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SPECIFICTION
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Planhat

planhat.com

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Spec score 7.0 #14 of 21 in Proactive Customer Retention Software

What it is

Planhat is a platform for commercial teams at B2B enterprises to automate work across the customer lifecycle and support revenue growth. It can be deployed as a customer success platform, CRM, professional services automation platform, or configured as an all-in-one system. Planhat describes a customer and operations model built from CRM data, time-series data, procedures, and external telemetry. Its adaptable customer health scoring draws on analytics and input from people and AI, and it can automatically gather transcripts, emails, tickets, and other customer interactions. Listed capabilities include health scoring, onboarding workflows, renewal tracking, success playbooks, and a customer portal. All plans include native integrations, an open API, email and calendar, automations, dashboards, task management, and audit logs. Listed connections include Salesforce, HubSpot, Zendesk, Pendo, Slack, Anthropic, and OpenAI. CRM, CSP, and PSA pricing is by enquiry, with no numeric prices displayed; the pricing page lists 24/5 support. Planhat says it holds ISO 27001 and SOC 2 Type II certifications and encrypts data in transit and at rest.

Spec sheet

Purpose
Planhat says commercial teams at B2B enterprises use its platform to automate work across the customer lifecycle and support revenue growth.Read 7 Oct 2026 · planhat.com
Integrations
The integrations page lists Salesforce, HubSpot, Zendesk, Pendo, Slack, Anthropic, and OpenAI among its connections.Read 7 Oct 2026 · planhat.com
Support
The pricing page lists 24/5 support among its services.Read 7 Oct 2026 · planhat.com
Founded
2015Read 28 Sep 2026 · planhat.com
Access controls
The security page says Planhat supports SSO and SAML and can restrict access to individual fields by role, team, and portfolio.Read 7 Oct 2026 · planhat.com
Certifications
The security page says Planhat is ISO 27001 certified and SOC 2 Type II certified.Read 7 Oct 2026 · planhat.com
Customer data
Planhat says it builds a living model of customers and commercial operations using CRM data, time-series data, procedures, and external telemetry.Read 7 Oct 2026 · planhat.com
Customer health
The site describes adaptable customer health scoring informed by analytics and input from people and AI.Read 7 Oct 2026 · planhat.com
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.Read 7 Oct 2026 · planhat.com
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.Read 7 Oct 2026 · planhat.com
Interactions
Planhat says it can automatically gather transcripts, emails, tickets, and other customer interactions.Read 7 Oct 2026 · planhat.com
Pricing
The pricing page presents CRM, CSP, and PSA offerings with enquiry prompts and does not display numeric prices.Read 7 Oct 2026 · planhat.com
Product modes
The platform can be deployed as a customer success platform, CRM, PSA, or configured all-in-one platform.Read 7 Oct 2026 · planhat.com
Security monitoring
Planhat says it monitors systems 24/7 and has a dedicated security team that conducts regular security reviews and risk assessments.Read 7 Oct 2026 · planhat.com

Plans and prices

CRM Priced on request Enquire for pricing · For sales and account management teams · Pipeline management · Lead routing · Lead scoring · Email sequencing Read 7 Oct 2026 · planhat.com
CSP Priced on request Enquire for pricing Read 7 Oct 2026 · planhat.com
PSA Priced on request Enquire for pricing Read 7 Oct 2026 · planhat.com

Every Planhat plan and price →

Strong points and limits

Strong points

  • Can be deployed as CSP, CRM, PSA, or all-in-one.
  • Includes health scoring, onboarding, and renewal tracking.
  • All plans include an open API and automations.
  • ISO 27001 and SOC 2 Type II certified.

Limits

  • Pricing is available by enquiry, not numeric prices.
  • Plans list 24/5 support, not round-the-clock support.

Who it suits

It is aimed at commercial teams in B2B enterprises handling customer success, CRM, or professional services workflows. Teams can use one of those modes or configure an all-in-one platform.

Verdict

Planhat spans customer success, CRM, and professional services workflows, with common integrations and operations capabilities across plans. Buyers will need to enquire for pricing rather than compare published numeric rates.

Where Specifiction places it

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