Planhat

Planhat is an agentic customer platform for B2B enterprises that want one operational workspace combining CRM, health scoring, project management, AI agents and analytics rather than switching between tools. The integrated CRM means CSMs manage contacts, contracts, tasks and health signals on a single surface alongside automated playbook execution and lifecycle journey management. Planhat describes the offering as forward-deployed software and services covering the whole customer lifecycle. Planhat was founded in Stockholm in 2015 by Kaveh Rostampor and Niklas Skog. It bootstrapped for seven years before raising a 50 million dollar Series A led by Sprints Capital in 2022, and remains headquartered in Sweden. The AI layer is branded Planhat AIP and covers automated health scoring, segment-based journey enrollment, conversational sentiment analysis, writing assistance and workflow automation, with native model connections to Anthropic Claude, OpenAI, Azure OpenAI and Gemini. Planhat states that its governed agents execute commercial processes while human teams stay in the loop to supervise and enhance agentic output. Planhat publishes no autonomy percentage. CSM account decisions and relationship strategy remain human-directed. Planhat publishes an MCP server, described on its AI platform page as an MCP Server for External Agents and documented in the help center with an OAuth walkthrough for connecting Claude to live Planhat data. That makes Planhat an MCP server rather than a client, since external AI agents connect into Planhat. Permissioning and data access controls are configurable, and processing regions can be set to EU or US instances. The integration directory listed 43 native connections across eight categories when counted in July 2026. CRM covers Salesforce, HubSpot and Pipedrive. Support and ticketing covers Zendesk, Freshdesk, Help Scout, Intercom and Jira. Product analytics covers Pendo, Mixpanel, Amplitude and Segment. Warehouse and database covers Snowflake, BigQuery and PostgreSQL. Cloud storage covers AWS S3, Microsoft OneDrive, Google Drive and Google Cloud. Meeting intelligence covers Gong, Jiminny, Fathom and Fireflies. AI providers are Anthropic, OpenAI, Azure OpenAI and Gemini. Surveys cover Delighted and Satismeter. Communication covers Slack, Microsoft Teams, Outlook, Gmail, Google Calendar, Outlook Calendar, Ringover and Aircall. Email marketing covers Mailchimp and Mandrill, learning covers LearnUpon, and automation covers Zapier, Apideck and Stitch. Verified gaps in July 2026 are no native ServiceNow connector, no Chorus connector and no Salesforce Service Cloud helpdesk connector. Pricing is quote-only across three product areas: CRM for sales and account management, CSP for customer success, and PSA for professional services automation. Every plan and add-on routes to a contact form, and no rate is published anywhere, including on the G2 listing. Add-ons cover an upgraded AI platform, advanced service delivery, email marketing and advanced portals. Separate services are sold for managed services, onboarding and implementation, technical deployment, AI deployment, strategic advisory and premium support. There are no named pricing tiers, so buyers cannot size cost without contacting sales. Planhat is not the right fit for organizations that require Salesforce as a non-negotiable system of record, because the integrated CRM makes Salesforce a sync partner rather than the primary interface. Very large enterprises managing 50 or more CSMs with complex multi-segment lifecycle designs should evaluate Gainsight Customer Success (custom pricing). Early-stage teams managing fewer than 50 accounts should evaluate Akita ($49/mo) for a lower-cost, faster entry. Teams wanting a customer-facing portal layer rather than an internal workspace should evaluate EverAfter (custom pricing). Planhat publishes dedicated pages for SaaS, IT services and security customers, and separate pages by company size for enterprise, scale-up and start-up buyers. It is a Cisco CX Partner of the Year. As of Q3 2026 the security page states SOC 2 Type II and ISO27001 as headings and commits to compliance with GDPR and the California Consumer Privacy Act. There is no HIPAA, ISO 42001 or FedRAMP claim on any surface. Data is hosted on Google Cloud Platform with TLS in transit, AES-256 at rest, daily and intraday backup, and SAML single sign-on via Okta, Azure AD, GSuite and ADFS. The help center states that customer data is not used for model training or improvement by Vertex AI or OpenAI, and data processing agreements are in place with AI subprocessors. G2 shows 4.5 from 953 reviews under Customer Success Software. Planhat was named a Leader in the 2025 Gartner Magic Quadrant for Customer Success Management Platforms, its second consecutive year in the Leaders quadrant. It was also named a Leader in the IDC MarketScape Worldwide Customer Success Applications 2024 Vendor Assessment, for both current capabilities and future strategy.