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What is Planhat?
Planhat is a unified customer platform combining CRM, Customer Success Platform (CSP), and Professional Services Automation (PSA) in a single data model. It includes Pi, an AI agent that works across sales, customer success, and professional services teams, with embedded AI capabilities for automation and intelligence.
Planhat news
Planhat recognized as 2026 Magic Quadrant Leader for Customer Success Management Platforms
Industry analyst recognition from Gartner for leadership in customer success platforms
Planhat wins 2026 PSA Leader recognition
Based on 950+ verified customer reviews, recognized as market leader in Professional Services Automation
Planhat named 2024 Leader in Marketscape for Worldwide Customer Success Applications
Industry analyst recognition for customer success platform capabilities
Cisco recognizes Planhat as CX Partner of the Year
Partnership award recognizing Planhat's impact on customer experience initiatives
Key features
Unified Customer Data Model
Single view of customer across sales, success, and services; health scores combine usage data, CSM input, and AI sentiment analysis
Pi - AI Agent
Multiplayer customer agent built on Claude, available to every user on every plan; operates in Sessions or runs scheduled automation jobs
CRM Functionality
Pipeline management, lead routing, lead scoring, email sequencing, deal rooms, revenue management, funnel analytics, and forecasting
Customer Success Tools
Health scoring, renewal tracking, expansion management, adoption monitoring, churn reduction capabilities
Professional Services Module
Time tracking, capacity planning, resource allocation, project management, utilization reporting, and automated service delivery
Automation & Workflows
Templated automations, custom automations, workflow branching, webhooks, and JavaScript functions
Communication & Intelligence
Email and call intelligence via integrations (Gong, Aircall, Ringover, etc.), embedded chat, conversation sentiment analysis
Customer Portals
External collaboration spaces with selective task sharing, documents, and updates; customizable with external user roles
Native Integrations
60+ native integrations including Salesforce, HubSpot, Slack, Gmail, Zendesk, Jira, Snowflake, BigQuery, data warehouses, and product analytics tools
Time Series & Metrics
Track trends and compare customer data in real-time; data transformation turns raw events into meaningful metrics
Planhat pricing
Planhat uses quote-based pricing with no publicly listed prices. Billing model combines a Platform Fee + minimum Core Users, with additional per-user charges and optional add-ons. Annual billing upfront in USD (EUR/GBP available with conversion fee). Payment via bank transfer, direct debit, or ACH.
Pros & cons
Pros
- + Unified platform eliminates tool-switching between sales, success, and services
- + Pi AI agent included on all plans at no additional cost; can automate work with human approval
- + Rapid deployment: Customer Success implementations average under six weeks
- + Unlimited View Users on all plans for cost-effective read-access
- + Industry recognition: 2026 Magic Quadrant Leader for Customer Success, 2026 PSA Leader
- + Flexible: Works as replacement for legacy stacks or integrates alongside Salesforce/HubSpot
- + Enterprise-grade: ISO/IEC 27001:2022 certified, SOC 2 Type 2, GDPR compliant, SSO and SCIM provisioning
Cons
- − No public pricing; requires sales call to budget
- − AI, Email Marketing, and Advanced Portals are paid add-ons on top of platform
- − Professional deployment, AI setup, and 24/5 support sold separately as services
- − Complex platform requires configuration effort due to wide scope (CRM + CSP + PSA + AI)
- − Best-suited for B2B SaaS and recurring-revenue models; less value for transactional sales
Who is Planhat best for?
- • B2B SaaS companies with recurring revenue and renewal-focused business models
- • Enterprise teams with CRM, customer success, and professional services needs
- • Organizations wanting unified customer data across sales, success, and delivery
- • Teams looking to deploy AI agents (Pi) for automation across the customer lifecycle
- • IT services, managed services, and healthcare organizations with project-based delivery
Frequently asked questions
How is Planhat priced?
Platform Fee + minimum number of Core Users + per-user charges for additional teammates + optional Solution Extensions (Upgraded AI Platform, Advanced Service, Email Marketing, Advanced Portals). Billed annually upfront.
What user types exist in Planhat?
Core Users (full edit access to all included features) and View Users (view-only access across platform). All plans include unlimited View Users.
What currencies does Planhat accept?
USD by default. EUR and GBP available with conversion fee. Payment methods: bank transfer, direct debit, or ACH.
How long does Customer Success deployment take?
Average Customer Success deployments take less than six weeks. Forward-deployed engineering can shorten deployment further.
Is Pi included in all plans?
Yes, Pi is included on every Planhat Professional plan at no additional cost. Every user can bring Pi into Sessions or have it run scheduled automation jobs.
Does every plan include a Customer Success Manager?
All plans include a dedicated Customer Success Manager with minimum annual spend requirement. Paid Premium Success & Support plans available for larger enterprises.
Can Planhat work alongside Salesforce or HubSpot?
Yes, Planhat can deploy as a replacement or with two-way sync alongside Salesforce/HubSpot, syncing processes between systems.
What are Planhat's data residency and security certifications?
Data hosted on Google Cloud Platform. ISO/IEC 27001:2022 certified, SOC 2 Type 2 compliant, GDPR compliant, with SSO and SCIM provisioning.
