Planhat
AI automation for customer-facing teams to drive revenue growth and retention
- Also known as
- planhat
Available worldwide
What is Planhat?
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.
Planhat pricing
We don't have Planhat's full plan breakdown yet (its pricing page resisted automated reading). Here's what we could confirm. Always check live pricing for exact numbers.
Custom pricing — contact sales for quote
Add-ons
- Upgraded AI Platform
- Advanced Service
- Email Marketing
- Advanced Portals
What Planhat does
The capabilities that matter for customer success, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- 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
- -
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (43)
Independently observed- Gemini
- Hubspot
- Pipedrive
- Slack
- Microsoft Teams
- Gmail
- Outlook
- Mailchimp
- Mandrill
- Google Calendar
- Outlook Calendar
- Zendesk
- Intercom
- Freshdesk
- Help Scout
- Pendo
- Mixpanel
- Amplitude
- Segment
- Fathom
- Fireflies
- Gong
- Jiminny
- PostgreSQL
- AWS S3
- Google Cloud
- Zapier
- Apideck
- Ringover
- Jira
- LearnUpon
- Delighted
- Satismeter
- Stitch
- Anthropic
- Salesforce
- BigQuery
- Snowflake
- OpenAI
- Azure OpenAI
- Google Gemini
- Calendar
Security & compliance
Independently observed- SOC 2 Type II · Type IIactive
- ISO 27001active
Planhat FAQ
Common questions about Planhat, answered from independent, dated evidence.
What is Planhat?
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
How much does Planhat cost?
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
What platforms does Planhat support?
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
Can Planhat be self-hosted?
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
What does Planhat integrate with?
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
What security certifications does Planhat have?
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
Planhat alternatives
Other customer success we track, ranked by the same independent score.
- CatalystAI-powered customer intelligence platform for post-sales teamslow · 7%
- ChurnZeroAI-powered customer success platform that automates tasks to reduce churn and accelerate growthlow · 19%
- EverAfterAn AI-powered customer portal that automatically personalizes experiences based on your business data.low · 39%
- ClientSuccessAI-powered automation platform for customer success managementlow · 39%
- TotangoA customer success platform with security and privacy built into its foundationlow · 39%
- CustifyIdentify at-risk customers, retain them through renewals, and scale operations with AI-powered automationlow · 47%
Compare Planhat
Side by side against other customer success, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Planhat, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Security posture | 70 | 0.07 | 5.1 | ✓ |
| Capabilities | 100 | 0.05 | 4.9 | ✓ |
| Reliability | 50 | 0.07 | 3.7 | ✓ |
| Integrations | 46 | 0.04 | 1.9 | ✓ |
| Price level | 0 | 0.05 | 0.0 | - |
| Pricing transparency | 0 | 0.08 | 0.0 | ✓ |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 6 items | mediumsource · 2026-09-10 · 62% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Iso 27001, Soc2 type ii, Salesforce hubspot crm sync, Zendesk intercom helpdesk sync, Segment amplitude telemetry sync, Product telemetry event ingestion, Revenue mrr expansion churn forecasting, Automated workflow playbook orchestration, Multi dimensional customer health scoring, Qbr business review slide auto generation | mediumsource · 2026-09-24 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 40 | mediumsource · 2026-09-24 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | highsource · 2026-09-04 · 75% |
Pricing
Reliability
| Attribute | Value | Evidence |
|---|---|---|
| Status page | Yes | mediumsource · 2026-09-24 · 60% |
Security
Is Planhat the right choice for you?
Tell us the job, the constraints and what you weigh most, and we will rank Planhat against the rest of the customer success we index, using the same dated evidence weighted your way.
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