Planhat
Planhat: A broad customer health and lifecycle workspace for data-rich CS teams. Ranked #4 of 26 in Customer Health Score Software by our editors (9.0/10); pricing: Pricing on request; best for data-rich CS teams needing broad integrations.
At a glance
- Editor score9.0 / 10
- PricingPricing on request
- Best forData-rich CS teams needing broad integrations
- Founded2015
- Facts checked21 Sep 2026
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
Our verdict on Planhat
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 data, structured onboarding, renewal tracking, playbooks, dashboards, analytics, reporting, AI-assisted automation, and customer collaboration portals. It is designed for teams that need lifecycle operations connected across customer data and workflows rather than a standalone health-score view.
Pricing is handled through contact sales rather than published plan tiers. The vendor’s pricing approach includes a one-off integration fee, a fixed fee, and a variable fee based on the number of accounts, generally billed annually. That structure may suit organizations that want a tailored commercial arrangement around their account volume and integration needs, but it gives buyers fewer immediate plan details to compare. Teams evaluating Planhat should clarify the integration scope, account-based variable fee, billing terms, and which capabilities are included in their agreement.
The platform’s main differentiator is breadth across the customer lifecycle and its integration ecosystem. Native connections include Salesforce, HubSpot, Zendesk, Intercom, Jira, Slack, Microsoft Teams, Pendo, Segment, Mixpanel, Amplitude, Snowflake, BigQuery, OpenAI, and Anthropic. Customer portals can share data, workflows, tasks, surveys, and documents, while playbooks and automated workflows support repeatable operations. Planhat is a strong fit for data-rich CS teams that need health scoring tied to onboarding, renewals, collaboration, and analytics. Teams seeking only a focused scoring tool may prefer a narrower product with less lifecycle functionality to manage.
Your product? Our editors can test Planhat in depth and publish a review, labelled as paid · from $149/mo →
Planhat pricing
Planhat fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Product usage data | Not verified |
| Support data | Not verified |
| Outcome data | Not verified |
| Custom scoring models | Not verified |
| Automated score updates | Not verified |
| Health score segments | Not verified |
| Risk alerts | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, GDPR, SSO/SAML |
| Support | Email, Live chat, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 14 integrations: Salesforce, HubSpot, Zendesk, Intercom, Jira, Snowflake … See all → |
| Pricing | Pricing on request (source) |
| Website | planhat.com |
| Facts checked | 21 Sep 2026 |
Planhat integrations
Planhat lists 14 integrations on its own site.
- Salesforce
- HubSpot
- Zendesk
- Intercom
- Jira
- Snowflake
- BigQuery
- Pendo
- Amplitude
- Mixpanel
- Segment
- OpenAI
- Anthropic
- Google Gemini
See all Planhat integrations →
Alternatives to Planhat
- Gainsight Customer SuccessA full customer-success platform built around configurable health scoring and broader account operations.9.4
- VitallyFlexible health scoring and playbooks for B2B Customer Success teams.9.2
- ChurnZeroA broad customer success platform for complex lifecycles, renewals, and health scoring.9.1
See all Planhat alternatives →
Planhat vs the competition
- Planhat vs Vitally
- Planhat vs ChurnZero
- Planhat vs Customerscore.io
- Planhat vs GainTrace
- Planhat vs Velaris
Compare Planhat with any tool side by side →
Also Ranked In
Planhat is ranked in 6 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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