World-leading companies that made the switch

Planhat is the tool of choice for companies ranging from high-growth scale-ups to global enterprises. They move to Planhat from Gainsight to improve their work in acquiring, servicing and growing their customers.

discover our impact

World-leading companies that made the switch

Planhat is the tool of choice for companies ranging from high-growth scale-ups to global enterprises. They move to Planhat from Gainsight to improve their work in acquiring, servicing and growing their customers.

discover our impact

World-leading companies that made the switch

Planhat is the tool of choice for companies ranging from high-growth scale-ups to global enterprises. They move to Planhat from Gainsight to improve their work in acquiring, servicing and growing their customers.

discover our impact

World-leading companies that made the switch

Planhat is the tool of choice for companies ranging from high-growth scale-ups to global enterprises. They move to Planhat from Gainsight to improve their work in acquiring, servicing and growing their customers.

discover our impact

Gartner Magic Quadrant™ for Customer Success Management Platforms

2025 Leader

Discover how

Gartner Magic Quadrant™ for Customer Success Management Platforms

2025 Leader

Discover how

Gartner Magic Quadrant™ for Customer Success Management Platforms

2025 Leader

Discover how

Gartner Magic Quadrant™ for Customer Success Management Platforms

2025 Leader

Discover how

Based on 880+ Verified Planhat Customer Reviews

Discover How

Based on 880+ Verified Planhat Customer Reviews

Discover How

Based on 880+ Verified Planhat Customer Reviews

Discover How

Based on 880+ Verified Planhat Customer Reviews

Discover How

IDC MarketScape for Worldwide Customer Success Applications

2024 Leader

Discover How

IDC MarketScape for Worldwide Customer Success Applications

2024 Leader

Discover How

IDC MarketScape for Worldwide Customer Success Applications

2024 Leader

Discover How

IDC MarketScape for Worldwide Customer Success Applications

2024 Leader

Discover How

01

Ease-of-admin

Planhat is largely self-serve, no code and full of templates. Most teams find they can maintain and evolve their setup with a fraction of the effort and technical overhead they expected. For example, you can build reports and launch ad-hoc email campaigns with the click of a button.

01

Ease-of-admin

Planhat is largely self-serve, no code and full of templates. Most teams find they can maintain and evolve their setup with a fraction of the effort and technical overhead they expected. For example, you can build reports and launch ad-hoc email campaigns with the click of a button.

01

Ease-of-admin

Planhat is largely self-serve, no code and full of templates. Most teams find they can maintain and evolve their setup with a fraction of the effort and technical overhead they expected. For example, you can build reports and launch ad-hoc email campaigns with the click of a button.

01

Ease-of-admin

Planhat is largely self-serve, no code and full of templates. Most teams find they can maintain and evolve their setup with a fraction of the effort and technical overhead they expected. For example, you can build reports and launch ad-hoc email campaigns with the click of a button.

02

Intuitive yet enterprise-grade

Planhat leads with design built with the business user in mind, ensuring the platform is a place your team will enjoy working in, and as a result, actually use!

02

Intuitive yet enterprise-grade

Planhat leads with design built with the business user in mind, ensuring the platform is a place your team will enjoy working in, and as a result, actually use!

02

Intuitive yet enterprise-grade

Planhat leads with design built with the business user in mind, ensuring the platform is a place your team will enjoy working in, and as a result, actually use!

02

Intuitive yet enterprise-grade

Planhat leads with design built with the business user in mind, ensuring the platform is a place your team will enjoy working in, and as a result, actually use!

03

Your long-term partner

We’re your partner, not just another vendor in your stack. Planhat’s team is local to your business and committed to true customer-centricity.

03

Your long-term partner

We’re your partner, not just another vendor in your stack. Planhat’s team is local to your business and committed to true customer-centricity.

03

Your long-term partner

We’re your partner, not just another vendor in your stack. Planhat’s team is local to your business and committed to true customer-centricity.

03

Your long-term partner

We’re your partner, not just another vendor in your stack. Planhat’s team is local to your business and committed to true customer-centricity.

04

Quick time-to-value

Realize ROI on your Planhat investment fast. Our flexible data model and configurable UI accelerate onboarding so you see swift impact.

04

Quick time-to-value

Realize ROI on your Planhat investment fast. Our flexible data model and configurable UI accelerate onboarding so you see swift impact.

04

Quick time-to-value

Realize ROI on your Planhat investment fast. Our flexible data model and configurable UI accelerate onboarding so you see swift impact.

04

Quick time-to-value

Realize ROI on your Planhat investment fast. Our flexible data model and configurable UI accelerate onboarding so you see swift impact.

05

Embedded AI

Planhat’s AIP is embedded across our data, workflows, and collaboration tools - so insights turn into action instantly.

05

Embedded AI

Planhat’s AIP is embedded across our data, workflows, and collaboration tools - so insights turn into action instantly.

