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.

Pricing Model

Pricing Model

Transparent, scales with your business.

Transparent, scales with your business.

Module-based with high services dependency, total cost of ownership typically grows with SuccessBLOC complexity.

Module-based with high services dependency, total cost of ownership typically grows with SuccessBLOC complexity.

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.

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 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

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

Which platform is faster to implement?

How do the platforms compare on AI?

We rely on Totango SuccessBLOCs. What is the Planhat equivalent?

Which offers better customer collaboration?

Are there risks staying with Totango?

Will historical data be preserved when migrating?

Which is better for global organisations?