Speed. Flexibility. Scale.
Consistently rated the #1 Velaris alternative
Planhat is recognised by both industry analysts and customers as a global leader — scoring 4.4/5 for Enterprise Scale, 4.5/5 for Analytics, and 4.4/5 for Collaboration in Gartner's Critical Capabilities report, while Velaris scores 1.4, 3.5, and 2.4 respectively.
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 Velaris alternative
Planhat is recognised by both industry analysts and customers as a global leader — scoring 4.4/5 for Enterprise Scale, 4.5/5 for Analytics, and 4.4/5 for Collaboration in Gartner's Critical Capabilities report, while Velaris scores 1.4, 3.5, and 2.4 respectively.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
Planhat
Velaris
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.
Customer Success-specific platform built around structured task management and predefined workflows; not designed for the end-to-end customer lifecycle or cross-functional use cases.
Customer Success-specific platform built around structured task management and predefined workflows; not designed for the end-to-end customer lifecycle or cross-functional use cases.
Implementation Time
Implementation Time
8 weeks.
8 weeks.
Approximately four-week go-live driven primarily by human-led onboarding; Gartner notes that durable time-to-value typically extends significantly beyond initial setup.
Approximately four-week go-live driven primarily by human-led onboarding; Gartner notes that durable time-to-value typically extends significantly beyond initial setup.
AI Strategy
AI Strategy
Native Embedded AI and Bring-Your-Own LLM.
Native Embedded AI and Bring-Your-Own LLM.
AI roadmap focused primarily on call and email analysis to derive next actions; lacks a broader workflow intelligence layer or portfolio-wide AI capabilities.
AI roadmap focused primarily on call and email analysis to derive next actions; lacks a broader workflow intelligence layer or portfolio-wide AI 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.
Low initial admin overhead due to a structured environment; however, rigid workflows typically force operational workarounds and spreadsheet dependencies as teams mature.
Low initial admin overhead due to a structured environment; however, rigid workflows typically force operational workarounds and spreadsheet dependencies as teams mature.
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.
Gartner scores Velaris 1.4/5 for Enterprise Scale, noting a limited proven track record with larger, distributed deployments and high-volume data processing.
Gartner scores Velaris 1.4/5 for Enterprise Scale, noting a limited proven track record with larger, distributed deployments and high-volume data processing.
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.
Primarily focused on simple task management and basic event triggers; lacks the multi-layered playbook sequences required for advanced cross-functional orchestration.
Primarily focused on simple task management and basic event triggers; lacks the multi-layered playbook sequences required 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.
Gartner scores Velaris 2.4/5 for Collaboration; offers a basic portal widget, but lacks the deep, branded workspaces and advanced permissions of a full-featured customer portal.
Gartner scores Velaris 2.4/5 for Collaboration; offers a basic portal widget, but lacks the deep, branded workspaces and advanced permissions 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.
Gartner scores Velaris 2.8/5 for Health Scoring; weaker scoring framework compared to market leaders, with limited time-series analytics to support predictive insights.
Gartner scores Velaris 2.8/5 for Health Scoring; weaker scoring framework compared to market leaders, with limited time-series analytics to support predictive insights.
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.
Gartner notes limited direct global coverage and partner networks, with a focus on early-stage and growth-stage organisations rather than distributed enterprise deployments.
Gartner notes limited direct global coverage and partner networks, with a focus on early-stage and growth-stage organisations rather than distributed enterprise deployments.
Success Planning
Success Planning
Action-based collaborative Success Plans surfaced in Customer Portals.
Action-based collaborative Success Plans surfaced in Customer Portals.
Task-centric approach to success planning; primarily focused on internal task tracking rather than holistic, collaborative success plans with customer-facing elements.
Task-centric approach to success planning; primarily focused on internal task tracking rather than holistic, collaborative success plans with customer-facing elements.
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 integration ecosystem; however, reliance on point-in-time reporting typically forces teams to integrate separate BI tools for advanced analytics.
Standard integration ecosystem; however, reliance on point-in-time reporting typically forces teams to integrate separate BI tools for advanced analytics.
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.
Modern interface optimised for fast onboarding and simple task workflows; however, the structured environment typically limits flexibility for teams with complex or evolving processes.
Modern interface optimised for fast onboarding and simple task workflows; however, the structured environment typically limits flexibility for teams with complex or evolving processes.
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
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
Watch
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
Watch
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
Watch
“
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
Watch
The only Velaris alternative that delivers for teams of every size.
The only Velaris 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
Watch