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Head-to-head · Customer Health Score Software

Vitally vs Planhat

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Vitally #2 in Customer Health Score Software 9.2/10 Pricing on request ✓ 0 of 7 features Visit Vitally
Planhat #4 in Customer Health Score Software 9.0/10 Pricing on request ✓ 0 of 7 features Visit Planhat

Vitally leads on 0 checks, Planhat 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 scoreVitally · 9.2/10

Vitally scores higher on our rubric for customer health score software: 9.2 against 9.0 out of 10; our editors rank them #2 and #4.

Vitally is the better fit for teams wanting flexible health scoring and playbooks. Planhat is the better fit for data-rich CS teams needing broad integrations.

  • Vitally fits best

    Teams wanting flexible health scoring and playbooks

  • Planhat fits best

    Data-rich CS teams needing broad integrations

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Side by side

Feature Vitally 9.2/10 Visit ↗ Planhat 9.0/10 Visit ↗
At a glance
Editor score 9.2 9.0
Ranking #2 in Customer Health Score Software #4 in Customer Health Score Software
Best for Teams wanting flexible health scoring and playbooks Data-rich CS teams needing broad integrations
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 · 24/7 Email, Live chat, Docs
Compliance SOC 2, GDPR, SSO/SAML, 2FA SOC 2, ISO 27001, GDPR, SSO/SAML
Integrations 30+ integrations 14 integrations
Built for Small business, Mid-market, Enterprise Mid-market, Enterprise
Features Vitally 0/7 · Planhat 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
  • Weighted, segment-specific health scores
  • Automated Playbooks with triggers, rules, schedules, and actions
  • Broad integrations across CRM, product, support, and revenue systems
  • Configurable, real-time health scoring models
  • Customer 360 data across CRM, usage, support, billing, and contracts
  • Native integrations across CRM, analytics, warehouses, and communications
Cons
  • Public pricing is not displayed
  • May be more than needed for narrowly focused teams
  • Requires connected systems to centralize broader customer data
  • Pricing requires a contact-sales conversation
  • Commercial terms include integration, fixed, and variable fees
  • Its broad scope may exceed teams seeking health scoring alone
Our verdict

Vitally is a customer success platform for B2B Customer Success teams. It brings customer data, health scoring, workflows, projects, tasks, reporting, surveys, collaboration documents, meetings, and AI-assisted summaries into one…

Read the review →

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 →
  1. VitallyCustomer Health Score Software 9.2Pricing on request
  2. PlanhatCustomer Health Score Software 9.0Pricing on request

Strengths and trade-offs

  • Vitally — where it wins

    • Weighted, segment-specific health scores
    • Automated Playbooks with triggers, rules, schedules, and actions
    • Broad integrations across CRM, product, support, and revenue systems

    Where it doesn't

    • Public pricing is not displayed
    • May be more than needed for narrowly focused teams
    • Requires connected systems to centralize broader customer data

  • 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

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