Overview
Planhat began as a customer success platform and now positions itself as “a new generation of CRM” that combines sales CRM functions with post-sale account management on one data model.[4] It can run alongside Salesforce or HubSpot with two-way synchronisation, or replace those systems outright.[4] The company operates under the name Planhat Inc. on its current website.[4]
Its pricing page lists CRM capabilities such as pipeline management, lead routing and scoring, email sequencing, deal rooms and forecasting next to customer-platform functions: companies and contacts, project management, automations, dashboards, metrics, documents, custom pages, audit logs and an open API.[3] An AI agent called Pi is marketed as working across renewals, customer success, professional services and sales.[4] Planhat states that it was named a Leader in the 2026 Gartner Magic Quadrant for customer success management platforms and in the 2024 IDC MarketScape for worldwide customer success applications; customers named on its home page include Intelerad, FirstUp, Fluxx and DrFirst.[4]
The commercial model is a platform fee plus a minimum number of core users, billed annually and paid upfront in US dollars by default; EUR or GBP billing carries a conversion fee. Unlimited view users are included.[3] The page does not show amounts, and add-ons such as an upgraded AI platform, email marketing and advanced portals are priced separately.[3]
Planhat features
- CRM pipeline, lead routing and forecasting
- Customer success platform with metrics and automations
- Pi AI agent across post-sale teams
- Two-way sync with Salesforce or HubSpot
- Customer portals and documents
- Open API and audit logs
Planhat pricing
Quote-based. Each plan combines a platform fee with a minimum number of core (edit) users; extra core users and solution extensions are billed on top. Annual billing paid upfront by bank transfer, direct debit or ACH. USD by default; EUR or GBP for a conversion fee. Add-ons: upgraded AI platform, advanced service, email marketing, advanced portals. A dedicated CSM is included above a minimum annual spend.
Planhat strengths and limitations
Strengths
- Can replace a separate CRM rather than sit beside it
- Unlimited view users on all plans
- Clear explanation of how the price is built
- Vendor-cited Leader placements by Gartner (2026) and IDC (2024)
Limitations
- No price amounts published
- Annual upfront payment only
- Non-USD billing carries a conversion fee
- AI platform upgrade and portals are paid extensions
Appears in
Planhat alternatives and competitors
Alternatives to Planhat: companies ranked in the same lists.
Gainsight
ChurnZero
Totango (Odie)
Vitally
HubSpot data enrichment
ClientSuccess
Velaris
Custify
Catalyst- SmartKarrot
Akita
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