Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

Head-to-head · Customer Health Score Software

Planhat vs Velaris

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Planhat #4 in Customer Health Score Software 9.0/10 Pricing on request ✓ 0 of 7 features Visit Planhat
Velaris #8 in Customer Health Score Software 8.6/10 Pricing on request ✓ 0 of 7 features Visit Velaris

Planhat leads on 0 checks, Velaris on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scorePlanhat · 9.0/10

Planhat scores higher on our rubric for customer health score software: 9.0 against 8.6 out of 10; our editors rank them #4 and #8.

Planhat is the better fit for data-rich CS teams needing broad integrations. Velaris is the better fit for teams needing multi-level monitoring and portals.

  • Planhat fits best

    Data-rich CS teams needing broad integrations

  • Velaris fits best

    Teams needing multi-level monitoring and portals

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Planhat 9.0/10 Visit ↗ Velaris 8.6/10 Visit ↗
At a glance
Editor score 9.0 8.6
Ranking #4 in Customer Health Score Software #8 in Customer Health Score Software
Best for Data-rich CS teams needing broad integrations Teams needing multi-level monitoring and portals
Pricing model Paid Paid
Starting price Pricing on request —
Free plan Not checked yet —
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Live chat, Docs Email, Docs
Compliance SOC 2, ISO 27001, GDPR, SSO/SAML SOC 2, ISO 27001, GDPR
Integrations 14 integrations 50+ integrations
Built for Mid-market, Enterprise Mid-market, Enterprise
Features Planhat 0/7 · Velaris 0/7
Product usage data Not checked yet Not checked yet
Support data Not checked yet Not checked yet
Outcome data Not checked yet Not checked yet
Custom scoring models Not checked yet Not checked yet
Automated score updates Not checked yet Not checked yet
Health score segments Not checked yet Not checked yet
Risk alerts Not checked yet Not checked yet
Our review
Pros
  • Configurable, real-time health scoring models
  • Customer 360 data across CRM, usage, support, billing, and contracts
  • Native integrations across CRM, analytics, warehouses, and communications
  • Weighted health scoring across organizations, accounts, contacts, and segments
  • Combines onboarding, renewals, playbooks, success plans, and portals
  • Integrates with Salesforce, HubSpot, Zendesk, Slack, Jira, and analytics tools
Cons
  • Pricing requires a contact-sales conversation
  • Commercial terms include integration, fixed, and variable fees
  • Its broad scope may exceed teams seeking health scoring alone
  • Pricing requires a custom estimate through sales
  • No free plan is available
  • Web-only access limits platform choice
Our verdict

Planhat is a customer platform for B2B commercial teams managing customer success, onboarding, adoption, renewals, expansion, sales, and professional services. Its workspace combines configurable, real-time health scoring with Customer 360…

Read the review →

Velaris is an AI-native customer success platform for mid-market and enterprise B2B SaaS and recurring-revenue companies. It brings customer data, communications, product usage, support activity, account health, tasks, and customer plans…

Read the review →
  1. PlanhatCustomer Health Score Software 9.0Pricing on request
  2. VelarisCustomer Health Score Software 8.6Pricing on request

Strengths and trade-offs

  • Planhat — where it wins

    • Configurable, real-time health scoring models
    • Customer 360 data across CRM, usage, support, billing, and contracts
    • Native integrations across CRM, analytics, warehouses, and communications

    Where it doesn't

    • Pricing requires a contact-sales conversation
    • Commercial terms include integration, fixed, and variable fees
    • Its broad scope may exceed teams seeking health scoring alone

  • Velaris — where it wins

    • Weighted health scoring across organizations, accounts, contacts, and segments
    • Combines onboarding, renewals, playbooks, success plans, and portals
    • Integrates with Salesforce, HubSpot, Zendesk, Slack, Jira, and analytics tools

    Where it doesn't

    • Pricing requires a custom estimate through sales
    • No free plan is available
    • Web-only access limits platform choice

More comparisons

All customer health score software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update