# Planhat

> A customer management platform that uses AI-powered automation to help teams manage relationships and drive revenue across the full customer lifecycle

- **Canonical URI:** https://www.vioscale.ai/software/planhat
- **Category:** Customer Success
- **Homepage:** https://www.planhat.com
- **Also known as:** planhat
- **Profile claimed by vendor:** no
- **Last updated:** 2026-08-18T21:48:26.839Z

## Vioscale score

**35.5 / 100**, confidence 47% (low). Computed 2026-09-01.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 0 | 0.052 | 0 | - |
| reliability | 50 | 0.073 | 3.7 | ✓ |
| capabilities | 0 | 0.04877777777777778 | 0 | - |
| integrations | 29.9 | 0.04066666666666666 | 1.2 | ✓ |
| security_posture | 65 | 0.073 | 4.7 | ✓ |
| pricing_transparency | 0 | 0.084 | 0 | ✓ |

## Pricing

_As of 2026-08-18, [verify at source](https://www.planhat.com/pricing). Independently observed._

Quote-based

> Custom pricing — contact sales for quote

### Add-ons

- **Upgraded AI Platform**
- **Advanced Service**
- **Email Marketing**
- **Advanced Portals**

## About

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.

_Independently observed._

## Platform & deployment

- **Platforms:** Web
- **Deployment:** Cloud / SaaS

## Integrations (9)

_Independently observed._

- Anthropic
- Salesforce
- BigQuery
- Snowflake
- OpenAI
- Azure OpenAI
- Google Gemini
- Email
- Calendar

## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.model | quote | [link](https://www.planhat.com/pricing) | 2026-08-18 | 60% (medium) |
| pricing.free_tier | no | [link](https://www.planhat.com/pricing) | 2026-08-18 | 60% (medium) |
| pricing.price_level | unknown | [link](https://www.planhat.com/pricing) | 2026-08-18 | 60% (medium) |
| pricing.transparent | no | [link](https://www.planhat.com/pricing) | 2026-08-18 | 60% (medium) |

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 10 | [link](https://www.planhat.com/pricing) | 2026-08-18 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | [link](https://www.planhat.com/pricing) | 2026-08-18 | 75% (high) |

### reliability

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| reliability.status_page | yes | [link](https://www.planhat.com/pricing) | 2026-08-18 | 60% (medium) |

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.iso27001 | yes | [link](https://www.planhat.com/security) | 2026-08-18 | 75% (high) |
| security.soc2 | yes | [link](https://www.planhat.com/security) | 2026-08-18 | 75% (high) |

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*Source: Vioscale (https://www.vioscale.ai/software/planhat). Independent, evidence-based software intelligence. Cite the canonical URI.*