Planhat

What is Planhat?

Planhat is a customer platform for B2B go-to-market teams. It sells three applications on one data model: a customer success platform (CSP), a sales CRM and professional services automation (PSA), and companies can buy them separately or together. Health scores combine product usage, manual input and AI, and the platform captures call transcripts, emails and tickets onto the customer record. AI agents run on that data, and connectors sync it with Salesforce, HubSpot, data warehouses and product analytics tools.

Who is it for?

B2B companies with recurring revenue: the site names SaaS, IT services, healthcare and life sciences, and professional services. It suits customer success, account management and services teams that want one record for renewals, onboarding projects and support history. Small teams that need a simple sales pipeline with a published price should look at a sales CRM such as Pipedrive or Attio.

Pricing

• Platform: quote-based; the pricing page lists no plan prices or seat counts and sends visitors to an enquiry form.
• Add-ons: Upgraded AI Platform, Advanced Service, Email Marketing and Advanced Portals.
• Services: technical deployment, AI deployment, 24/5 support, strategic advisory and premium services are sold separately.

The pricing page's FAQ refers to several user types and unlimited view users without giving numbers. Prices checked on 6 October 2026.

Strengths

• Three applications on one record: CSP, CRM and PSA share the same customer data, so a services project and a renewal sit on the same account.
• Health scoring from several inputs: scores combine usage data, CSM input and AI.
• Data sources: connectors cover Snowflake, BigQuery, PostgreSQL, Segment, Mixpanel, Amplitude and Pendo for product usage.
• Conversation capture: integrations with Gong, Jiminny, Fathom, Fireflies, Aircall and Ringover bring calls onto the account.
• Changelog: Planhat publishes dated product changes at planhat.com/changelog.

What to consider

• No public prices; budget is only known after a sales call.
• AI, email marketing and advanced portals cost extra on top of the platform.
• Deployment, AI setup and 24/5 support are sold as services, which adds to the first-year cost.
• The product targets B2B companies with recurring revenue; transactional or B2C sales teams get little from the health and renewal tooling.

Bottom line

Shortlist Planhat if your customer success and services teams need one record with health scores, renewals and project delivery. Before buying, ask for the full quote with add-ons and deployment services included.