Planhat
CRM software
Customer revenue optimization (CRO) software
Customer journey mapping tools
Product analytics software
Customer data platforms (CDP)
Subscription revenue management software
Client portal software
Customer success software
Client onboarding software
Data quality tools
Agentic AI software
AI agent builders software
Conversion rate optimization tools
E-commerce software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Planhat
Planhat is a customer success platform used to manage post-sale customer relationships, including onboarding, adoption, renewals, and expansion. It consolidates customer data from CRM, product usage, support, and billing sources to support health scoring, playbooks, and lifecycle workflows. The product is typically used by customer success, account management, and revenue teams in B2B subscription businesses. It emphasizes customer journey visibility and operational workflows rather than pipeline-centric sales execution.
Purpose-built for customer success
Planhat centers on customer health, renewals, and expansion workflows rather than lead and opportunity management. It supports success plans, tasks, playbooks, and lifecycle stages aligned to post-sale operations. This focus can reduce the need to adapt sales-oriented CRM objects and processes for customer success use cases.
Unified customer data model
The platform is designed to bring together customer attributes, contacts, activities, and product usage signals into a single customer view. This helps teams correlate engagement and adoption with renewal risk and growth opportunities. It is particularly useful when customer context is spread across multiple systems and spreadsheets.
Journey and workflow automation
Planhat supports customer journey tracking with configurable stages and automated triggers for tasks and communications. Teams can standardize onboarding and ongoing engagement motions using playbooks and rules. This can improve consistency across CSMs and provide managers with clearer operational visibility.
Not a full sales CRM
While Planhat can store account and contact information, it is not primarily designed for end-to-end sales pipeline management. Organizations typically still rely on a dedicated sales CRM for forecasting, opportunity workflows, and sales automation. This can introduce process handoffs and require tighter integration governance.
Integration and data setup effort
Value depends on connecting multiple data sources (CRM, product analytics, support, billing) and maintaining consistent identifiers and field mappings. Initial implementation often requires data modeling decisions, instrumentation, and ongoing data quality management. Teams without strong operations support may find time-to-value longer.
Advanced analytics can require expertise
Health scoring, segmentation, and lifecycle reporting are only as reliable as the underlying definitions and data completeness. Building meaningful scores and alerts often requires iterative tuning and stakeholder alignment. Some organizations may need additional BI tooling for complex analysis and executive reporting.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Start-Up | Contact sales / Enquire (no public price listed) | Core Customer Platform (Data: Companies, Contacts, Opportunities; Native Integrations; Open API; Custom Fields & Field Rules), Workflow (Activities, Notes, Tasks), Projects, Reporting. Listed as one of the packages on the official pricing page. |
| Professional | Contact sales / Enquire (no public price listed) | Builds on Core: Usage Metrics, Health Scores, Churn Management, Revenue Management, Sequences, Customer Portal, NPS, Advanced Automations, Advanced Customer Success Reporting, Advanced Data Models. (Official pricing page lists packages but does not publish per-plan prices.) |
| Enterprise | Contact sales / Enquire / Custom pricing | All Core features plus Enterprise capabilities: Advanced Security, User Management, Advanced Permissions, Audit Logs, Documents, Single Sign-On and other enterprise-grade security & governance; also offered: Professional Services, Managed Services, Technical Account Management. |
Notes: The official Planhat pricing page presents package names (Start-Up, Professional, Enterprise) and lists core platform features and add-ons (Upgraded AI Platform, Advanced Service, Email Marketing, Advanced Portals) but does not publish per-plan prices on the public site; it prompts visitors to "Enquire" / "Request a demo" for pricing. The Planhat Help Center documents a free trial specifically for the "Planhat AI" add-on (500 AI credits for new tenants) which must be activated by a tenant admin; no self-serve public price or free trial for the main Planhat platform is published on the official website.
Seller details
Planhat AB
Stockholm, Sweden
2014
Private
https://www.planhat.com/
https://x.com/planhat
https://www.linkedin.com/company/planhat/
