# Custify vs Planhat

| Attribute | Custify | Planhat |
|---|---|---|
| **Vioscale score** | 36 (47% (low)) | 35.5 (47% (low)) |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A customer success management platform that helps teams track customer health, automate workflows, and manage relationships to reduce churn and improve retention. | 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. |
| integrations.count | 9 | 10 |
| integrations.list | `[{"name":"HubSpot"},{"name":"Salesforce"},{"name":"Zoho CRM"},{"name":"Zendesk Sell"},{"name":"Intercom"},{"name":"Pipedrive"},{"name":"Close CRM"},{"name":"Freshworks CRM"},{"name":"Segment.com"}]` | `[{"name":"Anthropic"},{"name":"Salesforce"},{"name":"BigQuery"},{"name":"Snowflake"},{"name":"OpenAI"},{"name":"Azure OpenAI"},{"name":"Google Gemini"},{"name":"Email"},{"name":"Calendar"}]` |
| market.availability | `{"hqCountry":"RO","primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"web":true}` |
| pricing | `{"type":"quote","sourceUrl":"https://www.custify.com/pricing","retrievedAt":"2026-08-19T23:34:08.662Z"}` | `{"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 |
| pricing.model | quote | quote |
| pricing.price_level | unknown | unknown |
| pricing.transparent | no | no |
| reliability.sla_pct | 99.95 | - |
| reliability.status_page | - | yes |
| security.gdpr | yes | - |
| security.iso27001 | yes | yes |
| security.soc2 | yes | yes |

## Capabilities (Customer Success)

| Capability | Custify | 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: Vioscale. Generated 2026-09-01T16:39:08.397Z. "-" = undocumented, not absent.*