Tech riderRev. 7 Oct 2026
- 1Runs onAPI, Web
- 2CostsNot stated by the maker
- 3Health scoringYes
- 4Onboarding workflowsYes
- 5Renewal trackingYes
- 6Success playbooksYes
- 7Customer portalYes
6 lines stated Written from the maker's own pages: planhat.com
Overview
Planhat is ranked #16 of 26 in customer health score software on Specifiction. It runs on API, Web.
Planhat plans and pricing
All plansCRM Not published Enquire for pricing · For sales and account management teams · Pipeline management · Lead routing · Lead scoring · Email sequencing planhat.com · 7 Oct 2026
Compared on customer health score software
- Health scoring
- Yesplanhat.com
- Onboarding workflows
- Yesplanhat.com
- Renewal tracking
- Yesplanhat.com
- Success playbooks
- Yesplanhat.com
- Customer portal
- Yesplanhat.com
Facts
- Purpose
- Planhat says commercial teams at B2B enterprises use its platform to automate work across the customer lifecycle and support revenue growth.planhat.com · 7 Oct 2026
- Product modes
- The platform can be deployed as a customer success platform, CRM, PSA, or configured all-in-one platform.planhat.com · 7 Oct 2026
- Customer data
- Planhat says it builds a living model of customers and commercial operations using CRM data, time-series data, procedures, and external telemetry.planhat.com · 7 Oct 2026
- Customer health
- The site describes adaptable customer health scoring informed by analytics and input from people and AI.planhat.com · 7 Oct 2026
- Interactions
- Planhat says it can automatically gather transcripts, emails, tickets, and other customer interactions.planhat.com · 7 Oct 2026
- Integrations
- The integrations page lists Salesforce, HubSpot, Zendesk, Pendo, Slack, Anthropic, and OpenAI among its connections.planhat.com · 7 Oct 2026
- Included capabilities
- The pricing page lists native integrations, an open API, email and calendar, automations, dashboards, task management, and audit logs among features included in all plans.planhat.com · 7 Oct 2026
- Pricing
- The pricing page presents CRM, CSP, and PSA offerings with enquiry prompts and does not display numeric prices.planhat.com · 7 Oct 2026
- Support
- The pricing page lists 24/5 support among its services.planhat.com · 7 Oct 2026
- Security monitoring
- Planhat says it monitors systems 24/7 and has a dedicated security team that conducts regular security reviews and risk assessments.planhat.com · 7 Oct 2026
- Certifications
- The security page says Planhat is ISO 27001 certified and SOC 2 Type II certified.planhat.com · 7 Oct 2026
- Data protection
- The security page describes TLS 1.2 or 1.3 encryption in transit, AES-256 encryption at rest, and daily and intraday backups.planhat.com · 7 Oct 2026
- Access controls
- The security page says Planhat supports SSO and SAML and can restrict access to individual fields by role, team, and portfolio.planhat.com · 7 Oct 2026
Company
- Founded
- 2015planhat.com · 28 Sept 2026
Best Planhat alternatives
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Where it ranks on Specifiction
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Sources
- planhat.com· checked 7 Oct 2026
- planhat.com/integrations· checked 7 Oct 2026
- planhat.com/pricing· checked 7 Oct 2026
- planhat.com/security· checked 7 Oct 2026