Planhat
What it is
Planhat is a platform for B2B commercial teams to manage work across the customer lifecycle. It can be used as a customer success platform, CRM, professional services automation system, or configured all-in-one platform. Planhat says its customer model combines CRM data, time-series data, procedures, and external telemetry. Its health scoring can draw on analytics and input from people and AI, while the platform can gather customer transcripts, emails, tickets, and other interactions automatically.
Listed capabilities include health scoring, onboarding workflows, renewal tracking, success playbooks, and a customer portal. All plans include native integrations, an open API, email and calendar, automations, dashboards, task management, and audit logs. Connections include Salesforce, HubSpot, Zendesk, Pendo, Slack, Anthropic, and OpenAI. CRM, CSP, and PSA offerings have pricing by enquiry, with no numeric prices displayed. The pricing page lists 24/5 support. Planhat says it is ISO 27001 and SOC 2 Type II certified, with TLS encryption in transit, AES-256 encryption at rest, and daily and intraday backups.
For and against
For
- Supports CRM, CSP, PSA, or all-in-one deployment
- Health scoring incorporates analytics and human input
- Automatically gathers customer interactions
- All plans include an open API and automations
- Supports SSO, SAML, and role-based field access
Against
- Pricing is available by enquiry only
- Support is listed as 24/5
- No numeric plan prices are displayed
The verdict
Planhat brings customer data, lifecycle workflows, and commercial operations into a flexible platform. Teams should check the enquiry-based pricing and confirm which deployment mode fits their needs.
Who it suits
It suits B2B commercial teams looking to organize customer success, sales, or professional services work in one platform. Its range of deployment modes may also fit teams seeking a configured all-in-one setup.
Plans and prices
CRM
Enquire for pricing · For sales and account management teams · Pipeline management · Lead routing
Read 7 Oct 2026 · planhat.com
CSP
Enquire for pricing
Read 7 Oct 2026 · planhat.com
PSA
Enquire for pricing
Read 7 Oct 2026 · planhat.com
On the record
- Access controls
- The security page says Planhat supports SSO and SAML and can restrict access to individual fields by role, team, and portfolio.planhat.com · read 7 Oct 2026
- Certifications
- The security page says Planhat is ISO 27001 certified and SOC 2 Type II certified.planhat.com · read 7 Oct 2026
- Customer data
- Planhat says it builds a living model of customers and commercial operations using CRM data, time-series data, procedures, and external telemetry.planhat.com · read 7 Oct 2026
- Customer health
- The site describes adaptable customer health scoring informed by analytics and input from people and AI.planhat.com · read 7 Oct 2026
- Data protection
- The security page describes TLS 1.2 or 1.3 encryption in transit, AES-256 encryption at rest, and daily and intraday backups.planhat.com · read 7 Oct 2026
- Included capabilities
- The pricing page lists native integrations, an open API, email and calendar, automations, dashboards, task management, and audit logs among features included in all plans.planhat.com · read 7 Oct 2026
- Integrations
- The integrations page lists Salesforce, HubSpot, Zendesk, Pendo, Slack, Anthropic, and OpenAI among its connections.planhat.com · read 7 Oct 2026
- Interactions
- Planhat says it can automatically gather transcripts, emails, tickets, and other customer interactions.planhat.com · read 7 Oct 2026
- Pricing
- The pricing page presents CRM, CSP, and PSA offerings with enquiry prompts and does not display numeric prices.planhat.com · read 7 Oct 2026
- Product modes
- The platform can be deployed as a customer success platform, CRM, PSA, or configured all-in-one platform.planhat.com · read 7 Oct 2026
- Purpose
- Planhat says commercial teams at B2B enterprises use its platform to automate work across the customer lifecycle and support revenue growth.planhat.com · read 7 Oct 2026
- Security monitoring
- Planhat says it monitors systems 24/7 and has a dedicated security team that conducts regular security reviews and risk assessments.planhat.com · read 7 Oct 2026
- Support
- The pricing page lists 24/5 support among its services.planhat.com · read 7 Oct 2026
