# Phano Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Phano Software - reviews, pricing plans, popular comparisons to other Customer Success products and more.

Source: https://www.capterra.com/p/10047978/Phano

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# 

 Phano Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 9, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Phano

## What is Phano?

Phano is AI customer success software for CSM and Account Management teams. Every day it analyzes each account, crossing usage, relationship, support and every other source you connect, and delivers a diagnostic: churn risk, renewal at stake or expansion opportunity, with the cause and the recommended action. The composite engine runs six techniques (predictive scoring, conversation analysis, contact network, business rules, temporal analysis, contradiction detection). Specialized agents turn each diagnostic into a plan: CSMs protect the install base, Account Managers grow it. Phano also covers client meetings: a brief before, live coaching during, a recap written to the CRM and the follow-up email drafted in your inbox. Everything arrives where teams work: email, Slack, Microsoft Teams, CRM fields, webhooks, API and MCP. Connects to HubSpot, Salesforce, Pipedrive and more. Self-serve setup, 30-day free trial, no credit card required.

## What is Phano used for?

[Customer Retention](https://www.capterra.com/customer-retention-software/)[Customer Success](https://www.capterra.com/customer-success-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

\-

Negative

\-

Starting price

€99

Flat Rate, Per Month

Free trial  
available

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Account Alerts

Informs of any account changes and notifications

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

API

Application programming interface that allows for integration with other systems/databases

Churn Management

Identify customers at risk of migration and activate strategies to retain them

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customer Data Management

Searchable repository of information about clients

Phano 22 features

Informs of any account changes and notifications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Identify customers at risk of migration and activate strategies to retain them

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Searchable repository of information about clients

Initiate interactions with customers by proactively starting conversations or providing informational content

Store and organize information about customers and previous interactions

Process of dividing customers into groups based on common characteristics

Tracks metrics that provide insight into how a user interacts with any interface or product

Use AI to generate content in the form of text, images, videos, etc.

Calculate a company, client account or person's health via a scoring system

Observe and track the demand, usage, progress or quality of a system, product, or user

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage and support multiple languages

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

View and track pertinent metrics to find patterns and gain insights from data

Measures the retention rate and satisfaction of customers.

Monitor sales and make necessary adjustment in order to increase demand and revenue

Set up connections to third-party platforms to improve business processes

Track and interpret metrics on the usage of company resources

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## Pricing

Free Trial

Standard Plan

€99.00

Flat Rate,Per Month

It includes:

-   Diagnostic frequency: Daily
-   Accounts included: 100, then 1 EUR/account, Meeting briefs, recaps and follow-up email drafts, Live meeting coaching: 30 hours/month included
-   Delivery methods: Slack, Teams, email, CRM, webhook
-   AI techniques: 6 composite techniques
-   Specialized agents: 4
-   All data sources supported
-   API REST + MCP access

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Jira](https://www.capterra.com/p/19319/JIRA/)[

Asana](https://www.capterra.com/p/184581/Asana-PM/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[

Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[

ClickUp](https://www.capterra.com/p/158833/ClickUp/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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