# ClientSuccess vs Planhat

**Leader by vioscaleAI score:** Planhat

| Attribute | ClientSuccess | Planhat |
|---|---|---|
| **vioscaleAI score** | 39.9 (39% (low)) | 48.8 (58% (medium)) |
| content.faq | `[{"answer":"A cloud-based SaaS platform that streamlines customer success operations through automated workflows, intelligent health scoring, customer data consolidation, and lifecycle management to help teams reduce churn and expand revenue. It is indexed under Customer Success.","source":"https://www.clientsuccess.com/pricing","question":"What is ClientSuccess?","confidence":0.6},{"answer":"ClientSuccess does not publish its prices. Pricing is quoted on request, across 3 plans (Startup, SMB / Mid-Market and Enterprise), so the figure depends on your seat count and requirements. We record this as a pricing-transparency signal rather than guessing a number. Pricing changes often, so verify at source before relying on it.","source":"https://www.clientsuccess.com/pricing","question":"How much does ClientSuccess cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to ClientSuccess. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.clientsuccess.com/pricing","question":"What platforms does ClientSuccess support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for ClientSuccess, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.clientsuccess.com/pricing","question":"Can ClientSuccess be self-hosted?","confidence":0.6},{"answer":"We have confirmed 46 integrations for ClientSuccess, including Salesforce, Slack, Zapier, HubSpot, AWS, Google Cloud Platform, Microsoft and Intercom, plus 38 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.clientsuccess.com","question":"What does ClientSuccess integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 and GDPR for ClientSuccess. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as ClientSuccess not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.clientsuccess.com/security-compliance","question":"What security certifications does ClientSuccess have?","confidence":0.7},{"answer":"ClientSuccess is available worldwide. The vendor is headquartered in the United States.","source":"https://www.clientsuccess.com/pricing","question":"Where is ClientSuccess available?","confidence":0.75}]` | `[{"answer":"Planhat combines CRM, customer success management, and professional services capabilities in a single platform. It uses AI-driven workflows to help customer-facing teams automate work, track customer health, manage projects, and collaborate across departments. It is indexed under Customer Success.","source":"https://www.planhat.com/pricing","question":"What is Planhat?","confidence":0.6},{"answer":"Planhat does not publish its prices. Pricing is quoted on request, so the figure depends on your seat count and requirements. We record this as a pricing-transparency signal rather than guessing a number. Pricing changes often, so verify at source before relying on it.","source":"https://www.planhat.com/pricing","question":"How much does Planhat cost?","confidence":0.6},{"answer":"We have confirmed browser-based access to Planhat. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.planhat.com/pricing","question":"What platforms does Planhat support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Planhat, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://www.planhat.com/pricing","question":"Can Planhat be self-hosted?","confidence":0.6},{"answer":"We have confirmed 39 integrations for Planhat, including Anthropic, Salesforce, BigQuery, Snowflake, OpenAI, Google Gemini, Email and Calendar, plus 31 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.planhat.com/pricing","question":"What does Planhat integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 and ISO 27001 for Planhat. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Planhat not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.planhat.com/security","question":"What security certifications does Planhat have?","confidence":0.7}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based SaaS platform that streamlines customer success operations through automated workflows, intelligent health scoring, customer data consolidation, and lifecycle management to help teams reduce churn and expand revenue. | A platform for sales and customer success teams that uses AI agents to automate work across the customer lifecycle, providing unified customer data and analytics to reduce churn and enable revenue expansion. |
| features.capabilities | `{"soc2_type_ii":true,"salesforce_hubspot_crm_sync":true,"zendesk_intercom_helpdesk_sync":true,"automated_workflow_playbook_orchestration":true,"multi_dimensional_customer_health_scoring":true}` | `{"iso_27001":true,"soc2_type_ii":true,"salesforce_hubspot_crm_sync":true,"zendesk_intercom_helpdesk_sync":true,"segment_amplitude_telemetry_sync":true,"product_telemetry_event_ingestion":true,"revenue_mrr_expansion_churn_forecasting":true,"automated_workflow_playbook_orchestration":true,"multi_dimensional_customer_health_scoring":true,"qbr_business_review_slide_auto_generation":true}` |
| integrations.count | 25 | 40 |
