What is Planhat?
Planhat is a customer success and customer platform that unifies customer data and offers health scores, renewal tracking, revenue forecasting and automations. Thanks to its flexible data model, it can also be used by account management, professional services and sales teams. It offers AI-powered insights. It is aimed at mid-sized and large B2B companies.
Key facts
- Starting price
- Contact for quote
- Pricing model
- Quote-based
- Active users
- —
- Customers
- —
- Vendor employees
- 150
- Launched
- —
- Deployment
- Cloud (SaaS)
- Platforms
- Web
Strengths & considerations
Strengths
- Flexible data model adaptable to many workflows
- Clean, modern user experience
- Revenue and usage data in one place
Considerations
- Flexibility requires upfront configuration
- Learning curve for admins
- Pricing only on request
- No free plan or free trial
Editorial summary based on public information; not a user review.
Features
✓Workflow automation· Automation
✓AI features· Automation
✓GDPR compliance· Compliance
✓SOC 2· Compliance
✓ISO 27001· Compliance
✓API access· Integrations
✓Webhooks· Integrations
✓Integrations marketplace· Integrations
✓Segmentation· Marketing
✓Custom reports· Reporting
✓Dashboards· Reporting
✓Single sign-on (SSO)· Security
✓Role-based access· Security
✓Audit log· Security
User reviews
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