--- title: "Planhat Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Planhat Software - reviews, pricing plans, popular comparisons to other Customer Success products and more." source_url: "https://www.capterra.com/p/149430/Planhat/" page_type: "product" language: "en" --- # Planhat Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Planhat ## What is Planhat? Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. ## What is Planhat used for? [Customer Success](https://www.capterra.com/customer-success-software/)[Collaboration](https://www.capterra.com/collaboration-software/)[Customer Retention](https://www.capterra.com/customer-retention-software/) Top alternative Featured Overall rating Based on 28 user reviews Reviews sentiment Positive 89% Neutral 11% Negative 0% Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planhat?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.planhat.com&name=Planhat) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Planhat 4.6 (28) VS. [4.9 (122)](https://www.capterra.com/p/190125/Custify/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (28) Ease Of Use 4.8 (1,767) Value For Money 4.5 (24) Value For Money 4.9 (1,517) Customer Service 4.7 (25) Customer Service 5.0 (1,536) ## Planhat alternatives [4.8 (17)](https://www.capterra.com/p/10025816/Customerscore-io/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.4 (4,087)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.7 (129)](https://www.capterra.com/p/157980/ChurnZero/reviews/) Starting price $12000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/149430/Planhat/alternatives/) ## FAQs about Planhat Overview ### Which roles and teams benefit most from Planhat? Planhat is most used by customer success and customer experience teams, including managers, leaders, and directors who track account health, renewals, onboarding, and customer engagement. Revenue, sales, and executive roles use it for visibility into retention performance, while implementation, product, and partner teams rely on it to coordinate post-sale workflows. Answer based on 28 reviews Overview ### What company size and specific industries is Planhat built for? Planhat is designed for businesses of varying sizes that want to better understand customers and support them in reaching their goals. The description does not name specific company sizes or industries, so it appears suited to organizations across sectors that manage customer relationships and success efforts. Features and Usability ### What are the key features of Planhat? Planhat offers customer management and CRM features, including contact management, customer database, customer segmentation, and customer history. It also includes health scores, churn management, renewal management, usage tracking analytics, reporting and analytics, dashboards, and workflow management for account monitoring and customer success operations. Integrations ### Which third-party tools and platforms does Planhat integrate with? Planhat integrates with over 30 third-party tools, including HubSpot CRM and Pipedrive for CRM, Intercom, Freshdesk, and Help Scout for support, Microsoft Teams and Gmail for communication, plus Google Drive, Mailchimp, Mixpanel, Pendo, Amplitude, and Gong.io for collaboration, marketing, and product analytics. Answer based on 10 reviews Getting Started and Support ### What training and onboarding options does Planhat offer? Planhat provides in person training, live online sessions, webinars, documentation, and videos. These formats support guided instruction, scheduled virtual learning, self-paced reference material, and recorded walkthroughs for teams getting started with the platform. Answer based on 3 reviews Getting Started and Support ### What customer support options does Planhat offer? Planhat provides Email/Help Desk, FAQ/Forum, Knowledge Base, 24/7 Live Rep, and Chat. Review feedback offers limited insight into support quality because users did not report direct support experiences, so response speed and helpfulness are not clearly established from the available comments. Answer based on 2 reviews ## Features AI summary Based on 667 Customer Success reviews Capterra data shows that buyers of Customer Success software rank the following features as their top priorities: - **Customer Management** (**57%** of reviewers rated this feature as critical) - **Health Score** (**47%**) - **Reporting/Analytics** (**46%**) Planhat supports all three features that reviewers rate most highly: **Customer Management**, **Health Score**, and **Reporting/Analytics**. Together, these capabilities help businesses manage customer relationships, track account health, and monitor performance trends, giving teams the visibility they need to improve retention and make more informed customer success decisions. Customer Management 4.7 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Store and organize information about customers and previous interactions Health Score 4.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Calculate a company, client account or person's health via a scoring system Communication Management 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat Performance Metrics 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Account Alerts 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Informs of any account changes and notifications Customer Engagement 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Initiate interactions with customers by proactively starting conversations or providing informational content Planhat 45 features ### All Features - Account Alerts: Informs of any account changes and notifications - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Checklists: An itemized to do list that can be edited as tasks are completed - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Portal: A website or login for customers to access information - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Health Score: Calculate a company, client account or person's health via a scoring system - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Live Chat: Ability to chat online in real time - NPS of Customers: Calculate NPS of customers - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Win/Loss Analysis: Analyze lost and won opportunities - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (28) 4.6 Based on 28 reviews ## Pricing Value for money 4.5 (24) Core Speak to our team. Enterprise Speak to our team. Value for money 4.5 (24) 4.5 Based on 24 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (25) 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 Customer Service 4.7 (25) 4.7 Based on 25 reviews ## User reviews Overall rating 4.6 Based on 28 reviews Filter by rating 5(20) 4(5) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent James W. Senior Rev Ops Exec Human Resources ### "Well Designed CSM System" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 March 10, 2025 Really good CSM system in terms of visualisation, design, layout and how user friendly it is, but lacks in terms of its functionality and sync with other systems Pros The user interface is designed very well, the platform is super easy to use, looks pretty and has good flexibility in how you want the platform to be laid out. Cons I don't find the integrations panel intuitive to use, particulary the sync with Salesforce is quite complicated to manage and solve basic use cases Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Ranula G. Software Engineer Information Technology and Services ### "Planhat - the flexible and powerful customer success tool " 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 January 16, 2025 Pros This is a nice tool to manage customer success for your own business. It helped me to manage retention and engagement easily. overall a good tool. Cons It took me a hard time when it comes to learning and adapting to the advance features. if I try to setup a complex workflow it took me some time and reporting and analytics is also not user friendly as some dedicated tools Switched from [Totango](https://www.capterra.com/p/222281/Totango/) we needed advance reporting and there were some pricing concerns Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GL Gabrielle L. CSM E-Learning ### "Un outil indispensable !" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 December 13, 2023 Pros J'adore cet outil et ne pourrai m'en passer. Plus on a de clients, plus il est difficile de se souvenir de tout (l'écosystème, les outils, les actions précédentes et à venir etc.). Il est également facile d'avoir une vison globale de son portefeuille et d'analyser les risques. Cons Chez nous, chaque client a un portail personnalisé. J'aimerai pouvoir ajouter des données d'engagement utilisateurs sur la fiche de chacun de mes clients sur Planhat. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RD Raphael D. Lead Learning Manager Professional Training & Coaching ### "Logiciel CRM à la hauteur" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 28, 2023 Pros \- interface intuitive : onboarding très rapide - gestion clients efficace : d'excellentes fonctionnalités pour le suivi et la gestion des interactions avec les clients. Cela m'a permis d'optimiser les relations clients et d'améliorer la fidélisation. - faciliter de prévoir des scénarios pour le suivi du cycle de vie clients Cons RAS à date, je n'ai pas eu à tester le support client, il m'est donc impossible de tester la réactivité du service Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MR Morgane R. Customer Success Manager Internet ### "Gestion des portefeuilles clients simple et intuitive ! " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 November 28, 2023 Pros J'apprécie Planhat pour l'agilité avec laquelle on peut personnaliser l'expérience en fonction de la manière dont on gère nos portefeuilles clients. Les vues statistiques sont aussi très détaillées. Cons Il y a souvent des soucis au niveau de la synchronisation avec nos agendas et nos boites de réception Google. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Integration Partner Manager Information Technology and Services ### "Complete, user-friendly & integrated customer management software " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 21, 2023 Pros Having a complete overview of your sales briefing, planned activities, cross departement communication and subscription insights gives you all tools to do an excellent customer management. To do that we had to integrate our CRM, our back office, Chargebee, Aircall, NPS by Promotor, ... and it was all feasible and within a proper timing. Communication with the Planhat professionals is always great. Cons We had to offer an internal training specific to our use case to have a faster implementation. And this takes dedicated resources ... Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. QU Quentin U. AE Computer Software ### "Great software for customer success rep" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 14, 2023 Nothing but positive. Pros without forgetting to please sales reps. It's awesome at driving value for customers once they just signed, and easily integrated with our other tech stack (CRM for sales and customer support). Great UX/UI. Extensive features. Cons Nothing, lots of features so one might get lost in the beginning, but they have great resources to learn how to use the platform. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. II illian I. MS Team Lead Marketing and Advertising ### "Your friendly CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 August 4, 2022 I really like it Pros The way you see the tasks and how you can check your team's work. The fact that the tasks do not depend on others. Cons It could have a friendlier interphase, easier to visualize, the names are always very small. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NB Nicole B. Customer Success Manager Marketing and Advertising ### "The best CS tool to scale your business operations and improve your customer experience " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 14, 2021 Before using PlanHat we had very little insight into our customer health and how they were using our technology. PlanHat enabled us to understand our customers better and what features and UX needed to be improved. We have saved so much time automating workflows and assigning playbooks for onboarding new customers. Pros The customer health scores and renewal management have really helped streamline our processes and improve the customer experience. Our customers love their Customer Portal where we share playbooks, usage dashboards and success plans. This transparency has improved adoption and helped us build trust. It's really easy to use and intuitive - while still providing powerful data insights and reports. Cons Not much to dislike - there were some limitation with usage tracking for Parent-Child companies, but I know they were working on some updates on this. Alternatives considered [Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) [Totango](https://www.capterra.com/p/222281/Totango/) Reasons for choosing Planhat PlanHat was easier to use and wouldn't require as much time to setup and onboard. The software was more user-friendly and better value. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG Jordan G. Customer Success Manager Program Development ### "Great Platform for the Technically-Average" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 13, 2021 There's certainly a learning curve, when you first start. But, as soon as you understand how to build filters or triggers, you'll be in great shape. At that point, you'll be able to create all kinds of useful features for a wide variety of purposes. Pros You can set up your system to be as simplistic or as complex as you would like it to be. You can also restrict the actions of your users via Role Management, so when you finally build out those complex filters or metric analytics, you won't have wandering hands meddling with your filters or code. Cons Some of the filter options are labelled somewhat deceivingly, or are at least inconsistent with what their relative data fields are called on the front end. i.e. "Workflow/Template" for "Playbooks" Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Poor proactive Customer Success-centric capabilites. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/149430/Planhat/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.