| integrations.list | `[{"name":"Salesforce"},{"name":"Slack"},{"name":"Zapier"},{"name":"HubSpot"},{"name":"AWS"},{"name":"Google Cloud Platform"},{"name":"Microsoft"},{"name":"Intercom"},{"name":"Twilio"},{"name":"Sendgrid"},{"name":"Postmark"},{"name":"SentinelOne"},{"name":"Atlassian"},{"name":"Maxio"},{"name":"Stripe"},{"name":"Datadog"},{"name":"New Relic"},{"name":"Google Analytics"},{"name":"Higher Logic"},{"name":"Domo"},{"name":"Amazon Bedrock"},{"name":"Algolia"},{"name":"Recall.ai"},{"name":"Cloudinary"},{"name":"WorkOS"},{"name":"Flatfile"},{"name":"Google Workspace"},{"name":"Cloud Identity"},{"name":"Dynamics","category":"crm"},{"name":"Zendesk","category":"support"},{"name":"Jira","category":"project_management"},{"name":"Gmail","category":"email"},{"name":"Office 365","category":"productivity_suite"},{"name":"Pendo","category":"product_analytics"},{"name":"Microsoft Teams","category":"chat"},{"name":"Zoho","category":"crm"},{"name":"Pipedrive","category":"crm"},{"name":"Mixpanel","category":"product_analytics"},{"name":"Freshdesk","category":"support"},{"name":"HelpScout","category":"support"},{"name":"ServiceNow","category":"itsm"},{"name":"UserVoice","category":"feedback"},{"name":"Medallia","category":"surveys"},{"name":"Delighted","category":"surveys"},{"name":"AskNicely","category":"surveys"},{"name":"Productboard","category":"product_management"},{"name":"Segment","category":"data_platform"},{"name":"Claude","native":true,"direction":"outbound"}]` | `[{"name":"Anthropic"},{"name":"Salesforce"},{"name":"BigQuery"},{"name":"Snowflake"},{"name":"OpenAI"},{"name":"Azure OpenAI"},{"name":"Google Gemini"},{"name":"Email"},{"name":"Calendar"},{"name":"Gemini","category":"ai"},{"name":"Hubspot","category":"crm"},{"name":"Pipedrive","category":"crm"},{"name":"Slack","category":"chat"},{"name":"Microsoft Teams","category":"chat"},{"name":"Gmail","category":"email"},{"name":"Outlook","category":"email"},{"name":"Google Calendar","category":"calendar"},{"name":"Outlook Calendar","category":"calendar"},{"name":"Zendesk","category":"helpdesk"},{"name":"Intercom","category":"helpdesk"},{"name":"Freshdesk","category":"helpdesk"},{"name":"Help Scout","category":"helpdesk"},{"name":"Pendo","category":"product-analytics"},{"name":"Mixpanel","category":"product-analytics"},{"name":"Amplitude","category":"product-analytics"},{"name":"Segment","category":"product-analytics"},{"name":"Fathom","category":"recording"},{"name":"Fireflies","category":"recording"},{"name":"Gong","category":"recording"},{"name":"Jiminny","category":"recording"},{"name":"PostgreSQL","category":"database"},{"name":"AWS S3","category":"cloud-storage"},{"name":"Google Cloud","category":"cloud"},{"name":"Zapier","category":"automation"},{"name":"Apideck","category":"integration"},{"name":"Mailchimp","category":"email"},{"name":"Mandrill","category":"email"},{"name":"Ringover","category":"communication"},{"name":"Jira","category":"project-management"},{"name":"LearnUpon","category":"learning"},{"name":"Delighted","category":"surveys"},{"name":"Satismeter","category":"surveys"},{"name":"Stitch","category":"data"}]` |
| market.availability | `{"primaryMarkets":["US","GB","EU"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"quote","plans":[{"free":false,"name":"Startup","features":["Client 360 Dashboard","Integration Library","Playbooks","Health Scoring","Automations","Customer Goal / KBO Tracking","Customer Portal"],"description":"Essential features for early-stage and small organizations","contactSales":true,"includedLimits":{"assigned_csm":"1","max_customers":"10"}},{"free":false,"name":"SMB / Mid-Market","features":["Client 360 Dashboard","Integration Library","Playbooks","Health Scoring","Automations","Customer Goal / KBO Tracking","Assigned CSM","Custom Dashboards / Reports","Customer Portal"],"description":"Expanded features for growing organizations","contactSales":true,"includedLimits":{"assigned_csm":"3","max_customers":"50"}},{"free":false,"name":"Enterprise","features":["Client 360 Dashboard","Integration Library","Playbooks","Health Scoring","Automations","Customer Goal / KBO Tracking","Assigned CSM","Custom Dashboards / Reports","Customer Portal","Onboarding"],"description":"Comprehensive platform with all features and enterprise-level support","contactSales":true,"includedLimits":{"max_full_licenses":"unlimited"}}],"addOns":[{"name":"Custom Dashboards / Reports"},{"name":"Meeting Intelligence"},{"name":"Automation & AI"},{"name":"Customer Onboarding Portals"}],"freeTier":false,"sourceUrl":"https://www.clientsuccess.com/pricing","retrievedAt":"2026-08-19T23:09:54.993Z","billingPeriods":["month","year"]}` | `{"type":"quote","addOns":[{"name":"Upgraded AI Platform"},{"name":"Advanced Service"},{"name":"Email Marketing"},{"name":"Advanced Portals"}],"summary":"Custom pricing — contact sales for quote","currency":"USD","freeTier":false,"sourceUrl":"https://www.planhat.com/pricing","retrievedAt":"2026-08-18T21:42:31.199Z"}` |
| pricing.free_tier | no | no |
| pricing.model | quote | quote |
| pricing.price_level | unknown | unknown |
| pricing.transparent | no | no |
| reliability.status_page | - | yes |
| security.certifications | `[{"name":"SOC 2 Type II","level":"Type II","status":"active"}]` | `[{"name":"SOC 2 Type II","level":"Type II"},{"name":"ISO 27001"}]` |
| security.gdpr | yes | yes |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |
| security.trust_center | https://www.clientsuccess.com/security-compliance | https://www.planhat.com/security |

## Capabilities (Customer Success)

| Capability | ClientSuccess | Planhat |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Multi dimensional customer health scoring | ✓ | ✓ |
| Automated workflow playbook orchestration | ✓ | ✓ |
| Qbr business review slide auto generation | - | ✓ |
| Nps csat survey native collection | - | - |
| Product telemetry event ingestion | - | ✓ |
| Revenue mrr expansion churn forecasting | - | ✓ |
| Salesforce hubspot CRM sync | ✓ | ✓ |
| Zendesk intercom helpdesk sync | ✓ | ✓ |
| Segment amplitude telemetry sync | - | ✓ |
| SOC2 type ii | ✓ | ✓ |
| ISO 27001 | - | ✓ |
| Pricing model | - | - |

*Source: vioscaleAI. Generated 2026-10-16T19:18:06.886Z. "-" = undocumented, not absent.*