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Customer platform for success, CRM, and services
Planhat is a customer platform for B2B companies that unifies customer success, CRM, and professional services automation into one system built around a flexible customer data model. It gives revenue and success teams a single, real-time view of every account - product usage, health, revenue, tasks, and relationships - so they can retain, expand, and manage customers from onboarding through renewal.
The platform is modular: teams can adopt the Customer Success Platform, a CRM, and Professional Services Automation together or separately, with add-ons for AI, advanced portals, email marketing, and advanced service. Health scores, automation, playbooks, dashboards, and a strong data layer let organizations operationalize post-sale motions and connect them to the wider go-to-market picture.
Planhat uses custom, quote-based pricing structured by the number of active customers and the modules selected rather than per-user seats, with all plans reportedly including unlimited users. Named tiers are Start-Up, Professional, and Enterprise; public benchmarks put Start-Up around 1,150 dollars per month and Professional around 1,750 dollars, with most buyers paying a median near 41,000 dollars per year. It competes with Gainsight, Vitally, ChurnZero, Totango, and Custify.
Pricing Model
Subscription
Starting Price
Contact vendor
Free Options
None
| Feature | Start-Up | Professional Popular | Enterprise |
|---|---|---|---|
| From around 1,150 dollars per month | — | — | |
| Unlimited users | — | — | |
| Customer success platform | — | — | |
| Health scores | — | — | |
| By customer count | — | — | |
| From around 1,750 dollars per month | — | — | |
| Advanced automation | — | — | |
| More modules | — | — | |
| Priority support | — | — | |
| Custom pricing | — | — | |
| Advanced security | — | — | |
| SSO | — | — | |
| Managed services | — | — | |
| Dedicated support | — | — |
Other
CRM
Finance
Communication
Analytics
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API Types
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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