Speed. Flexibility. Scale.
Consistently rated the #1 Totango alternative
Planhat is recognised by both industry analysts and customers as a global leader — named a Leader in the 2025 Gartner Magic Quadrant, while Gartner flags organisational volatility and limited global presence at Totango.
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 Totango alternative
Planhat is recognised by both industry analysts and customers as a global leader — named a Leader in the 2025 Gartner Magic Quadrant, while Gartner flags organisational volatility and limited global presence at Totango.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
Planhat
Totango
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.
Composable and module-heavy, built on SuccessBLOCs that require significant configuration to function as a unified platform.
Composable and module-heavy, built on SuccessBLOCs that require significant configuration to function as a unified platform.
Implementation Time
Implementation Time
8 weeks.
8 weeks.
SuccessBLOCs designed for speed, but modular complexity typically delays real value delivery.
SuccessBLOCs designed for speed, but modular complexity typically delays real value delivery.
AI Strategy
AI Strategy
Native Embedded AI and Bring-Your-Own LLM.
Native Embedded AI and Bring-Your-Own LLM.
AI vision exists but execution lags, Gartner rates Totango 2.7/5 for AI application, noting current delivery falls short of stated roadmap.
AI vision exists but execution lags, Gartner rates Totango 2.7/5 for AI application, noting current delivery falls short of stated roadmap.
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, managing multiple SuccessBLOC modules and Data Hub operations typically requires ongoing dedicated admin attention.
High, managing multiple SuccessBLOC modules and Data Hub operations typically requires ongoing dedicated admin attention.
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.
Limited global reach, Gartner flags limited direct presence outside North America and Israel as a risk for enterprise teams.
Limited global reach, Gartner flags limited direct presence outside North America and Israel as a risk for enterprise teams.
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.
SuccessBLOC playbook logic with Data Hub dependency, modular structure typically increases admin complexity over time.
SuccessBLOC playbook logic with Data Hub dependency, modular structure typically increases admin complexity over time.
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.
Internally focused, limited external workspace capabilities; primarily internal-facing with no native customer portal.
Internally focused, limited external workspace capabilities; primarily internal-facing with no native 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.
Static logic, Gartner rates Totango 3.0/5 for health scoring; rules-based with AI on the roadmap but limited current execution.
Static logic, Gartner rates Totango 3.0/5 for health scoring; rules-based with AI on the roadmap but limited current 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.
Limited, Gartner flags direct presence as a material risk for globally scaling teams.
Limited, Gartner flags direct presence as a material risk for globally scaling teams.
Success Planning
Success Planning
Action-based collaborative Success Plans surfaced in Customer Portals.
Action-based collaborative Success Plans surfaced in Customer Portals.
Strong internal playbook capabilities but typically siloed, limited native external collaboration on plans.
Strong internal playbook capabilities but typically siloed, limited native external collaboration on plans.
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.
Data Hub-centric, relies heavily on export/import operations; ease of sync depends on module and Data Hub configuration.
Data Hub-centric, relies heavily on export/import operations; ease of sync depends on module and Data Hub configuration.
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.
Complex, Gartner flags risks around UX redesigns and organisational change management following the Catalyst merger.
Complex, Gartner flags risks around UX redesigns and organisational change management following the Catalyst merger.
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
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“
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
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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 Totango alternative that delivers for teams of every size.
The only Totango 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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