Planhat

Planhat is an agentic customer platform built for B2B enterprises that want an integrated operational workspace combining CRM, health scoring, project management, AI agents, and analytics without context-switching between tools. The platform positions itself as forward-deployed software and services that deliver lifelong revenue growth across the entire customer lifecycle. The integrated CRM means CSMs manage the full customer relationship, including contacts, contracts, tasks, and health signals, in a single surface alongside automated playbook execution and lifecycle journey management. The AI layer, branded Planhat AIP, delivers automated health scoring, segment-based journey enrollment, conversational sentiment analysis, AI-powered writing assistance, and workflow automation through native LLM connections to Anthropic (Claude and Sonnet), OpenAI, Azure OpenAI, and Gemini. Planhat's governed agents execute commercial processes with speed and precision while keeping human teams in the loop to supervise and enhance agentic outputs at scale. Autonomous rate is approximately 35%: Planhat handles automated health scoring, lifecycle journey enrollment, workflow triggers, and governed agent execution within configured parameters. CSM account decisions and relationship strategy remain human-directed. A confirmed MCP Server is available, connecting LLMs to live Planhat data with enterprise-grade permissioning and configurable data access controls. Customer data is explicitly confirmed as not used for model training or improvement by Vertex AI or OpenAI. Data processing regions are configurable (EU or US instances) and DPAs are in place with all AI subprocessors. Integration coverage spans 50+ native connections confirmed at planhat.com/integrations: CRM (Salesforce, HubSpot, Pipedrive), support and ticketing (Zendesk, Freshdesk, Help Scout, Intercom, Jira), product analytics (Pendo, Mixpanel, Amplitude, Segment), data warehouse (Snowflake, BigQuery), cloud storage (AWS S3, OneDrive, Google Drive, Google Cloud), meeting intelligence (Gong, Jiminny, Fathom, Fireflies), AI providers (Anthropic, OpenAI, Azure OpenAI, Gemini), NPS (Delighted, Satismeter), communication (Slack, Microsoft Teams, Outlook, Gmail, Ringover, Aircall), email marketing (Mailchimp, Mandrill), database (PostgreSQL), and automation (Zapier, Apideck, Stitch). Named gaps: no native ServiceNow, no Chorus, and no Salesforce Service Cloud helpdesk connector. Pricing uses an enquire-only model across three product areas: CRM (sales and account management with pipeline management, lead routing, lead scoring, email sequencing, deal rooms, revenue management, and forecasting), CSP (customer success platform), and PSA (professional services automation). Add-ons include upgraded AI platform, advanced service delivery, email marketing, and advanced portals. No public pricing tiers or starting prices are published. Market estimates place mid-market contracts in the $20,000 to $70,000 per year range. Implementation typically runs 4 to 8 weeks, with Planhat's team supporting CRM migration, health score design, and integration configuration. Managed services and AI deployment services are available as separate offerings. Planhat is not the right fit for organizations that require Salesforce as a non-negotiable system of record. The integrated CRM model means Salesforce becomes a sync partner rather than the primary interface, which creates friction for Salesforce-first procurement teams. Very large enterprise organizations managing 50+ CSMs with complex multi-segment lifecycle designs should evaluate Gainsight Customer Success. Teams needing a self-serve trial should evaluate Vitally, which offers self-serve entry options. Early-stage SaaS teams managing fewer than 50 accounts should evaluate Akita (from $49/month) for lower-cost entry and faster deployment. As of Q2 2026, Planhat holds 935 G2 reviews at 4.5/5 and is a G2 Leader in 9 categories. The platform is named in the Gartner Magic Quadrant for Customer Success Management Platforms and the IDC MarketScape for Worldwide Customer Success Applications. Security certifications confirmed at planhat.com/security include SOC 2 Type II, ISO 27001, and GDPR. The MCP Server is officially published in Planhat developer documentation. Data is hosted on Google Cloud Platform. Customer data is confirmed not used for AI model training.