Speed. Flexibility. Scale.
Consistently rated the #1 Vitally alternative
Planhat is recognised by both industry analysts and customers as a global leader — named a Leader in the 2025 Gartner Magic Quadrant, while Vitally is positioned as a Niche Player with limited enterprise presence and geographic coverage.
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 Vitally alternative
Planhat is recognised by both industry analysts and customers as a global leader — named a Leader in the 2025 Gartner Magic Quadrant, while Vitally is positioned as a Niche Player with limited enterprise presence and geographic coverage.
G2 Momentum Grid®
for Customer Success 2026
MarketScape for Worldwide Customer Success Applications
Magic Quadrant™ for Customer Success Management Platforms
Planhat
Vitally
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 collaboration documents, tasks, and AI summaries; not designed to solve the end-to-end customer lifecycle.
Customer Success-specific platform built around collaboration documents, tasks, and AI summaries; not designed to solve the end-to-end customer lifecycle.
Implementation Time
Implementation Time
8 weeks.
8 weeks.
No fixed timeline, although as a lightweight tool it is generally a matter of days or weeks. Gartner notes customers typically report any meaningful ROI only after approximately 9 months.
No fixed timeline, although as a lightweight tool it is generally a matter of days or weeks. Gartner notes customers typically report any meaningful ROI only after approximately 9 months.
AI Strategy
AI Strategy
Native Embedded AI and Bring-Your-Own LLM.
Native Embedded AI and Bring-Your-Own LLM.
Supports account-level AI summaries and task generation; Gartner cautions that portfolio-wide insights are not yet available.
Supports account-level AI summaries and task generation; Gartner cautions that portfolio-wide insights are not yet available.
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.
As a light and frequently updated tool, high release velocity and frequent architectural changes increase the admin overhead for teams trying to maintain iterative workflows at scale.
As a light and frequently updated tool, high release velocity and frequent architectural changes increase the admin overhead for teams trying to maintain iterative workflows at scale.
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.
Niche Player focused on the North American SMB and Mid-Market segments with limited enterprise or global track record.
Niche Player focused on the North American SMB and Mid-Market segments with limited enterprise or global track record.
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 task-based automation, lacking the depth required for advanced cross-functional orchestration.
Primarily task-based automation, lacking the depth 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.
Focused on document and task sharing, lacking the permissions, bespoke branding and interactivity of a full-featured customer portal.
Focused on document and task sharing, lacking the permissions, bespoke branding and interactivity 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.
AI-generated health scores are on the roadmap, and Gartner notes that parity with market leaders has not yet been achieved.
AI-generated health scores are on the roadmap, and Gartner notes that parity with market leaders has not yet been achieved.
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.
Primarily North American customer base, growing EMEA presence but limited global coverage.
Primarily North American customer base, growing EMEA presence but limited global coverage.
Success Planning
Success Planning
Action-based collaborative Success Plans surfaced in Customer Portals.
Action-based collaborative Success Plans surfaced in Customer Portals.
Document-centric, emphasizing collaboration docs and tasks, with limited governance for complex or multi-team success plans.
Document-centric, emphasizing collaboration docs and tasks, with limited governance for complex or multi-team success 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.
Broad ecosystem via Segment and Salesforce, with exports primarily via Table Views.
Broad ecosystem via Segment and Salesforce, with exports primarily via Table Views.
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 and collaboration-focused, though Gartner notes that a UX fit should be validated through a pilot for complex enterprise deployments, since both the interface and functionality lacks extensibility.
Modern and collaboration-focused, though Gartner notes that a UX fit should be validated through a pilot for complex enterprise deployments, since both the interface and functionality lacks extensibility.
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
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
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The only Vitally alternative that delivers for teams of every size.
The only Vitally 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
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