Attio, Pipedrive
planhat vs. gainsight
planhat vs. gainsight
planhat vs. gainsight
Focus on action, not Admins
Focus on action, not Admins
Focus on action, not Admins
Planhat equips your team with deeper insight and more comprehensive automation than legacy systems, without relying on specialists or full-time Administrators.
Planhat equips your team with deeper insight and more comprehensive automation than legacy systems, without relying on specialists or full-time Administrators.
Planhat equips your team with deeper insight and more comprehensive automation than legacy systems, without relying on specialists or full-time Administrators.
Planhat vs. Totango
Planhat vs. Totango
Planhat vs. Totango
Go beyond rigid modules and disconnected data
Go beyond rigid modules and disconnected data
Go beyond rigid modules and disconnected data
Planhat provides a single unified platform tailored closely to your needs, not a siloed patchwork of hardcoded SuccessBLOCs and generic scorecards.
Planhat provides a single unified platform tailored closely to your needs, not a siloed patchwork of hardcoded SuccessBLOCs and generic scorecards.
Planhat provides a single unified platform tailored closely to your needs, not a siloed patchwork of hardcoded SuccessBLOCs and generic scorecards.
Planhat vs. ChurnZero
Planhat vs. ChurnZero
Planhat vs. ChurnZero
Agent automation, not endless alerts
Agent automation, not endless alerts
Planhat is built on a flexible automation infrastructure that actions best practices in the background while keeping you in the loop—rather than simply adding action items to your agenda.
Planhat is built on a flexible automation infrastructure that actions best practices in the background while keeping you in the loop—rather than simply adding action items to your agenda.
Planhat is built on a flexible automation infrastructure that actions best practices in the background while keeping you in the loop—rather than simply adding action items to your agenda.
Planhat vs. Vitally
Planhat vs. Vitally
Planhat vs. Vitally
Orchestrated, not opinionated
Orchestrated, not opinionated
Planhat is designed to orchestrate and automate your commercial processes on your terms—not force you to conform to or hack around generic modules that can't keep up with your reality.
Planhat is designed to orchestrate and automate your commercial processes on your terms—not force you to conform to or hack around generic modules that can't keep up with your reality.
Planhat is designed to orchestrate and automate your commercial processes on your terms—not force you to conform to or hack around generic modules that can't keep up with your reality.
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
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
Vice President of Customer Success
OnsiteIQ
Watch
“
The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Director of Customer Success
Trend Micro
Watch
“
The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Director of Customer Success
Trend Micro
Watch
“
The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Director of Customer Success
Trend Micro
Watch
How long does it take to migrate to Planhat?
Do we need professional services to implement Planhat?
How does Planhat handle AI & automation during onboarding?
Can we run success plans and playbooks from day 1?
What data can we migrate?
How long does it take to migrate to Planhat?
Do we need professional services to implement Planhat?
How does Planhat handle AI & automation during onboarding?
Can we run success plans and playbooks from day 1?
What data can we migrate?
How long does it take to migrate to Planhat?
Do we need professional services to implement Planhat?
How does Planhat handle AI & automation during onboarding?
Can we run success plans and playbooks from day 1?
What data can we migrate?
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
