Customer Success Software
Planhat: features, pricing and who it fits
Planhat is a data-centric platform that covers customer success, CRM and professional services automation. Mid-market and enterprise teams that want flexible modeling use it. Pricing is quote-based with add-ons, and a critical Gartner review calls the setup rigid.
Who Planhat is for
Best for
- Mid-market and enterprise teams that want flexible data modeling
- Global CS teams
Look elsewhere if
- Small teams that want quick, template-driven setup
- Buyers who want public pricing
Planhat features
- Health scoring
- Health scores tracked as trends over time, not single snapshots
- Playbooks and automation
- Templated and advanced automations, task management and AI agents
- Customer 360 and data integrations
- Data-centric platform
- Onboarding and renewal management
- Renewals run as a structured process; an agent can handle a full renewal motion
- Reporting and analytics
- Custom dashboards, metrics and widgets with time-series views
- Ease of setup
- A critical Gartner review calls setup rigid; not confirmed by the vendor further
- Pricing model
- Quote-based with add-ons
- Target company size
- Mid-market and enterprise
Integrations, security and hosting
- Security and compliance
- ISO 27001, SOC 2 Type II, GDPR, CCPA
Worth knowing before you buy
- SAML 2.0 SSO with Okta, Azure AD, Google Workspace, ADFS and custom providers
- Hosted on Google Cloud Platform and its own cloud; regions not named
- Bootstrapped for about seven years before the 2022 Series A
- Plan for SSO not stated
Planhat alternatives
Vendor dossier
Fit by company size
| Category | 1-10 people | 11-50 people | 51-500 people | 500+ people |
|---|---|---|---|---|
| Customer Success Software | Poor fit | Poor fit | Strong fit | Strong fit |
Strong fitWorkablePoor fitNo data from the vendor
How buying Planhat works
- How you buy
- Through sales
- Demo or quote needed for
- All (quote-based)
Security and data protection
- SOC 2
- Type II
- ISO 27001
- Yes
- Single sign-on (SAML)
- Supported via SAML 2.0, plan not stated
From Planhat's trust center, security and legal pages. Anything not listed is not published.
About the company
- Founded
- 2015
- Headquarters
- Stockholm, Sweden
- Ownership
- venture-backed (Series A $50M, 2022)
- Employees
- 100+ (2022)
- 2022
- Series A $50M led by Sprints Capital
What vendors in this category ask before quoting
Answer these once in a SaaSBid request and Planhat and its alternatives quote against the same facts.
- How many customers and CSMs do you have, and how many people only need to view data?Customer counts, full users and viewer seats drive tiers at many vendors.
- Which systems hold your account data: CRM, product analytics, billing and support?Each source needs a connector, and some integrations are manual.
- What does your customer success motion look like: high touch, tech touch or both?Some vendors price or package by how you run customer success.
- Do you need data hosted in a specific region, or SSO and audit logs?These controls may depend on the plan.
- When should the platform go live, and who will configure it?Setup times vary from weeks to months, and paid onboarding may be needed.
- Do you need portals, communities or in-app messages alongside the core platform?Such modules are often sold separately and change the quote.