05

Embedded AI

Planhat’s AIP is embedded across our data, workflows, and collaboration tools - so insights turn into action instantly.

05

Embedded AI

Planhat’s AIP is embedded across our data, workflows, and collaboration tools - so insights turn into action instantly.

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

“Planhat is becoming not just a single tool that solved a specific use case, but the tool that becomes the hub of the whole Customer Success experience.”

Jason Graham

VP, Global Customer Success

8x8

01

Assess your Gainsight instance

Review data, configurations, and workflows to identify what’s mission-critical for upgrading to Planhat. Flag any risks, gaps, or dependencies early.

01

Assess your Gainsight instance

Review data, configurations, and workflows to identify what’s mission-critical for upgrading to Planhat. Flag any risks, gaps, or dependencies early.

01

Assess your Gainsight instance

Review data, configurations, and workflows to identify what’s mission-critical for upgrading to Planhat. Flag any risks, gaps, or dependencies early.

01

Assess your Gainsight instance

Review data, configurations, and workflows to identify what’s mission-critical for upgrading to Planhat. Flag any risks, gaps, or dependencies early.

02

Migrate critical data

Planhat will assist with migrating essential historical data so nothing is lost (e.g. timeline entries, tasks, custom fields and data objects). Migrated data needs validation for accuracy and completeness.

02

Migrate critical data

Planhat will assist with migrating essential historical data so nothing is lost (e.g. timeline entries, tasks, custom fields and data objects). Migrated data needs validation for accuracy and completeness.

02

Migrate critical data

Planhat will assist with migrating essential historical data so nothing is lost (e.g. timeline entries, tasks, custom fields and data objects). Migrated data needs validation for accuracy and completeness.

02

Migrate critical data

Planhat will assist with migrating essential historical data so nothing is lost (e.g. timeline entries, tasks, custom fields and data objects). Migrated data needs validation for accuracy and completeness.

03

Optimize your processes

Review your workflows end-to-end to identify opportunities to streamline, simplify and modernize, ensuring you fully leverage Planhat to work smarter for your business. Don’t recreate, reinvent.

03

Optimize your processes

Review your workflows end-to-end to identify opportunities to streamline, simplify and modernize, ensuring you fully leverage Planhat to work smarter for your business. Don’t recreate, reinvent.

03

Optimize your processes

Review your workflows end-to-end to identify opportunities to streamline, simplify and modernize, ensuring you fully leverage Planhat to work smarter for your business. Don’t recreate, reinvent.

03

Optimize your processes

Review your workflows end-to-end to identify opportunities to streamline, simplify and modernize, ensuring you fully leverage Planhat to work smarter for your business. Don’t recreate, reinvent.

04

Implement with RISE

Use our phased RISE implementation methodology to guide your transition from Gainsight to Planhat. Together, we’ll define clear milestones across each phase and lead you through a structured journey designed to accelerate time to value - maintaining momentum on a timeline that works for you.

04

Implement with RISE

Use our phased RISE implementation methodology to guide your transition from Gainsight to Planhat. Together, we’ll define clear milestones across each phase and lead you through a structured journey designed to accelerate time to value - maintaining momentum on a timeline that works for you.

04

Implement with RISE

Use our phased RISE implementation methodology to guide your transition from Gainsight to Planhat. Together, we’ll define clear milestones across each phase and lead you through a structured journey designed to accelerate time to value - maintaining momentum on a timeline that works for you.

04

Implement with RISE

Use our phased RISE implementation methodology to guide your transition from Gainsight to Planhat. Together, we’ll define clear milestones across each phase and lead you through a structured journey designed to accelerate time to value - maintaining momentum on a timeline that works for you.

05

Drive organizational change

We know change is hard. That’s why our team is certified by the Six Sigma Global Institute and trained in change management best practices. We think thoughtfully about how to guide you and your teams, ensuring your investment creates long-term impact.

05

Drive organizational change

We know change is hard. That’s why our team is certified by the Six Sigma Global Institute and trained in change management best practices. We think thoughtfully about how to guide you and your teams, ensuring your investment creates long-term impact.

05

Drive organizational change

We know change is hard. That’s why our team is certified by the Six Sigma Global Institute and trained in change management best practices. We think thoughtfully about how to guide you and your teams, ensuring your investment creates long-term impact.

05

Drive organizational change

We know change is hard. That’s why our team is certified by the Six Sigma Global Institute and trained in change management best practices. We think thoughtfully about how to guide you and your teams, ensuring your investment creates long-term impact.

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Request a demo

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Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

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planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us

planhat

About

Careers

Press

Partnerships

Open

Contact

Legal

Solutions

CRM

CSP

PSA

Cisco CX

Processes

ADP

Philanthropy

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Resources

Pricing

Editorial

Events

Help Center

Developers

RFP

Changelog

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2025 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us