Planhat

Founded in 2015, Planhat is a configurable platform for commercial teams managing B2B customer relationships. Its range of customer-success, CRM, and PSA capabilities is best suited to organizations that want lifecycle work and commercial operations under one roof.

Its breadth is appealing, but custom pricing means buyers will need to compare the proposed setup and cost with their needs before deciding.

Overview

Planhat brings CRM records, time-series data, procedures, and external telemetry into a shared model of customers and commercial operations. Teams can deploy it as a customer success platform, CRM, PSA, or configured all-in-one system. That flexibility may help organizations align customer-facing work across functions; it also makes Planhat a less obvious fit for teams that need only one narrow workflow.

Key features

Planhat offers adaptable customer health scoring informed by analytics and input from people and AI. It can automatically gather transcripts, emails, tickets, and other customer interactions, and supports onboarding workflows, renewal tracking, success playbooks, and a customer portal. Together, these capabilities can support teams coordinating customer work from onboarding through renewal rather than relying on account records alone.

Connections include Salesforce, HubSpot, Zendesk, Pendo, Slack, Anthropic, and OpenAI. All plans include native integrations, an open API, email and calendar, automations, dashboards, task management, and audit logs. A common set of operational tools across plans is useful when building workflows around an existing stack, though buyers should confirm that the selected offering covers their needs.

Security measures include 24/7 system monitoring, a dedicated security team conducting regular reviews and risk assessments, ISO 27001 and SOC 2 Type II certification, TLS 1.2 or 1.3 encryption in transit, AES-256 encryption at rest, and daily and intraday backups. SSO and SAML are supported, as are field-level access restrictions by role, team, and portfolio. Those controls address important security and access-management needs for enterprise teams.

Pricing

Planhat is paid, with custom pricing. Its pricing page presents CRM, CSP, and PSA offerings through enquiry prompts rather than numeric prices, so teams cannot compare costs from a published price alone. The page lists 24/5 support among its services.

The CRM offering is aimed at sales and account management teams and includes pipeline management, lead routing, lead scoring, and email sequencing. PSA and CSP are also offered with custom pricing, but no further plan-specific feature breakdown is provided. All plans share the listed integrations, API, email and calendar, automations, dashboards, task management, and audit logs. Prospective buyers should ask for a quote that maps the chosen mode and capabilities to their requirements.

Platforms

Planhat is available on the web and through an API, giving teams both a browser-based platform and a way to connect systems programmatically.

Who it's for

Planhat is a strong candidate for B2B enterprises whose commercial teams want customer data, health scoring, lifecycle workflows, and revenue operations in a configurable platform. Its range of deployment modes can suit organizations consolidating several workflows. Teams looking for a simple, narrowly focused tool or a readily comparable published price may find the buying process less suited to them.

Pros and cons

• Pros: Multiple deployment modes let teams use Planhat for customer success, CRM, PSA, or a configured combination.
• Pros: Health scoring, interaction capture, onboarding, renewals, playbooks, and a customer portal cover several stages of customer management.
• Pros: Field-level access controls, SSO and SAML, encryption, backups, and security certifications address enterprise security and governance needs.
• Cons: Custom pricing across the CRM, CSP, and PSA offerings makes upfront cost comparison difficult.
• Cons: The CRM, CSP, and PSA pricing pages do not provide a detailed feature comparison, making it harder to judge which offering fits without an enquiry.

Alternatives

Choose EverAfter if a free web plan matters more than Planhat's wider configurable platform: its free tier supports up to 20 customers and three kits, with unlimited users and basic CRM and calendar integrations. Its subscription plan is $200 a month.

Custify is another paid option, with a free trial and custom pricing; consider it when a trial is important to your evaluation.

Customerscore.io may suit teams seeking proprietary ML-based health scoring, an AI agent and MCP, custom integrations, and expert-led setup and onboarding, with a tailored offer.

Freshsuccess is a paid alternative available on the web and through an API.

Klynk Orchestra uses custom pricing based on modules used and the number of customers managed; consider it if those are the pricing factors you want to discuss.

SuccessGuardian has a Starter plan at $75 a month, billed per user per month, capped at five seats and 100 customers. Its Pro plan lists up to 15 seats and 1,000 customers with sales-contact pricing; choose it when those published caps match your needs.

UserIQ offers a free trial and unlimited seats, with pricing dependent on monthly active customers; it may suit teams evaluating a seat-unlimited option.

ZapScale is another paid alternative available on the web.

Verdict

Choose Planhat if your B2B organization needs a configurable platform spanning customer data, lifecycle workflows, and commercial operations, with enterprise-oriented security controls. Look elsewhere if a focused tool or transparent upfront pricing matters more than that breadth.

Explore Customer Success Software, Customer Health Score Software, and Customer Success Analytics Software to compare related categories.