Planhat review

Planhat has grown from a customer success tool into a wider customer platform, sold as CRM, CSP and PSA tiers. For CS teams, the CSP plan brings account data, project management, task management, dashboards and automations into one place, and every plan includes native integrations, an open API, custom fields, audit logs and email and calendar sync. Pi, its AI customer agent, works from usage, tickets, sales, revenue and conversation data to spot expansion and draft proposals, and it can run alongside Salesforce or HubSpot through two-way sync. Add-ons cover email marketing, advanced customer portals and service delivery. The pricing model is explained but not published: a platform fee plus a minimum number of Core Users, with extra users and Solution Extensions on top. That structure and the breadth of the product suit companies with a CS operations lead. For a five-person CS team, it is more platform than needed.

Who it is for

Larger B2B companies that want customer success, account management and services on one data model.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Separate CRM, CSP and PSA plan tiers
• Pi customer agent that reads usage, tickets, revenue and conversations
• Project management, task management and dashboards
• Templated and advanced automations
• Two-way sync with Salesforce or HubSpot

Strengths and weaknesses

• Strength: Covers renewals, customer success and professional services in one system
• Strength: Open API, native integrations and audit logs on all plans
• Strength: Add-ons for email marketing and customer portals
• Weakness: No published prices; pricing combines a platform fee and minimum Core Users
• Weakness: Broad scope means more configuration than CS-only tools
• Weakness: Many advanced AI features sit in an add-on

Key facts

• Plan tiers: CRM, CSP, PSA
• Pricing model: Platform fee plus minimum Core Users
• CRM sync: Two-way with Salesforce or HubSpot

Where it ranks

Planhat is No. 4 in our Best Customer Success Software verdict.