Planhat vs EverAfter

Planhat7.7Visit EverAfter7.0Visit

Higher score Planhat #4 in Customer Success Software 7.7/10 Pricing on request ✓ 5 of 5 features Visit Planhat

vs

EverAfter #7 in Customer Success Software 7.0/10 Free plan Free plan✓ 5 of 5 features Visit EverAfter

• Planhat fits best

  Data-rich teams needing flexible CS operations

• EverAfter fits best

  Teams prioritizing a free customer portal

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Side by side

Feature	Planhat 7.7/10 Visit ↗	EverAfter 7.0/10 Visit ↗
At a glance
Editor score	7.7	7.0
Ranking	#4 in Customer Success Software	#7 in Customer Success Software
Best for	Data-rich teams needing flexible CS operations	Teams prioritizing a free customer portal
Pricing model	Paid	Free plan + paid
Starting price	Not published	Not published
Free plan	Not published	✓ (best)
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Compliance	SOC 2, ISO 27001, GDPR, SSO/SAML	SOC 2, GDPR
Integrations	14 integrations	100+ integrations
Built for	Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Planhat 5/5 · EverAfter 5/5
Health scoring	✓	✓
Onboarding workflows	✓	✓
Renewal tracking	✓	✓
Success playbooks	✓	✓
Customer portal	✓	✓
Specs
Free account limit	Not published	20 accounts
Our review
Pros	Configurable, real-time health scoring and consolidated Customer 360 data Structured onboarding, renewals, playbooks, and automated workflows Native integrations, portals, analytics, and AI-assisted automation	Free plan supports up to 20 customers with unlimited users Branded hubs, onboarding paths, success plans, and renewal workflows Integrates with CRM, support, project, analytics, and content tools
Cons	Public plan pricing is not shown; buyers must contact sales Terms describe integration, fixed, and account-based variable fees Its broad scope may exceed the needs of narrowly focused teams	Free plan includes three kits No verified health scoring for deeper customer monitoring Available through the web platform only
Our verdict	Planhat is a customer platform for B2B commercial teams managing the customer lifecycle. It brings together customer data, health scoring, onboarding, adoption, renewals, expansion, sales, and professional services processes in one… Read the review →	EverAfter is customer success software for customer-facing teams serving B2B customers and partners. Its central experience is a branded, white-labeled customer hub where customers can access resources, complete tasks, track milestones,… Read the review →

Strengths and trade-offs

• Planhat — where it wins

  • Configurable, real-time health scoring and consolidated Customer 360 data
  • Structured onboarding, renewals, playbooks, and automated workflows
  • Native integrations, portals, analytics, and AI-assisted automation

  Where it doesn't

  • Public plan pricing is not shown; buyers must contact sales
  • Terms describe integration, fixed, and account-based variable fees
  • Its broad scope may exceed the needs of narrowly focused teams

• EverAfter — where it wins

  • Free plan supports up to 20 customers with unlimited users
  • Branded hubs, onboarding paths, success plans, and renewal workflows
  • Integrates with CRM, support, project, analytics, and content tools

  Where it doesn't

  • Free plan includes three kits
  • No verified health scoring for deeper customer monitoring
  • Available through the web platform only

• Planhat7.7/10 · Pricing on request

  A broad, data-rich workspace for configurable customer success operations.

  Visit PlanhatFull verdict →
• EverAfter7.0/10 · Free plan

  A strong free customer portal with focused onboarding and renewal workflows.

  Visit EverAfterFull verdict →