


Speed. Flexibility. Scale.
Consistently rated the #1 HubSpot alternative
Planhat is recognised by both industry analysts and customers as a global leader — consistently rated above HubSpot for quality of support, enterprise scalability, and post-sale depth.
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 HubSpot alternative
Planhat is recognised by both industry analysts and customers as a global leader — consistently rated above HubSpot for quality of support, enterprise scalability, and post-sale depth.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
Planhat
HubSpot
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.
Inbound marketing-first CRM with modular Sales, Marketing, and Service Hubs built on a shared database.
Inbound marketing-first CRM with modular Sales, Marketing, and Service Hubs built on a shared database.
Implementation Time
Implementation Time
8 weeks.
8 weeks.
Fast for basic sales setup, customizing for enterprise Customer Success typically requires specialized agencies and significant time.
Fast for basic sales setup, customizing for enterprise Customer Success typically requires specialized agencies and significant time.
AI Strategy
AI Strategy
Native Embedded AI and Bring-Your-Own LLM.
Native Embedded AI and Bring-Your-Own LLM.
Assistive Copilot features for generative text and summaries, lacks autonomous post-sale workflow capabilities.
Assistive Copilot features for generative text and summaries, lacks autonomous post-sale workflow capabilities.
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.
Manageable at small scale, but operating multiple Hubs and custom object associations becomes increasingly complex as organizations grow.
Manageable at small scale, but operating multiple Hubs and custom object associations becomes increasingly complex as organizations grow.
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.
Predominantly serves small businesses, rigid association limits can restrict complex B2B account hierarchies at scale.
Predominantly serves small businesses, rigid association limits can restrict complex B2B account hierarchies at scale.
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.
Excellent for marketing email nurturing, rigid for post-sale revenue actions and lifecycle orchestration.
Excellent for marketing email nurturing, rigid for post-sale revenue actions and lifecycle 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.
Basic support portal limited primarily to viewing support ticket status, lacks native collaborative workspaces for shared execution.
Basic support portal limited primarily to viewing support ticket status, lacks native collaborative workspaces for shared execution.
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.
Broad global availability, predominantly adopted by SMB and mid-market teams rather than complex multi-national deployments.
Broad global availability, predominantly adopted by SMB and mid-market teams rather than complex multi-national deployments.
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.
Large app marketplace ecosystem, but post-sale data often fragments across HubSpot, billing tools and product analytics platforms.
Large app marketplace ecosystem, but post-sale data often fragments across HubSpot, billing tools and product analytics platforms.
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.
Marketing-centric interface optimized for top-of-funnel tracking; post-sale views often become cluttered as complexity grows.
Marketing-centric interface optimized for top-of-funnel tracking; post-sale views often become cluttered as complexity grows.
Lifecycle Coverage
Lifecycle Coverage
Native workflows for onboarding, adoption, health tracking, renewals and expansion, enabling the full customer lifecycle.
Native workflows for onboarding, adoption, health tracking, renewals and expansion, enabling the full customer lifecycle.
Marketing and sales funnel coverage is strong, but native post-sale workflows for onboarding, adoption, health and renewals are limited or absent.
Marketing and sales funnel coverage is strong, but native post-sale workflows for onboarding, adoption, health and renewals are limited or absent.
Data Structure
Data Structure
Native time-series architecture tracks every data point over time, for proactive risk analysis and trend detection.
Native time-series architecture tracks every data point over time, for proactive risk analysis and trend detection.
Static snapshot-based database; time-series trend analysis typically requires third-party BI tools or manual data exports.
Static snapshot-based database; time-series trend analysis typically requires third-party BI tools or manual data exports.
Total Cost of Ownership
Total Cost of Ownership
Low operational overhead, no certified admins or external consulting agencies typically required to manage the platform.
Low operational overhead, no certified admins or external consulting agencies typically required to manage the platform.
Hidden scalability costs; upgrading tiers, adding multiple Hubs and purchasing enterprise features creates significant escalation as teams mature.
Hidden scalability costs; upgrading tiers, adding multiple Hubs and purchasing enterprise features creates significant escalation as teams mature.


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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


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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


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“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8


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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


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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
“
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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“
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 HubSpot alternative that delivers for teams of every size.
The only HubSpot 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
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“
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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