Speed. Flexibility. Scale.
Consistently rated the #1 Custify alternative
Planhat is recognised by both industry analysts and customers as a global leader — named a Leader in the 2025 Gartner Magic Quadrant, while Custify is positioned as a Niche Player with limited enterprise presence and partner coverage outside North America and Europe.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
Speed. Flexibility. Scale.
Consistently rated the #1 Custify alternative
Planhat is recognised by both industry analysts and customers as a global leader — named a Leader in the 2025 Gartner Magic Quadrant, while Custify is positioned as a Niche Player with limited enterprise presence and partner coverage outside North America and Europe.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
Planhat
Custify
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.
SMB-focused Customer Success platform, designed for ease of use for small and Mid-Market teams, not built for enterprise scale.
SMB-focused Customer Success platform, designed for ease of use for small and Mid-Market teams, not built for enterprise scale.
Implementation Time
Implementation Time
8 weeks.
8 weeks.
Fast for simple use cases, additional tooling typically required as complexity grows.
Fast for simple use cases, additional tooling typically required as complexity grows.
AI Strategy
AI Strategy
Native Embedded AI and Bring-Your-Own LLM.
Native Embedded AI and Bring-Your-Own LLM.
Assistive summaries only, focused on basic summarisation and task creation. Gartner notes AI roadmap aimed at reaching parity with features others have already launched.
Assistive summaries only, focused on basic summarisation and task creation. Gartner notes AI roadmap aimed at reaching parity with features others have already launched.
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.
Easy initial configuration, reporting and segmentation become increasingly manual and complex as teams scale.
Easy initial configuration, reporting and segmentation become increasingly manual and complex as teams scale.
Scalability
Scalability
Enterprise-grade track record: top-rated for scalability by Gartner, supporting billions of time-series records for global teams—with support in 12+ languages—without lag.
Enterprise-grade track record: top-rated for scalability by Gartner, supporting billions of time-series records for global teams—with support in 12+ languages—without lag.
Rated 2.6/5 by Gartner, optimised for smaller teams with limited capability for large-scale enterprise deployments.
Rated 2.6/5 by Gartner, optimised for smaller teams with limited capability for large-scale enterprise deployments.
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.
Playbook logic only, not designed for advanced cross-functional orchestration.
Playbook logic only, not designed for advanced cross-functional orchestration.
Customer Collaboration
Customer Collaboration
Rich collaborative Customer 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 Customer Portals with Vanity URLs: clients can directly access and collaborate on plans, tasks, and dashboards in real-time — as if they were colleagues.
Rated 3.4/5 by Gartner, adequate for task sharing but lacks the depth and interactivity of a full-featured customer portal.
Rated 3.4/5 by Gartner, adequate for task sharing but lacks the depth and interactivity of a full-featured customer portal.
Health Scoring
Health Scoring
The first AI-powered health score in the market, incorporating both external & internal data.
The first AI-powered health score in the market, incorporating both external & internal data.
Standard rule-based scoring, effective for simple models, limited flexibility at scale.
Standard rule-based scoring, effective for simple models, limited flexibility at scale.
Localization
Localization
Considerable presence with sales, service and support across 12 countries in 8 languages, and localized UX for global teams.
Considerable presence with sales, service and support across 12 countries in 8 languages, and localized UX for global teams.
Limited partner coverage outside North America and Europe, Gartner notes geographic reach as a risk for global scaling.
Limited partner coverage outside North America and Europe, Gartner notes geographic reach as a risk for global scaling.
Success Planning
Success Planning
Action-based collaborative Success Plans surfaced in Customer Portals.
Action-based collaborative Success Plans surfaced in Customer Portals.
Lightweight success plan capabilities, primarily internal, limited native external collaboration.
Lightweight success plan capabilities, primarily internal, limited native external collaboration.
Integrations
Integrations
Flexible, modern integrations and native CRM sync to Salesforce, HubSpot, Pipedrive and more.
Flexible, modern integrations and native CRM sync to Salesforce, HubSpot, Pipedrive and more.
Standard sync focused on current-state data, less flexible for custom objects, limited partner ecosystem outside North America and Europe.
Standard sync focused on current-state data, less flexible for custom objects, limited partner ecosystem outside North America and Europe.
User Experience
User Experience
Fully personalized workspaces and collaborative customer portals frequently described as slick and modern.
Fully personalized workspaces and collaborative customer portals frequently described as slick and modern.
User-friendly for smaller teams, limited depth for enterprise or cross-functional deployments.
User-friendly for smaller teams, limited depth for enterprise or cross-functional deployments.
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
Telia Cygate
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“
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
Watch
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
Watch
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During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
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“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Acoustic
Watch
“
We have grown from an install base of 40 clients to just north of 280 clients that are managed digitally.”
William Pinho
Acoustic
“
Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”
Seth Terbeek
Vice President of Customer Transformation
DrFirst
Watch
“
Anybody who really wants to drive change in their organisation and find a way to bring teams together can leverage Planhat and find value for their function.”
Seth Terbeek
Vice President of Customer Transformation
DrFirst
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The only Custify alternative that delivers for teams of every size.
The only Custify alternative that delivers for teams of every size.
“
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
Vice President of Customer Success
Jolt
Watch
“
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
Vice President of Customer Success
Jolt
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