Planhat is a customer platform for B2B companies that combines a CRM, a customer success platform (CSP) and professional services automation (PSA) in one workspace, now delivered on Planhat OS with its AI agent, Pi. Pi reads Planhat data and runs commercial work across sales, renewals, implementations, account management and support (support is in beta). It can find, read, create and update records, answer questions from the tenant knowledge base and attached files, build Automations and build live data displays called Artifacts, always within the requesting user role and portfolio permissions. Planhat introduced Pi on September 22, 2026 and states that it is rolling out to a limited set of users first and to all Planhat customers over the following month. Planhat also sells forward-deployed teams and an AI Deployment Program alongside the software.
Beyond Pi, the Planhat AI platform (AIP) covers AI steps in Automations, sentiment and category classification of emails, chats and calls, conversation summaries and a writing assistant. Customers can use Planhat-managed models from Google, OpenAI and Anthropic or connect their own AI provider, and managed AI usage consumes Planhat AI credits. Admins can restrict which data models, fields and companies Pi can read or change, and control the tenant-wide Memories and Skills that shape how Pi behaves.
Planhat publishes an MCP server that connects Claude, ChatGPT and custom apps to live Planhat data through OAuth apps with configurable permissions, and connected assistants can read data and take actions such as creating tasks and updating records. The homepage features working with Planhat from Claude Code. In the other direction, MCP Plugins let Pi use external tools: a library of more than 20 pre-configured plugins, including Slack, Google Drive and GitHub, plus any custom MCP server, with every plugin action logged in Planhat. The integration directory lists 43 connections, including Salesforce, HubSpot, Pipedrive, Zendesk, Freshdesk, Help Scout, Intercom and Jira for CRM and support, Pendo, Mixpanel, Amplitude and Segment for product data, Snowflake, BigQuery and PostgreSQL for data warehouses, Gong, Jiminny, Fathom and Fireflies for meetings, Slack, Microsoft Teams, Gmail and Outlook for communication, and Zapier, Apideck and Stitch for automation, alongside an open API.
Pricing is quote-only. The pricing page lists three product areas, CRM, CSP and PSA, each routed to an enquiry form with no published rate, and Planhat describes its pricing as platform-based rather than seat-based. Every plan includes native integrations, the open API, Planhat AIP, project and task management, dashboards, custom fields, audit logs and advanced permissions. Add-ons include an Upgraded AI Platform and Advanced Portals, and services are sold separately, including managed services, onboarding and implementation, technical deployment, AI deployment, 24/5 support, strategic advisory and premium services.
With no published rate, a budget needs a sales conversation, and the add-ons and services above are priced on top of the platform. Planhat states that mid-market teams go live in 2 to 4 weeks and that large enterprises deploy across teams in 4 to 8 weeks.
Planhat was founded in Stockholm in 2015 by Kaveh Rostampor, now CEO, and Niklas Skog, and bootstrapped for just over six years before raising a $50 million Series A led by Sprints Capital in April 2022. The security page lists SOC 2 Type II and ISO 27001 certification and compliance with GDPR and the California Consumer Privacy Act, with hosting on Google Cloud Platform. The help center states that customer data is not used for model training or improvement by Vertex AI or OpenAI, with data processing agreements in place, and that it is never shared with other customers. Planhat was named a Leader in the Gartner Magic Quadrant for Customer Success Management Platforms in 2024 and 2025 and a Leader in the 2024 IDC MarketScape for Worldwide Customer Success Applications, and it was Cisco CX Partner of the Year 2025.
Planhat suits B2B companies that want customer success, account management, sales and professional services in one workspace, with AI agents working on the same customer data. Teams that want an account context layer assembled from their existing tools rather than a new system of record should consider Noded. Teams that want a customer-facing hub on top of their customer success stack should consider EverAfter, and early-stage teams that want self-serve plans without a sales process should consider Akita.
Current state Q4 2026: Pi is rolling out on Planhat OS from a limited set of users to all customers, MCP Plugins have connected Pi to external tools since September 23, 2026, and customers have been able to bring their own AI provider since October 5, 2026. The MCP server now supports Claude, ChatGPT and custom apps.
