Planhat

Planhat is a customer success platform built for B2B SaaS companies that want an integrated workspace combining CRM, health scoring, project management, and AI-assisted automation without context-switching between tools. The platform's built-in CRM means CSMs manage the full customer relationship, including contacts, contracts, tasks, and health signals, in a single surface alongside automated playbook execution. The AI layer, branded Planhat AIP, delivers automated health scoring, segment-based journey enrollment, and workflow triggers at configurable autonomy thresholds. Autonomous rate is approximately 25%: Planhat handles automated health scoring, lifecycle journey enrollment, and workflow triggers within configured parameters; CSM account decisions and relationship strategy remain human-directed. Pricing uses an enquire-based model with no published tiers. Planhat occupies the mid-to-upper mid-market, with estimated contracts in the $20,000 to $70,000 per year range. Setup is moderate: most teams are operational in 4 to 8 weeks, with Planhat's team supporting CRM migration, health score design, and integration configuration. Integration coverage includes Salesforce, HubSpot, Stripe, Snowflake, Intercom, Jira, Slack, and a native REST API for custom data. Security certifications include SOC 2 Type II, ISO 27001, and GDPR compliance, reflecting Planhat's European origins and strong presence across GDPR-regulated markets. Planhat is best suited for 5 to 50 CSM teams. Very large enterprise orgs may need Gainsight's configurability depth, and enterprises requiring Salesforce as their non-negotiable system of record may find the integrated CRM model a friction point.